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semiconductor: Archive

Anirudha Bhagat

NVIDIA Soars 27% in Six Months: Is the Stock Still Worth Buying?

NVDA's six-month surge and soaring AI-driven Data Center growth fuel a bullish case as revenues and liquidity strengthen.

QCOMPositive Net Change TXNPositive Net Change STMPositive Net Change NVDANegative Net Change

Zacks Equity Research

Credo's Q2 Earnings and Sales Beat Estimates, Up Y/Y, Stock Gains

CRDO's record quarter, fueled by surging product demand and AI-driven growth, sent shares soaring as revenue and margin strength pointed to robust momentum ahead.

QCOMPositive Net Change CRUSNegative Net Change NVTSNegative Net Change CRDONegative Net Change

Brian Bolan

Bull of the Day: Cirrus Logic (CRUS)

This stock has consistently beaten the number and the valuation is now compelling for a stock in a hot sector

CRUSNegative Net Change

Zacks Equity Research

QCOM's Robust Portfolio Drives Revenue Growth: Will the Trend Persist?

Qualcomm's revenue climbs on surging automotive, IoT and premium handset demand, fueled by its expanding Snapdragon lineup and innovation push.

INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change

Aniruddha Ganguly

Instinct GPUs Drive Data Center Growth: What's Ahead for AMD Stock?

AMD's data center AI momentum surges with Instinct GPUs, new partnerships and a $1T market outlook by 2030.

AMDNegative Net Change NVDANegative Net Change ORCLNegative Net Change AVGONegative Net Change

Zacks Equity Research

Sandisk and Home Depot have been highlighted as Zacks Bull and Bear of the Day

SNDK shines as Zacks??? Bull with big beats and strong guidance, while Home Depot slips after an EPS miss and softer full-year expectations.

NVDANegative Net Change SNDKPositive Net Change HDPositive Net Change BBAIPositive Net Change

Zacks Equity Research

Arm Holdings' Power Efficiency Sets the Stage for AI and IoT Expansion

ARM's power-efficient architecture is driving deeper adoption as major tech players expand AI and IoT ambitions across devices.

QCOMPositive Net Change AAPLPositive Net Change ARMNegative Net Change

Subham Roy

MRVL to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?

Marvell readies its Q3 report with strong revenue growth forecasts and accelerating AI-driven momentum across key segments.

NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change COHRPositive Net Change

Shreya Majumder

Is Credo Technology a Buy, Sell, or Hold Ahead of Q2 Earnings Release?

CRDO's fiscal Q2 2026 hinges on strong AEC and optical demand, but competition, customer reliance and macro uncertainty keep the outlook cautious.

MRVLPositive Net Change AVGONegative Net Change CRDONegative Net Change ALABNegative Net Change

Mark Vickery

Top Research Reports for Broadcom, Meta & Coca-Cola

Broadcom rides strong AI chip demand and VMware integration gains as networking and custom accelerators propel its YTD outperformance.

KONegative Net Change STXPositive Net Change MFCPositive Net Change AVGONegative Net Change LARKPositive Net Change CRWDNegative Net Change METANegative Net Change BAERNegative Net Change

Derek Lewis

AI Earnings Roundup: NVIDIA & Palantir

Several companies closely involved in the AI frenzy, Palantir and NVIDIA, posted massive growth, with demand remaining red-hot.

NVDANegative Net Change PLTRPositive Net Change

Subham Roy

Applied Materials' Margins Expand: Will the Momentum Sustain?

AMAT's high-margin chip tools and tighter cost controls are helping sustain margin gains even as R&D spending climbs.

ASMLNegative Net Change LRCXNegative Net Change AMATPositive Net Change

Zacks Equity Research

Ambarella Q3 Earnings Beat Estimates, Revenues Jump More Than 31% Y/Y

AMBA's Q3 revenues soar 31% on stronger edge AI demand, while efficient cost management leads to a 145% surge in earnings.

FORMPositive Net Change MRVLPositive Net Change CRUSNegative Net Change AMBAPositive Net Change

Zacks Equity Research

Company News for Nov 26, 2025

Companies In The News Are: A, KEYS, SMTC, SYM.

APositive Net Change SMTCNegative Net Change KEYSPositive Net Change SYMNegative Net Change

Zacks Equity Research

Stock Market News for Nov 26, 2025

Wall Street closed higher on Tuesday after a choppy session.

ADIPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Nov. 26

DY, MU and SANM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Nov. 26, 2025.

MUPositive Net Change SANMPositive Net Change DYPositive Net Change

Mark Vickery

Top Analyst Reports for NVIDIA, AT&T & Amgen

NVIDIA's data center gains, AT&T's wireless momentum, and Amgen's product strength headline today's standout analyst reports.

TNegative Net Change AMGNPositive Net Change ENegative Net Change NVDANegative Net Change GMPositive Net Change LHXPositive Net Change

Shuvra Shankar Dey

APP or ARM: Which AI-Driven Tech Stock Looks More Compelling Now?

AppLovin's AI-driven ad platform, rising profits and strong growth give the company an edge compared with Arm Holdings.

ARMNegative Net Change APPNegative Net Change

Om Jaiswal

NVTS Aims at AI Energy Needs: Will This Fuel Long-Term Gains?

Navitas Semiconductor leans into high-power markets as it joins NVIDIA's 800-volt AI factory ecosystem, aiming to turn early tech wins into future growth.

WOLFNegative Net Change ONPositive Net Change NVTSNegative Net Change

Om Jaiswal

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

As Navitas Semiconductor gains traction in high-power AI chips, Advanced Micro Devices' strong data-center results are tempered by near-term challenges.

AMDNegative Net Change NVTSNegative Net Change

Subham Roy

ADI vs. TXN: Which Semiconductor Stock Has an Edge Now?

Analog Devices' broad-based segment gains and margin strength set it apart as it outperforms Texas Instruments amid shifting semiconductor demand.

ADIPositive Net Change TXNPositive Net Change

Zacks Equity Research

Do Options Traders Know Something About UMC Stock We Don't?

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

UMCNegative Net Change

Anirudha Bhagat

Lam Research Soars 109% YTD: Is LRCX Stock Still Worth Buying?

LRCX's 109% YTD surge, strong financials and AI-driven chip demand momentum position the stock firmly in buy territory.

KLACPositive Net Change ASMLNegative Net Change LRCXNegative Net Change AMATPositive Net Change

Zacks Equity Research

Semtech's Q3 Earnings Surpass Estimates, Revenues Increase Y/Y

SMTC's Q3 earnings jump 85%, while revenues soar 13%, primarily driven by strong demand across the data center and IoT markets.

LRCXNegative Net Change FORMPositive Net Change SMTCNegative Net Change CRUSNegative Net Change

Zacks Equity Research

Stock Market News for Nov 25, 2025

U.S. stock markets closed sharply higher on Monday to start the holiday-shortened last week of a volatile November.

AMDNegative Net Change MUPositive Net Change AVGONegative Net Change GOOGLPositive Net Change