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semiconductor: Archive
Top Analyst Reports for NVIDIA, Cisco & Linde
by Mark Vickery
NVIDIA, Cisco and Linde post strong gains as analysts spotlight AI growth, software expansion and industrial gas leadership.
PFENegative Net Change CSCONegative Net Change WDCPositive Net Change NVDANegative Net Change AFLPositive Net Change LINNegative Net Change
computers industrial-products semiconductor
NVIDIA to Post Q2 Earnings: Buy, Hold, or Take Profits?
by Tirthankar Chakraborty
NVIDIA eyes a strong Q2 with soaring GPU demand, renewed China sales, and rising data center spending, fueling growth prospects.
AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METAPositive Net Change
earnings magnificent-7 semiconductor tech-stocks
Arm Holdings Faces Market Scrutiny Over Steep Valuation
by Zacks Equity Research
ARM's 15% slide, lofty multiples, and earnings downgrades fuel caution despite mobile dominance and AI inroads.
QCOMNegative Net Change NVDANegative Net Change ARMPositive Net Change
computers semiconductor tech-stocks
Will Strength in Cloud Infrastructure Space Drive Growth for Intel?
by Zacks Equity Research
INTC expands cloud presence with Xeon 6, driving stronger AI, ML and data processing performance for enterprise workloads.
INTCNegative Net Change AMDNegative Net Change ARMPositive Net Change
semiconductor tech-stocks
AMAT's Display Revenues Rebound: Is it a Sign of Stability?
by Zacks Equity Research
Applied Materials' display segment surges on OLED demand, with Q4 revenues projected to soar 66% year over year.
AMATPositive Net Change KOPNNegative Net Change OLEDPositive Net Change
semiconductor
Nvidia & Marvell Technology: AI Chip Stocks Ahead of Earnings
by Ethan Feller
Nvidia and Marvell Technology, two of the leading AI semiconductor stocks report earnings next week and investors will be watching the results closely
NVDANegative Net Change MRVLNegative Net Change
artificial-intelligence semiconductor
SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock?
by Zacks Equity Research
Semtech's second-quarter fiscal 2025 results are likely to benefit from 5G momentum, AI adoption, and LoRa demand, though macro challenges could weigh.
ANFPositive Net Change SMTCPositive Net Change BBWPositive Net Change BBWIPositive Net Change
semiconductor
NVIDIA's Data Center Grows Fast: Can It Sustain the Momentum?
by Anirudha Bhagat
AI demand, Blackwell chips and expanding hyperscaler orders are likely to continue driving NVDA's Data Center revenues.
INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change
artificial-intelligence computers semiconductor tech-stocks
NVIDIA Likely to Beat Q2 Earnings Estimate: How to Play the Stock?
by Anirudha Bhagat
NVDA is poised to beat on Q2 earnings as surging AI, data center and gaming demand might have driven massive revenue and earnings growth.
INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change MRVLNegative Net Change
artificial-intelligence computers earnings-preview semiconductor tech-stocks
Zacks Investment Ideas feature highlights: NVIDIA
by Zacks Equity Research
NVIDIA showcases robotics breakthroughs, with 2M developers using its AI stack and a new Jetson Thor platform set to power humanoid innovation.
NVDANegative Net Change
semiconductor
Bull of the Day: Micron Technology (MU)
by Shaun Pruitt
Benefitting from pricing power and high demand, Micron Technology is starting to dominate the AI memory space.
MUPositive Net Change JPMPositive Net Change AMDNegative Net Change NVDANegative Net Change
artificial-intelligence earnings investing semiconductor tech-stocks
Robots From The Matrix: The NVIDIA Simulation is Real
by Kevin Cook
NVIDIA is advancing "physical AI" with platforms to make the builders as happy as Elroy Jetson
NVDANegative Net Change
artificial-intelligence autonomous-vehicles robotics self-driving-cars semiconductor software
TXN vs. ADI: Which Stock Has an Edge in the Analog Signal Processing?
by Subham Roy
Texas Instruments faces challenges in China and the automotive end market, making it less attractive than Analog Devices.
ADINegative Net Change TXNNegative Net Change
semiconductor
Lam Research Stock Trades at Low P/E: Should You Buy, Sell or Hold?
by Anirudha Bhagat
Despite robust growth in AI and HPC, LRCX faces near-term risks tied to China sales and chip cycle swings.
KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AAOINegative Net Change
artificial-intelligence computers semiconductor tech-stocks
CRUS, GlobalFoundries Deepen Alliance on Next-Gen Chip Technologies
by Zacks Equity Research
Cirrus Logic deepens its GlobalFoundries partnership, advancing BCD and GaN technologies to power growth in electronics and autos.
JBLPositive Net Change CRUSNegative Net Change UIPositive Net Change GFSNegative Net Change
consumer-discretionary emerging-markets semiconductor tech-stocks
New Strong Sell Stocks for August 21st
by Zacks Equity Research
SSTI, IPOOF and GCTS have been added to the Zacks Rank #5 (Strong Sell) List on August 21, 2025.
IPOOFNegative Net Change SSTIPositive Net Change GCTSNo Net Change
industrial-products oil-energy semiconductor
The Zacks Analyst Blog Highlights Vertiv, Arista Networks, Astera Labs, NVIDIA, Ballard Power Systems and Intel
by Zacks Equity Research
Vertiv, Arista Networks and Astera Labs lead the AI-driven data center boom with strong portfolios, partnerships and surging growth estimates.
INTCNegative Net Change NVDANegative Net Change BLDPNegative Net Change ANETPositive Net Change VRTNegative Net Change ALABNegative Net Change
semiconductor
Is Intel's Revival Ahead After SoftBank's $2 Billion Investment
by Shaun Pruitt
Intel's revival as a leading chipmaker has gained traction following Tuesday's announcement that SoftBank had taken a 2% stake in the company worth $2 billion.
INTCNegative Net Change NVDANegative Net Change ORCLNegative Net Change ARMPositive Net Change TSMNegative Net Change SFTBYPositive Net Change
artificial-intelligence earnings finance investing large-cap semiconductor tech-stocks
Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y
by Zacks Equity Research
ADI tops Q3 earnings and revenue estimates with strong double-digit growth across all major business segments.
ADINegative Net Change APHPositive Net Change FFIVPositive Net Change QLYSNegative Net Change
semiconductor
Micron Trades Near 52-Week High: Is the Stock Still Worth Buying?
by Anirudha Bhagat
MU trades near its 52-week high and rallies 45% YTD as AI demand, HBM growth and a discounted valuation support a buy strategy.
AMDNegative Net Change MUPositive Net Change NVDANegative Net Change AVGOPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
The Zacks Analyst Blog Highlights IonQ, Microsoft, Amazon.com, Alphabet and NVIDIA
by Zacks Equity Research
IONQ's 457.9% surge, bold acquisitions, and cloud integrations fuel its bid to become the NVIDIA of quantum computing, but profitability remains elusive.
AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change IONQPositive Net Change
semiconductor
Zacks.com featured highlights NVIDIA, Vertiv Holdings and Mastercard
by Zacks Equity Research
NVIDIA, Vertiv, and Mastercard make Zacks' list of profitable stocks to watch in 2025, backed by strong net income ratios.
MANegative Net Change NVDANegative Net Change VRTNegative Net Change
semiconductor
Are Options Traders Betting on a Big Move in Amphenol Stock?
by Zacks Equity Research
Investors need to pay close attention to APH stock based on the movements in the options market lately.
APHPositive Net Change
semiconductor tech-stocks
Is the Options Market Predicting a Spike in Itron Stock?
by Zacks Equity Research
Investors need to pay close attention to ITRI stock based on the movements in the options market lately.
ITRIPositive Net Change
semiconductor
TXN's Top Line Rebounds: Is Semiconductor Recovery the Catalyst?
by Zacks Equity Research
Texas Instruments' rebounding on the back of analog, embedded processing, and broad market traction.
ADINegative Net Change TXNNegative Net Change AVGOPositive Net Change
semiconductor