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semiconductor: Archive

Maharathi Basu

CEVA or SNPS: Which Semiconductor Stock Is Worth Buying Now?

SNPS stands out over CEVA as AI-driven EDA growth, recurring revenues, strong cash flow and better price performance strengthen its investment case.

SNPSNegative Net Change CEVAPositive Net Change

Mark Vickery

Top Stock Reports for Meta Platforms, Marvell & Amphenol

Marvell's AI infrastructure gains, custom silicon growth and networking momentum point to a higher multi-year outlook.

APHPositive Net Change CHRWPositive Net Change MRVLPositive Net Change EVRPositive Net Change SDPositive Net Change VGPositive Net Change BKTIPositive Net Change METAPositive Net Change

Urmimala Biswas

AI Capex Creates New Investment Cycle: NVIDIA & 2 Other Stocks to Buy

AI capex is fueling a new infrastructure cycle, with NVIDIA, Arista Networks and Vertiv well-positioned across computing, networking and power.

NVDAPositive Net Change ANETPositive Net Change VRTPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Stock Market News for Sep 11, 2026

Wall Street closed lower on Thursday, dragged down by surging oil prices and inflation data.

IBMNegative Net Change NVDAPositive Net Change

Subham Roy

MRVL Rides on the AI Capex Wave: What's Ahead for Investors?

Marvell Technology is riding on AI infrastructure growth with custom silicon, interconnect and optics, but faces trade risks and rising competition.

MRVLPositive Net Change AMDPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Micron Bets on Long-Term SCA Deals: Can It Lower Earnings Cyclicality?

MU's long-term customer deals lock in volumes and pricing, improving demand visibility and softening earnings swings through future memory cycles.

MUNegative Net Change SNDKNegative Net Change SKHYPositive Net Change

Urmimala Biswas

Hyperscalers Bet on AI & Quantum: Watch GOOGL, AMZN, IBM in September

Alphabet, Amazon and IBM offer investors AI and quantum exposure, backed by growing cloud, AI and enterprise businesses with current demand.

AMZNPositive Net Change IBMNegative Net Change GOOGLPositive Net Change RGTINegative Net Change QBTSNegative Net Change

Tirthankar Chakraborty

NVIDIA vs. AMD After Earnings: Which AI Stock Should You Buy Now?

NVIDIA's AI infrastructure leadership, higher profitability and lower valuation give it an edge over AMD as AI demand grows.

AMDPositive Net Change NVDAPositive Net Change

Subhasish Mukherjee

AXT Stock Falls 22% in Three Months: 3 Reasons the Dip Looks Attractive

AXTI's 22% pullback looks attractive as surging InP demand, capacity expansion and supply deals support its AI data-center growth outlook.

AXTIPositive Net Change LRCXPositive Net Change ENTGPositive Net Change AMBANegative Net Change

Zacks Equity Research

Can Monolithic Power's GFS Production Deal Drive Future Growth?

MPWR expands manufacturing with GlobalFoundries, adding capacity for power solutions across AI, automotive and data centers.

MPWRPositive Net Change ADIPositive Net Change MCHPPositive Net Change GFSPositive Net Change