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semiconductor: Archive

Subhasish Mukherjee

Amtech's TPS Drives Revenue Growth: Is the Trend Set to Continue?

ASYS' TPS revenues jump 24.9% as AI-related sales surge, while strong bookings and orders point to more growth ahead.

ASYSPositive Net Change INTTPositive Net Change VECOPositive 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

CRMNegative Net Change NVDAPositive Net Change MRVLPositive Net Change AFRMPositive Net Change

Zacks Equity Research

NVIDIA's Q2 Earnings: AI Data Center Chip Demand to Aid Revenue Growth

NVDA heads into fiscal Q2 earnings with AI infrastructure spending fueling surging data center demand and strong adoption of its newest AI platforms.

NVDAPositive Net Change TERPositive Net Change TSMPositive Net Change LITEPositive Net Change

Anirudha Bhagat

Buy These 3 Pure-Play Server Stocks to Benefit From AI Data Center Boom

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

DELLPositive Net Change SMCIPositive Net Change HPEPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Company News for Aug 24, 2026

Companies in The News Are: BJ,ROST,FLO,AVGO

BJPositive Net Change ROSTNegative Net Change AVGOPositive Net Change FLOPositive Net Change

Bryan Hayes

Nvidia, PCE, and Warsh: The Week That Decides September

Three key events - arriving together this week - make this the most consequential stretch of the late summer.

NVDAPositive Net Change

Mark Vickery

Top Analyst Reports for Dell, Marvell & Verizon Communications

Today's Research Daily features new research reports on 16 major stocks, including Dell Technologies Inc. (DELL), Marvell Technology, Inc. (MRVL) and Verizon Communications Inc. (VZ), as well as two micro-cap stocks, Tandy Leather Factory, Inc. (TLF) and Moving iMage Technologies, Inc. (MITQ).

VZNegative Net Change DELLPositive Net Change MOPositive Net Change MRVLPositive Net Change PSXPositive Net Change SONYPositive Net Change

Sheraz Mian

Q3 Earnings Preview: High Expectations, Positive Revisions, and Broad-Based Growth

The corporate earnings foundation remains exceptionally strong, as S&P 500 profits have now grown for 12 consecutive quarters. Continued positivity in the revisions trend sets up a powerful backdrop as we finalize the Q2 earnings season and turn our attention to Q3.

AMZNPositive Net Change MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Tirthankar Chakraborty

NVIDIA Earnings in 5 Days: Should You Buy, Hold, or Sell NVDA?

NVIDIA's strong AI demand, 91B revenue outlook and attractive valuation point to potential upside ahead of fiscal Q2 earnings.

NVDAPositive Net Change AMDPositive Net Change

Subhasish Mukherjee

AXTI vs. ASYS: Which AI Semiconductor Stock Is the Better Buy Now?

AXT leads Amtech Systems on AI-driven InP demand, earnings growth and capacity expansion, despite a premium valuation and advanced-packaging momentum.

ASYSPositive Net Change AXTIPositive Net Change