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semiconductor: Archive

Shaun Pruitt

Buy Taiwan Semiconductor (TSM) Stock for Expansion Plans in the U.S.?

Taiwan Semiconductor (TSM) is making headlines on Monday, with the chip giant set to invest $100 billion for manufacturing plants in the United States.

TSMPositive Net Change AAPLNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

Marvell Looks to Beat Q4 Earnings Estimates: Should You Buy the Stock?

AI-driven data center growth, networking recovery and automotive stability are likely to have driven MRVL's financial performance in the fourth quarter.

MRVLNegative Net Change LSCCNegative Net Change CRUSNegative Net Change NVMIPositive Net Change

Aniruddha Ganguly

2 Radio Frequency Stocks to Watch in a Challenging Industry

The rapid proliferation of the edge IoT, AI data centers and automotive electrification, as well as the adoption of WiFi 6E and WiFi 7, is enhancing the prospects of the Zacks Semiconductors - Radio Frequency industry players like QRVO and RFIL despite challenging macroeconomic conditions.

QRVONegative Net Change RFILPositive Net Change

Zacks Equity Research

Pre-Markets in Green to Start the Last Month of Q1 2025

Pre-Markets in Green to Start the Last Month of Q1 2025.

FNegative Net Change ADPNegative Net Change TGTNegative Net Change COSTPositive Net Change GMPositive Net Change AVGONegative Net Change TSLAPositive Net Change

Zacks Equity Research

Stock Market News for Mar 3, 2025

U.S. stock markets closed sharply higher on Friday after a choppy session.

NVDAPositive Net Change

Zacks Equity Research

PCE Inflation Increased In Line With Expectation

PCE Inflation Increased In Line With Expectation

NVDAPositive Net Change

Zacks Equity Research

Stock Market News for Feb 28, 2025

U.S. stocks ended sharply lower on Thursday, with the S&P 500 turning negative for the year and the Nasdaq posting its worst day in nearly a month as concerns grew after President Donald Trump threatened to impose tariffs on Canada, Mexico and China from next week.

AMDPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Nalak Das

NVIDIA a Lucrative Buy With Solid Visions, Execution and Innovation

NVIDIA Corp. (NVDA) expects an impressive first quarter fiscal 2026 buoyed by rock-solid demand for its AI-powered GPUs.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Amphenol (APH) Stock?

Investors need to pay close attention to Amphenol (APH) stock based on the movements in the options market lately.

APHPositive Net Change

Sweta Killa

AI Blackwell Chips Fuel NVIDIA's Q4 Earnings: ETFs to Buy

NVIDIA reports blockbuster fourth-quarter fiscal 2025 results powered by new AI Blackwell chips. Here are some ETFs that are set to benefit.

NVDAPositive Net Change SMHPositive Net Change SEMIPositive Net Change SHOCPositive Net Change NVDLPositive Net Change NVDXPositive Net Change SMHXNegative Net Change SOXYNegative Net Change

Zacks Equity Research

Stock Market News for Feb 27, 2025

U.S. stocks ended mostly higher on Wednesday, with the S&P 500 and Nasdaq snapping their four-day losing streak, as investors digested the latest comments from President Donald Trump on tariffs.

NVDAPositive Net Change

Anirudha Bhagat

SMCI Rallies 12% on Meeting Filing Deadline: How to Play the Stock?

With slowing growth concerns, material weaknesses in financial controls and expensive valuation, it is prudent for investors to sell SMCI stock for now.

DELLNegative Net Change NVDAPositive Net Change SMCINegative Net Change HPENegative Net Change

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 FTNTNegative Net Change TEAMNegative Net Change ZSNegative 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.

FTNTNegative Net Change AMBANegative Net Change TEAMNegative Net Change ZSNegative 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.

ANegative Net Change QTRXPositive Net Change SEERNegative Net Change QSINegative 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.

OSISNegative Net Change FNPositive 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 METANegative Net Change

Zacks Equity Research

Markets Await New Home Sales Data

Markets Await New Home Sales Data

CRMNegative Net Change TGTNegative Net Change TJXNegative Net Change LOWNegative 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 JPMNegative Net Change NVDAPositive Net Change TSLAPositive Net Change PLTRNegative 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 BABAPositive 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.

DVNegative Net Change OKTANegative Net Change ZSNegative 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 SMHXNegative Net Change SOXYNegative Net Change

Zacks Equity Research

Case-Shiller Home Prices Rose in December

Case-Shiller Home Prices Rose in December

NVDAPositive Net Change HDNegative Net Change PLNTPositive 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 AVGONegative Net Change TSMPositive Net Change