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semiconductor: Archive
Zacks Investment Ideas feature highlights: Dell, Nvidia, Hewlett Packard, Super Micro Computer and Lenovo
by Zacks Equity Research
Dell heads into Q2 with surging AI server demand, rising EPS estimates and high expectations ahead of its earnings report.
AMDPositive Net Change DELLPositive Net Change NVDAPositive Net Change SMCIPositive Net Change LNVGYNegative Net Change HPEPositive Net Change
computers semiconductor tech-stocks
SpaceX's Wild Ride Since IPO: Time to Buy the Stock Now?
by Rimmi Singhi
SpaceX's post-IPO pullback comes as Starlink profits rise, AI revenues surge and Starship advances toward an orbital test.
SPCXPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change
aerospace artificial-intelligence autonomous-vehicles communications electric-vehicles semiconductor tech-stocks
Is Broadcom (AVGO) Stock a Buy Before Its Q3 Earnings?
by Shaun Pruitt
Broadcom is scheduled to report results for its fiscal third quarter after-market hours on Wednesday, September 2, with Wall Street looking for another quarter of exceptional growth.
AVGOPositive Net Change INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change MRVLPositive Net Change GOOGLPositive Net Change METAPositive Net Change
artificial-intelligence earnings investing semiconductor software tech-stocks
Top Analyst Reports for Microsoft, Intel & Bank of America
by Mark Vickery
Microsoft's AI momentum and Azure expansion support growth, while capacity constraints and competition remain key challenges ahead.
BACPositive Net Change INTCNegative Net Change MSFTPositive Net Change AXRNegative Net Change UBCPPositive Net Change UALPositive Net Change ETNNegative Net Change EMEPositive Net Change
computers finance semiconductor
ARM vs. NVDA: Which AI Chip Designer is Worth Investing in?
by Shuvra Shankar Dey
NVIDIA's faster growth, integrated AI platform, strong cash generation and lower valuation make it the stronger investment choice over Arm Holdings.
NVDAPositive Net Change ARMPositive Net Change
computers semiconductor tech-stocks
Can Amtech's Booking Momentum Unlock Stronger Revenue Growth?
by Subhasish Mukherjee
ASYS' bookings rise 33% as AI-driven TPS demand surges, lifting backlog and extending order visibility into fiscal 2027.
ASYSPositive Net Change ACLSPositive Net Change ONTOPositive Net Change
semiconductor tech-stocks
Advanced Energy and Fluence Energy have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Advanced Energy rides AI and semiconductor spending with strong earnings growth, while Fluence struggles with losses and weaker forecasts.
AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change AEISPositive Net Change FLNCPositive Net Change
alt-energy semiconductor tech-stocks
AEHR vs. COHU: Which Semiconductor Equipment Stock Is The Better Buy?
by Rajshree Sipani
Aehr's record backlog, AI-driven orders and strong fiscal 2027 outlook give it an edge over Cohu despite a higher valuation.
COHUPositive Net Change AEHRPositive Net Change
artificial-intelligence computers earnings-surprise electronics semiconductor shipping software tech-stocks
The Zacks Analyst Blog Highlights NVIDIA, ExxonMobil and HSBC
by Zacks Equity Research
NVIDIA, ExxonMobil and HSBC show growth opportunities, but supply, market volatility and credit risks create a balanced outlook.
XOMPositive Net Change NVDAPositive Net Change HSBCPositive Net Change
finance oil-energy semiconductor
Amkor's Global Footprint Expands: Can It Strengthen Customer Ties?
by Subhasish Mukherjee
AMKR is expanding across the United States, Asia and Europe to boost regional flexibility, supply-chain resilience and deeper customer engagement.
AMKRPositive Net Change INTCNegative Net Change ASXPositive Net Change
artificial-intelligence semiconductor tech-stocks