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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights Seagate Technology and NVIDIA

Seagate's AI-driven storage boom is fueling sharp revenue and margin growth, with strong fiscal 2027 guidance pointing to more momentum ahead.

STXNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: CoreWeave, Nebius and NVIDIA

CoreWeave and Nebius Group are riding explosive AI infrastructure demand, huge backlogs and expanding margins as NVIDIA's newest chips drive growth.

NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Derek Lewis

Bull of the Day: Monolithic Power Systems (MPWR)

Strong growth has been driven by higher sales of power management solutions for AI and server applications, keeping the stock's EPS outlook bullish.

MPWRPositive Net Change

Aniruddha Ganguly

KLA Drops 9% in a Month: Should You Buy the Stock on the Dip?

KLAC's 9.3% monthly drop highlights near-term margin and supply risks, even as AI demand, HBM and advanced packaging support its long-term growth outlook.

KLACPositive Net Change LRCXPositive Net Change MKSIPositive Net Change ENTGPositive Net Change

Rajshree Sipani

Can Aehr's $22M AI Order Unlock a Bigger WLBI Opportunity?

AEHR's $22M AI order underscores rising WLBI demand as chip complexity and costs increase, while backlog and bookings point to strong growth.

AEHRPositive Net Change FORMPositive Net Change TERPositive Net Change

Subham Roy

Should Investors Buy ADI Stock Despite its Premium Valuation?

Analog Devices' industrial and data center growth, strong margins and AI exposure may justify its premium valuation despite near-term volatility.

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

Anirudha Bhagat

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

MU's AI memory push drives surging revenues and faster HBM4 execution as it battles SK Hynix in HBM and Sandisk in data-center storage.

MUNegative Net Change SNDKNegative Net Change SKHYPositive Net Change

Anirudha Bhagat

TXN's $5.8B Shareholder Returns: Can FCF Support Bigger Payouts Ahead?

Texas Instruments' surging free cash flow, lower capital spending and stronger growth boost its capacity for dividends and share buybacks.

TXNPositive Net Change ADIPositive Net Change ONPositive Net Change

Bryan Hayes

Zacks Model Flashes Green for Applied Materials Ahead of Earnings

Our proven model predicts another earnings beat, and the company's track record supports the setup.

AMATPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Microsoft and Apple

Apple's record June quarter and Microsoft's cloud growth set a strong tone as NVIDIA remains the lone Magnificent Seven member yet to report.

AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change