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semiconductor: Archive
Memory Costs Rise: Can NVIDIA Protect Its 70%+ Gross Margin?
by Anirudha Bhagat
NVDA's rising memory costs may pressure margins, but pricing power, Blackwell demand and supplier ties could keep profitability above 70%.
NVDAPositive Net Change INTCNegative Net Change AMDPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Bull of the Day: Semtech (SMTC)
by Kevin Cook
Small player in a $200 billion AI connectivity TAM is on sale after EPS estimates just jumped 50%
SMTCPositive Net Change NVDAPositive Net Change MRVLPositive Net Change COHRPositive Net Change LITEPositive Net Change
artificial-intelligence automation robotics semiconductor
NVIDIA & 4 Stocks Beyond Pure Plays to Gain From Quantum Boom in 2026
by Urmimala Biswas
NVIDIA and four tech giants offer quantum exposure through cloud, software and infrastructure, helping investors tap the boom beyond pure plays.
AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing computers semiconductor tech-stocks
Trio-Tech Stock Jumps Nearly 122% in 6 Months: What's Behind the Rally?
by Debanjana Dey
TRT's AI- and EV-driven testing momentum, follow-on BIB orders and added Malaysia capacity support growth, while a weaker revenue mix pressures margins.
TRTNegative Net Change INTTPositive Net Change GEOSPositive Net Change
aerospace artificial-intelligence electronics semiconductor tech-stocks
ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027
by Abhipsa Mukhopadhyay
AI's memory crunch could extend through 2027, driving chipmakers while pressuring electronics firms. Which ETFs could emerge as winners?
MUNegative Net Change EWYPositive Net Change VLUENegative Net Change SHOCPositive Net Change DRAMNegative Net Change SKHYPositive Net Change
artificial-intelligence etfs semiconductor
Should You Buy, Sell or Hold AMAT Stock After a 72.5% YTD Rise?
by Subham Roy
Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.
AMATPositive Net Change KLACPositive Net Change LRCXPositive Net Change CAMTPositive Net Change
semiconductor
Micron Stock Soars 685% in a Year: Is the Momentum Still Sustainable?
by Anirudha Bhagat
MU's 685% rally is backed by surging AI memory demand, sold-out 2026 HBM output, soaring profits and a valuation below the sector average.
MUNegative Net Change INTCNegative Net Change AMDPositive Net Change MRVLPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Zacks.com featured highlights include Match Group, Amkor Technology and HF Sinclair
by Zacks Equity Research
Match Group, Amkor Technology and HF Sinclair offer value as rising yields, oil prices and rate uncertainty fuel market volatility.
AMKRPositive Net Change MTCHPositive Net Change DINOPositive Net Change
computers oil-energy semiconductor
4 Stocks to Buy Now to Ride the AI Data Center Spending Boom
by Rimmi Singhi
NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.
MUNegative Net Change NVDAPositive Net Change SNDKNegative Net Change LRCXPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Zacks Investment Ideas feature highlights: SK Hynix and NVIDIA
by Zacks Equity Research
SK Hynix's HBM dominance, AI data-center demand and new U.S. facility position it at the center of the AI memory boom.
NVDAPositive Net Change SKHYPositive Net Change
semiconductor