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semiconductor: Archive

Zacks Equity Research

Zacks Industry Outlook Highlights MACOM Technology, Monolithic Power and Semtech

MACOM Technology, Monolithic Power and Semtech benefit from AI demand, semiconductor recovery and rising earnings estimates despite macro risks.

SMTCPositive Net Change MPWRPositive Net Change MTSIPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight Technologies

NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight ride AI demand, with rising estimates and momentum supporting September prospects.

NVDAPositive Net Change SMTCPositive Net Change SMCIPositive Net Change KEYSPositive Net Change SITMPositive Net Change

Shreya Majumder

Credo's Optical Bet: Is a $600M+ Revenue Opportunity Taking Shape?

CRDO's AI-driven connectivity boom is accelerating, with optical growth and new silicon photonics products poised to fuel a major fiscal 2027 revenue inflection.

CRDOPositive Net Change MRVLPositive Net Change ALABNegative Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in ACM Research Stock?

Investors need to pay close attention to ACMR stock based on the movements in the options market lately.

ACMRNegative Net Change

Sejuti Banerjea

Buy Analog-Mixed Signal Players MACOM, Monolithic & Semtech

AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.

SMTCPositive Net Change MPWRPositive Net Change MTSIPositive Net Change

Arijit Sarkar

Can Qualcomm's Tie-Up With HUMAIN for AI PC Lift Its Shares?

QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.

QCOMPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

Should NVIDIA Stock Be in Your Portfolio Post Solid Q2 Earnings?

NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.

NVDAPositive Net Change INTCNegative Net Change AMDPositive Net Change MRVLPositive Net Change

Supriyo Bose

Monolithic Surges 54% in Past Year: Should You Jump on the Bandwagon?

MPWR has surged 53.9% in a year as AI infrastructure demand, portfolio expansion and rising estimates bolster its long-term growth outlook.

MPWRPositive Net Change MCHPPositive Net Change MTSIPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, Intel, Bank of America, AMREP and United Bancorp

Microsoft, Intel and Bank of America lead this week's stock picks, with AMREP and United Bancorp offering microcap opportunities.

BACPositive Net Change INTCNegative Net Change MSFTPositive Net Change AXRNegative Net Change UBCPPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Broadcom, Nvidia, Palantir, Fortinet and Quanta Services

Broadcom, Nvidia, Palantir, Fortinet and Quanta Services draw attention as markets brace for key data and rate decisions.

PWRPositive Net Change NVDAPositive Net Change AVGOPositive Net Change FTNTPositive Net Change PLTRNegative Net Change