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semiconductor: Archive

Zacks Equity Research

Intel Introduces Leading Edge Data Center GPU: Will it Boost Prospect?

INTC's new Crescent Island GPU targets surging AI inference demand with cost-efficient, high-memory performance for enterprise data centers.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Supriyo Bose

IBM vs. Intel: Which Legacy Tech Giant is the Better Buy Today?

IBM's cloud-driven transformation and steady growth may give it an edge over Intel's AI ambitions and valuation appeal.

AMZNNegative Net Change INTCNegative Net Change MSFTNegative Net Change IBMPositive Net Change NVDANegative Net Change

Anirudha Bhagat

Will Spectrum-X Further Drive NVIDIA's Networking Business Revenues?

NVDA's Spectrum-X platform fuels explosive growth in its networking business, with revenues surging as AI data center demand soars.

NVDANegative Net Change AVGONegative Net Change ANETNegative Net Change

Anirudha Bhagat

NVDA vs. AMD: Which AI Hardware Stock Has Better Investment Potential?

NVIDIA's dominance in AI chips, booming data center sales and expanding partnerships give it an edge over AMD in the race for AI hardware leadership.

AMDNegative Net Change NVDANegative Net Change

Mark Vickery

Top Analyst Reports for Broadcom, Exxon Mobil & ServiceNow

Broadcom's AI-fueled surge, Exxon Mobil's energy expansion, and ServiceNow's digital momentum headline today's top analyst picks.

XOMPositive Net Change WDCNegative Net Change VMCNegative Net Change AVGONegative Net Change NOWPositive Net Change RAVENegative Net Change STRSPositive Net Change DASHNegative Net Change

Shaun Pruitt

Buy the Surge in Taiwan Semiconductor Stock as Q3 Results Approach?

Riding a wave of unprecedented demand for next-gen AI chips, Taiwan Semiconductor is expected to post record Q3 results on Thursday, October 16.

TSMNegative Net Change QCOMNegative Net Change AAPLNegative Net Change AMDNegative Net Change NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change

Aniruddha Ganguly

AMD Leverages Partner Base to Aid Data Center Growth: What's Ahead?

AMD expands its AI and data center dominance through major partnerships, including a multi-year OpenAI deal to deploy Instinct GPUs.

AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

Zacks Equity Research

AMAT's Logic & DRAM Offerings Gain Traction: How Long Will it Sustain?

Applied Materials sees momentum in Logic and DRAM as AI-driven demand, GAA transitions and HBM growth fuel its semiconductor leadership.

ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Om Jaiswal

NVTS Stock Rises 90% in 3 Months: Time to Hold or Book Profits?

Navitas Semiconductor skyrockets 90% in three months as it rides the AI data center boom and shifts to cost-efficient 8-inch GaN production.

LRCXNegative Net Change MRVLNegative Net Change AMBANegative Net Change NVTSNegative Net Change

Zacks Equity Research

Rising AI Chip Demand to Boost Taiwan Semiconductor's Q3 Revenues

TSM's Q3 revenues are likely to reflect the benefits of surging demand for advanced AI chips, while rising operation costs may have weighed on profitability.

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Anirudha Bhagat

Micron Soars 171% in Six Months: Is MU Stock Still Worth Buying?

MU's 171% surge, AI exposure, and low valuation make it a compelling buy and a standout in the semiconductor rally.

AMDNegative Net Change MUNegative Net Change NVDANegative Net Change AVGONegative Net Change

Zacks Equity Research

Company News for Oct 14, 2025

Companies In The News Are: FAST, AVGO, BE, USAR.

FASTNegative Net Change AVGONegative Net Change BENegative Net Change USARNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: CrowdStrike, Micron Technology and Western Digital

CrowdStrike, Micron, and Western Digital emerge as top buy-the-dip opportunities amid easing trade tensions and sustained AI-driven demand.

WDCNegative Net Change MUNegative Net Change CRWDNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Taiwan Semiconductor, Nvidia, Meta Platforms, Marvell and Tesla

Taiwan Semiconductor's soaring sales, rising estimates, and deep AI ties with Nvidia cement its role as the backbone of global chipmaking.

NVDANegative Net Change MRVLNegative Net Change TSMNegative Net Change TSLANegative Net Change METANegative Net Change

Shaun Pruitt

3 Hot Tech Stocks to Buy on the Dip: CRWD, MU, WDC

Holding spots on the coveted Zacks Rank #1 (Strong Buy) list, investors may have been looking for a pullback in these three hot tech stocks.

WDCNegative Net Change MUNegative Net Change CRWDNegative Net Change

Aniruddha Ganguly

AMD Shares Rise 33% in a Month: Buy, Sell or Hold the Stock?

AMD shares surge 33% in the past month as strong EPYC and Instinct demand drive growth, but high valuation and tough AI competition pose risks.

AMDNegative Net Change NVDANegative Net Change ORCLNegative Net Change AVGONegative Net Change

Om Jaiswal

Amtech Systems Stock Soars 91% in 3 Months: Hold or Book Profit?

ASYS has surged 91% in three months on booming AI packaging demand, but mature node weakness clouds the outlook.

TXNNegative Net Change STMNegative Net Change NVDANegative Net Change ASYSPositive Net Change

Kevin Cook

Taiwan Semi (TSM) is Going to $400

Top semi foundry is the backbone of the AI economy and makes NVIDIA magic possible

TSMNegative Net Change NVDANegative Net Change MRVLNegative Net Change TSLANegative Net Change METANegative Net Change

Supriyo Bose

QCOM Shares Down on China Trade Spat Fallout: Should Investors Fret?

Qualcomm shares tumble as China launches an antitrust probe amid escalating U.S.-China trade tensions and mounting margin pressures.

QCOMNegative Net Change AVGONegative Net Change HPENegative Net Change

Anirudha Bhagat

Should You Buy, Sell or Hold TSM Stock Before Q3 Earnings Release?

Taiwan Semiconductor's Q3 results are likely to reflect the benefits of AI-driven chip demand. However, high global expansion costs might have weighed on profitability.

NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change TSMNegative Net Change

Anirudha Bhagat

ASML Holding Before Q3 Earnings: How Should Investors Play the Stock?

ASML's Q3 performance is likely to reflect benefits from robust AI-driven demand for EUV systems, partially offset by China's trade pressures.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Santanu Roy

Beat the Market the Zacks Way: MariMed, Xeris Biopharma, Lam Research in Focus

MariMed, Xeris Biopharma and Lam Research shine as Zacks' proven stock strategies continue to beat the market despite turmoil.

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Zacks Equity Research

Zacks Value Investor Highlights: SKIL, PINS and MU

Zacks spotlights low-PEG stocks SKIL, PINS, and MU as compelling value-and-growth opportunities for 2025.

MUNegative Net Change PINSPositive Net Change SKILPositive Net Change

Zacks Equity Research

Company News for Oct 13, 2025

Companies In The News Are: LEVI, APLD, QCOM, AZN.

AZNNegative Net Change QCOMNegative Net Change APLDNegative Net Change LEVINegative Net Change

Om Jaiswal

NVTS Shifts to 8-Inch GaN: Will it Help Return to Growth Trajectory?

Navitas's shift to 8-inch GaN wafers aims to cut costs, boost margins and reposition the company toward high-growth AI and energy markets.

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