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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights Broadcom, NVIDIA and Advanced Micro Devices

Broadcom rides strong AI networking demand with record chip launches, while NVIDIA and AMD intensify competition in the booming semiconductor market.

AMDNegative Net Change NVDANegative Net Change AVGOPositive Net Change

Zacks Equity Research

MRVL's Q2 Earnings Likely to be Powered by AI Silicon & Data Center Boom

Marvell Technology's second-quarter earnings are likely to be driven by surging demand for custom AI silicon, electro-optics and data center.

ANFPositive Net Change MRVLNegative Net Change BBWPositive Net Change BBWIPositive Net Change

Subham Roy

Should You Buy, Sell or Hold TXN Stock After an 8.9% Rise in a Month?

Texas Instruments' 8.9% stock surge is fueled by AI, data centers and CHIPS Act aid, but trade and auto risks keep outlook cautious.

ADINegative Net Change TXNNegative Net Change NXPINegative Net Change AVGOPositive Net Change

Zacks Equity Research

High Tide and LaZBoy have been highlighted as Zacks Bull and Bear of the Day

Zacks names High Tide its Bull of the Day on growth momentum, while LaZBoy takes the Bear spot after earnings misses and lowered estimates.

NVDANegative Net Change LZBPositive Net Change HITINegative Net Change

Zacks Equity Research

Stock Market News for Aug 26, 2025

Wall Street ended lower on Monday after stocks rallied last week following Federal Reserve Chairman Jerome Powell's hint at a possible rate cut in September.

INTCNegative Net Change NVDANegative Net Change

Zacks Equity Research

Implied Volatility Surging for Applied Materials Stock Options

Investors need to pay close attention to AMAT stock based on the movements in the options market lately.

AMATPositive Net Change

Anirudha Bhagat

ASML Sees 30% EUV Growth in 2025: Is Demand Sustainable Through 2026?

ASML Holding expects EUV sales to surge 30% in 2025 on AI and memory demand, but macro risks cloud the outlook for 2026.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Anirudha Bhagat

SMCI Projects $33B FY26 Revenues: Is the Growth Target Realistic?

Super Micro Computer targets $33B revenues in FY26, banking on AI demand and data center solutions to fuel growth momentum.

DELLPositive Net Change SMCIPositive Net Change HPEPositive Net Change

Tracey Ryniec

Check Out NVIDIA's Awesome Earnings Chart

Get ready. NVIDIA reports earnings this week. Analysts are bullish going into the report.

NVDANegative Net Change

Shaun Pruitt

Stocks to Watch for a Rebound Amid September Rate Cut Hopes

Amid high hopes for a September rate cut, these stocks may be poised for a sharp rebound from various sectors where companies are sensitive to borrowing costs, capital market activity, and consumer demand.

INTCNegative Net Change CMCSAPositive Net Change ADBENegative Net Change CCSPositive Net Change

Derek Lewis

NVIDIA Earnings: Key Metrics to Watch

The tech titan's release will be scrutinized heavily given its critical role in the AI ecosystem, with the results set to ripple across the entire market. But it's not just Data Center results that are important.

NVDANegative Net Change

Aniruddha Ganguly

NVTS vs. ADI: Which Semiconductor Stock is a Better Buy Now?

Analog Devices rides strong automotive and industrial momentum, while Navitas faces near-term headwinds despite AI and EV opportunities.

ADINegative Net Change NVTSNegative Net Change

Aniruddha Ganguly

AVGO's Strong Portfolio Drives Up Semiconductor Sales: What's Ahead?

Broadcom boosts semiconductor sales with new AI-focused networking chips, driving strong revenue growth despite rising competition.

AMDNegative Net Change NVDANegative Net Change AVGOPositive Net Change

Subham Roy

MRVL to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?

Marvell Technology's second-quarter fiscal 2026 results hinge on data center strength, AI partnerships, and a rebound in networking and carrier segments.

DELLPositive Net Change NVDANegative Net Change MRVLNegative Net Change COHRPositive Net Change

Zacks Equity Research

NVTS Targets AI Data Centers: Can it Capitalize on the 800-Volt Shift?

Navitas Semiconductor eyes the AI data center boom with GaN and SiC chips as the industry shifts toward 800-volt power systems.

WOLFNegative Net Change ONNegative Net Change NVTSNegative Net Change

Anirudha Bhagat

HBM Drives Micron's Growth: Can MU Sustain the Momentum?

MU rides on soaring AI-driven HBM demand, with 2025 supply sold out and next-gen products fueling growth momentum.

INTCNegative Net Change MUPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Pre-Markets in the Red to Start a Fresh Week

Pre-Markets in the Red to Start a Fresh Week

NVDANegative Net Change KBHPositive Net Change

Zacks Equity Research

AI Demand and Datacenter Momentum to Lift NVIDIA's Q2 Earnings

NVDA's Q2 revenues are expected to surge 54% year over year as AI demand and datacenter growth continue to drive strong performance across industries.

NVDANegative Net Change FFIVPositive Net Change ANETPositive Net Change QLYSNegative Net Change

Santanu Roy

Take the Zacks Approach to Beat the Markets: WisdomTree, SkyWest & PepsiCo in Focus

Zacks highlights gains for WisdomTree, SkyWest, and PepsiCo as its stock strategies deliver strong returns amid market volatility.

CATNegative Net Change JNJPositive Net Change HSYPositive Net Change PEPNegative Net Change MTDPositive Net Change SKYWNegative Net Change PRIMNegative Net Change SHOPPositive Net Change NOBLPositive Net Change CRDOPositive Net Change WTPositive Net Change HAFNNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Cisco and Linde

NVIDIA, Cisco, and Linde showcase AI-driven growth, strategic acquisitions, and resilient industrial leadership.

CSCONegative Net Change NVDANegative Net Change LINNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Alphabet, Meta Platforms, Amazon.com and Microsoft

NVIDIA gears up for Q2 earnings with booming Blackwell GPU demand, China chip sales rebound, and soaring data center capex.

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia and Marvell Technology

Nvidia and Marvell take center stage with upcoming earnings, offering two distinct plays on the booming AI chip market.

NVDANegative Net Change MRVLNegative Net Change

Zacks Equity Research

Nvidia, Best Buy, Ulta Beauty and Amazon are part of Zacks Earnings Preview

Nvidia headlines a busy earnings week, with Wall Street eyeing its soaring AI-fueled growth and expectations of sharp gains in revenue and EPS.

AMZNPositive Net Change BBYPositive Net Change NVDANegative Net Change ULTANegative Net Change

Supriyo Bose

QCOM Gaining Traction in V2X Market: Will it Be a Key Growth Driver?

Qualcomm expands in V2X with Autotalks buyout, boosting its Snapdragon Digital Chassis and connected car solutions.

INTCNegative Net Change QCOMNegative Net Change NVDANegative Net Change

Kevin Cook

Bull of the Day: IBM (IBM)

Bedrock of American innovation continues its deep R&D in the AI economy, fueling steady growth

IBMPositive Net Change INTCNegative Net Change CRMNegative Net Change NVDANegative Net Change METAPositive Net Change