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semiconductor: Archive

Shreya Majumder

Will Solid Dragonfly G5 & Atlas G6 Traction Fuel More Upside for ONTO?

Onto Innovation's Dragonfly G5 and Atlas G6 are gaining AI chip traction, with HBM deals and advanced-node growth fueling momentum in 2026.

KLACNegative Net Change AMATNegative Net Change ONTONegative Net Change

Zacks Equity Research

New Strong Buy Stocks for May 15th

SNX, HG, LSCC, ALRS and LXFR have been added to the Zacks Rank #1 (Strong Buy) List on May 15th, 2026.

LSCCNegative Net Change SNXNegative Net Change LXFRNegative Net Change ALRSNegative Net Change HGPositive Net Change

Zacks Equity Research

Company News for May 15, 2026

Companies In The News Are: NVMI, YETI, CLBT, DDS.

DDSPositive Net Change NVMINegative Net Change YETIPositive Net Change CLBTNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: IREN and NVIDIA

IREN is accelerating its AI infrastructure push with NVIDIA partnerships, secured power capacity and a $10 billion revenue backlog.

NVDANegative Net Change IRENNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron, Sandisk and Nvidia

MU and SNDK are surging as AI-driven demand for HBM, DRAM and SSD storage tightens supply across the memory market.

MUNegative Net Change NVDANegative Net Change SNDKPositive Net Change

Shaun Pruitt

Will Nvidia Stock Keep Surging on China Optimism Or is the Cerebras IPO a New Risk?

Nvidia (NVDA) has spent the last three years dominating the artificial intelligence boom, but a new innovative player entered the public markets on Thursday in Cerebras Corporation (CBRS).

NVDANegative Net Change AMZNNegative Net Change

Mark Vickery

Top Research Reports for Home Depot, TJX & Marvell Technology

HD, TJX and MRVL lead Zacks' top research picks as analysts highlight AI demand, retail resilience and Pro-focused growth strategies.

TJXPositive Net Change HDNegative Net Change MRVLNegative Net Change FLEXNegative Net Change LITENegative Net Change CFFINegative Net Change RVMDNegative Net Change

Ethan Feller

How Far Can the Micron and Sandisk Rally Run?

Micron Technology and Sandisk Corporation have been two of the best performing stocks in the market over the last year. Can they continue to gain amid the AI driven memory shortage?

MUNegative Net Change NVDANegative Net Change SNDKPositive Net Change

Urmimala Biswas

AI & Defense Players Capture Q2 Investor Interest: 2 Stocks to Buy Now

NVIDIA and Howmet Aerospace are drawing strong Q2 inflows as sticky inflation and geopolitical tensions reshape investor priorities.

NVDANegative Net Change HWMNegative Net Change

Arijit Sarkar

Can Monolithic Power's Improved Automotive Solutions Drive Growth?

MPWR's auto revenues rise 5.1% to $152.4M in Q1 2026, nearly 19% of total revenues, targeting EVs, ADAS and infotainment.

ADINegative Net Change MCHPNegative Net Change MPWRNegative Net Change