Back to top

semiconductor: Archive

Anirudha Bhagat

Should You Add NVIDIA Stock to Your Portfolio Ahead of Q2 Earnings?

NVDA heads toward its Q2 earnings release with revenues expected near $91 billion as AI, Data Center and Blackwell demand fuel growth prospects.

NVDAPositive Net Change INTCNegative Net Change AMDPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Implied Volatility Surging for Texas Instruments Stock Options

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

TXNPositive Net Change

Subham Roy

ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?

Analog Devices' strong industrial and automotive growth contrasts with Texas Instruments' broader momentum and improving utilization. Which stock has the edge?

ADIPositive Net Change TXNPositive Net Change

Derek Lewis

3 Buy-Rated Dividend Stocks to Play the AI Boom

For those seeking strong exposure to AI trends paired with dividend-paying traits - Analog Devices (ADI), Hewlett Packard Enterprise (HPE), and NVIDIA (NVDA) - fit the criteria. Importantly, each sports a favorable Zacks Rank.

ADIPositive Net Change NVDAPositive Net Change HPEPositive Net Change

Tirthankar Chakraborty

Marvell vs. Broadcom: One AI Stock Is a Better Buy After Google's Deal

Google's Marvell deal boosts its custom AI-chip role and challenges Broadcom, making Marvell the more attractive AI stock.

MRVLPositive Net Change AVGOPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Can Synopsys' AI-Focused Design IP Strategy Drive Growth?

SNPS' Design IP business is gaining momentum as AI drives demand for high-speed interconnect and customized semiconductor IP solutions.

SNPSNegative Net Change CDNSPositive Net Change KEYSPositive Net Change

Zacks Equity Research

Can Applied Materials Sustain Its Growth Amid AI-Driven Demand?

AMAT's AI-driven semiconductor equipment launches strengthen its advanced packaging position amid rising HBM demand and a memory production ramp-up.

AMATPositive Net Change LRCXPositive Net Change CAMTPositive Net Change

Zacks Equity Research

Micron's Surge: Here's Why $1,000 Mark Still Matters for ETFs

MU nears $1,000 as Apple's China memory stance could boost U.S. chip makers and memory ETFs.

MUNegative Net Change SOXXPositive Net Change VLUENegative Net Change SHOCPositive Net Change AAPLPositive Net Change

Zacks Equity Research

Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway

ADI targets multiyear AI growth as data center power and optics surge, with Q4 guidance signaling momentum into fiscal 2027 and broader recovery.

ADIPositive Net Change

Anirudha Bhagat

Beyond Chipmakers: 4 Stocks to Buy That Power AI Data Center Expansion

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

DELLPositive Net Change CLSPositive Net Change LITEPositive Net Change VRTPositive Net Change