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semiconductor: Archive

Ethan Feller

Are AI Stocks Overpriced? These 3 Leaders Look Cheap (NVDA, TSM, VRT)

Nvidia, Taiwan Semiconductor and Vertiv shares appear to be trading a very reasonable valuations, despite huge stock apprecaition

NVDAPositive Net Change TSMPositive Net Change VRTPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Apple, Walt Disney, AMD, Armanino Foods of Distinction and Optex Systems

AAPL, DIS, and AMD show mixed performance as analysts spotlight service growth, park gains, and data center strength.

AAPLNegative Net Change AMDPositive Net Change DISNegative Net Change AMNFPositive Net Change OPXSNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, NVIDIA, Taiwan Semiconductor Manufacturing and Advanced Micro Devices

INTC jumps 10% as new CEO Lip-Bu Tan sparks optimism over AI chips and a potential foundry turnaround in 2025.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Zacks Equity Research

Stock Market News for Jun 12, 2025

U.S. stocks closed mostly lower on Wednesday after a choppy session.

INTCPositive Net Change

Mark Vickery

Top Research Reports for Apple, Walt Disney & AMD

AAPL, DIS, and AMD stand out in Zacks' latest top research, each navigating challenges while delivering strategic growth in Q3 2025.

AAPLNegative Net Change AMDPositive Net Change TEFNegative Net Change KLACPositive Net Change DISNegative Net Change AMNFPositive Net Change OPXSNegative Net Change HOODNegative Net Change

Tirthankar Chakraborty

Is Intel the Turnaround Stock of 2025 and a Buy Now?

INTC stock jumps 10% amid Lip-Bu Tan's CEO debut and optimism for a 2025 rebound, despite recent foundry setbacks.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Urmimala Biswas

Quantum Rivalry Rises With IBM's Push: Is D-Wave Still a Buy?

QBTS soars 1359.5% in a year but IBM's bold quantum leap raises fresh questions about its edge and survival.

IBMNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

ANSS, Turbotech Team Up to Fuel a Hydrogen-Powered Future in Aviation

Ansys powers the world's first viable hydrogen turboprop with simulation tech, fueling greener aviation innovation.

ANETPositive Net Change UIPositive Net Change

Anirudha Bhagat

Export Curbs to Hit $8B in Q2 Sales: Is NVDA Overexposed to Trade War?

NVIDIA braces for an $8B hit in Q2 sales as U.S. export curbs block China-bound H20 AI chips, exposing key growth risks.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Innodata and Broadcom

NVIDIA, Innodata, and Broadcom surge on booming AI demand, with strong earnings and bullish guidance fueling momentum.

NVDAPositive Net Change AVGOPositive Net Change INODPositive Net Change

Subham Roy

MU's HBM Revenues Surpass $1 Billion: Will the Momentum Persist?

Micron Technology's HBM revenues surpass $1 billion in Q2 FY25, fueled by AI and hyperscaler demand.

MUPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Ritujay Ghosh

4 Stocks to Watch on Steady Growth in Semiconductor Sales

Semiconductor sales are soaring, with TSM, TXN, ASML, and AEIS positioned to gain from AI-fueled chip demand.

TXNNegative Net Change ASMLNegative Net Change TSMPositive Net Change AEISPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Palantir, Nvidia and Oracle

PLTR surges 69% YTD as AIP adoption explodes, but its sky-high valuation leaves little room for error near term.

NVDAPositive Net Change ORCLPositive Net Change PLTRPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Oracle, Novo Nordisk, Linde, NVE and CPS Technologies

Zacks spotlights ORCL, NVO, LIN, NVEC and CPSH for their strategic growth plays, from AI cloud to medtech sensing and advanced materials.

NVOPositive Net Change ORCLPositive Net Change LINNegative Net Change NVECNegative Net Change CPSHNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Orla Mining, SentinelOne and Lam Research

ORLA, S and LRCX show sharp earnings acceleration in June, making them standout picks in Zacks' latest screen.

SNegative Net Change LRCXPositive Net Change ORLAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Meta, Mirion Technologies, Rolls-Royce, Nvidia and Constellation Energy

Zacks highlights MIR and RYCEY as under-$20 nuclear stocks poised to ride AI???s massive energy demand wave.

MIRNegative Net Change CEGPositive Net Change NVDAPositive Net Change RYCEYPositive Net Change METANegative Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Plexus Stock?

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

PLXSPositive Net Change

Shaun Pruitt

Buy into Broadcom's AI Growth as VMware Lifts Q2 Earnings?

Able to exceed its Q2 expectations, Broadcom's acquisition of VMware is helping the chip giant's AI infrastructure capabilities.

AVGOPositive Net Change AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

Mark Vickery

Top Research Reports for Oracle, Novo Nordisk & Linde

ORCL gains on strong cloud momentum, while NVO battles obesity headwinds and LIN leans on $10B backlog for growth.

NVOPositive Net Change ORCLPositive Net Change LINNegative Net Change NVECNegative Net Change CPSHNegative Net Change

Zacks Equity Research

Microchip Rises 34% in a Month: Here's Why the Stock is a Hold Now

MCHP jumps 34% on new product launches, but high inventory and weak demand keep its outlook restrained.

ADINegative Net Change MCHPNegative Net Change MTSIPositive Net Change ONNegative Net Change

Anirudha Bhagat

Micron vs. Lam Research: Which Semiconductor Stock Is a Better Buy?

LRCX gains the edge over MU as expanding margins and equipment demand outshine memory chip volatility.

MUPositive Net Change LRCXPositive Net Change

Zacks Equity Research

Best Momentum Stock to Buy for June 6th

CRDO and FERG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 6, 2025.

FERGNegative Net Change CRDOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Microsoft, Taiwan Semiconductor Manufacturing Company, Alphabet and Amazon.com

NVDA reclaims its spot as the most valuable company, fueled by surging AI chip demand and blockbuster Q1 revenue growth.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change TSMPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

New Strong Buy Stocks for June 6th

CRDO, FERG, AHR, BKNIY and FER have been added to the Zacks Rank #1 (Strong Buy) List on June 6, 2025.

BKNIYPositive Net Change FERGNegative Net Change CRDOPositive Net Change AHRPositive Net Change FERPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Serve Robotics, Uber Technologies and Nvidia

Serve Robotics gains momentum with a 130% rally, Uber rollout, and forecasted 670% sales growth in the year ahead.

NVDAPositive Net Change SERVNegative Net Change UBERNegative Net Change