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semiconductor: Archive

Anirudha Bhagat

TXN's Inventory Strategy Pays Off: Can It Support More Growth?

Texas Instruments' inventory build fuels faster deliveries and revenue growth as industrial and data center demand rebounds. Can it sustain the momentum?

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Benjamin Rains

Bull of the Day: Celestica Inc. (CLS)

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.

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Mayur Thaker

Inflation Readings Rise But Economy Remains Well Anchored

I continue to believe core inflation remains in check while the AI investment cycle shows no signs of slowing yet.

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Shaun Pruitt

Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results?

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

Tirthankar Chakraborty

3 AI Infrastructure Stocks Up 500%+ With More Upside in 2H 2026

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.

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Shrabana Mukherjee

ASE Technology vs. Amkor: Which Chip Packaging Stock Is the Better Buy?

Is ASX stock the better buy over AMKOR as AI packaging momentum, stronger earnings growth and lower valuation give it an edge?

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Harendra Ray

STM vs. NXPI: Which Automotive Chipmaker Is the Better Pick Now?

STMicroelectronics and NXP Semiconductors are expanding automotive chip portfolios as AI, EV and software-defined vehicle demand accelerates.

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Subham Roy

Can ADI's Strong Cash Flow and Inventory Strategy Drive Future Growth?

Analog Devices' strong cash flow, low capital needs and strategic inventory build support growth while keeping its balance sheet and cash conversion resilient.

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Zacks Equity Research

Arm Holdings Expands Its AI Data Center Push With AGI CPU

ARM is expanding its AI infrastructure strategy with the AGI CPU, targeting growing demand for agentic AI data center workloads.

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Subhasish Mukherjee

Micron's Data Center Business Booms: Is More Upside Left?

MU's booming data center business, AI memory products and customer agreements are fueling growth as demand is expected to outpace supply beyond FY27.

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