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semiconductor: Archive

Anirudha Bhagat

Lam Research vs. Microchip: Which Chip Stock Is the Better Buy?

LRCX looks like the better chip-stock buy, supported by AI-driven growth, strong earnings momentum, recurring services and a robust balance sheet.

LRCXPositive Net Change MCHPPositive Net Change

Zacks Equity Research

SMTC Q2 Earnings Call Spotlights 1.6T Data Center Growth

Semtech's Q2 call spotlights a 1.6T data center ramp, record backlog, capacity expansion and a structural margin lift from its planned divestiture.

SMTCPositive Net Change

Zacks Equity Research

Stock Market News for Aug 26, 2026

U.S. stocks ended higher on Tuesday as tech stocks rebounded following a sell-off earlier in the session, while a drop in bond yields brought some relief to investors.

AMDPositive Net Change NFLXNegative Net Change MUNegative Net Change NVDAPositive Net Change METAPositive Net Change

Tirthankar Chakraborty

AMD vs. Broadcom: Which AI Stock Has the Bigger Upside Potential?

AMD's surging Data Center demand and stronger technical momentum give it an edge over Broadcom, despite both benefiting from AI growth.

AMDPositive Net Change AVGOPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for August 26th

BTSG, OPHC, HRTG, UMC and MTG have been added to the Zacks Rank #1 (Strong Buy) List on August 26th, 2026.

MTGPositive Net Change UMCPositive Net Change HRTGPositive Net Change OPHCPositive Net Change BTSGPositive Net Change

Shaun Pruitt

Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?

Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.

MRVLPositive Net Change AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change AVGOPositive Net Change GOOGLPositive Net Change ALABNegative Net Change

Benjamin Rains

Best Value Stocks to Buy Now and in September

Diving into how investors can find highly ranked--Zacks Rank #1 (Strong Buy) or #2 (Buy)--value stocks to buy now and throughout September.

AVTPositive Net Change

Zacks Equity Research

ARM's 93X Earnings Multiple Overshadows Its Growth Potential

Arm Holdings targets 21% revenue and 23% adjusted EPS growth, but its 93X-plus earnings multiple leaves little room for execution missteps.

ARMPositive Net Change SNPSNegative Net Change CDNSPositive Net Change

Zacks Equity Research

Markets Await Consumer Confidence Report

Markets Await Consumer Confidence Report

NVDAPositive Net Change INTUNegative Net Change DKSPositive Net Change BOXNegative Net Change ZMNegative Net Change

Zacks Equity Research

Can Intel's Latest AI Infrastructure Portfolio Expansion Aid Shares?

INTC expands its AI infrastructure portfolio with Diamond Rapids, Crescent Island and Wildcat Lake for data centers, enterprises and edge devices.

INTCNegative Net Change QCOMPositive Net Change AMDPositive Net Change