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semiconductor: Archive

Anirudha Bhagat

ASML Holding Stock Soars 17% in a Month: Should You Bet on It Now?

ASML's technological leadership and robust financials offer strong long-term growth potential, making the stock worth buying.

KLACPositive Net Change ASMLNegative Net Change LRCXPositive Net Change AMATNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, SoftBank, BOTZ and Tesla

Nvidia, SoftBank, BOTZ and Tesla are part of the Zacks Investment Ideas article.

NVDAPositive Net Change TSLAPositive Net Change SFTBYPositive Net Change BOTZNegative Net Change

Zacks Equity Research

Impinj Soars 77% in a Month: Should You Still Buy the Stock?

PI rides on strong first-quarter momentum with robust demand, innovative Gen2X tech and expanding enterprise reach, setting the stage for continued growth.

LRCXPositive Net Change MRVLPositive Net Change AMBANegative Net Change PINegative Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Axcelis Technologies (ACLS) Stock?

Investors need to pay close attention to Axcelis Technologies (ACLS) stock based on the movements in the options market lately.

ACLSPositive Net Change

Anirudha Bhagat

NVIDIA vs. Super Micro: Which AI Hardware Stock Should You Bet On?

NVDA offers stronger fundamentals, more stable growth and better risk-adjusted upside, making it a superior AI hardware stock to own now compared to SMCI.

NVDAPositive Net Change SMCIPositive Net Change

Zacks Equity Research

Analog Devices Set to Report Q2 Earnings: Here's What to Expect

ADI's second-quarter performance is likely to have benefited from inventory normalization, tariff reduction in China and growth across several segments.

ADINegative Net Change CRMNegative Net Change NVDAPositive Net Change BIDUNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Taiwan Semiconductor, Oracle and CoreWeave

NVIDIA, Taiwan Semiconductor, Oracle and CoreWeave are part of the Zacks Investment Ideas article.

NVDAPositive Net Change ORCLPositive Net Change TSMPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Moody's, Broadcom, Microsoft and CoreWeave

Moody's, Broadcom, Microsoft and CoreWeave are part of the Zacks Investment Ideas article.

MSFTPositive Net Change MCONegative Net Change AVGOPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Cirrus Logic & Compal Electronics Collaborate on AI-Powered Innovation

CRUS joins forces with Compal to boost audio quality in laptops through AI-driven solutions, addressing pressing issues like mechanical rattle and distortion.

IDCCNegative Net Change CRUSNegative Net Change UIPositive Net Change

Kevin Cook

NVIDIA "AI Factories" -- More Than Clever Marketing?

Jensen's keynote at Computex clarified the roadmap and vision for the next $10 trillion of wealth generation

NVDAPositive Net Change ORCLPositive Net Change TSMPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Pre-Markets in Red on Rating Downgrade Concerns

Pre-Markets in Red on Rating Downgrade Concerns.

TGTNegative Net Change TJXNegative Net Change LOWNegative Net Change NVDAPositive Net Change HDNegative Net Change TOLNegative Net Change PANWNegative Net Change

Nalak Das

Buy 5 Big AI Laggards of Q1 That Found Wings and Soared Past Month

Five big AI laggards of Q1 that have soared in the past month are: APP, APH, ANET, AVGO, TWLO.

APHPositive Net Change AVGOPositive Net Change APPPositive Net Change ANETPositive Net Change TWLONegative Net Change

Zacks Equity Research

Stock Market News for May 19, 2025

U.S. stock markets closed higher on Friday as market participants??? fear on escalating global trade tensions easy to some extent.

MUPositive Net Change GOOGLNegative Net Change

Urmimala Biswas

Does D-Wave's Quantum Supremacy Make the Stock a Buy Now?

The market is buzzing after D-Wave Quantum's recent achievement of quantum supremacy on a real-world problem.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

NXP Rises 23% in a Month: Should Investors Hold on to the Stock?

NXPI expands in the AI and SDV markets with key acquisitions. But broad-based revenue declines and macro headwinds cloud near-term growth visibility.

ADINegative Net Change MCHPNegative Net Change NXPINegative Net Change MXPositive Net Change

Zacks Equity Research

Applied Materials Q2 Earnings Beat Estimates, Revenues Rise Y/Y

AMAT's Q2 fiscal 2025 results reflect strength in semiconductor systems, AGS, display and adjacent markets, offset by the decline in corporate and other revenues.

APHPositive Net Change AMATNegative Net Change UPWKNegative Net Change

Zacks Equity Research

Stock Market News for May 16, 2025

U.S. stocks closed mostly higher on Thursday as investors remained hopeful about more positive news on trade deals and digested a fresh batch of economic data, while Treasury yields dropped, giving a boost to markets.

WMTNegative Net Change NVDAPositive Net Change TSLAPositive Net Change

Zacks Equity Research

Zacks Market Edge Highlights: VRT, STRL and NVDA

VRT, STRL and NVDA have been highlighted in this Market Edge article.

NVDAPositive Net Change STRLPositive Net Change VRTPositive Net Change

Shaun Pruitt

Marvell Vs Micron Technology: Which AI Chip Stock is the Better Investment

Market sentiment has turned rather bullish again, and investors may be eyeing the stocks of these up-and-coming AI chip providers.

MUPositive Net Change MRVLPositive Net Change

Tracey Ryniec

The Case for Buying NVIDIA Right Now

Tracey Ryniec discusses whether investors should buy NVIDIA in 2025. Is it too late?

NVDAPositive Net Change STRLPositive Net Change VRTPositive Net Change

Tirthankar Chakraborty

Can Saudi AI Deals Boost AMD Over NVIDIA, and Is It a Buy?

With AMD partnering with Humain in Saudi Arabia, the query arises about AMD's ability to outperform NVIDIA and its investment potential.

BACNegative Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change ORCLPositive Net Change

Zacks Equity Research

WOLF Stock Looks Risky Amid Mounting Challenges: Time to Step Aside?

Mounting debt, slowing material sales and funding setbacks cloud Wolfspeed's path to profitability, raising concerns over its financial stability.

WOLFNegative Net Change HIMXPositive Net Change COMMPositive Net Change SEDGNegative Net Change

Aniruddha Ganguly

Broadcom vs. Marvell: Which Semiconductor Stock Has Greater Upside?

Both AVGO and MRVL offer semiconductor solutions that power AI, Cloud and Data centers. Which one of them is a better buy for investors amid a challenging macro backdrop?

MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Stock Market News for May 15, 2025

U.S. stocks ended mostly higher on Wednesday, extending their gains for the year as investors waited for the next batch of economic data after a solid start to the week following positive news on a U.S.-China trade truce.

AMDPositive Net Change NVDAPositive Net Change

Ethan Feller

Rare Opportunity: Top Chip Stocks to Buy Now (LRCX, ASML, MU)

After sharp corrections, Lam Research, ASML Holdings and Micron Technologies all trade at attractive levels

MUPositive Net Change ASMLNegative Net Change LRCXPositive Net Change SMHPositive Net Change