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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, ICICI Bank, Fiserv, Bridger Aerospace and AstroNova

Zacks spotlights NVDA, IBN, FI, BAER, and ALOT as analyst favorites, with AI, fintech, and aerospace themes driving investor attention.

NVDAPositive Net Change IBNNegative Net Change ALOTPositive Net Change FINegative Net Change BAERNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and Qorvo

SWKS and QRVO ride tailwinds from WiFi 7, IoT, and 5G growth, even as macro pressures weigh on radio frequency chipmakers.

SWKSNegative Net Change QRVONegative Net Change

Anirudha Bhagat

NVIDIA Stock Soars 19% in a Month: Time to Hold or Book Profits?

NVDA jumps 19% in a month as trade relief, AI demand and solid financials drive gains. Should investors hold or cash in?

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

Zacks Equity Research

Stock Market News for May 30, 2025

Wall Street closed higher on Thursday, driven by real estate and energy stocks.

GILDNegative Net Change NVDAPositive Net Change FICONegative Net Change

Zacks Equity Research

Marvell Beats Q1 Earnings Estimates, Guides Strong on Robust Demand

MRVL's Q1 results reflect the benefits of solid growth in the data center and continued recovery in enterprise networking and carrier infrastructure end markets.

APHPositive Net Change MRVLPositive Net Change UPWKNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Meta Platforms and Tesla

NVIDIA sees soaring GPU demand, bullish GB200 sales, and firm AI factory commitments as it navigates China headwinds and targets $45B in Q2 revenue.

NVDAPositive Net Change TSLAPositive Net Change METANegative Net Change

Shaun Pruitt

Chase the Surge in Nvidia Stock After Q1 Earnings?

Despite reporting mixed Q1 results Wednesday evening, Nvidia (NVDA) stock has popped as much as +6% in today's trading session and had retaken the top spot as the market's most valuable company.

NVDAPositive Net Change MSFTPositive Net Change TCEHYNegative Net Change

Aniruddha Ganguly

3 Electronics Components Stocks to Buy From a Prospering Industry

The Zacks Electronics - Miscellaneous Components industry players like TTMI, AMSC and ALNT are benefiting from the solid adoption of AI and the democratization of IoT.

TTMIPositive Net Change AMSCPositive Net Change ALNTPositive Net Change

Zacks Equity Research

NVIDIA Q1 Earnings Miss Expectations, Revenues Increase Y/Y

NVDA's Q1 results reflect growth across Data Center, Gaming, Professional Visualization, Automotive and OEM end markets.

APHPositive Net Change NVDAPositive Net Change UPWKNegative Net Change

Kevin Cook

NVIDIA Earnings: 3 Giga Takeaways

The China questions got clarified and the GB200 NVL72 launch is in full rocket mode

NVDAPositive Net Change TSLAPositive Net Change METANegative Net Change

Sweta Killa

ETFs to Buy After NVIDIA's Q1 Earnings Miss, Record Revenues

NVIDIA posts record first-quarter revenues despite earnings miss. ETFs like SMH, SHOC and SMHX offer top exposure to the AI chip giant's surging growth.

NVDAPositive Net Change SMHPositive Net Change SEMIPositive Net Change SHOCPositive Net Change SMHXPositive Net Change SOXYPositive Net Change

Zacks Equity Research

Stock Market News for May 29, 2025

Wall Street closed lower on Wednesday, pulled down by utilities and discretionary stocks.

CCLNegative Net Change EIXPositive Net Change NVDAPositive Net Change

Mark Vickery

Markets Slide into the Close; NVIDIA, CRM & More Report

The long-awaited Q1 earnings report from semiconductor giant NVIDIA (NVDA) is out this afternoon, and mixed.

CCLNegative Net Change EIXPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Teradyne Rises 9% in a Month: Here's Why the Stock is a Hold Now

TER rises on strong test demand amid a sluggish macroeconomic environment and tariffs.

FLEXPositive Net Change TERPositive Net Change GTECPositive Net Change SDSTNegative Net Change

Zacks Equity Research

Do Options Traders Know Something About FormFactor Stock We Don't?

Investors need to pay close attention to FORM stock based on the movements in the options market lately.

FORMPositive Net Change

Zacks Equity Research

Semtech's Q1 Earnings Match Estimates, Revenues Increase Y/Y

SMTC's Q1 earnings reflect benefits from increased revenues, operational efficiency and effective cost management.

SMTCPositive Net Change PCTYNegative Net Change BBPositive Net Change STNENegative Net Change

Mark Vickery

Pre-Markets Mixed Ahead of Last Big Q1 Earnings Day

Macy's (M) beat estimates ahead of the open, and NVIDIA (NVDA) is expected to grow double-digits again after today's close.

HPQNegative Net Change CRMNegative Net Change MNegative Net Change NVDAPositive Net Change AINegative Net Change ELFNegative Net Change

Anirudha Bhagat

Lam Research Gains 18% in a Month: Should You Buy the Stock Now?

AI boom and trade truce spark an 18% surge in LRCX shares in the past month. Strong margins, solid earnings and reasonable valuation make the stock worth buying.

AMDPositive Net Change NVDAPositive Net Change LRCXPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Custom AI Silicon, Data Center Boom Likely to Propel MRVL Q1 Earnings

Marvell Technology's Q1 results are likely to reflect the benefits of strong traction in custom AI silicon and data center end markets.

APHPositive Net Change MRVLPositive Net Change UPWKNegative Net Change

Zacks Equity Research

Stock Market News for May 28, 2025

Wall Street closed sharply higher on Tuesday, driven by tech and discretionary stocks.

DALPositive Net Change AVGOPositive Net Change

Nalak Das

3 Nasdaq-Listed Tech Stocks Flying-High in 2025 Signaling More Upside

CYBR, LRCX, and MNDY defy 2025 tech slump with double-digit gains and Zacks buy ranks, signaling more room to run on the Nasdaq.

LRCXPositive Net Change CYBRNegative Net Change MNDYNegative Net Change

Zacks Equity Research

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

NVIDIA aims for $43B in Q1 revenue as AI demand surges, but trade tensions and China competition keep investor sentiment cautious.

AMZNNegative Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: ASML, Palantir Technologies and Broadcom

ASML, PLTR and AVGO break out as AI momentum returns, with strong growth forecasts and bullish technical setups driving investor interest.

ASMLNegative Net Change AVGOPositive Net Change PLTRPositive Net Change

Urmimala Biswas

D-Wave or Rigetti: Which Quantum Hardware Stock Should You Choose?

QBTS surges with 61% revenue growth and strong profits, while RGTI focuses on research grants. Which of these is the smarter quantum hardware pick for now?

IBMNegative Net Change HPEPositive Net Change RGTINegative Net Change QBTSNegative Net Change

Ethan Feller

AI Momentum Stocks: 3 Breakout Companies (ASML, PLTR, AVGO)

ASML Holding, Palantir Technologies and Broadcom, three leading AI stocks, are breaking out from bullish technical setups

ASMLNegative Net Change AVGOPositive Net Change PLTRPositive Net Change