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semiconductor: Archive

Kashvi Chandgothia

SkyWater vs. Semtech: Which Semiconductor Stock is the Better Buy?

Shares of SKYT and SMTC are down YTD, but each is making strategic plays in AI, defense and chip supply chains. Which one leads right now?

SMTCPositive Net Change SKYTNegative Net Change

Kashvi Chandgothia

APH Trades Near 52-Week High: Should Investors Still Buy the Stock?

Amphenol hovers near its 52-week peak as end-market expansion and targeted acquisitions drive growth momentum.

APHPositive Net Change STNegative Net Change TELPositive Net Change COMMNo Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Netflix, NVIDIA, Microsoft, Apple and Alphabet

NFLX eyes 44% EPS growth in Q2, driven by ads and sports streaming???but high valuation may cap post-earnings upside.

AAPLNegative Net Change MSFTPositive Net Change NFLXPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Agnico Eagle Mines, UGI, Qifu Technology, Taiwan Semiconductor Manufacturing Company and Group 1 Automotive

AEM, QFIN, TSM, UGI, and GPI stand out as strong dividend growers with solid fundamentals and rising earnings estimates.

AEMNegative Net Change UGINegative Net Change TSMPositive Net Change GPINegative Net Change QFINPositive Net Change

Sridatri Sarkar

Navitas Enjoys Robust Financial Position: What's Fueling It?

NVTS trims costs, stays debt-free, and eyes GaN and SiC innovation to drive growth and reach EBITDA breakeven by 2026.

STMNegative Net Change ONNegative Net Change NVTSPositive Net Change

Sweta Killa

5 Dividend Growth Stocks for a Safe & Income-Driven Portfolio

AEM, UGI, QFIN, TSM and GPI stand out as top dividend growth picks for building a safer, income-focused portfolio in 2025.

AEMNegative Net Change UGINegative Net Change TSMPositive Net Change GPINegative Net Change QFINPositive Net Change

Zacks Equity Research

NXPI Set to Report Q2 Earnings: What's in Store for the Stock?

NXP Semiconductors' Q2 results are likely to reflect negative impacts of inventory corrections and weakness across automotive and communication infrastructure end markets.

INFYPositive Net Change NXPINegative Net Change TSMPositive Net Change NOWNegative Net Change

Zacks Equity Research

Stock Market News for Jul 16, 2025

U.S. stocks ended mixed on Tuesday, with the Nasdaq posting a new record high, while the Dow and S&P 500 slid after data showed inflation rose in June, and a mixed bag of bank earnings dented investors' sentiment.

GSPositive Net Change BACPositive Net Change WFCPositive Net Change JPMPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Advanced AI Chip Demand Likely to Aid Taiwan Semiconductor's Q2 Sales

Surging demand for advanced AI chips is likely to have driven TSM's Q2 revenues, while rising operational costs may have weighed on earnings.

INTCNegative Net Change STMNegative Net Change MUPositive Net Change TSMPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include RF Industries, Legacy Education, Primoris Services, Allot and Euroseas

RFIL, LGCY, and PRIM lead a group of momentum stocks with strong earnings growth and rising analyst estimates.

PRIMNegative Net Change LGCYNegative Net Change ESEANegative Net Change ALLTNo Net Change RFILNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: JPMorgan Chase and Nvidia

JPM beats Q2 earnings estimates and Nvidia surges on news it may resume China GPU sales with U.S. approval.

JPMPositive Net Change NVDAPositive Net Change

Bryan Hayes

Markets Hit Record Highs, Banks Report Q2 Results: Stocks to Watch

Positive earnings results out of the gate bode well for the remainder of the season.

JPMPositive Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights CoreWeave, SoundHound, NVIDIA, Microsoft, Amazon.com, Casey's General Stores and Chipotle Mexican Grill

Backed by NVDA, CoreWeave surges on AI infrastructure growth, while SOUN gains traction in voice AI with clients like CASY and CMG.

AMZNPositive Net Change MSFTPositive Net Change CMGNegative Net Change NVDAPositive Net Change CASYPositive Net Change SOUNNegative Net Change CRWVPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia and Micron Technology

NVDA hits $4T market cap as AI leader, but MU's breakout growth, rising sales, and low valuation make it a compelling AI play.

MUPositive Net Change NVDAPositive Net Change

Nalak Das

5 Stocks With Recent Price Strength to Enhance Your Returns

RFIL, LGCY, PRIM, ALLT and ESEA are riding on strong price momentum as Wall Street rallies to new all-time highs.

PRIMNegative Net Change LGCYNegative Net Change ESEANegative Net Change ALLTNo Net Change RFILNegative Net Change

Anirudha Bhagat

Can NVIDIA's End-to-End Stack Keep Driving Networking Revenues?

NVDA's networking revenues are likely to continue soaring, driven by the surging adoption of Spectrum-X and NVLink across key cloud players.

NVDAPositive Net Change MRVLPositive Net Change AVGONegative Net Change

Shaun Pruitt

2 Top-Notch Stocks to Buy as Q2 Earnings Approach: GE,TSM

The Zacks Expected Surprise Prediction (ESP) suggests GE Aerospace (GE) and Taiwan Semiconductor (TSM) could once again surpass their quarterly earnings expectations.

GEPositive Net Change TSMPositive Net Change AMDPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Ethan Feller

Is Nvidia Topping Out? Why Micron Might Be the Next AI Winner

Nvidia hits $4 trillion, are there other AI stocks to buy? Micron Technology is worth digging into

MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

From Smartphones to AI: ARM's Expanding Global Tech Influence

Arm Holdings' energy-efficient chip designs are powering AI and IoT growth for Apple, Qualcomm and Samsung as its tech influence deepens.

QCOMNegative Net Change AAPLNegative Net Change ARMPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Fastenal, Taiwan Semiconductor Manufacturing and Netflix

TSM, NFLX, and FAST are three standout stocks to buy before earnings season kicks off, offering long-term upside across tech and industry.

NFLXPositive Net Change FASTNegative Net Change TSMPositive Net Change

Zacks Equity Research

Zacks Market Edge Highlights: NVIDIA, Amazon.com and Microsoft

NVIDIA still dominates long-term gains, but recent Mag 7 laggards like AMZN raise questions about who belongs in this elite group.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change

Zacks Equity Research

CDNS Unveils LPDDR6/5X Memory IP System for Next-Gen AI & HPC Workload

Cadence unveils first LPDDR6/5X IP at 14.4Gbps, powering AI, HPC & mobile amid booming demand, tight margins and a new Samsung deal.

CTSHNegative Net Change NTGRPositive Net Change CDNSPositive Net Change TASKNegative Net Change

Anirudha Bhagat

TSM Likely to Beat Q2 Earnings Estimates: Buy, Hold or Sell the Stock?

Taiwan Semiconductor seems worth buying, considering favorable valuations and a likely Q2 earnings beat fueled by AI demand and tech leadership.

AMDPositive Net Change NVDAPositive Net Change AVGONegative Net Change TSMPositive Net Change

Anirudha Bhagat

ASML Likely to Beat Q2 Earnings Estimates: How to Play the Stock?

ASML Holding is expected to beat Q2 earnings as strong AI chip demand boosts EUV sales, but China export curbs pose a looming risk.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Broadcom Rides on Strong AI Demand: What's the Path Ahead?

AVGO rides a 46% jump in AI revenues and robust hyperscaler demand to fuel a record 10th straight quarter of AI growth.

INTCNegative Net Change NVDAPositive Net Change AVGONegative Net Change