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semiconductor: Archive

Zacks Equity Research

ADI Q3 Earnings Call Highlights AI Power & Margin Runway

Analog Devices sees AI infrastructure, grid-to-chip expansion and margin gains supporting a record Q4 outlook after stronger-than-expected Q3 results.

ADIPositive Net Change

Kevin Cook

Bull of the Day: Ceva (CEVA)

Brains of the semis that deliver connectivity, sensing, and edge inference is on a "royal" path to profits

CEVAPositive Net Change NVDAPositive Net Change NXPIPositive Net Change AMBANegative Net Change OUSTPositive Net Change

Sheraz Mian

Tech & Energy Fuel S&P 500 Growth Engine

Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.

MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Tech & Energy Fuel S&P 500 Growth Engine

Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.

MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Mark Vickery

Top Research Reports for NVIDIA, Applied Materials & ConocoPhillips

NVIDIA, Applied Materials and ConocoPhillips headline today's research, with AI demand, semiconductor spending and energy assets in focus.

COPNegative Net Change MCONegative Net Change NVDAPositive Net Change SNDKNegative Net Change AMATPositive Net Change UUUNegative Net Change LHXNegative Net Change OPTXPositive Net Change

Tirthankar Chakraborty

NVIDIA vs. Broadcom: The AI Stock You Should Buy Right Now

NVIDIA's lower financial risk and stronger profitability give it an edge over Broadcom as both benefit from AI demand.

NVDAPositive Net Change AVGOPositive Net Change

Subhasish Mukherjee

Can Amkor Turn Advanced Packaging Into an Edge Over Competitors?

AMKR's advanced packaging growth, AI and HPC expansion, and strategic partnerships could sharpen its edge against ASX and TSM.

AMKRPositive Net Change TSMPositive Net Change ASXPositive Net Change

Subhasish Mukherjee

AXT's InP Demand Is Surging: Can It Become a Long-Term Growth Driver?

AXTI's record InP revenues, $100M-plus backlog and capacity expansion point to a multiyear opportunity tied to AI data-center optical demand.

AXTIPositive Net Change SMTCPositive Net Change LITEPositive Net Change

Zacks Equity Research

INTC's Client Computing Business Gains Momentum: Is More Growth Ahead?

Intel's client computing business is gaining momentum as AI PCs, Edge AI, robotics and Physical AI open new growth avenues beyond traditional PCs.

INTCNegative Net Change QCOMPositive Net Change AMDPositive Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Surging Oil Prices Rattle Markets

Oil-price volatility is shaking markets, but Plexus, Twilio and MACOM stand out as momentum stocks with strong one-year gains and recent pullbacks.

TWLONegative Net Change