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semiconductor: Archive

Anirudha Bhagat

Micron's SSD Growth Drives NAND Revenues: Will it Sustain Momentum?

MU's NAND revenues surge on booming SSD demand from AI-driven data centers - can this momentum sustain as pricing and supply trends stay favorable?

STXPositive Net Change MUPositive Net Change SNDKPositive Net Change

Om Jaiswal

Can Advanced Packaging Demand Accelerate LRCX's Long-Term Growth?

Lam Research's advanced packaging business is gaining momentum as AI-driven chip complexity boosts demand in memory and logic.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Credo Technology and Vertiv

Credo Technology Group and Vertiv ride the AI data center boom, with surging demand, strong growth forecasts, and pullbacks opening potential entry points.

VRTPositive Net Change CRDOPositive Net Change

Shaun Pruitt

Time to Buy These Top AI Data Center Stocks: CRDO, VRT

Sitting at the center of the AI data center boom, Credo (CRDO) and Vertiv (VRT) are two intriguing tech stocks to consider at the moment.

VRTPositive Net Change CRDOPositive Net Change

Anirudha Bhagat

Is NVDA's Networking Unit Becoming a Core Growth Engine Amid AI Boom?

NVIDIA's networking unit surges as AI demand drives $31 billion in annual sales, with high-speed interconnects boosting growth, margins and customer lock-in.

NVDAPositive Net Change AVGOPositive Net Change ANETPositive Net Change

Subham Roy

MRVL's Data Center Revenues Hit $6.1B: Can the Momentum Continue?

Marvell Technology's data center revenues hit $6.1B, fueled by AI demand and strong growth in silicon and interconnect business.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Om Jaiswal

Can HBM and Packaging Demand Accelerate AMAT's Revenue Growth?

Applied Materials is poised to benefit as HBM and advanced packaging emerge as key growth drivers in AI-driven chip manufacturing.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in ACM Research Stock?

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

ACMRPositive Net Change

Aritra Chatterjee

INTC & CrowdStrike Team Up to Secure AI Adoption: Will it Fuel Growth?

Intel teams up with CrowdStrike to secure AI PCs, targeting safer AI adoption as threats rise. Can the move strengthen its growth trajectory?

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change

Zacks Equity Research

Teradyne and Whirlpool have been highlighted as Zacks Bull and Bear of the Day

Teradyne rides booming AI chip demand with surging sales, earnings growth, and strong momentum, while Whirlpool struggles with weak demand and falling profits.

MUPositive Net Change WHRPositive Net Change TERPositive Net Change