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semiconductor: Archive

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 DGPositive 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.

AEHRNegative 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 TRIPNegative 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 AVGOPositive Net Change

Shuvra Shankar Dey

Has ARM's 16% Decline Over a Year Created a Buying Opportunity?

ARM's 16% stock drop trails a booming sector, as risks in China, valuation, and strategy spark investor caution.

QCOMNegative Net Change AAPLNegative Net Change ARMPositive Net Change

Anirudha Bhagat

MU vs. TXN: Which Semiconductor Stock Is the Better Buy Today?

Micron's AI momentum, faster earnings growth and more attractive valuation give it an edge over Texas Instruments right now.

TXNNegative Net Change MUPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Palantir, NVIDIA, Microsoft, Amazon.com and Alphabet

PLTR and NVDA are both gaining from the AI boom, but only one stands out as the better stock for stable returns in 2H25.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Zacks Market Edge Highlights: PANW, PLTR and AVGO

PLTR, PANW and AVGO are hitting new highs as earnings surge. Here's why they are top growth picks for late 2025.

AVGOPositive Net Change PANWPositive Net Change PLTRPositive Net Change

Sridatri Sarkar

Navitas' GaN Power ICs Gaining Traction: What's Fueling It?

NVTS expands its GaN footprint with major mobile, EV and solar wins as 2024 revenues jump over 50% year over year.

STMNegative Net Change NVDAPositive Net Change POWINegative Net Change TSLAPositive Net Change NVTSPositive Net Change

Sraddha Singha

Will Semiconductor and Biotech Drive EMCOR's Bookings?

EMCOR hits record RPOs as CHIPS and IRA acts drive long-term demand across semiconductor and biotech markets.

ACMPositive Net Change KBRNegative Net Change EMEPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Advanced Energy Industries Stock?

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

AEISPositive Net Change

Tirthankar Chakraborty

Better AI Stock for 2H25: NVIDIA or Palantir?

PLTR has surged 74.7% YTD, topping NVDA's 17.1% - but can it keep outperforming in the AI race despite its lofty valuation?

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change PLTRPositive Net Change

Zacks Equity Research

KLAC Scales in Advanced Packaging: Is Growth Set to Increase Further?

KLAC boosts packaging tools to meet AI-driven chip demand, eyeing sharp revenue gains and deeper customer adoption.

KLACPositive Net Change ASMLNegative Net Change AMATPositive Net Change

Nilanshi Mukherjee

AMD vs. Micron Technology: Which Semiconductor Stock Has More Upside?

MU's surging HBM demand, stronger earnings growth, and better valuation metrics may give it an edge over Advanced Micro Devices.

AMDPositive Net Change MUPositive Net Change

Zacks Equity Research

MRVL's Margin Pressure Mounts as AI Revenues Rise: Is it Sustainable?

Marvell Technology rides AI chip demand to top-line growth, but higher costs and tight competition weigh on gross margins.

AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Subham Roy

AMAT vs. KLAC: Which Semiconductor Equipment Stock is the Better Buy?

KLAC rides AI-driven demand with strong gains in advanced packaging, outpacing AMAT's slower growth and China headwinds.

KLACPositive Net Change AMATPositive Net Change

Anirudha Bhagat

TSM Stock Hits 52-Week High: Is It Time to Book Profits or Buy More?

Taiwan Semiconductor hits a 52-week high as AI chip demand surges, earnings soar, and valuation still leaves room for upside.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Zacks Equity Research

KLAC Trades Near 52-Week High: Should Investors Still Buy the Stock?

KLA Corp. trades near its 52-week high as AI-driven chip demand and advanced packaging tools fuel rapid revenue growth.

GRMNNegative Net Change KLACPositive Net Change TOELYPositive Net Change SMCAYNegative Net Change

Subham Roy

Marvell Technology Slips 30% YTD: Should You Hold or Fold the Stock?

MRVL faces challenges emerging from uncertain economic conditions and shrinking margins, but strong AI-driven growth makes it a stock worth retaining.

QCOMNegative Net Change MRVLPositive Net Change AVGOPositive Net Change AMBANegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Robinhood Markets, Apple, NVIDIA and Coinbase Global

HOOD jumps 12.8% on crypto staking, Bitstamp buyout, and EU tokenized stock launch, lifting its YTD gain to over 300%.

AAPLNegative Net Change NVDAPositive Net Change COINPositive Net Change HOODPositive Net Change

Anirudha Bhagat

NVIDIA Stock Near 52-Week High: Time to Lock in Gains or Stay Put?

NVDA hovers near its 52-week high as surging AI chip demand fuels growth despite high valuation and China headwinds.

INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, AMD and NVIDIA

INTC deepens its AI push with Exostellar and Gaudi 3, but margin woes and China risks continue to weigh on performance.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

ASML vs. LRCX: Which Semiconductor Equipment Stock Is the Better Buy?

Lam Research edges out ASML Holding as the better buy, with stronger stock gains, expanding margins, growing AI-driven demand and lower valuation.

ASMLNegative Net Change LRCXPositive Net Change