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semiconductor: Archive

Sweta Killa

AI Blackwell Chips Fuel NVIDIA's Q4 Earnings: ETFs to Buy

NVIDIA reports blockbuster fourth-quarter fiscal 2025 results powered by new AI Blackwell chips. Here are some ETFs that are set to benefit.

NVDAPositive Net Change SMHPositive Net Change SEMIPositive Net Change SHOCPositive Net Change NVDLPositive Net Change NVDXPositive Net Change SMHXNegative Net Change SOXYPositive Net Change

Zacks Equity Research

Stock Market News for Feb 27, 2025

U.S. stocks ended mostly higher on Wednesday, with the S&P 500 and Nasdaq snapping their four-day losing streak, as investors digested the latest comments from President Donald Trump on tariffs.

NVDAPositive Net Change

Anirudha Bhagat

SMCI Rallies 12% on Meeting Filing Deadline: How to Play the Stock?

With slowing growth concerns, material weaknesses in financial controls and expensive valuation, it is prudent for investors to sell SMCI stock for now.

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

Zacks Equity Research

NVIDIA Stock Gains as Q4 Earnings and Revenues Beat Estimates

NVDA's Q4 performance reflects benefits from record sales in the Data Center owing to robust shipments of the Hopper 200 and Blackwell GPU computing platforms.

NVDAPositive Net Change FTNTNegative Net Change TEAMNegative Net Change ZSNegative Net Change

Zacks Equity Research

Ambarella Soars 11% as Q4 Earnings and Revenues Crush Estimates

AMBA's Q4 results benefit from momentum in the IoT and auto business segments, complemented by the continuous launch of innovative products.

FTNTNegative Net Change AMBANegative Net Change TEAMNegative Net Change ZSNegative Net Change

Nilanshi Mukherjee

QuantumSi Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?

QSI's fourth-quarter performance is expected to have benefited from year-end capital spending and new product launches despite competition and stretched valuation.

ANegative Net Change QTRXPositive Net Change SEERNo Net Change QSINegative Net Change

Aniruddha Ganguly

3 Electronics Components Stocks to Buy From a Challenging Industry

The Zacks Electronics - Miscellaneous Components industry players like BWXT, FN and OSIS are benefiting from the solid adoption of AI and the democratization of IoT.

OSISNegative Net Change FNNegative Net Change BWXTNegative Net Change

Derek Lewis

NVIDIA Earnings: Another Blowout Quarter Brewing?

NVIDIA's release will cap off the Q4 reporting cycle for the Mag 7 group, with the report being the most important of all. Investors can expect another period of robust growth, but can the results shake shares out of their half-year-long slump?

MSFTPositive Net Change NVDAPositive Net Change METAPositive Net Change

Zacks Equity Research

Markets Await New Home Sales Data

Markets Await New Home Sales Data

CRMNegative Net Change TGTNegative Net Change TJXNegative Net Change LOWNegative Net Change NVDAPositive Net Change BUDNegative Net Change

Zacks Equity Research

Stock Market News for Feb 26, 2025

U.S. stock ended mostly lower on Tuesday, with the S&P 500 and Nasdaq recording their fourth straight session of losses following a disappointing consumer confidence reading and President Donald Trump's claim that the 25% tariffs on Canada and Mexico will go into effect next month.

GSNegative Net Change JPMPositive Net Change NVDAPositive Net Change TSLAPositive Net Change PLTRPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Microsoft, Alphabet, Intel and Advanced Micro Devices

NVIDIA, Microsoft, Alphabet, Intel and Advanced Micro Devices are included in this Analyst Blog.

INTCNegative Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Ethan Feller

Nvidia Earnings Loom: Will DeepSeek Have a Lasting Effect?

Nvidia stock was recently shook by news of a Chinese AI competitor. But will this really cause a material pullback in capex from hyperscalers like Microsoft, Alphabet and Amazon?

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change BABANegative Net Change

Zacks Equity Research

Navitas Stock Slips as Q4 Earnings Meet Estimates, Revenues Miss

NVTS' fourth-quarter results show record GaN sales and data center wins, but weak SiC demand hinders revenue growth.

DVNegative Net Change OKTANegative Net Change ZSNegative Net Change NVTSPositive Net Change

Sweta Killa

What's in Store for NVIDIA ETFs in Q4 Earnings?

Can NVIDIA regain its lost strength following Q4 earnings?

NVDAPositive Net Change SMHPositive Net Change SEMIPositive Net Change SHOCPositive Net Change NVDLPositive Net Change NVDXPositive Net Change SMHXNegative Net Change SOXYPositive Net Change

Zacks Equity Research

Case-Shiller Home Prices Rose in December

Case-Shiller Home Prices Rose in December

NVDAPositive Net Change HDNegative Net Change PLNTNegative Net Change

Anirudha Bhagat

Taiwan Semiconductor Trading at Discount: Should You Buy the Stock?

With a discounted valuation relative to its growth trajectory and a multi-year AI-driven demand cycle underway, TSM presents a compelling investment option.

AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change TSMPositive Net Change

Anirudha Bhagat

Lam Research Stock Up 15% YTD: Time to Accumulate or Book Profits?

LRCX has risen 15.4% YTD, driven by strong AI demand and semiconductor growth, making it a compelling stock to hold.

LRCXPositive Net Change MRVLPositive Net Change AVGOPositive Net Change CRUSPositive Net Change

Zacks Equity Research

Intel Unveils Xeon 6 Processors With P-Cores for High AI Workloads

With industry-leading performance in AI processing, the Intel Xeon 6 family delivers the industry's best CPU for AI at a lower TCO.

INTCNegative Net Change IDCCNegative Net Change ANETNegative Net Change

Zacks Equity Research

Stock Market News for Feb 25, 2025

U.S. stocks ended mostly lower on Monday, failing to stage a rebound after swinging between gains and losses for most of the session.

INTCNegative Net Change NVDAPositive Net Change PLTRPositive Net Change

Shaun Pruitt

Will Nvidia's Q4 Results Lift Markets Back to New Highs?

Amid recent market volatility, investors are anxiously awaiting Nvidia's (NVDA) Q4 results after-market hours on Wednesday, February 26.

NVDAPositive Net Change AAPLPositive Net Change

John Blank

Nvidia Earnings After Wednesday Close: Global Week Ahead

Nvidia (NVDA) suffered a record one-day loss in market value last month over how low-cost DeepSeek might shake up the "AI" ecosystem, although shares have since mostly bounced back.

AMZNNegative Net Change PAAPositive Net Change BJPositive Net Change PPCNegative Net Change

John Blank

Nvidia Earnings After Wednesday Close: Global Week Ahead

Nvidia (NVDA) suffered a record one-day loss in market value last month over how low-cost DeepSeek might shake up the "AI" ecosystem, although shares have since mostly bounced back.

AMZNNegative Net Change PAAPositive Net Change BJPositive Net Change PPCNegative Net Change

Zacks Equity Research

Wall Street Awaits More Economic Data

Wall Street Awaits More Economic Data

DPZNegative Net Change NVDAPositive Net Change

Mark Vickery

Pre-Markets Bouncing Back from Dismal Friday

The Dow has so far clawed back around +250 points of the nearly -750 it lost on Friday, +0.59%.

DPZNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Stock Market News for Feb 24, 2025

U.S. stock ended sharply lower on Friday, with the Dow recording its worst weekly close since October, as fresh data raised further concerns over the economy's health and President Donald Trump's tariff plans dented investors' confidence.

MSFTPositive Net Change WMTPositive Net Change NVDAPositive Net Change