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semiconductor: Archive
Can Qualcomm's Advanced Snapdragon Mobile Portfolio Boost Profits?
by Zacks Equity Research
QCOM is expanding its smartphone reach with Snapdragon platforms, AI capabilities and power-efficient chips for next-generation devices.
QCOMPositive Net Change AAPLPositive Net Change AVGOPositive Net Change
artificial-intelligence mobile semiconductor tech-stocks
ONTO's $720 Million Rigaku Stake Opens a Major New X-Ray Growth Avenue
by Shreya Majumder
ONTO's $720M Rigaku stake adds X-ray process control to its portfolio, targeting a roughly $1B market as chip structures grow more complex.
ONTOPositive Net Change KLACPositive Net Change NVMIPositive Net Change
artificial-intelligence earnings-report electronics emerging-markets semiconductor tech-stocks
Should You Buy ONTO for AI Growth Despite Its Rich Market Valuation?
by Shreya Majumder
Onto Innovation's AI-driven demand, rising estimates and margin gains strengthen its outlook, but a rich valuation leaves little room for execution misses.
ONTOPositive Net Change KLACPositive Net Change NVMIPositive Net Change
artificial-intelligence earnings-report earnings-surprise earnings-trend semiconductor tech-stocks trending-stocks trending-tickers valuation
Should You Buy, Sell or Hold AMAT Stock After a 31% Rise in 3 Months?
by Subham Roy
Applied Materials' AI-driven growth, strong semiconductor demand and broad portfolio support its bullish outlook despite a premium valuation.
AMATPositive Net Change KLACPositive Net Change LRCXPositive Net Change CAMTPositive Net Change
semiconductor
ONTO Surged 26.1% in the Past Month. Can Its Rally Keep Going Strong?
by Shreya Majumder
Onto Innovation's 26.1% monthly rally is backed by record revenue, a $1.1B-plus backlog and raised guidance, but rich valuation raises the execution bar.
ONTOPositive Net Change KLACPositive Net Change NVMIPositive Net Change
artificial-intelligence earnings-report price-performance semiconductor stock-performance stock-price-movement tech-stocks
Can ADI's Industrial Segment Sustain Its Growth Momentum?
by Subham Roy
Analog Devices' Industrial segment is surging on factory modernization, electrification and robotics, but competitive pressure can test its growth momentum.
ADIPositive Net Change TXNPositive Net Change STMPositive Net Change
semiconductor
NVT vs. SMCI: Which Data Center Infrastructure Stock is a Better Buy?
by Om Jaiswal
nVent Electric's data center demand, backlog and steadier earnings outlook give it an edge over Super Micro Computer despite a higher valuation.
SMCIPositive Net Change NVTPositive Net Change
artificial-intelligence semiconductor tech-stocks
Here's How QUBT Expands Customer Adoption Across Quantum Platforms
by Sridatri Sarkar
Quantum Computing expands customer adoption with Dirac-3 deployment, NeuraWave readiness and a framework deal potentially worth more than $10 million.
QUBTNegative Net Change RGTINegative Net Change QBTSNegative Net Change
internet semiconductor
Lam Research's DRAM Push Gains Steam: Can It Boost Growth Further?
by Anirudha Bhagat
LRCX's DRAM push gains momentum as AI-driven HBM demand, advanced memory nodes and growing tool adoption expand its growth opportunities.
LRCXPositive Net Change KLACPositive Net Change AMATPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
TXN's Automotive Recovery Gains Pace: Can It Lift 2026 Growth Further?
by Anirudha Bhagat
Texas Instruments' automotive recovery accelerates on stronger EV and hybrid demand, lower inventories and broader chip-market momentum in 2026.
TXNPositive Net Change ADIPositive Net Change ONPositive Net Change
artificial-intelligence computers semiconductor tech-stocks