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semiconductor: Archive

Subham Roy

AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now?

Applied Materials and Lam Research benefit from AI-driven semiconductor demand, but broader portfolio makes AMAT a safer choice.

LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

GFS Gains From Expanding Partner base: Will it Boost Growth Prospects?

GlobalFoundries is expanding partnerships across AI, optical networking, power and quantum technologies, but commercialization remains key.

GFSPositive Net Change TSMPositive Net Change UMCPositive Net Change

Om Jaiswal

ASX vs. TER: Which AI Semiconductor Stock Should You Buy Right Now?

Teradyne's AI-driven test growth and stronger earnings momentum give it an edge over ASE Technology's capacity execution and EMS margin risks.

TERPositive Net Change ASXPositive Net Change

Anirudha Bhagat

TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?

Texas Instruments' data center sales double in Q2'26 as AI spending, rising chip content and capacity support growth.

TXNPositive Net Change ADIPositive Net Change ONPositive Net Change

Zacks Equity Research

Company News for Sep 16, 2026

Companies in The News Are: FPS, SWKS, QRVO, AXON, VLO

VLONegative Net Change SWKSPositive Net Change QRVOPositive Net Change AXONNegative Net Change FPSPositive Net Change

Zacks Equity Research

Zacks Industry Outlook NVIDIA, Texas, STMicroelectronics and Intel

NVIDIA, Texas, STMicroelectronics and Intel have been highlighted in this Industry Outlook article.

INTCPositive Net Change TXNPositive Net Change STMPositive Net Change NVDAPositive Net Change

Shaun Pruitt

Credo (CRDO) vs. Marvell (MRVL): Which AI Chip Stock Is the Better Buy?

Outside of Nvidia (NVDA) and Broadcom (AVGO), Credo Technology (CRDO) and Marvell Technology (MRVL) are two of the most searched-for chip stocks on Zacks.com.

MRVLPositive Net Change CRDOPositive Net Change AMZNPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Taiwan Semiconductor, Arista Networks, Dell Technologies, Hewlett Packard and Super Micro Computer

AI stocks face slowdown fears, but Nvidia, Taiwan Semiconductor and peers show strong operating momentum that could make dips worth watching.

DELLPositive Net Change NVDAPositive Net Change TSMPositive Net Change SMCIPositive Net Change ANETPositive Net Change HPEPositive Net Change

Sejuti Banerjea

Buy TI and NVIDIA for Exposure to Semiconductor Boom

AI and data-center demand are driving a powerful semiconductor cycle. We highlight NVDA and TXN as top picks despite geopolitical and supply-chain risks.

TXNPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Caterpillar and Campbell's have been highlighted as Zacks Bull and Bear of the Day

Caterpillar emerges as an AI dark horse with a record backlog, while Campbell's faces weak snacks, shrinking margins and declining earnings.

CATPositive Net Change NVDAPositive Net Change ORCLPositive Net Change CPBNegative Net Change