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semiconductor: Archive
AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now?
by Subham Roy
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
semiconductor
GFS Gains From Expanding Partner base: Will it Boost Growth Prospects?
by Zacks Equity Research
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
communications semiconductor tech-stocks
ASX vs. TER: Which AI Semiconductor Stock Should You Buy Right Now?
by Om Jaiswal
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
artificial-intelligence semiconductor tech-stocks
TXN's Data Center Sales Double: Will This Growth Rate Continue in 2026?
by Anirudha Bhagat
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
artificial-intelligence computers semiconductor tech-stocks
Company News for Sep 16, 2026
by Zacks Equity Research
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
aerospace computers semiconductor
Zacks Industry Outlook NVIDIA, Texas, STMicroelectronics and Intel
by Zacks Equity Research
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
semiconductor
Credo (CRDO) vs. Marvell (MRVL): Which AI Chip Stock Is the Better Buy?
by Shaun Pruitt
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
artificial-intelligence earnings electronics investing semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Nvidia, Taiwan Semiconductor, Arista Networks, Dell Technologies, Hewlett Packard and Super Micro Computer
by Zacks Equity Research
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
artificial-intelligence computers semiconductor tech-stocks
Buy TI and NVIDIA for Exposure to Semiconductor Boom
by Sejuti Banerjea
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
semiconductor tech-stocks
Caterpillar and Campbell's have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
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
computers consumer-staples industrial-products semiconductor