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semiconductor: Archive

Anirudha Bhagat

Will Agentic AI Adoption Expand Micron's Memory Growth Opportunity?

MU targets a bigger AI memory opportunity as agentic AI drives demand for HBM, server DRAM and data center storage across expanding workloads.

MUNegative Net Change SNDKNegative Net Change SKHYPositive Net Change

Om Jaiswal

ASX vs. AMAT: Which AI Semiconductor Stock is the Better Buy?

ASE Technology's LEAP growth, improving margins and lower valuation give it an edge over Applied Materials amid strong AI chip demand.

AMATPositive Net Change ASXPositive Net Change

Piyali Saha Sikdar

Can AEHR Turn Silicon Photonics Momentum Into Sustained Growth?

Aehr is betting on silicon photonics to drive sustained growth, as customer ramp ups and new orders are expected to support 15-20% of fiscal 2027 revenues.

AEHRPositive Net Change FORMPositive Net Change TERPositive Net Change

Zacks Equity Research

Stock Market News for Aug 19, 2026

Wall Street closed lower on Tuesday, dragged down by tech and industrial stocks.

NVDAPositive Net Change SNDKNegative Net Change

Zacks Equity Research

Best Momentum Stock to Buy for August 19th

AMAT, CHYM and ITRI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 19, 2026.

ITRIPositive Net Change AMATPositive Net Change CHYMPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Micron, D-Wave Quantum and Rigetti Computing

NVIDIA, Micron, D-Wave and Rigetti offer exposure to AI and quantum computing amid the intensifying U.S.-China tech race.

MUNegative Net Change NVDAPositive Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVDA, LYTE, LAZR and EUV

Optical connectivity is emerging as AI's next hardware bottleneck, spotlighting LYTE, LAZR and EUV as photonics demand surges.

NVDAPositive Net Change LAZRPositive Net Change EUVPositive Net Change LYTEPositive Net Change

Mark Vickery

Top Analyst Reports for Visa, Lam Research & Caterpillar

Visa's payments growth, Lam Research's AI-driven demand and Caterpillar's broad market momentum headline today's top analyst reports.

VPositive Net Change CATPositive Net Change LRCXPositive Net Change ALLNegative Net Change HMCNegative Net Change INSMPositive Net Change QEPCNo Net Change ATGNNegative Net Change

Urmimala Biswas

U.S.-China 2026 Tech Race: 2 AI Stocks & 2 Quantum Stocks to Watch

NVIDIA, Micron, D-Wave and Rigetti offer exposure to AI and quantum computing as the U.S.-China tech race intensifies.

MUNegative Net Change NVDAPositive Net Change RGTINegative Net Change QBTSNegative Net Change

Tirthankar Chakraborty

NVIDIA vs. Micron: Only One AI Stock Is a Clear Buy Right Now

Micron's AI-driven HBM demand and lower valuation give it an edge over NVIDIA, despite strong growth at both companies.

MUNegative Net Change NVDAPositive Net Change