This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
Copyright 2025 Zacks Investment Research | 101 N Wacker Drive, Floor 15, Chicago, IL 60606
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.81% per year. These returns cover a period from January 1, 1988 through September 1, 2025. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
Visit Performance Disclosure for information about the performance numbers displayed above.
Visit www.zacksdata.com to get our data and content for your mobile app or website.
Real time prices by BATS. Delayed quotes by Sungard.
NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.
This site is protected by reCAPTCHA and the Google Privacy Policy, DMCA Policy and Terms of Service apply.
semiconductor: Archive
LRCX's Akara Etch Wins Gain Momentum: Can it Expand DRAM Share?
by Om Jaiswal
Lam Research's Akara etch tool gains early traction in DRAM production, positioning LRCX to expand its memory market share.
ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence semiconductor tech-stocks
AMAT's Etch Business Crosses $1B: Can DRAM Momentum Continue?
by Om Jaiswal
Applied Materials' etch business surpasses $1B in Q3 as DRAM demand for AI workloads fuels momentum and future market share gains.
ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence semiconductor tech-stocks
Stock Market News for Aug 27, 2025
by Zacks Equity Research
U.S. stocks ended higher on Tuesday as investors looked past President Donald Trump's decision to fire Federal Reserve Governor Lisa Cook and waited for AI chipmaker NVIDIA to announce its quarterly results on Wednesday.
NVDAPositive Net Change
semiconductor
Zacks Investment Ideas feature highlights: Nvidia, Arm Holdings, CoreWeave, Advanced Micro Devices and Oklo
by Zacks Equity Research
Zacks spotlights Nvidia, Arm Holdings, CoreWeave, AMD, and Oklo as beneficiaries of a fresh bull market, boosted by the Fed's dovish pivot and broad market strength.
AMDPositive Net Change NVDAPositive Net Change ARMPositive Net Change OKLOPositive Net Change CRWVPositive Net Change
alt-energy computers semiconductor tech-stocks
Is Credo's Optical DSP Business Set to Spur Growth & Revenue Momentum?
by Shreya Majumder
CRDO's optical DSP momentum builds with new design wins and record efficiency gains. Its total revenues are expected to top $800 million in fiscal 2026.
MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change
semiconductor tech-stocks
The Zacks Analyst Blog Highlights NVIDIA, AMD, Alphabet, Meta Platforms, Amazon.com and Microsoft
by Zacks Equity Research
NVIDIA's soaring valuation, AI demand, and looming Q2 earnings create a tug-of-war between sell pressure and long-term growth optimism.
AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
computers retail semiconductor tech-stocks
Willdan and Eastman Chemical have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Willdan posts blowout Q2 results, lifts full-year outlook, while Eastman Chemical struggles with weak demand and tariff pressures.
MRVLPositive Net Change EMNNegative Net Change AVGOPositive Net Change WLDNPositive Net Change ASTSPositive Net Change ALABPositive Net Change
business-services computers industrial-products semiconductor
Too Much Hype! Should You Sell NVIDIA Stock Ahead of Q2 Earnings?
by Tirthankar Chakraborty
NVIDIA's Q2 earnings spark debate as AI-driven growth, record GPU demand, and steep valuation fuel both optimism and caution.
AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings magnificent-7 semiconductor tech-stocks
The Zacks Analyst Blog Highlights Broadcom, NVIDIA and Advanced Micro Devices
by Zacks Equity Research
Broadcom rides strong AI networking demand with record chip launches, while NVIDIA and AMD intensify competition in the booming semiconductor market.
AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change
computers semiconductor
MRVL's Q2 Earnings Likely to be Powered by AI Silicon & Data Center Boom
by Zacks Equity Research
Marvell Technology's second-quarter earnings are likely to be driven by surging demand for custom AI silicon, electro-optics and data center.
ANFPositive Net Change MRVLPositive Net Change BBWNegative Net Change BBWINegative Net Change
semiconductor
Should You Buy, Sell or Hold TXN Stock After an 8.9% Rise in a Month?
by Subham Roy
Texas Instruments' 8.9% stock surge is fueled by AI, data centers and CHIPS Act aid, but trade and auto risks keep outlook cautious.
ADINegative Net Change TXNNegative Net Change NXPINegative Net Change AVGOPositive Net Change
semiconductor
High Tide and LaZBoy have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Zacks names High Tide its Bull of the Day on growth momentum, while LaZBoy takes the Bear spot after earnings misses and lowered estimates.
NVDAPositive Net Change LZBNegative Net Change HITIPositive Net Change
consumer-discretionary medical semiconductor
Stock Market News for Aug 26, 2025
by Zacks Equity Research
Wall Street ended lower on Monday after stocks rallied last week following Federal Reserve Chairman Jerome Powell's hint at a possible rate cut in September.
INTCPositive Net Change NVDAPositive Net Change
semiconductor tech-stocks
Implied Volatility Surging for Applied Materials Stock Options
by Zacks Equity Research
Investors need to pay close attention to AMAT stock based on the movements in the options market lately.
AMATPositive Net Change
semiconductor
ASML Sees 30% EUV Growth in 2025: Is Demand Sustainable Through 2026?
by Anirudha Bhagat
ASML Holding expects EUV sales to surge 30% in 2025 on AI and memory demand, but macro risks cloud the outlook for 2026.
ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
SMCI Projects $33B FY26 Revenues: Is the Growth Target Realistic?
by Anirudha Bhagat
Super Micro Computer targets $33B revenues in FY26, banking on AI demand and data center solutions to fuel growth momentum.
DELLPositive Net Change SMCIPositive Net Change HPEPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Check Out NVIDIA's Awesome Earnings Chart
by Tracey Ryniec
Get ready. NVIDIA reports earnings this week. Analysts are bullish going into the report.
NVDAPositive Net Change
semiconductor
Stocks to Watch for a Rebound Amid September Rate Cut Hopes
by Shaun Pruitt
Amid high hopes for a September rate cut, these stocks may be poised for a sharp rebound from various sectors where companies are sensitive to borrowing costs, capital market activity, and consumer demand.
INTCPositive Net Change CMCSANegative Net Change ADBENegative Net Change CCSNegative Net Change
artificial-intelligence construction consumer-discretionary dividends home-builder inflation interest-rate investing semiconductor tech-stocks
NVIDIA Earnings: Key Metrics to Watch
by Derek Lewis
The tech titan's release will be scrutinized heavily given its critical role in the AI ecosystem, with the results set to ripple across the entire market. But it's not just Data Center results that are important.
NVDAPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
NVTS vs. ADI: Which Semiconductor Stock is a Better Buy Now?
by Aniruddha Ganguly
Analog Devices rides strong automotive and industrial momentum, while Navitas faces near-term headwinds despite AI and EV opportunities.
ADINegative Net Change NVTSPositive Net Change
artificial-intelligence semiconductor tech-stocks
AVGO's Strong Portfolio Drives Up Semiconductor Sales: What's Ahead?
by Aniruddha Ganguly
Broadcom boosts semiconductor sales with new AI-focused networking chips, driving strong revenue growth despite rising competition.
AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change
artificial-intelligence semiconductor tech-stocks
MRVL to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?
by Subham Roy
Marvell Technology's second-quarter fiscal 2026 results hinge on data center strength, AI partnerships, and a rebound in networking and carrier segments.
DELLPositive Net Change NVDAPositive Net Change MRVLPositive Net Change COHRPositive Net Change
semiconductor
NVTS Targets AI Data Centers: Can it Capitalize on the 800-Volt Shift?
by Zacks Equity Research
Navitas Semiconductor eyes the AI data center boom with GaN and SiC chips as the industry shifts toward 800-volt power systems.
WOLFNegative Net Change ONNegative Net Change NVTSPositive Net Change
artificial-intelligence semiconductor tech-stocks
HBM Drives Micron's Growth: Can MU Sustain the Momentum?
by Anirudha Bhagat
MU rides on soaring AI-driven HBM demand, with 2025 supply sold out and next-gen products fueling growth momentum.
INTCPositive Net Change MUPositive Net Change AVGOPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Pre-Markets in the Red to Start a Fresh Week
by Zacks Equity Research
Pre-Markets in the Red to Start a Fresh Week
NVDAPositive Net Change KBHPositive Net Change
home-builder semiconductor