Back to top

semiconductor: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: CoreWeave, Amazon, IBM, Nvidia, Nebius, Astera Labs, Intel and Advanced Micro Devices

Nvidia's AI boom is driving demand beyond LLMs, putting infrastructure ???pick-and-shovel??? plays in focus as the real AI winners.

AMZNNegative Net Change INTCNegative Net Change AMDNegative Net Change IBMNegative Net Change NVDANegative Net Change ALABNegative Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

AMAT's Flash Memory Sales Nearly Double in FY25: What's Ahead?

Applied Materials' NAND sales nearly double to $1.41 billion in FY25 as 3D NAND upgrades and new metrology tools boost its flash memory momentum.

KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Bloom Energy, Oklo, Lockheed Martin and Red Cat

Nvidia sits at the center of a bullish 2026 outlook as AI buildouts, defense spending, and policy shifts fuel hopes of outsized GDP growth.

LMTPositive Net Change NVDANegative Net Change BENegative Net Change RCATNegative Net Change OKLONegative Net Change

Zacks Equity Research

AI-Driven Demand for Advanced Chips Likely to Boost TSM's Q4 Revenues

Taiwan Semiconductor's Q4 revenues are likely to reflect the benefits of surging demand for advanced AI chips, while rising costs may have hurt profitability.

MUPositive Net Change NVDANegative Net Change ASYSNegative Net Change TSMNegative Net Change

Kevin Cook

Bull of the Day: Sandisk (SNDK)

Shares are up 680% since August because the NAND memory shortage nightmare is an SSD dream come true

SNDKPositive Net Change MUPositive Net Change NVDANegative Net Change

Mark Vickery

Top Stock Reports for Microsoft, Eli Lilly & Lam Research

Microsoft beat software peers as Azure's 25% cloud share and OpenAI-led AI lift cash flow, despite competition, regulation and rising AI capex.

MSFTNegative Net Change LLYPositive Net Change CAHNegative Net Change LRCXNegative Net Change ROSTPositive Net Change APNegative Net Change

Zacks Equity Research

Wall Street Gears up for Q4 Earnings Season

Wall Street Gears up for Q4 Earnings Season

GSNegative Net Change BACNegative Net Change WFCNegative Net Change JPMNegative Net Change MSNegative Net Change CNegative Net Change NKENegative Net Change DALNegative Net Change BLKNegative Net Change ORCLNegative Net Change FDXPositive Net Change TSMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Alphabet, Amazon.com and CBL & Associates Properties

NVIDIA headlines Zacks' top research picks as AI-driven growth fuels strong performance across mega-cap tech leaders.

AMZNNegative Net Change NVDANegative Net Change CBLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Micron Technology, Credo Technology and Amtech Systems

NVIDIA headlines four top-ranked chip stocks as record semiconductor sales and AI demand keep the rally powering ahead.

MUPositive Net Change NVDANegative Net Change ASYSNegative Net Change CRDONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Morgan Stanley and E.ON

NVIDIA tops Zacks' January outlook as broad EPS strength and sector leadership shape the bull-and-bear debate for U.S. markets in 2026.

MSNegative Net Change NVDANegative Net Change EONGYPositive Net Change