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semiconductor: Archive
TXN's Inventory Strategy Pays Off: Can It Support More Growth?
by Anirudha Bhagat
Texas Instruments' inventory build fuels faster deliveries and revenue growth as industrial and data center demand rebounds. Can it sustain the momentum?
TXNPositive Net Change ADINegative Net Change NXPINegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Bull of the Day: Celestica Inc. (CLS)
by Benjamin Rains
Celestica Inc. (CLS) is an electronics manufacturing services giant riding the artificial intelligence spending boom to new highs and posting massive earnings and revenue growth.
NVDANegative Net Change JBLNegative Net Change CLSNegative Net Change
artificial-intelligence electronics semiconductor tech-stocks
Inflation Readings Rise But Economy Remains Well Anchored
by Mayur Thaker
I continue to believe core inflation remains in check while the AI investment cycle shows no signs of slowing yet.
MUNegative Net Change ASMLNegative Net Change
semiconductor
Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results?
by Shaun Pruitt
Micron Technology delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the AI spending boom.
MUNegative Net Change
artificial-intelligence computers datacenter earnings investing large-cap semiconductor tech-stocks
3 AI Infrastructure Stocks Up 500%+ With More Upside in 2H 2026
by Tirthankar Chakraborty
MU, STX and WDC screened as top momentum stocks, backed by strong earnings trends and AI infrastructure demand heading into the year's second half.
WDCNegative Net Change STXNegative Net Change MUNegative Net Change
artificial-intelligence semiconductor tech-stocks
ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy?
by Shrabana Mukherjee
Is ASX stock the better buy over AMKOR as AI packaging momentum, stronger earnings growth and lower valuation give it an edge?
AMKRNegative Net Change ASXNegative Net Change KLACNegative Net Change AMATNegative Net Change
semiconductor tech-stocks
STM vs. NXPI: Which Automotive Chipmaker Is the Better Pick Now?
by Harendra Ray
STMicroelectronics and NXP Semiconductors are expanding automotive chip portfolios as AI, EV and software-defined vehicle demand accelerates.
STMNegative Net Change NXPINegative Net Change
semiconductor
Can ADI's Strong Cash Flow and Inventory Strategy Drive Future Growth?
by Subham Roy
Analog Devices' strong cash flow, low capital needs and strategic inventory build support growth while keeping its balance sheet and cash conversion resilient.
ADINegative Net Change TXNPositive Net Change AVGONegative Net Change
semiconductor
Arm Holdings Expands Its AI Data Center Push With AGI CPU
by Zacks Equity Research
ARM is expanding its AI infrastructure strategy with the AGI CPU, targeting growing demand for agentic AI data center workloads.
ARMNegative Net Change NVDANegative Net Change GOOGLPositive Net Change
computers semiconductor tech-stocks
Micron's Data Center Business Booms: Is More Upside Left?
by Subhasish Mukherjee
MU's booming data center business, AI memory products and customer agreements are fueling growth as demand is expected to outpace supply beyond FY27.
MUNegative Net Change NVDANegative Net Change MRVLNegative Net Change
artificial-intelligence semiconductor tech-stocks