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semiconductor: Archive

Anirudha Bhagat

NVIDIA's AI Factory Buildouts Double: Can Rivals Still Compete Now?

NVDA doubles its AI factory projects year over year, tightening its grip on the market with full-stack dominance.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Nalak Das

NVIDIA Regains Its Lost Glory - Should You Buy on the Dip and Hold?

NVDA reclaims top market-cap spot with record highs, massive AI demand, and bold chip innovation driving growth.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Mark Vickery

Non-Tech Markets Lose Steam; Nasdaq Approaches Record High

The Dow slipped 106 points, -0.25%, while the Nasdaq gained +61 points, +0.31% -- approaching new highs.

MUPositive Net Change NVDAPositive Net Change

Mark Vickery

Top Research Reports for Apple, AMD & Applied Materials

AAPL, AMD and AMAT lead today's top research picks, with insights on growth drivers, challenges, and shifting tech demand.

AAPLNegative Net Change AMDPositive Net Change CIPositive Net Change AMATNegative Net Change KMIPositive Net Change WPMPositive Net Change WFCFPositive Net Change CPHCNo Net Change

Aniruddha Ganguly

Amphenol vs. Bel Fuse: Which Electronics Stock Should You Buy?

APH and BELFB are well-known players in the electronic components market. Which one is a better investment option right now?

APHPositive Net Change BELFBPositive Net Change

Zacks Equity Research

Markets Await New Home Sales Data

Markets Await New Home Sales Data

GISNegative Net Change MUPositive Net Change

Om Jaiswal

TSM's Global Expansion Strategy: Growth Enabler or Margin Risk?

Taiwan Semiconductor Manufacturing Company bets on global fabs to meet AI demand and ease supply risks, but margin dilution can challenge profitability.

INTCPositive Net Change TSMPositive Net Change GFSNegative Net Change

Zacks Equity Research

Can CRDO Beat Bigger Rivals in the Race to Power AI-Driven Networks?

CRDO accelerates on AI data center tailwinds, with FY25 revenues up 126% and FY26 set to top $800 million.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Mark Vickery

Pre-Markets Flattish Ahead of Late-Week Economic News

Fed Chair Powell addresses the Senate today, and Micron reports earnings after today's closing bell.

GISNegative Net Change MUPositive Net Change

Zacks Equity Research

CRUS Boosts Prosumer Audio With New ADCs & DACs for HiFi Applications

Cirrus Logic expands its Pro Audio lineup with new ADCs and DACs, aiming to deliver premium sound at a lower cost across more devices.

CRUSNegative Net Change ANETPositive Net Change UIPositive Net Change

Zacks Equity Research

New Strong Sell Stocks for June 25th

ASRT, BLIN and AMKR have been added to the Zacks Rank #5 (Strong Sell) List on June 25 2025.

BLINNegative Net Change AMKRNegative Net Change ASRTPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, NVIDIA, Broadcom and Marvell Technology

MU gears up for a big Q3 earnings beat as soaring AI demand fuels HBM sales to NVDA, AVGO and MRVL.

MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Sejuti Banerjea

Geopolitics, Tariffs Offset AI Prospects in Semis: 2 Stocks

Despite secular growth prospects for the Semiconductor - General industry, rich valuations keep us on the sidelines. NVDA and TXN are worth tracking.

TXNNegative Net Change NVDAPositive Net Change

Tirthankar Chakraborty

Should You Buy, Hold, or Sell Micron Stock Before Fiscal Q3 Earnings?

MU eyes strong Q3 with EPS up 156% and AI-driven demand for HBM chips, but margin pressure may cloud the rally.

MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Do Options Traders Know Something About ACMR Stock We Don't?

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

ACMRPositive Net Change

Zacks Equity Research

Can Broadcom's VCF Bet Aid Infrastructure Software Revenues?

AVGO's VCF push drives 25% software revenue growth, with 87% of top clients now on its unified cloud platform.

NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Shaun Pruitt

CoreWeave Vs Nvidia: Which AI Stock is the Better Investment

Investors may be wondering if the hype for CoreWeave's stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia.

NVDAPositive Net Change CRWVPositive Net Change AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

SKYT's Fab-25 Buyout to Aid Wafer Services: What's the Path Forward?

SkyWater's $1B Fab-25 deal aims to boost Wafer Services revenues, scale chip output and expand U.S. foundry capacity.

TSEMPositive Net Change SKYTNegative Net Change GFSNegative Net Change

Subham Roy

LRCX's Memory Strength: Will DRAM and NAND Fuel Future Gains?

Lam Research rides DRAM and NAND momentum on the back of tech conversions and AI chip demand.

ASMLNegative Net Change LRCXPositive Net Change AMATNegative Net Change

Zacks Equity Research

Will Micron's AI-Fueled DRAM Surge Offset NAND Challenges in Q3?

MU's DRAM sales soar on AI demand and key tech partnerships, but NAND struggles may cap Q3 earnings momentum.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change

Anirudha Bhagat

Lam Research Rallies 25% YTD: Is it Too Late to Buy the Stock?

LRCX climbs 25.3% YTD as AI and data center demand boost growth, while its valuation stays appealing.

AMDPositive Net Change NVDAPositive Net Change LRCXPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Micron Gears Up to Report Q3 Earnings: Buy, Hold or Sell the Stock?

MU's Q3 performance is likely to reflect benefits from strong demand for memory chips used for AI servers and an improving demand-supply environment for DRAM.

MUPositive Net Change NVDAPositive Net Change AVGOPositive Net Change TSMPositive Net Change

Zacks Equity Research

Stock Market News for Jun 23, 2025

U.S. stocks ended mostly lower on Friday as investors assessed the ongoing conflict in the Middle East between Israel and Iran, with the United States considering whether to get involved.

NVDAPositive Net Change TSMPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Apple, Alphabet, Meta Platforms and Advanced Micro Devices

NVIDIA, AMD, Apple, Alphabet and Meta lead this week's AI highlights as Zacks tracks seismic shifts in chips, jobs and tech.

AAPLNegative Net Change AMDPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Supriyo Bose

Qualcomm vs. AMD: Which Chipmaker Offers Stronger Growth in 2025?

AMD's strong AI momentum and faster sales growth for 2025 may give it the edge over QCOM, despite higher valuation.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change NVDAPositive Net Change