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semiconductor: Archive

Benjamin Rains

Is TSMC the Best AI Stock to Buy in 2026?

Taiwan Semi or TSMC is one of the best pure-play AI stocks to buy since it stands to be a winner no matter how the technology evolves or which artificial intelligence companies eventually dominate.

NVDANegative Net Change TSMNegative Net Change

Mark Vickery

Top Analyst Reports for Johnson & Johnson, Caterpillar and Qualcomm

JNJ is leaning on Innovative Medicine growth and MedTech momentum to offset the Stelara patent cliff as it heads into 2026.

MSPositive Net Change QCOMPositive Net Change CMEPositive Net Change CATPositive Net Change JNJNegative Net Change STXNegative Net Change FOSLNegative Net Change JSDAPositive Net Change

Sejuti Banerjea

Semi Stocks Riding AI Wave: Buy NVIDIA and Amtech

AI and HPC are driving a powerful semiconductor upcycle, but geopolitics, tariffs and valuation risks loom. Here's why NVDA still leads -- and ASYS stands out.

NVDANegative Net Change ASYSPositive Net Change

Kevin Cook

NVIDIA Rubin Wreckage: Modine and Credo

Jensen's CES keynote unveiled the latest GPU system in production, but investors in cooling and cables panicked

NVDANegative Net Change COHRPositive Net Change MODPositive Net Change VRTNegative Net Change CRDONegative Net Change

Subham Roy

MRVL Expands AI Connectivity Through Acquisitions: What's Next?

Marvell Technology expands AI connectivity with XConn and Celestial AI deals, boosting UALink and CXL plans while eyeing revenue gains and balance-sheet risks.

MRVLPositive Net Change AVGONegative Net Change ALABPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Meta Platforms, Amazon, Alphabet, Microsoft, Nvidia, Apple and Tesla

Meta Platforms, Amazon and Alphabet emerge as standout Magnificent 7 plays for 2026 as AI tailwinds persist and leadership within Big Tech shifts.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Zacks Earnings Trends Highlights: NVIDIA, Apple and Tesla

NVIDIA headlines a strengthening earnings outlook as rising estimates point to broad S&P 500 profit growth into 2026.

AAPLNegative Net Change NVDANegative Net Change TSLAPositive Net Change

Anirudha Bhagat

LRCX vs. TSM: Which Semiconductor Powerhouse Is the Better Buy?

Lam Research gains the upper hand in the AI chip boom, delivering strong growth and steadier prospects compared to Taiwan Semiconductor.

LRCXPositive Net Change TSMNegative Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Hit Consecutive Record Highs

NVDA, GM, and MCY stand out as momentum picks after short-term dips, despite strong 12-month gains and bullish setups.

NVDANegative Net Change GMPositive Net Change MCYNegative Net Change

Aniruddha Ganguly

AMD's "AI Everywhere, for Everyone" Push: Is the Stock Ready to Rally?

Advanced Micro Devices unveils Helios and Instinct MI400 at CES 2026, betting big on AI PCs and data centers to drive future growth.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change AVGONegative Net Change