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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, SoundHound, Microsoft, Apple, Intel and Advanced Micro Devices

NVIDIA and SOUN both hold Zacks Rank #3, but only one boasts profits, scale, and dominance in the AI-driven chip race.

INTCNegative Net Change AAPLNegative Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change SOUNNegative Net Change

Mark Vickery

Top Stock Reports for NVIDIA, Walmart & Caterpillar

NVDA rides AI momentum, Walmart gains on e-commerce strength, and CAT eyes global demand despite tariff risks.

CATNegative Net Change WMTPositive Net Change STTPositive Net Change NTRSPositive Net Change NVDAPositive Net Change AEMNegative Net Change SENEANegative Net Change WSBFNegative Net Change

Zacks Equity Research

MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?

Marvell Technology's modular RDL interposer tech targets multi-die AI accelerators, slashing latency and boosting yields.

AMDPositive Net Change MRVLPositive Net Change AVGONegative Net Change

Bryan Hayes

Leading AI Stock Clears Key Hurdle Ahead of Earnings: Time to Buy?

This designer and manufacturer of semiconductor-based connectivity solutions is breaking out.

ALABNegative Net Change

Aniruddha Ganguly

3 Electronics Stocks to Watch From a Prospering Industry

The Zacks Electronics - Manufacturing Machinery industry participants, such as ENTG, KLIC, and ACLS, are benefiting from strong demand for high-performance computing, advanced packaging and memory.

ENTGNegative Net Change ACLSPositive Net Change KLICNegative Net Change

Zacks Equity Research

Implied Volatility Surging for Allegro MicroSystems Stock Options

Investors need to pay close attention to ALGM stock based on the movements in the options market lately.

ALGMPositive Net Change

Zacks Equity Research

Stock Market News for Jul 10, 2025

Wall Street closed higher on Wednesday, driven by tech and utility stocks.

NVDAPositive Net Change AVGONegative Net Change VSTPositive Net Change

Supriyo Bose

Can Intel Be Leaner & More Agile by Laying Off 529 Employees?

INTC cuts 529 jobs across Oregon to streamline operations, reduce complexity and refocus on core chip and data center R&D.

INTCNegative Net Change MSFTPositive Net Change METAPositive Net Change

Anirudha Bhagat

DUV Demand Powers ASML Holding in China: Will Export Curbs Cut It Off?

Strong demand for DUV lithography systems is driving sales in China, but export curbs and trade tensions threaten future momentum.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Ritujay Ghosh

3 Stocks to Buy as Semiconductor Sales Skyrocket on AI Optimism

TSM, AEIS, and RFIL are poised to gain as surging AI-driven chip demand fuels a sharp rebound in semiconductor sales.

TSMPositive Net Change AEISPositive Net Change RFILNegative Net Change

Zacks Equity Research

New Strong Buy Stocks for July 10th

ASTH, LGCY, STM, BAYRY and KD have been added to the Zacks Rank #1 (Strong Buy) List on July 10, 2025.

STMNegative Net Change BAYRYNegative Net Change LGCYNegative Net Change KDNegative Net Change ASTHPositive Net Change

Mark Vickery

Markets Rally Ahead Despite Potential Complications

As the tariff deadline comes and goes, a new possible 50% tariff on Brazil emerges.

AMZNPositive Net Change MSFTPositive Net Change DALNegative Net Change FASTNegative Net Change NVDAPositive Net Change CAGNegative Net Change HELENegative Net Change

Shaun Pruitt

Nvidia Hits $4 Trillion Market Cap: Buy, Hold, or Take Profits in NVDA?

Hitting a 52-week and all-time high of $164 a share (post-split basis), Nvidia became the first company to hit a $4 trillion market cap on Wednesday,

NVDAPositive Net Change AAPLNegative Net Change MSFTPositive Net Change TMNegative Net Change GMNegative Net Change TTMIPositive Net Change VLVLYPositive Net Change

Urmimala Biswas

After a 246% Rally, Is Navitas Semiconductor a Buy or a Hold in 2025?

After a 246% rally in three months, NVTS is exhibiting strength in GaN and SiC tech but soft revenues and high P/S may stall momentum.

POWINegative Net Change WOLFPositive Net Change NVTSPositive Net Change

Ethan Feller

3 Top Technology Stocks to Buy Now (UBER, COIN, MU)

Uber Technologies, Micron Technology and Coinbase Global are market outperformers and represent the forefront of modern technology stocks

MUPositive Net Change UBERPositive Net Change COINPositive Net Change

Zacks Equity Research

AMAT Rides on AI Demand: Will Logic and DRAM Strength Last?

Applied Materials gains from booming AI demand, with traction across its foundry, logic and DRAM offerings.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

SKYT Gross Margin Rises on Wafer Services Rebound: Is it Sustainable?

SkyWater posts a 730-bps gross margin jump as ThermaView drives wafer services growth. The Fab 25 acquisition can extend the momentum.

ONNegative Net Change SKYTNegative Net Change GFSNegative Net Change

Anirudha Bhagat

NVIDIA Bets on Sovereign AI: Will It Shield Against Trade War?

As trade war restrictions bite, NVDA pivots to sovereign AI with big bets in Europe, Saudi Arabia and beyond.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Backbone of the AI economy and mobile is helping NVIDIA transform the world

TSMPositive Net Change NVDAPositive Net Change MRVLPositive Net Change TSLAPositive Net Change METAPositive Net Change

Zacks Equity Research

Taiwan Semiconductor and Cloudflare have been highlighted as Zacks Bull and Bear of the Day

TSMC surges on AI chip demand, while Cloudflare stumbles under lofty valuations and weak EPS momentum.

TGTNegative Net Change DGNegative Net Change TSMPositive Net Change SFMNegative Net Change NETPositive Net Change

Shaun Pruitt

2 Highly Ranked Semiconductor Stocks to Buy Now: CRDO, NVMI

With semiconductors being critical to electronic components, Credo Technology Group (CRDO) and Nova Limited (NVMI) are two standouts in the tech sector at the moment.

NVMIPositive Net Change CRDOPositive Net Change

Sridatri Sarkar

Navitas Strengthens GaN and SiC Footprint With Major Alliances

NVTS forges major alliances to drive GaN and SiC adoption across AI, EV charging and clean energy.

TXNNegative Net Change NVDAPositive Net Change MRVLPositive Net Change NVTSPositive Net Change

Bryan Hayes

Is Aehr Test Systems (AEHR) A 'Buy' Ahead of Fiscal Q4 Earnings Announcement?

Aehr Test Systems exceeded the mark during the previous quarter when the company posted a 458% earnings beat.

AEHRPositive Net Change

Zacks Equity Research

Company News for Jul 7, 2025

Companies in The News Are: SNPS, DDOG, MSFT, TRIP

MSFTPositive Net Change SNPSNegative Net Change TRIPPositive Net Change DDOGPositive Net Change

Zacks Equity Research

Stock Market News for Jul 7, 2025

Wall Street closed higher on Thursday, driven by tech stocks to round off a holiday-shortened week.

INTCNegative Net Change NVDAPositive Net Change AVGONegative Net Change