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semiconductor: Archive

Subhasish Mukherjee

SkyWater Stock is Trading at a Discount at 1.39X PS : Time to Buy?

SKYT trades at just 1.39X forward P/S, well below peers, as momentum builds from ThermaView gains and the Fab 25 acquisition.

RMBSPositive Net Change LRCXPositive Net Change AMBANegative Net Change SKYTNegative Net Change

Subham Roy

AMAT's High Margin Solutions Gain Traction: How Long Will it Sustain?

Applied Materials posts its highest gross margin in over two decades as demand surges for AI and HPC chipmaking tools.

ASMLNegative Net Change LRCXPositive Net Change AMATNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Advanced Energy and DigitalBridge

While Nvidia leads AI headlines, AEIS and DBRG are quietly gaining traction with strong growth and undervalued fundamentals.

NVDAPositive Net Change AEISPositive Net Change DBRGPositive Net Change

Zacks Equity Research

ONTO Inks Deal to Buy Semilab's Materials Analysis Business for $545M

Onto Innovation to acquire Semilab's materials analysis unit for $545 million, boosting margins and expanding in high-growth semiconductor markets.

ANETPositive Net Change UIPositive Net Change ONTOPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Sezzle, RF Industries, Tutor Perini, Limbach and Great Lakes Dredge & Dock

SEZL, RFIL, TPC, LMB, and GLDD are surging on strong earnings growth and upgraded estimates as Wall Street rally gains steam.

GLDDPositive Net Change TPCPositive Net Change LMBPositive Net Change RFILPositive Net Change SEZLNegative Net Change

Zacks Equity Research

Will Dextro Cobot Accelerate LRCX's CSBG Growth With AI Precision?

Lam Research's AI-powered Dextro cobot targets fab inefficiencies, aiming to drive CSBG growth and expand margins through automation.

KLACPositive Net Change LRCXPositive Net Change AMATNegative Net Change

Sweta Killa

5 Sector ETFs That Beat the Market in June

ARKK, WGMI, HYDR, URA and CHPS top June's rally as easing trade tensions and dovish Fed signals lift the key sectors.

ARKKNegative Net Change URAPositive Net Change HYDRPositive Net Change WGMIPositive Net Change CHPSPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Intuit, Nova, Newmont and Pagaya Technologies

INTU, NVMI, NEM, and PGY stand out for strong growth, solid liquidity ratios, and consistent earnings surprises.

NEMPositive Net Change INTUNegative Net Change NVMINegative Net Change PGYNegative Net Change

Abhinab Dasgupta

TSM Defies Volatility With Robust AI Demand and Strategic Expansion

TSM rides AI chip demand to display strong growth despite volatility and rising geopolitical risks.

TSMPositive Net Change UMCNegative Net Change GFSNegative Net Change

Anirudha Bhagat

ASML's High-NA Progress Amazes: Can Early Trials Turn to Mass Demand?

ASML Holding's High-NA lithography tools show strong early results, but mass adoption may still be years away.

INTCPositive Net Change KLACPositive Net Change ASMLNegative Net Change AMATNegative Net Change

Santanu Roy

Take the Zacks Approach to Beat the Markets: Ubiquiti, Flotek Industries & Goldman Sachs in Focus

Ubiquiti, Flotek and Goldman Sachs stand out as top Zacks picks, each posting major gains after key rating upgrades.

GSPositive Net Change PWRPositive Net Change FASTNegative Net Change MMMPositive Net Change LRCXPositive Net Change INTUNegative Net Change BBDNegative Net Change TTMIPositive Net Change MSCINegative Net Change FTKPositive Net Change NOBLNegative Net Change UIPositive Net Change

Nalak Das

5 Stocks With Recent Price Strength to Tap Wall Street Rally

SEZL, RFIL, TPC, LMB, and GLDD are riding strong price momentum as Wall Street rallies to new all-time highs.

GLDDPositive Net Change TPCPositive Net Change LMBPositive Net Change RFILPositive Net Change SEZLNegative Net Change

Zacks Equity Research

Stock Market News for Jun 30, 2025

U.S. stock markets closed sharply higher at record-high level on Friday.

AMZNNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Urmimala Biswas

Astera Labs or Broadcom: Which Stock Leads in AI Infrastructure Now?

Astera Labs' lead in PCIe 6.0 and CXL, along with 2025 product ramp-ups, sets it apart from Broadcom in AI infrastructure growth.

AVGOPositive Net Change ALABPositive Net Change

Urmimala Biswas

D-Wave's Advantage2 Gains Traction: More Upside Ahead for QBTS Stock?

QBTS surges as D-Wave's Advantage2 system sees strong adoption across AI, defense and quantum optimization use cases.

NVDAPositive Net Change IONQPositive Net Change RGTINegative Net Change QBTSNegative Net Change

Aniruddha Ganguly

3 Electronics Stocks to Buy From a Challenging Industry

Electronics stocks like KLAC, ROK and FLEX are expected to benefit from investments in infrastructure and expanded capacity despite macroeconomic headwinds.

KLACPositive Net Change ROKNegative Net Change FLEXPositive Net Change

Zacks Equity Research

Broadcom's Semiconductor Solutions Accelerate: What Lies Ahead?

AVGO's AI-fueled chip growth hits $8.4B in Q2, with margins climbing and hyperscale demand boosting momentum.

AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Stock Market News for Jun 27, 2025

U.S. stocks closed higher on Thursday, with the S&P 500 inching closer to a new record high as the ceasefire between Iran and Israel continued to hold, and a batch of economic data gave reasons enough for the Federal Reserve to go for a rate cut.

AAPLNegative Net Change CRMNegative Net Change NVDAPositive Net Change

Shreya Majumder

CRDO's Growth Engine Fueled By Top-Line Gains & Operational Discipline

Credo expands margins and accelerates product wins as disciplined growth is expected to push net margin toward 40% in fiscal 2026.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Anirudha Bhagat

Micron Sells Out 2025 HBM Supply: Can It Meet Soaring Demand in 2026?

With MU's HBM supply for 2025 sold out, the spotlight shifts to whether it can scale to meet the soaring demand in 2026.

INTCPositive Net Change MUPositive Net Change AVGOPositive Net Change

Nalak Das

Market Participants Reaffirm S&P 500's Ascent in 2025: 5 Picks

APH, JBL, NEM, KLAC and LRCX have seen strong gains and bullish momentum for 2025 as S&P 500 quickly gains ground after April's turmoil.

APHPositive Net Change KLACPositive Net Change LRCXPositive Net Change NEMPositive Net Change JBLPositive Net Change

Shaun Pruitt

Buy Micron Technology (MU) Stock for AI Growth After Record Quarterly Sales?

Micron Technology (MU) is at the top of an expansive list of companies that are experiencing AI-driven growth thanks to high demand for semiconductor memory solutions.

MUPositive Net Change QCOMNegative Net Change MRVLPositive Net Change

Mark Vickery

Top Stock Reports for Microsoft, NVIDIA & Bank of America

MSFT, NVDA and BAC shine in Zacks' top picks, with AI, cloud, and higher rates driving strong growth projections.

BACNegative Net Change MSFTPositive Net Change ICENegative Net Change KOPositive Net Change NVDAPositive Net Change HEINegative Net Change BKTINegative Net Change NRXSNegative Net Change

Bryan Hayes

Zacks Profit Secrets: Low-Risk Strategy Produces 127% Average Return

In this video, I peel back the curtain and dive into some of the methods that enabled our subscribers to achieve a 127% average return with 100% open-trade winners.

QQQNegative Net Change

Zacks Equity Research

Stock Market News for Jun 26, 2025

U.S. stocks ended mixed on Wednesday as the delicate ceasefire between Israel and Iran remained in place, while investors closely watched the second day of congressional testimony of Federal Reserve Chairman Jerome Powell.

NVDAPositive Net Change