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semiconductor: Archive

Derek Lewis

AI Infrastructure Stocks: Billions of Reasons to Stay Bullish

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.

AVGOPositive Net Change VRTPositive Net Change

Shaun Pruitt

Applied Materials (AMAT) Stock: A Top AI Pick After Record Q3 Results

Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

AMATPositive Net Change MUNegative Net Change TSMPositive Net Change SKHYPositive Net Change

Sridatri Sarkar

Here's How QUBT Retains Financial Flexibility Amid Strategic Expansion

Quantum Computing retains strong financial flexibility with $1.3 billion in liquidity after deploying $180 million on three strategic acquisitions.

QUBTNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

Can Optical Connectivity Strengthen STMicroelectronics' AI Strategy?

Can STM's optical connectivity push strengthen its AI strategy as demand rises for faster data transmission and higher-speed optical solutions?

STMPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Supriyo Bose

SIMO vs. LSCC: Which Semiconductor Stock is the Better Buy Today?

Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.

LSCCPositive Net Change SIMOPositive Net Change

Subhasish Mukherjee

AMKR Stock Slides 18% in Three Months: Is the Dip Worth Buying?

Amkor Technology's 18% slide highlights near-term pressure, but advanced packaging, AI demand and rising earnings estimates strengthen the buy case.

AMKRPositive Net Change LRCXPositive Net Change AMATPositive Net Change MRVLPositive Net Change

Zacks Equity Research

AMAT Q3 Earnings Call Focuses on AI Demand & FY27 Growth

Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.

AMATPositive Net Change

Om Jaiswal

Can Strong LEAP Demand Help ASE Technology Challenge AMKR & INTC?

ASX's LEAP demand is driving revenue and margin gains as AI infrastructure needs fuel advanced packaging growth and capacity expansion.

ASXPositive Net Change INTCNegative Net Change AMKRPositive Net Change

Subham Roy

Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?

Analog Devices enters Q3 earnings with broad-based demand, AI-driven Communications growth and a potential earnings beat despite a premium valuation.

ADIPositive Net Change TXNPositive Net Change STMPositive Net Change NXPIPositive Net Change

Zacks Equity Research

Monolithic Power Systems and Las Vegas Sands have been highlighted as Zacks Bull and Bear of the Day

Monolithic Power Systems is benefiting from surging AI demand, while Las Vegas Sands faces earnings pressure and a prolonged downtrend.

CAHNegative Net Change LVSNegative Net Change MPWRPositive Net Change