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semiconductor: Archive

Subham Roy

Micron Technology to Report Q4 Earnings: Buy, Sell or Hold the Stock?

MU projects Q4 revenues of $10.7B and EPS of $2.50, with AI-driven memory demand and NVIDIA ties fueling growth potential.

WDCPositive Net Change MUPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Om Jaiswal

LRCX Bets on TEOS 3D: Will it Strengthen Packaging Leadership?

Lam Research's TEOS 3D system and SABRE 3D plating fuel $1B+ packaging revenues as AI drives chiplet adoption.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Can Credo Sustain Momentum in Optical Business Amid Competition?

CRDO sees strong optical momentum, with new DSP launches and fiscal 2026 revenue growth projected at roughly 120% year over year.

MRVLNegative Net Change AVGOPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Stock Market News for Sep 19, 2025

U.S. stocks ended higher on Thursday, a day after the Federal Reserve cut interest rates by 25 basis points and assured more rate cuts this year, raising hopes that the economy might get some support in its recovery.

INTCPositive Net Change NVDAPositive Net Change

Subham Roy

How NVIDIA Stock Stands Out in a Strong Industry

NVDA has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

NVDAPositive Net Change

Sanghamitra Saha

Semiconductor ETF (XSD) Hits New 52-Week High

XSD surged to a 52-week high, fueled by AI, quantum, and semiconductor momentum, with gains of over 105% from its low.

XSDPositive Net Change

Zacks Equity Research

ARM's Powerful Lumex Launch Poised to Accelerate AI Leadership

Arm's Lumex platform delivers 5x faster AI with efficiency gains, strengthening its edge in the battle for on-device AI dominance.

QCOMPositive Net Change NVDAPositive Net Change ARMPositive Net Change

Zacks Equity Research

AMAT's Advanced DRAM Gains Traction: Will it Sustain its Momentum?

Applied Materials sees DRAM-driven momentum with record etch revenues, AI-fueled demand, and growth opportunities in advanced memory.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Subham Roy

MRVL vs. MU: Which Semiconductor Stock Should You Consider Now?

Micron Technology's AI-driven memory surge and Marvell Technology's custom silicon growth highlight two distinct semiconductor plays.

MUPositive Net Change MRVLNegative Net Change

Zacks Equity Research

Company News for Sep 18, 2025

Companies in The News Are: NVDA,LYFT,GOOGL,META,AMZN

AMZNPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change LYFTNegative Net Change METANegative Net Change

Shreya Majumder

CRDO Deepens Ties With Hyperscalers: Key to Next Growth Phase?

Credo's hyperscaler partnerships drove 274% revenue growth, fueling AEC adoption and deeper inroads into next-gen AI data centers.

MRVLNegative Net Change CRDOPositive Net Change ALABPositive Net Change

Mark Vickery

Top Stock Reports for Exxon Mobil, AMD & Caterpillar

Exxon Mobil advances key projects, AMD rides EPYC and AI demand, and Caterpillar gains on Energy & Transportation strength.

AMDPositive Net Change BMYPositive Net Change CATPositive Net Change XOMPositive Net Change EQIXPositive Net Change HOLXPositive Net Change WFCFNegative Net Change OVBCNegative Net Change

Subham Roy

ADI's Industrial Segment Improves: What's Driving the Growth?

Analog Devices' Industrial segment surges 23% with growth in automation, aerospace, and AI-driven test equipment demand.

ADINegative Net Change TXNPositive Net Change STMPositive Net Change

Om Jaiswal

ASYS' Cost Reduction Initiatives: Can it Drive Margin Expansion?

Amtech Systems' $13M savings and semi-fabless shift drove Q3 margin gains, with more cost cuts set to fuel profitability.

LRCXPositive Net Change AMATPositive Net Change ASYSPositive Net Change

Zacks Equity Research

Stock Market News for Sep 17, 2025

U.S. stocks ended lower on Tuesday in a choppy trading session, as investors remained cautious ahead of the Federal Reserve's decision on interest rates at the end of its two-day policy meeting on Wednesday.

UNHNegative Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, IonQ, Amazon.com, Microsoft and Alphabet

Zacks highlights NVIDIA, IonQ, Amazon, Microsoft, and Alphabet, focusing on IonQ's potential as a quantum computing leader while noting its strong revenue growth, high risk, and current lack of profitability.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change IONQPositive Net Change

Supriyo Bose

INTC vs. AMD: Which AI-Driven Chip Stock Should You Bet on Now?

Intel and Advanced Micro are racing ahead in AI chips, but AMD's growth outlook and strong positioning give it the investment edge.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

ASML Soars 16% in a Month: Should You Buy, Sell or Hold the Stock?

ASML Holding stock rises nearly 16% in a month, fueled by EUV dominance and AI demand, but management's cautious 2026 outlook clouds near-term growth.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change ASMLPositive Net Change

Zacks Equity Research

Company News for Sep 16, 2025

Companies in The News Are: NVDA,HIMS,MSFT,NFLX

MSFTPositive Net Change NFLXPositive Net Change NVDAPositive Net Change HIMSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron, Crowdstrike and Ping An Insurance

As central banks gear up for a pivotal week of decisions, Zacks analysts spotlight Micron, Crowdstrike, and Ping An Insurance as strong plays in semiconductors, cybersecurity, and multi-line insurance.

MUPositive Net Change PNGAYNegative Net Change CRWDPositive Net Change

Shaun Pruitt

Is Nvidia Stock Still a Buy Amid Increased Competition & China Headwinds

Losing steam in recent weeks, Nvidia (NVDA) stock has now dipped 4% from a 52-week peak of $184 a share, which it hit in early August.

NVDAPositive Net Change AMZNPositive Net Change WMTNegative Net Change AVGOPositive Net Change

Anirudha Bhagat

Micron Hits New 52-Week High: Is the Stock Still Worth Buying?

MU hits a 52-week high, fueled by AI-driven memory demand, new tech trends and a valuation discount to peers.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Om Jaiswal

ASYS vs. AMAT: Which Semiconductor Equipment Stock is the Better Buy?

Amtech Systems outpaces Applied Materials with faster AI-driven growth, operational savings, and a cheaper valuation, making it the stronger semiconductor bet now.

AMATPositive Net Change ASYSPositive Net Change

Zacks Equity Research

Company News for Sep 15, 2025

Companies in The News Are: RH,SMCI,BBAI,WBD,PSKY

WBDPositive Net Change SMCIPositive Net Change RHNegative Net Change BBAIPositive Net Change PSKYPositive Net Change

Abhinab Dasgupta

Beat the Market the Zacks Way: CommScope, Micron, Oracle in Focus

Zacks' strategies continue to outpace the market in 2025, with standout gains from CommScope, Micron, Oracle, and others across multiple model portfolios.

UNHNegative Net Change FASTPositive Net Change IBKRPositive Net Change MUPositive Net Change TMOPositive Net Change LRCXPositive Net Change ORCLPositive Net Change MTZPositive Net Change COMMPositive Net Change WPositive Net Change LMNDNegative Net Change