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semiconductor: Archive
CEVA or SNPS: Which Semiconductor Stock Is Worth Buying Now?
by Maharathi Basu
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
semiconductor tech-stocks
Top Stock Reports for Meta Platforms, Marvell & Amphenol
by Mark Vickery
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
communications computers oil-energy semiconductor
AI Capex Creates New Investment Cycle: NVIDIA & 2 Other Stocks to Buy
by Urmimala Biswas
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
artificial-intelligence computers semiconductor tech-stocks
Stock Market News for Sep 11, 2026
by Zacks Equity Research
Wall Street closed lower on Thursday, dragged down by surging oil prices and inflation data.
IBMNegative Net Change NVDAPositive Net Change
computers semiconductor
MRVL Rides on the AI Capex Wave: What's Ahead for Investors?
by Subham Roy
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
semiconductor
Micron Bets on Long-Term SCA Deals: Can It Lower Earnings Cyclicality?
by Anirudha Bhagat
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
artificial-intelligence computers semiconductor tech-stocks
Hyperscalers Bet on AI & Quantum: Watch GOOGL, AMZN, IBM in September
by Urmimala Biswas
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
artificial-intelligence semiconductor tech-stocks
NVIDIA vs. AMD After Earnings: Which AI Stock Should You Buy Now?
by Tirthankar Chakraborty
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
artificial-intelligence semiconductor tech-stocks
AXT Stock Falls 22% in Three Months: 3 Reasons the Dip Looks Attractive
by Subhasish Mukherjee
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
electronics semiconductor tech-stocks
Can Monolithic Power's GFS Production Deal Drive Future Growth?
by Zacks Equity Research
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
artificial-intelligence automation semiconductor tech-stocks