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semiconductor: Archive
The Zacks Analyst Blog Highlights NVIDIA and CoreWeave
by Zacks Equity Research
Zacks compares AI leaders NVIDIA and CoreWeave, weighing strong cash-rich growth at NVDA against higher-risk expansion at CRWV.
NVDANegative Net Change CRWVNegative Net Change
computers semiconductor
AMD's AI Journey Rides on Strong Partner Base: What's the Path Ahead?
by Aniruddha Ganguly
AMD's expanding partner base, strong EPYC demand, and new AI collaborations fuel growth despite stiff competition from NVIDIA and Broadcom.
AMDNegative Net Change NVDANegative Net Change ORCLNegative Net Change AVGOPositive Net Change
artificial-intelligence semiconductor tech-stocks
How Does Credo's System-Level Strategy Provide an Edge in the AI Era?
by Zacks Equity Research
CRDO is fueling AI-era data centers with a system-level strategy, driving growth across AECs, DSPs and retimers.
MRVLNegative Net Change AVGOPositive Net Change CRDOPositive Net Change
semiconductor tech-stocks
Marvell Technology Q2 Earnings Match Estimates, Revenues Rise Y/Y
by Zacks Equity Research
MRVL's second-quarter fiscal 2026 results reflect the benefits of robust data center demand and recovering networking markets.
APHNegative Net Change MRVLNegative Net Change ANETPositive Net Change ALKTNegative Net Change
semiconductor
Stock Market News for Aug 29, 2025
by Zacks Equity Research
U.S. stocks ended higher on Thursday as investors cheered NVIDIA's quarterly results, reaffirming their faith in the ongoing spending on artificial intelligence and the enthusiasm surrounding it.
NVDANegative Net Change AVGOPositive Net Change
semiconductor
Buy 2 Computer-Integrated Systems Giants With Extensive AI Applications
by Nalak Das
MU and IBM are tapping AI-driven demand with strong growth prospects, estimate upgrades and notable upside potential.
IBMPositive Net Change MUPositive Net Change
artificial-intelligence computers semiconductor
Buy This Top AI Stock Down 20% After Nvidia Confirms AI Boom
by Benjamin Rains
Buy chipmaker Micron stock down 20% for great value and long-term artificial intelligence (AI) growth.
MUPositive Net Change NVDANegative Net Change
artificial-intelligence semiconductor tech-stocks
MRVL Pushes 2nm Boundaries: Is it a Game Changer for XPUs?
by Zacks Equity Research
Marvell Technology launches the first 2nm 64 Gbps bi-directional die-to-die interface for greater bandwidth density and major power savings.
AMDNegative Net Change MRVLNegative Net Change AVGOPositive Net Change
semiconductor
Jobless Claims Decreased More Than Expected
by Zacks Equity Research
Jobless Claims Decreased More Than Expected
DGPositive Net Change BBYPositive Net Change DELLPositive Net Change NVDANegative Net Change DKSPositive Net Change ULTANegative Net Change MRVLNegative Net Change BURLPositive Net Change
retail semiconductor tech-stocks
Stock Market News for Aug 28, 2025
by Zacks Equity Research
U.S. stocks ended higher on Wednesday, with the S&P 500 closing at a new record high, as investors looked forward to NVIDIA's earnings, the most closely watched event of the week.
AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change
artificial-intelligence computers semiconductor tech-stocks
NVIDIA Q2 Earnings Beat, Stock Falls on Data Center Sales Miss
by Zacks Equity Research
NVDA's Q2 earnings and revenues top estimates, but shares slide as Data Center sales miss analyst expectations.
NVDANegative Net Change FFIVPositive Net Change ANETPositive Net Change QLYSNegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Should You Buy NVIDIA After Solid Q2 2026 Results Without China Sales?
by Nalak Das
NVDA posts strong fiscal Q2 results with soaring AI-driven growth, but China sales halt weighs on its Data Center momentum.
AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METAPositive Net Change
artificial-intelligence internet semiconductor social-media tech-stocks
The Zacks Analyst Blog Highlights Quantum Computing, IonQ, Rigetti Computing, D-Wave Quantum and NVIDIA
by Zacks Equity Research
Quantum Computing Inc. soars over 2000%, sparking comparisons to NVIDIA, but its small revenue base makes the stock a high-risk bet.
NVDANegative Net Change QUBTPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSNegative Net Change
semiconductor
NVIDIA Tops Estimates, Grows +41% on Data Center
by Mark Vickery
NVIDIA easily beat estimates on both top and bottom lines -- estimates that were already quite extraordinarily high.
NVDANegative Net Change URBNPositive Net Change FIVEPositive Net Change SNOWNegative Net Change
apparel artificial-intelligence earnings retail semiconductor
ARM vs. APP: Which AI-Exposed Tech Stock is a Better Buy Right Now?
by Shuvra Shankar Dey
AppLovin's AI-fueled Axon 2 and soaring profitability give APP a stronger near-term edge over ARM's steadier chip-driven growth.
MSFTNegative Net Change CRMNegative Net Change ARMPositive Net Change APPPositive Net Change
business-services semiconductor tech-stocks
Markets Await PCE Data
by Zacks Equity Research
Markets Await PCE Data
KSSNegative Net Change ANFPositive Net Change NVDANegative Net Change FLNo Net Change DKSPositive Net Change MCFTNegative Net Change
retail semiconductor travel-leisure
TXN's Analog Revenue Growth Picks Up: A Sign of More Upside?
by Zacks Equity Research
Texas Instruments' analog unit, driving 77.6% of revenues with 17.9% growth in Q2 2025, is gaining from 5G and broad industrial demand.
ADINegative Net Change TXNNegative Net Change NXPINegative Net Change
semiconductor
LRCX's Akara Etch Wins Gain Momentum: Can it Expand DRAM Share?
by Om Jaiswal
Lam Research's Akara etch tool gains early traction in DRAM production, positioning LRCX to expand its memory market share.
ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence semiconductor tech-stocks
AMAT's Etch Business Crosses $1B: Can DRAM Momentum Continue?
by Om Jaiswal
Applied Materials' etch business surpasses $1B in Q3 as DRAM demand for AI workloads fuels momentum and future market share gains.
ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence semiconductor tech-stocks
Stock Market News for Aug 27, 2025
by Zacks Equity Research
U.S. stocks ended higher on Tuesday as investors looked past President Donald Trump's decision to fire Federal Reserve Governor Lisa Cook and waited for AI chipmaker NVIDIA to announce its quarterly results on Wednesday.
NVDANegative Net Change
semiconductor
Zacks Investment Ideas feature highlights: Nvidia, Arm Holdings, CoreWeave, Advanced Micro Devices and Oklo
by Zacks Equity Research
Zacks spotlights Nvidia, Arm Holdings, CoreWeave, AMD, and Oklo as beneficiaries of a fresh bull market, boosted by the Fed's dovish pivot and broad market strength.
AMDNegative Net Change NVDANegative Net Change ARMPositive Net Change OKLONegative Net Change CRWVNegative Net Change
alt-energy computers semiconductor tech-stocks
Is Credo's Optical DSP Business Set to Spur Growth & Revenue Momentum?
by Shreya Majumder
CRDO's optical DSP momentum builds with new design wins and record efficiency gains. Its total revenues are expected to top $800 million in fiscal 2026.
MRVLNegative Net Change AVGOPositive Net Change CRDOPositive Net Change
semiconductor tech-stocks
The Zacks Analyst Blog Highlights NVIDIA, AMD, Alphabet, Meta Platforms, Amazon.com and Microsoft
by Zacks Equity Research
NVIDIA's soaring valuation, AI demand, and looming Q2 earnings create a tug-of-war between sell pressure and long-term growth optimism.
AMZNPositive Net Change AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METAPositive Net Change
computers retail semiconductor tech-stocks
Willdan and Eastman Chemical have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Willdan posts blowout Q2 results, lifts full-year outlook, while Eastman Chemical struggles with weak demand and tariff pressures.
MRVLNegative Net Change EMNNegative Net Change AVGOPositive Net Change WLDNNegative Net Change ASTSNegative Net Change ALABNegative Net Change
business-services computers industrial-products semiconductor
Too Much Hype! Should You Sell NVIDIA Stock Ahead of Q2 Earnings?
by Tirthankar Chakraborty
NVIDIA's Q2 earnings spark debate as AI-driven growth, record GPU demand, and steep valuation fuel both optimism and caution.
AMZNPositive Net Change AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METAPositive Net Change
earnings magnificent-7 semiconductor tech-stocks