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semiconductor: Archive

Zacks Equity Research

Company News for Feb 14, 2025

Companies in The News Are: CYBR, INTC, CROX, PCG

INTCNegative Net Change PCGNegative Net Change CROXNegative Net Change CYBRNegative Net Change

Zacks Equity Research

AMAT Q1 Earnings Beat: Will a Weak Guidance Drag the Stock Down?

Applied Materials' first-quarter fiscal 2025 results reflect weakness in the Chinese market, Display and Adjacent and Corporate and Other segments.

AKAMNegative Net Change AMATNegative Net Change CLSNegative Net Change CRWDPositive Net Change

Kevin Cook

Bear of the Day: Dell Technologies (DELL)

Key infrastructure player in the AI datacenter buildout has seen some hiccups in growth

DELLNegative Net Change

Tirthankar Chakraborty

NVIDIA or Palantir: Which is the Better AI Stock to Buy Now?

Both NVIDIA and Palantir hold solid positions in the AI space, but which is the better investment choice? Let's find out.

INTCNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change PLTRPositive Net Change METAPositive Net Change

Zacks Equity Research

AEIS Q4 Earnings & Revenues Beat, Stock Rises on Stable Outlook

Advanced Energy's fourth-quarter results highlight strong Data Center and Semiconductor demand despite headwinds in the Industrial, Medical and Telecom sectors.

AEISNegative Net Change SSTKNegative Net Change TWLONegative Net Change GDYNNegative Net Change

Aniruddha Ganguly

Broadcom Rides on Strong Demand for XPUs: Time to Buy the Stock?

AVGO's strong portfolio and expanding AI offerings make its top-line growth prospects bright.

MSFTPositive Net Change NVDAPositive Net Change AVGOPositive Net Change GOOGLPositive Net Change

Aniruddha Ganguly

AMD & CEA Team Up to Boost AI Computing: Buy or Hold AMD Stock?

Advanced Micro Devices is benefiting from an expanding partner base amid stiff competition from NVIDIA in the data center and AI space.

AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change METAPositive Net Change

Nalak Das

Cisco Systems a Must-Buy After Impressive Q2 Fiscal 2025 Earnings

The launch of artificial intelligence (AI)-powered Hypershield, which combines security and networking, strengthened CSCO's security portfolio.

MSFTPositive Net Change CSCONegative Net Change NVDAPositive Net Change

Anirudha Bhagat

Marvell Technology Jumps 70% in Six Months: Is the Stock Still a Buy?

MRVL's AI-driven growth and robust financials make it a must-buy stock poised for continued success in the near term.

AMATNegative Net Change MRVLPositive Net Change AVGOPositive Net Change CRUSPositive Net Change

Benjamin Rains

How to Buy the Best Value Stocks in February and Beyond

Showing investors how to screen for stocks that offer the potentially winning combination of impressive value and improving earnings outlooks to buy in February and throughout 2025.

CRUSPositive Net Change

Sheraz Mian

Q4 Earnings Scorecard and Fresh Analyst Reports for NVIDIA, Exxon & ServiceNow

Today's Research Daily features a real-time update on the Q4 earnings season, in addition to update analyst reports on NVIDIA (NVDA), Exxon Mobil (XOM), ServiceNow (NOW) and others.

XOMPositive Net Change RCLNegative Net Change NVDAPositive Net Change GMNegative Net Change WTWNegative Net Change NOWNegative Net Change WLFCNegative Net Change

Ritujay Ghosh

Grab These 3 Stocks With Upside as Semiconductor Sales Skyrocket

Stocks like NVDA, TSM and RFIL are poised to gain from the jump in semiconductor sales.

NVDAPositive Net Change TSMPositive Net Change RFILNegative Net Change

Zacks Equity Research

Company News for Feb 11, 2025

Companies in The News Are: MNDY, TSLA, ROK, ON

ROKNegative Net Change TSLAPositive Net Change ONNegative Net Change MNDYPositive Net Change

Anirudha Bhagat

Applied Materials Before Q1 Earnings: How to Play the Stock?

Applied Materials' Q1 results are likely to reflect the benefits of strong growth across its Semiconductor and AGS segments.

AMATNegative Net Change MRVLPositive Net Change AVGOPositive Net Change CRUSPositive Net Change

Ethan Feller

Amazon's $100 Billion AI Bet: Bold Move or Too Much?

Amazon along with other Mag 7 stocks have unveiled some epic AI spending plans

AMZNNegative Net Change MSFTPositive Net Change MRVLPositive Net Change AVGOPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Supriyo Bose

Should QCOM Stock Be in Your Portfolio Post Solid Q1 Earnings?

With solid fundamentals and healthy revenue-generating potential driven by robust demand trends for AI chips, QCOM appears to be a solid investment proposition.

QCOMPositive Net Change MSFTPositive Net Change AVGOPositive Net Change HPENegative Net Change

Nalak Das

Forget DeepSeek, Buy 5 Stocks to Tap Robust AI-Infrastructure Spending

Five U.S.-based AI infrastructure developers have strong potential to tap robust spending by big techs. These are: NVDA, AVGO, CEG, MRVL, INOD.

CEGPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change INODPositive Net Change

Moumita C. Chattopadhyay

4 Stocks With Increasing Cash Flows to Bet This Earnings Season

Cash offers the flexibility to make decisions, the means to make potential investments and the fuel to run its growth engine, making SUZ, PLAB, AVO and ESEA worth buying.

PLABNegative Net Change ESEAPositive Net Change SUZNegative Net Change AVOPositive Net Change

Zacks Equity Research

Microchip Q3 Earnings & Sales Lag Estimates, Shares Fall on Weak View

MCHP's third-quarter fiscal 2025 results suffer from a significant revenue drop, sluggish guidance and demand challenges across key markets.

MCHPNegative Net Change ANETNegative Net Change TWLONegative Net Change DASHNegative Net Change

Anirudha Bhagat

Super Micro Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?

Strength in the Server & Storage System segment is likely to have aided SMCI's top and bottom-line growth in the second quarter.

WDCPositive Net Change NVDAPositive Net Change SMCIPositive Net Change PSTGNegative Net Change

Zacks Equity Research

Monolithic Power Q4 Earnings Beat Estimate on Solid Revenue Growth

MPWR reports top-line growth year over year in the fourth quarter of 2024 owing to healthy demand in several end markets.

IDCCNegative Net Change MPWRNegative Net Change KEYSNegative Net Change ZGNegative Net Change

Supriyo Bose

Should INTC Be in Your Portfolio Post Healthy Q4 Earnings?

INTC appears to be treading in the middle of the road and investors could be better off if they trade with caution.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Nalak Das

5 Big Data Providers to Buy on Lucrative Short-Term Upside Potential

Five Big Data stocks have strong revenue and earnings growth potential for 2025. These are: CRM, QCOM, VRNT, VRNS, SPGI.

QCOMPositive Net Change CRMNegative Net Change VRNTNegative Net Change VRNSNegative Net Change SPGINegative Net Change

Zacks Equity Research

FORM's Q4 Earnings Miss Estimates, Stock Declines on Cautious Outlook

FormFactor's Q4 results thrive on record DRAM probe-card sales, and AI and HBM growth. Yet, weak demand for PCs and mobile handsets remains challenging.

FORMNegative Net Change TWLONegative Net Change QMCOPositive Net Change FROGPositive Net Change

Zacks Equity Research

How Should You Approach IPG Photonics Stock Ahead of Q4 Earnings?

IPGP is likely to have suffered from supply-chain disruptions, and reduced demand in industrial and e-mobility markets, affecting its Q4 performance.

YELPNegative Net Change IPGPNegative Net Change LITENegative Net Change BILLNegative Net Change