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semiconductor: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: Dell, Nvidia, Hewlett Packard, Super Micro Computer and Lenovo

Dell heads into Q2 with surging AI server demand, rising EPS estimates and high expectations ahead of its earnings report.

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Rimmi Singhi

SpaceX's Wild Ride Since IPO: Time to Buy the Stock Now?

SpaceX's post-IPO pullback comes as Starlink profits rise, AI revenues surge and Starship advances toward an orbital test.

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Shaun Pruitt

Is Broadcom (AVGO) Stock a Buy Before Its Q3 Earnings?

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.

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Mark Vickery

Top Analyst Reports for Microsoft, Intel & Bank of America

Microsoft's AI momentum and Azure expansion support growth, while capacity constraints and competition remain key challenges ahead.

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Shuvra Shankar Dey

ARM vs. NVDA: Which AI Chip Designer is Worth Investing in?

NVIDIA's faster growth, integrated AI platform, strong cash generation and lower valuation make it the stronger investment choice over Arm Holdings.

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Subhasish Mukherjee

Can Amtech's Booking Momentum Unlock Stronger Revenue Growth?

ASYS' bookings rise 33% as AI-driven TPS demand surges, lifting backlog and extending order visibility into fiscal 2027.

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Zacks Equity Research

Advanced Energy and Fluence Energy have been highlighted as Zacks Bull and Bear of the Day

Advanced Energy rides AI and semiconductor spending with strong earnings growth, while Fluence struggles with losses and weaker forecasts.

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Rajshree Sipani

AEHR vs. COHU: Which Semiconductor Equipment Stock Is The Better Buy?

Aehr's record backlog, AI-driven orders and strong fiscal 2027 outlook give it an edge over Cohu despite a higher valuation.

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Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, ExxonMobil and HSBC

NVIDIA, ExxonMobil and HSBC show growth opportunities, but supply, market volatility and credit risks create a balanced outlook.

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Subhasish Mukherjee

Amkor's Global Footprint Expands: Can It Strengthen Customer Ties?

AMKR is expanding across the United States, Asia and Europe to boost regional flexibility, supply-chain resilience and deeper customer engagement.

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