Back to top

semiconductor: Archive

Zacks Equity Research

KLA Shares Rise on Q2 Earnings & Revenues Beat, Optimistic Q3 Outlook

KLAC beats 2Q25 top and bottom-line estimates, showing solid growth and profitability despite export-control impacts.

QCOMPositive Net Change KLACPositive Net Change PBINegative Net Change PCTYNegative Net Change

Zacks Equity Research

INTC Beats Q4 Earnings Estimates Despite Y/Y Lower Revenues

Solid traction from an accelerated ramp-up of AI PCs helped INTC record better-than-expected fourth-quarter results.

INTCNegative Net Change AKAMNegative Net Change ANETNegative Net Change PINSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Impinj, Synaptics, Lumentum and FormFactor

Impinj, Synaptics, Lumentum and FormFactor are part of the Zacks top Analyst Blog.

FORMNegative Net Change SYNANegative Net Change PINegative Net Change LITENegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Uber Technologies, Lyft, NVIDIA and Tesla

Uber Technologies, Lyft, NVIDIA and Tesla are part of the Zacks top Analyst Blog.

NVDAPositive Net Change TSLAPositive Net Change LYFTPositive Net Change UBERPositive Net Change

Sanghamitra Saha

Will the Rise of DeepSeek Usher in a New AI Era? ETFs in Focus

ASML Holding's Chief Executive Officer said that lower cost means more AI applications, and more applications mean more chips. DeepSeek's rise could be a good news for the chip industry.

SMHPositive Net Change BOTZNegative Net Change ROBTNegative Net Change WISENegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Alphabet and Intel

NVIDIA, Alphabet and Intel are part of the Zacks top Analyst Blog.

INTCNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Stock Market News for Jan 30, 2025

U.S. stocks ended lower on Wednesday, but off their lows, after the Federal Reserve left interest rates unchanged in its first policy meeting of the year.

INTCNegative Net Change AAPLPositive Net Change MANegative Net Change VNegative Net Change NVDAPositive Net Change

Subham Roy

Why You Should Buy These 4 Semiconductor Stocks Ahead of Earnings

The massive growth in the global semiconductor industry, fueled by automotive, AI, IoT, memory and networking markets, is set to benefit PI, SYNA, LITE and FORM stocks.

FORMNegative Net Change SYNANegative Net Change PINegative Net Change LITENegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Microsoft, Alphabet, Meta Platforms and Alibaba

NVIDIA, Microsoft, Alphabet, Meta Platforms and Alibaba are part of the Zacks top Analyst Blog.

MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change BABANegative Net Change METAPositive Net Change

Zacks Equity Research

Wolfspeed Q2 Earnings Beat Estimates: Will 3Q25 Outlook Hurt Shares?

WOLF's second-quarter fiscal 2025 earnings beat estimates, but weak demand, factory underutilization and higher losses put pressure on its outlook.

BMINegative Net Change MSINegative Net Change WOLFPositive Net Change GDDYNegative Net Change

Nalak Das

5 AI Infrastructure Stocks to Buy on the Dip After DeepSeek Mayhem

Five AI infrastructure stocks to buy on the dip are: CEG, BWXT, AVGO, INOD, MTZ.

CEGPositive Net Change AVGOPositive Net Change INODPositive Net Change MTZPositive Net Change BWXTNegative Net Change

Kevin Cook

Bull of the Day: NVIDIA (NVDA)

Does DeepSeek shrink or expand the GPU market? All eyes on estimates after MSFT & META calls

NVDAPositive Net Change MSFTPositive Net Change TSLAPositive Net Change VRTNegative Net Change METAPositive Net Change

David Bartosiak

Advanced Micro Devices: The Stock That Won't Go Up

AMD shares have come under tremendous pressure as rival NVIDIA dominates the landscape.

AMDPositive Net Change

Aniruddha Ganguly

AI Model Race Heats Up: BABA, NVDA, MSFT, META, GOOGL in Focus

DeepSeek's low-cost models are set to face stiff competition from Alibaba's latest model as well as from the U.S. technology giants.

MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change BABANegative Net Change METAPositive Net Change

Zacks Equity Research

NVIDIA Stock Bounces Back After DeepSeek AI-Led Sell-Off: Time to Buy?

NVDA rebounds 8.9% on Tuesday after DeepSeek-led broader market sell-off, proving AI demand remains strong. Is this a golden buying opportunity for investors?

APHNegative Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Stock Market News for Jan 29, 2025

U.S. stocks ended higher on Tuesday, with the S&P and the Nasdaq recovering most of their losses from the previous session that saw a Wall Street bloodbath, triggered by the sudden emergence of Chinese AI startup DeepSeek.

AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change ORCLNegative Net Change AVGOPositive Net Change METAPositive Net Change

Zacks Equity Research

NXPI Set to Report Q4 Earnings: What's in Store for the Stock?

Despite ongoing inventory adjustments in the automotive market, NXP Semiconductors' Q4 results are expected to have benefited from an expanding portfolio.

NXPINegative Net Change NOWNegative Net Change BILLNegative Net Change DASHNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Broadcom, Amphenol, Microsoft and Meta Platform

NVIDIA, Broadcom, Amphenol, Microsoft and Meta Platform are part of the Zacks top Analyst Blog.

MSFTPositive Net Change APHNegative Net Change NVDAPositive Net Change AVGOPositive Net Change METAPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include First Horizon, MasTec and Marvell Technology

First Horizon, MasTec and Marvell Technology are part of the Zacks Screen of the Week article.

MRVLPositive Net Change FHNNegative Net Change MTZPositive Net Change

Ethan Feller

What Happened to AI Stocks? Buy These Instead

Nvidia stock got crushed, but Meta Platforms, Amazon and Twilio are all making new highs

AMZNNegative Net Change NVDAPositive Net Change TWLONegative Net Change IGVNegative Net Change METAPositive Net Change

Zacks Equity Research

What's in Store for These 4 Electronic Stocks This Earnings Season?

Here, we discuss four electronic stocks, TER, LRCX, FLEX and CLS, which are set to report their quarterly earnings results on Jan. 29.

LRCXPositive Net Change FLEXNegative Net Change CLSNegative Net Change TERNegative Net Change

Aniruddha Ganguly

3 Top-Ranked Semiconductor Stocks to Buy Despite DeepSeek Disruption

Here, we discuss three semiconductor stocks, APH, AVGO and NVDA, which are well-positioned to perform amid disruptions caused by DeepSeek's low-cost AI models.

MSFTPositive Net Change APHNegative Net Change NVDAPositive Net Change AVGOPositive Net Change METAPositive Net Change

Zacks Equity Research

Company News for Jan 28, 2025

Companies in The News Are: T,HOPE,VST,AMD

TPositive Net Change AMDPositive Net Change HOPENegative Net Change VSTPositive Net Change

Zacks Equity Research

Stock Market News for Jan 28, 2025

U.S. stocks ended mostly lower on Monday, triggered by a tech bloodbath, amid fears of an artificial intelligence bubble bursting following the debut of a low-cost Chinese AI model, DeepSeek.

AAPLPositive Net Change MSFTPositive Net Change CEGPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Vertiv, Vistra and DaVita

Nvidia, Vertiv, Vistra and DaVita are part of the Zacks Investment Ideas article.

DVANegative Net Change NVDAPositive Net Change VSTPositive Net Change VRTNegative Net Change