Back to top

semiconductor: Archive

Rimmi Singhi

Tesla and SpaceX Ecosystem: Real Synergy or Related-Party Demand?

TSLA is buying into SpaceX's AI ambitions, SPCX is buying Tesla's Megapacks, and the two are working together on chips, computing and connectivity.

TSLAPositive Net Change SPCXPositive Net Change

Shreya Majumder

Credo Targets AI's Memory Wall With Open Chiplet Interconnect Standard

CRDO is advancing open interconnect standards to tackle AI memory bottlenecks and enable more flexible, modular data-center architectures.

CRDOPositive Net Change MRVLPositive Net Change ALABNegative Net Change

Sheraz Mian

Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Aniruddha Ganguly

Broadcom is Overvalued at 23.8X P/E: Should You Still Buy the Stock?

AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.

AVGOPositive Net Change AMDPositive Net Change NVDAPositive Net Change MRVLPositive Net Change

Kaibalya Pravo Dey

Aehr Test Systems Stock Soars 72% in a Month: Is it Still a Buy?

AEHR's 72.2% surge reflects record bookings, a $100.6M backlog and rising AI demand, but its premium valuation raises the stakes.

AEHRPositive Net Change COHUPositive Net Change TERPositive Net Change

Supriyo Bose

Should Investors Buy MPWR as AI Growth Meets a Premium Valuation?

MPWR's AI and server demand is lifting earnings and estimates, but a 44.1X forward multiple and limited margin expansion raise the bar for investors.

MPWRPositive Net Change ADIPositive Net Change MCHPPositive Net Change

Zacks Equity Research

MYR Group and Turtle Beach have been highlighted as Zacks Bull and Bear of the Day

MYR Group's AI, energy and electrification exposure, strong backlog and earnings growth make it a compelling infrastructure play.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change MYRGPositive Net Change TBCHPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

Quantum ETFs are gaining momentum as AI strains classical computing, with federal funding and breakthroughs fueling the sector's growth.

IBMNegative Net Change NVDAPositive Net Change QTUMPositive Net Change ARQQPositive Net Change IONQNegative Net Change CHPXPositive Net Change WQTMPositive Net Change QNTNegative Net Change

Zacks Equity Research

Can SNPS Leverage AI to Accelerate Chip Design and Drive Growth?

Synopsys is leveraging AI across chip design, verification and simulation, driving productivity gains and strengthening its position in the AI semiconductor value chain.

SNPSNegative Net Change CDNSPositive Net Change KEYSPositive Net Change