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semiconductor: Archive

Shreya Majumder

WDC vs. MU: Which Memory Chip Stock is the Smarter Buy Today?

Micron outshines Western Digital with stronger growth drivers, better margins and a more attractive valuation in the booming memory and storage markets.

WDCPositive Net Change MUPositive Net Change

Santanu Roy

Beat the Market the Zacks Way: Helios Technologies, InterDigital, UnitedHealth in Focus

Helios Technologies, InterDigital and UnitedHealth shine as Zacks' strategies deliver strong gains across model portfolios.

UNHNegative Net Change FASTPositive Net Change MUPositive Net Change TMONegative Net Change LRCXPositive Net Change ORCLPositive Net Change IDCCNegative Net Change CCOPositive Net Change MTZPositive Net Change NOBLPositive Net Change KNSAPositive Net Change HLIONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Berkshire Hathaway, The Home Depot and BayFirst Financial

NVDA, BRK.B, HD and BAFN are boasting strong AI growth, diversified operations, retail performance, and regional banking opportunities, respectively.

NVDAPositive Net Change HDNegative Net Change BRK.BNegative Net Change BAFNPositive Net Change

Subham Roy

ADI's Communications Segment Improves: Is the Momentum Sustainable?

Analog Devices' communications unit surges 40% in Q3, fueled by AI-driven data centers and 5G investment, but competition remains intense.

ADIPositive Net Change TXNPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Tutor Perini, RF Industries and A-Mark Precious Metals

Tutor Perini, RF Industries, and A-Mark Precious Metals emerge as relative price strength leaders to watch.

TPCPositive Net Change RFILPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Nvidia, CQQQ and FXI

Alibaba and Baidu surge past $100 with AI momentum, while ETFs like CQQQ and FXI offer broader China tech exposure.

NVDAPositive Net Change BIDUPositive Net Change FXIPositive Net Change CQQQPositive Net Change BABAPositive Net Change

Santanu Roy

4 Must-Buy Efficient Stocks to Buy Amid Volatile Market Conditions

Wolverine World Wide, Interface, BuildABear Workshop, and Analog Devices stand out for high efficiency and strong earnings surprises.

ADIPositive Net Change WWWPositive Net Change BBWPositive Net Change TILEPositive Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Dip on Tech Pullback

Momentum stocks like Wolverine, Carpenter Technology and Astera Labs show strong yearly gains despite recent pullbacks.

CRSPositive Net Change WWWPositive Net Change ALABPositive Net Change

Anirudha Bhagat

Robotics Demand Rises: Will Jetson Thor Unlock a New Market for NVDA?

NVIDIA sees robotics as its next growth frontier, with the new Jetson Thor platform poised to drive adoption across industries.

QCOMPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Subham Roy

ADI vs. NXPI: Which Stock Has an Edge in Analog Signal Processing?

Analog Devices posts 25% revenue growth, gains from EV demand and hybrid manufacturing, standing out against NXP Semiconductors' headwinds.

ADIPositive Net Change NXPIPositive Net Change

Zacks Equity Research

Credo Launches 224G PAM4 SerDes IP on TSMC N3 for 1.6T Networking

CRDO's 224G PAM4 IP on TSMC N3 boosts 1.6Tbps connectivity, powering next-gen AI and cloud workloads while expanding its SerDes portfolio.

IDCCNegative Net Change VSATPositive Net Change UIPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Gold Fields and Civitas Resources have been highlighted as Zacks Bull and Bear of the Day

Gold Fields shines as Zacks Bull of the Day with soaring earnings, while Civitas struggles in oil???s downturn as the Bear pick.

MUPositive Net Change NVDAPositive Net Change GFINegative Net Change CIVINegative Net Change

Zacks Equity Research

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

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

ACMRPositive Net Change

Supriyo Bose

Can the Snapdragon X2 Elite PC Chip Be a Trump Card for Qualcomm?

QCOM's Snapdragon X2 Elite and X2 Elite Extreme debut with faster performance, longer battery life and advanced AI multitasking for Windows PCs.

INTCPositive Net Change QCOMPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

TSM Bets on A16 Node: Will It Give an Edge in the AI Data Center Race?

Taiwan Semiconductor's A16 node, with major efficiency gains, aims to power AI data centers and extend its chipmaking lead.

INTCPositive Net Change TSMPositive Net Change GFSNegative Net Change

Zacks Equity Research

Stock Market News for Sep 25, 2025

Wall Street closed lower on Wednesday for the second day as market participants continued to book profits, particularly of technology stocks.

MUPositive Net Change NVDAPositive Net Change ORCLPositive Net Change

Tirthankar Chakraborty

Micron or NVIDIA: Which AI Stock Looks Attractive and Worth a Buy?

Micron's surging HBM chip sales and NVIDIA's AI hardware dominance fuel growth, but valuation gaps make Micron look like the smarter buy.

MUPositive Net Change NVDAPositive Net Change

Shuvra Shankar Dey

COHR vs. ARM: Which Tech Growth Stock Offers More Upside Now?

Coherent's data center surge and transceiver breakthroughs put it ahead of Arm, which faces and RISC-V threats.

QCOMPositive Net Change AAPLPositive Net Change ARMNegative Net Change COHRPositive Net Change

Zacks Equity Research

Pre-Markets Return to Positive Territory

Pre-Markets Return to Positive Territory.

MUPositive Net Change COSTNegative Net Change KBHNegative Net Change SFIXPositive Net Change

Zacks Equity Research

MRVL's Carrier Infrastructure Segment Recovering: What Lies Ahead?

Marvell Technology's carrier infrastructure revenues surge 71.4% y/y as product refreshes, inventory normalization and strong adoption fuel recovery momentum.

QCOMPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Lam Research Soars 71% in Six Months: Book Profit or Hold LRCX Stock?

LRCX surges 70% in six months, fueled by AI chip demand and strong earnings, but near-term risks cloud its outlook.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Rimmi Singhi

After Intel & MP Materials, Is Trump Eyeing Stake in Lithium Americas?

LAC surges roughly 80% in after-hours trading following reports that Trump may buy a 10% stake and revisit loan terms for its Thacker Pass project.

INTCPositive Net Change AAPLPositive Net Change NVDAPositive Net Change MPPositive Net Change LACNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Intel, Advanced Micro Devices, Nvidia and Super Micro Computer

Intel surges as the U.S. government and Nvidia take stakes, fueling optimism in AI, data centers, and autonomous tech.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change SMCINegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Broadcom, CoreWeave, Dell Technologies and Oracle

Nvidia's $100B bet on OpenAI sparks AI stock rallies, fuels AGI ambitions, and raises buzz of a trillion-dollar IPO.

DELLNegative Net Change NVDAPositive Net Change ORCLPositive Net Change AVGOPositive Net Change CRWVPositive Net Change

Andrew Rocco

Skin in the Game: The US Government & Nvidia Back Intel

Despite years of struggle, Intel is on the cusp of a significant turnaround. The US government???s equity stake, Nvidia???s investment and collaboration, and Intel???s foundational role in AI make for an attractive investment.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change SMCINegative Net Change