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semiconductor: Archive

Zacks Equity Research

NVIDIA Stock Gains as Q4 Earnings and Revenues Beat Estimates

NVDA's Q4 performance reflects benefits from record sales in the Data Center owing to robust shipments of the Hopper 200 and Blackwell GPU computing platforms.

NVDAPositive Net Change FTNTPositive Net Change TEAMPositive Net Change ZSPositive Net Change

Zacks Equity Research

Ambarella Soars 11% as Q4 Earnings and Revenues Crush Estimates

AMBA's Q4 results benefit from momentum in the IoT and auto business segments, complemented by the continuous launch of innovative products.

FTNTPositive Net Change AMBAPositive Net Change TEAMPositive Net Change ZSPositive Net Change

Nilanshi Mukherjee

QuantumSi Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?

QSI's fourth-quarter performance is expected to have benefited from year-end capital spending and new product launches despite competition and stretched valuation.

APositive Net Change QTRXNegative Net Change SEERNo Net Change QSIPositive Net Change

Aniruddha Ganguly

3 Electronics Components Stocks to Buy From a Challenging Industry

The Zacks Electronics - Miscellaneous Components industry players like BWXT, FN and OSIS are benefiting from the solid adoption of AI and the democratization of IoT.

OSISPositive Net Change FNNegative Net Change BWXTPositive Net Change

Derek Lewis

NVIDIA Earnings: Another Blowout Quarter Brewing?

NVIDIA's release will cap off the Q4 reporting cycle for the Mag 7 group, with the report being the most important of all. Investors can expect another period of robust growth, but can the results shake shares out of their half-year-long slump?

MSFTPositive Net Change NVDAPositive Net Change METAPositive Net Change

Zacks Equity Research

Markets Await New Home Sales Data

Markets Await New Home Sales Data

CRMNegative Net Change TGTPositive Net Change TJXPositive Net Change LOWPositive Net Change NVDAPositive Net Change BUDNegative Net Change

Zacks Equity Research

Stock Market News for Feb 26, 2025

U.S. stock ended mostly lower on Tuesday, with the S&P 500 and Nasdaq recording their fourth straight session of losses following a disappointing consumer confidence reading and President Donald Trump's claim that the 25% tariffs on Canada and Mexico will go into effect next month.

GSNegative Net Change JPMPositive Net Change NVDAPositive Net Change TSLANegative Net Change PLTRPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Microsoft, Alphabet, Intel and Advanced Micro Devices

NVIDIA, Microsoft, Alphabet, Intel and Advanced Micro Devices are included in this Analyst Blog.

INTCNegative Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Ethan Feller

Nvidia Earnings Loom: Will DeepSeek Have a Lasting Effect?

Nvidia stock was recently shook by news of a Chinese AI competitor. But will this really cause a material pullback in capex from hyperscalers like Microsoft, Alphabet and Amazon?

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change BABANegative Net Change

Zacks Equity Research

Navitas Stock Slips as Q4 Earnings Meet Estimates, Revenues Miss

NVTS' fourth-quarter results show record GaN sales and data center wins, but weak SiC demand hinders revenue growth.

DVPositive Net Change OKTAPositive Net Change ZSPositive Net Change NVTSNegative Net Change

Sweta Killa

What's in Store for NVIDIA ETFs in Q4 Earnings?

Can NVIDIA regain its lost strength following Q4 earnings?

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

Zacks Equity Research

Case-Shiller Home Prices Rose in December

Case-Shiller Home Prices Rose in December

NVDAPositive Net Change HDPositive Net Change PLNTNegative Net Change

Anirudha Bhagat

Taiwan Semiconductor Trading at Discount: Should You Buy the Stock?

With a discounted valuation relative to its growth trajectory and a multi-year AI-driven demand cycle underway, TSM presents a compelling investment option.

AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change TSMPositive Net Change

Anirudha Bhagat

Lam Research Stock Up 15% YTD: Time to Accumulate or Book Profits?

LRCX has risen 15.4% YTD, driven by strong AI demand and semiconductor growth, making it a compelling stock to hold.

LRCXNegative Net Change MRVLPositive Net Change AVGOPositive Net Change CRUSNegative Net Change

Zacks Equity Research

Intel Unveils Xeon 6 Processors With P-Cores for High AI Workloads

With industry-leading performance in AI processing, the Intel Xeon 6 family delivers the industry's best CPU for AI at a lower TCO.

INTCNegative Net Change IDCCPositive Net Change ANETPositive Net Change

Zacks Equity Research

Stock Market News for Feb 25, 2025

U.S. stocks ended mostly lower on Monday, failing to stage a rebound after swinging between gains and losses for most of the session.

INTCNegative Net Change NVDAPositive Net Change PLTRPositive Net Change

Shaun Pruitt

Will Nvidia's Q4 Results Lift Markets Back to New Highs?

Amid recent market volatility, investors are anxiously awaiting Nvidia's (NVDA) Q4 results after-market hours on Wednesday, February 26.

NVDAPositive Net Change AAPLPositive Net Change

John Blank

Nvidia Earnings After Wednesday Close: Global Week Ahead

Nvidia (NVDA) suffered a record one-day loss in market value last month over how low-cost DeepSeek might shake up the "AI" ecosystem, although shares have since mostly bounced back.

AMZNPositive Net Change PAAPositive Net Change BJNegative Net Change PPCNegative Net Change

John Blank

Nvidia Earnings After Wednesday Close: Global Week Ahead

Nvidia (NVDA) suffered a record one-day loss in market value last month over how low-cost DeepSeek might shake up the "AI" ecosystem, although shares have since mostly bounced back.

AMZNPositive Net Change PAAPositive Net Change BJNegative Net Change PPCNegative Net Change

Zacks Equity Research

Wall Street Awaits More Economic Data

Wall Street Awaits More Economic Data

DPZPositive Net Change NVDAPositive Net Change

Mark Vickery

Pre-Markets Bouncing Back from Dismal Friday

The Dow has so far clawed back around +250 points of the nearly -750 it lost on Friday, +0.59%.

DPZPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Stock Market News for Feb 24, 2025

U.S. stock ended sharply lower on Friday, with the Dow recording its worst weekly close since October, as fresh data raised further concerns over the economy's health and President Donald Trump's tariff plans dented investors' confidence.

MSFTPositive Net Change WMTNegative Net Change NVDAPositive Net Change

Nalak Das

Buy These 2 Little-Known AI Stocks Likely to Explode in Near Future

2 Little-known AI Stocks to Buy to Reap Benefits in the Short Term. These are: FIVN, ALAB.

AMDPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change FIVNNegative Net Change ALABPositive Net Change

Santanu Roy

Take the Zacks Approach to Beat the Markets: Nomura, Wells Fargo, Primo Brands in Focus

Last week, our time-tested methodologies served investors well in navigating the market. Check out some of our achievements from the past three months.

WFCPositive Net Change KONegative Net Change DGXPositive Net Change NMRPositive Net Change LRCXNegative Net Change GLWNegative Net Change COSTNegative Net Change AZONo Net Change NOBLPositive Net Change PRTHNo Net Change PLTRPositive Net Change PRMBNegative Net Change

Zacks Equity Research

Robust Datacenter Growth and AI Boom to Boost NVIDIA's Q4 Earnings

NVDA's Q4 results are likely to reflect benefits from increasing investments in generative AI across the datacenter end market.

NVDAPositive Net Change FTNTPositive Net Change TEAMPositive Net Change ZSPositive Net Change