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semiconductor: Archive
AI Demand and Datacenter Momentum to Lift NVIDIA's Q2 Earnings
by Zacks Equity Research
NVDA's Q2 revenues are expected to surge 54% year over year as AI demand and datacenter growth continue to drive strong performance across industries.
NVDAPositive Net Change FFIVNegative Net Change ANETPositive Net Change QLYSPositive Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Take the Zacks Approach to Beat the Markets: WisdomTree, SkyWest & PepsiCo in Focus
by Santanu Roy
Zacks highlights gains for WisdomTree, SkyWest, and PepsiCo as its stock strategies deliver strong returns amid market volatility.
CATPositive Net Change JNJNegative Net Change HSYNegative Net Change PEPPositive Net Change MTDNegative Net Change SKYWPositive Net Change PRIMPositive Net Change SHOPPositive Net Change NOBLPositive Net Change CRDOPositive Net Change WTNegative Net Change HAFNNegative Net Change
computers construction consumer-staples finance industrial-products medical pharmaceuticals semiconductor transportation
The Zacks Analyst Blog Highlights NVIDIA, Cisco and Linde
by Zacks Equity Research
NVIDIA, Cisco, and Linde showcase AI-driven growth, strategic acquisitions, and resilient industrial leadership.
CSCOPositive Net Change NVDAPositive Net Change LINNegative Net Change
computers oil-energy semiconductor
The Zacks Analyst Blog Highlights NVIDIA, Alphabet, Meta Platforms, Amazon.com and Microsoft
by Zacks Equity Research
NVIDIA gears up for Q2 earnings with booming Blackwell GPU demand, China chip sales rebound, and soaring data center capex.
AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
computers retail semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Nvidia and Marvell Technology
by Zacks Equity Research
Nvidia and Marvell take center stage with upcoming earnings, offering two distinct plays on the booming AI chip market.
NVDAPositive Net Change MRVLPositive Net Change
computers semiconductor
Nvidia, Best Buy, Ulta Beauty and Amazon are part of Zacks Earnings Preview
by Zacks Equity Research
Nvidia headlines a busy earnings week, with Wall Street eyeing its soaring AI-fueled growth and expectations of sharp gains in revenue and EPS.
AMZNPositive Net Change BBYPositive Net Change NVDAPositive Net Change ULTANegative Net Change
consumer-discretionary retail semiconductor
QCOM Gaining Traction in V2X Market: Will it Be a Key Growth Driver?
by Supriyo Bose
Qualcomm expands in V2X with Autotalks buyout, boosting its Snapdragon Digital Chassis and connected car solutions.
INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change
artificial-intelligence autonomous-vehicles communications iot semiconductor tech-stocks
Bull of the Day: IBM (IBM)
by Kevin Cook
Bedrock of American innovation continues its deep R&D in the AI economy, fueling steady growth
IBMPositive Net Change INTCPositive Net Change CRMNegative Net Change NVDAPositive Net Change METAPositive Net Change
artificial-intelligence automation cloud-computing semiconductor
Top Analyst Reports for NVIDIA, Cisco & Linde
by Mark Vickery
NVIDIA, Cisco and Linde post strong gains as analysts spotlight AI growth, software expansion and industrial gas leadership.
PFEPositive Net Change CSCOPositive Net Change WDCPositive Net Change NVDAPositive Net Change AFLNegative Net Change LINNegative Net Change
computers industrial-products semiconductor
NVIDIA to Post Q2 Earnings: Buy, Hold, or Take Profits?
by Tirthankar Chakraborty
NVIDIA eyes a strong Q2 with soaring GPU demand, renewed China sales, and rising data center spending, fueling growth prospects.
AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
earnings magnificent-7 semiconductor tech-stocks
Arm Holdings Faces Market Scrutiny Over Steep Valuation
by Zacks Equity Research
ARM's 15% slide, lofty multiples, and earnings downgrades fuel caution despite mobile dominance and AI inroads.
QCOMNegative Net Change NVDAPositive Net Change ARMPositive Net Change
computers semiconductor tech-stocks
Will Strength in Cloud Infrastructure Space Drive Growth for Intel?
by Zacks Equity Research
INTC expands cloud presence with Xeon 6, driving stronger AI, ML and data processing performance for enterprise workloads.
INTCPositive Net Change AMDPositive Net Change ARMPositive Net Change
semiconductor tech-stocks
AMAT's Display Revenues Rebound: Is it a Sign of Stability?
by Zacks Equity Research
Applied Materials' display segment surges on OLED demand, with Q4 revenues projected to soar 66% year over year.
AMATPositive Net Change KOPNPositive Net Change OLEDNegative Net Change
semiconductor
Nvidia & Marvell Technology: AI Chip Stocks Ahead of Earnings
by Ethan Feller
Nvidia and Marvell Technology, two of the leading AI semiconductor stocks report earnings next week and investors will be watching the results closely
NVDAPositive Net Change MRVLPositive Net Change
artificial-intelligence semiconductor
SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock?
by Zacks Equity Research
Semtech's second-quarter fiscal 2025 results are likely to benefit from 5G momentum, AI adoption, and LoRa demand, though macro challenges could weigh.
ANFPositive Net Change SMTCNegative Net Change BBWNegative Net Change BBWINegative Net Change
semiconductor
NVIDIA's Data Center Grows Fast: Can It Sustain the Momentum?
by Anirudha Bhagat
AI demand, Blackwell chips and expanding hyperscaler orders are likely to continue driving NVDA's Data Center revenues.
INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
NVIDIA Likely to Beat Q2 Earnings Estimate: How to Play the Stock?
by Anirudha Bhagat
NVDA is poised to beat on Q2 earnings as surging AI, data center and gaming demand might have driven massive revenue and earnings growth.
INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change MRVLPositive Net Change
artificial-intelligence computers earnings-preview semiconductor tech-stocks
Zacks Investment Ideas feature highlights: NVIDIA
by Zacks Equity Research
NVIDIA showcases robotics breakthroughs, with 2M developers using its AI stack and a new Jetson Thor platform set to power humanoid innovation.
NVDAPositive Net Change
semiconductor
Bull of the Day: Micron Technology (MU)
by Shaun Pruitt
Benefitting from pricing power and high demand, Micron Technology is starting to dominate the AI memory space.
MUPositive Net Change JPMPositive Net Change AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence earnings investing semiconductor tech-stocks
Robots From The Matrix: The NVIDIA Simulation is Real
by Kevin Cook
NVIDIA is advancing "physical AI" with platforms to make the builders as happy as Elroy Jetson
NVDAPositive Net Change
artificial-intelligence autonomous-vehicles robotics self-driving-cars semiconductor software
TXN vs. ADI: Which Stock Has an Edge in the Analog Signal Processing?
by Subham Roy
Texas Instruments faces challenges in China and the automotive end market, making it less attractive than Analog Devices.
ADINegative Net Change TXNNegative Net Change
semiconductor
Lam Research Stock Trades at Low P/E: Should You Buy, Sell or Hold?
by Anirudha Bhagat
Despite robust growth in AI and HPC, LRCX faces near-term risks tied to China sales and chip cycle swings.
KLACPositive Net Change ASMLNegative Net Change LRCXPositive Net Change AAOIPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
CRUS, GlobalFoundries Deepen Alliance on Next-Gen Chip Technologies
by Zacks Equity Research
Cirrus Logic deepens its GlobalFoundries partnership, advancing BCD and GaN technologies to power growth in electronics and autos.
JBLPositive Net Change CRUSNegative Net Change UIPositive Net Change GFSPositive Net Change
consumer-discretionary emerging-markets semiconductor tech-stocks
New Strong Sell Stocks for August 21st
by Zacks Equity Research
SSTI, IPOOF and GCTS have been added to the Zacks Rank #5 (Strong Sell) List on August 21, 2025.
IPOOFNegative Net Change SSTINegative Net Change GCTSPositive Net Change
industrial-products oil-energy semiconductor
The Zacks Analyst Blog Highlights Vertiv, Arista Networks, Astera Labs, NVIDIA, Ballard Power Systems and Intel
by Zacks Equity Research
Vertiv, Arista Networks and Astera Labs lead the AI-driven data center boom with strong portfolios, partnerships and surging growth estimates.
INTCPositive Net Change NVDAPositive Net Change BLDPPositive Net Change ANETPositive Net Change VRTPositive Net Change ALABPositive Net Change
semiconductor