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semiconductor: Archive

Zacks Equity Research

Zacks.com featured highlights include Red Robin Gourmet Burgers, 10x Genomics, Norwegian Cruise Line, Electromed and Analog Devices

Zacks spotlights five efficient stocks Red Robin, 10x Genomics, Norwegian Cruise Line, Electromed, and Analog Devices that excel in turning assets and operations into profits.

ADINegative Net Change RRGBNegative Net Change ELMDNegative Net Change NCLHNegative Net Change TXGPositive Net Change

Anirudha Bhagat

Should You Buy Lam Research Stock Before Q1 Earnings Release?

AI-driven chip demand and rising DRAM spending are likely to help LRCX deliver another strong earnings beat in the first quarter of fiscal 2026.

KLACPositive Net Change ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change

Aparajita Dutta

The AI Gold Rush: Do Semiconductor ETFs Hold the Key Opportunities?

AI's explosive growth is powering semiconductor stocks. Could ETFs like SMH or SOXX be the stronger plays in this tech rally?

GOOGPositive Net Change AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change ASMLNegative Net Change AVGOPositive Net Change TSMPositive Net Change SMHPositive Net Change SOXXPositive Net Change SOXQPositive Net Change METAPositive Net Change SHOCPositive Net Change

Abhinab Dasgupta

Take the Zacks Approach to Beat the Market: UnitedHealth, Ovid, Micron in Focus

Zacks' winning streak continues as UnitedHealth, Ovid and Micron deliver standout gains across key model portfolios.

GSPositive Net Change UNHPositive Net Change PSANegative Net Change MUPositive Net Change PEPPositive Net Change XOMAPositive Net Change HCAPositive Net Change MNSTNegative Net Change NTLANegative Net Change OVIDPositive Net Change HTCRPositive Net Change

Zacks Equity Research

Can ASYS' AI Packaging Growth Offset Weak Mature Node Demand?

Strong AI-related demand is emerging as a growth driver for Amtech Systems amid persistent mature node semiconductor weakness.

LRCXPositive Net Change AMATPositive Net Change ASYSNegative Net Change

Zacks Equity Research

Will AMAT's New AI-Chip Manufacturing Systems Bring Traction?

Applied Materials' new AI-focused chipmaking systems aim to boost performance and efficiency, strengthening its edge in next-generation semiconductor manufacturing.

ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change

Shuvra Shankar Dey

ARM Skyrockets 17% in a Month: Should You Board the Train?

ARM's 17% surge highlights its dominance in mobile chips and AI, but China risks and high valuations urge investor caution.

QCOMNegative Net Change AAPLPositive Net Change ARMPositive Net Change

Zacks Equity Research

Taiwan Semiconductor's Q3 Earnings Beat Estimates, Revenues Rise Y/Y

TSM posts a 39% EPS jump and a 40.8% revenue surge in Q3 2025, beating estimates with expanding margins.

ADINegative Net Change DELLPositive Net Change TSMPositive Net Change CRWDPositive Net Change

Zacks Equity Research

TXN Set to Post Q3 Earnings: What's in Store for the Stock?

Texas Instruments eyes Q3 revenues of up to $4.8 billion and EPS of $1.60, buoyed by industrial and auto market recovery despite rising costs.

INTCPositive Net Change TXNNegative Net Change LRCXPositive Net Change NXPINegative Net Change

Santanu Roy

5 Must-Buy Efficient Stocks to Increase Your Portfolio Returns

From Red Robin to Analog Devices, these five high-efficiency stocks stand out for their strong ratios and surprise earnings potential.

ADINegative Net Change RRGBNegative Net Change ELMDNegative Net Change NCLHNegative Net Change TXGPositive Net Change

Subham Roy

MRVL vs. NVDA: Which AI Infrastructure Stock is the Better Buy Now?

NVIDIA's dominance in AI chips, soaring revenues, and strong China comeback make it a smarter buy than Marvell Technology right now.

NVDAPositive Net Change MRVLPositive Net Change

Zacks Equity Research

Credo Technology's Focus on Innovation to Augment Top-Line Momentum

CRDO's new ZeroFlap optical transceivers and cutting-edge DSPs fuel rapid growth across AI, cloud and data center markets.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Supriyo Bose

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

INTC readies its Q3 earnings as new AI partnerships, product launches and global headwinds shape investor sentiment ahead of Oct. 23.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Roche, Lam Research, Tredegar and Kewaunee Scientific

NVIDIA, Roche, and Lam Research lead this week's top Zacks research picks, while Tredegar and Kewaunee Scientific highlight strong niche and microcap opportunities.

RHHBYNegative Net Change NVDAPositive Net Change LRCXPositive Net Change TGPositive Net Change KEQUPositive Net Change

Mark Vickery

Top Stock Reports for NVIDIA, Roche & Lam Research

NVIDIA, Roche, and Lam Research lead today's top Zacks reports, showcasing standout growth drivers and sector-specific strengths.

RHHBYNegative Net Change EIXPositive Net Change CIENPositive Net Change NVDAPositive Net Change LRCXPositive Net Change KGCPositive Net Change TGPositive Net Change KEQUPositive Net Change

Zacks Equity Research

Pre-Markets in Green on Strong Q3 Results and AI Trade

Pre-Markets in Green on Strong Q3 Results and AI Trade.

USBPositive Net Change TRVPositive Net Change TSMPositive Net Change

Mark Vickery

Pre-markets Continue to Rise - Q3 Earnings & Philly Fed

We're devoid some key economic data with this protracted government shutdown today: Retail Sales and Producer Price Index (PPI) for September, as well as Weekly Jobless Claims.

USBPositive Net Change TRVPositive Net Change TSMPositive Net Change

Anirudha Bhagat

Micron Bets Big on HBM4E: Will Custom Chips Lift Revenues Further?

MU's upcoming customizable HBM4E chips aim to boost AI memory performance and margins, extending its record revenue momentum over the long run.

INTCPositive Net Change MUPositive Net Change AVGOPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for Oct. 16: LASR, PLAB, and More

LASR, PLAB, WFRD, CRC and DY have been added to the Zacks Rank #1 (Strong Buy) List on October 16, 2025.

DYPositive Net Change PLABNegative Net Change CRCNegative Net Change LASRPositive Net Change WFRDNegative Net Change

Zacks Equity Research

Company News for Oct 16, 2025

Companies In The News Are: HWC, PGR, ABT, ASML.

ABTPositive Net Change ASMLNegative Net Change PGRNegative Net Change HWCNegative Net Change

Ethan Feller

Bull of the Day: Micron Technology (MU)

Micron Technology stock continues to rally thanks to its newfound role in the AI buildout

MUPositive Net Change

Zacks Equity Research

Micron Technology and RH have been highlighted as Zacks Bull and Bear of the Day

Micron Technology shines as Zacks' Bull of the Day amid booming AI data center demand, while RH struggles under weak luxury furniture sales and falling estimates.

BAPositive Net Change ERJNegative Net Change MUPositive Net Change RHPositive Net Change EADSYPositive Net Change

Zacks Equity Research

Intel Introduces Leading Edge Data Center GPU: Will it Boost Prospect?

INTC's new Crescent Island GPU targets surging AI inference demand with cost-efficient, high-memory performance for enterprise data centers.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Supriyo Bose

IBM vs. Intel: Which Legacy Tech Giant is the Better Buy Today?

IBM's cloud-driven transformation and steady growth may give it an edge over Intel's AI ambitions and valuation appeal.

AMZNPositive Net Change INTCPositive Net Change MSFTPositive Net Change IBMPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

Will Spectrum-X Further Drive NVIDIA's Networking Business Revenues?

NVDA's Spectrum-X platform fuels explosive growth in its networking business, with revenues surging as AI data center demand soars.

NVDAPositive Net Change AVGOPositive Net Change ANETPositive Net Change