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semiconductor: Archive
Nvidia's $13 Billion Hugging Face Deal Expands Open-Source AI
by Zacks Equity Research
NVDA's $12.9 billion Hugging Face deal expands its AI reach into open-source models, developers and software while boosting demand for computing.
NVDAPositive Net Change INTCNegative Net Change TXNPositive Net Change
semiconductor
AVGO Q3 Earnings Beat Estimates, Revenues Rise on Strong AI Demand
by Zacks Equity Research
Broadcom's fiscal Q3 earnings and revenues beat estimates as AI chip demand surges, with AI semiconductor sales up 221% and a higher fiscal 2026 outlook.
AVGOPositive Net Change SNDKNegative Net Change TERPositive Net Change SIMOPositive Net Change
artificial-intelligence semiconductor tech-stocks
Can ARM's AGI CPU Push Unlock $15B in Revenues by FY'31?
by Zacks Equity Research
Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.
ARMPositive Net Change INTCNegative Net Change NVDAPositive Net Change
computers semiconductor tech-stocks
AMAT Rides on AI-Led WFE Demand: Can it Sustain the Momentum?
by Subham Roy
Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.
AMATPositive Net Change KLACPositive Net Change LRCXPositive Net Change
semiconductor
QCOM's Japan Robotics Outlay Targets Edge AI: Reason to Buy the Stock?
by Supriyo Bose
Qualcomm's Japan robotics push targets edge AI growth and diversification, but margin pressure, weak estimates and Apple's modem shift cloud the outlook.
QCOMPositive Net Change AVGOPositive Net Change HPEPositive Net Change
artificial-intelligence communications computers iot mobile semiconductor tech-stocks telecom
Zacks.com featured highlights include Par Pacific, Amkor Technology, Kohl's, Avnet and Ecovyst
by Zacks Equity Research
Five bargain stocks stand out for attractive EV-to-EBITDA ratios, strong earnings growth expectations and upwardly revised estimates.
AVTPositive Net Change KSSNegative Net Change AMKRPositive Net Change PARRNegative Net Change ECVTPositive Net Change
computers industrial-products oil-energy retail semiconductor
Upbeat AI Data Centers Demand Propels SK Hynix: More Growth Ahead?
by Maharathi Basu
SKHY rides surging AI data-center demand, expands HBM capacity and U.S. production, and deepens its NVIDIA partnership as memory shortages persist.
SKHYPositive Net Change MUNegative Net Change NVDAPositive Net Change
semiconductor tech-stocks
AVGO Q3 Earnings Call Puts AI Supply and Scale in Focus
by Zacks Equity Research
Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.
AVGOPositive Net Change
earnings electronics semiconductor
Zacks Earnings Trends Highlights: Alphabet, Micron and Nvidia
by Zacks Equity Research
S&P 500 Q3 earnings are expected to surge 23%, with broad sector growth and Alphabet, Micron and Nvidia driving Tech gains.
MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change
computers semiconductor tech-stocks
Should You Buy Texas Instruments Stock Despite Its Premium Valuation?
by Anirudha Bhagat
TXN's premium valuation is backed by accelerating earnings, AI infrastructure growth, strong cash flow and manufacturing investments.
TXNPositive Net Change ADIPositive Net Change NVDAPositive Net Change ASYSPositive Net Change
artificial-intelligence computers semiconductor tech-stocks