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semiconductor: Archive

Anirudha Bhagat

Is ENTG Stock's Valuation Too Rich After a 72% YTD Run?

After a 72.5% YTD surge, Entegris faces a tougher test with premium valuation, July results, and guidance must keep proving the recovery.

FORMNegative Net Change ENTGNegative Net Change CRUSNegative Net Change

Anirudha Bhagat

How AI Nodes Boost Demand for Entegris Consumables

ENTG rides AI-driven node migration as advanced chips raise contamination-control needs, boosting consumables demand across filtration, CMP, and etch.

LRCXNegative Net Change ENTGNegative Net Change ONTONegative Net Change

Mark Vickery

Top Stock Reports for NVIDIA, Mastercard & AbbVie

NVIDIA, Mastercard and AbbVie headline Zacks' top stock reports, with AI growth, payment trends and drug launches in focus.

MAPositive Net Change TMPositive Net Change NVDANegative Net Change CVSNegative Net Change ABBVNegative Net Change PRPONegative Net Change WSBFNegative Net Change SONYPositive Net Change

Urmimala Biswas

TSM Stock Up 33% YTD Amid Valuation Risk: Buy, Hold or Sell?

Taiwan Semiconductor jumps 33% YTD as AI demand and advanced-node expansion fuel growth, but valuation and margin pressures may limit upside.

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Aparajita Dutta

Memory Revenues to Nearly Triple in 2026: Semiconductor ETFs to Buy

Semiconductor ETFs like SOXX offer broad exposure as AI-driven memory revenues are projected to nearly triple in 2026.

INTCNegative Net Change AMDNegative Net Change MUNegative Net Change NVDANegative Net Change PSINegative Net Change SOXXNegative Net Change XSDNegative Net Change SMHXNegative Net Change

Zacks Equity Research

FUJIFILM Q4 Earnings & Revenues Up Y/Y on Solid Segmental Performance

FUJIY posted record Q4 revenue and profit as healthcare, semiconductor materials and imaging demand lifted results and fueled upbeat FY2026 outlook.

BMINegative Net Change STNegative Net Change FUJIYNegative Net Change FTVNegative Net Change

Supriyo Bose

IBM vs. Qualcomm: Which AI Tech Stock is the Better Buy Now?

IBM edges Qualcomm as the better AI tech buy now, backed by hybrid-cloud demand, watsonx upgrades, cheaper valuation and steady cash flow.

AMZNNegative Net Change QCOMPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Anirudha Bhagat

LRCX's Gross Margin Near 50%: More Upside Ahead Amid AI-Led Demand?

Lam Research's non-GAAP gross margin hits 49.9%, and guidance points to 50.5% as AI chip demand boosts revenues, EPS and tool pricing power.

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Zacks Equity Research

Zacks Investment Ideas feature highlights Texas, Analog Devices and ON

Texas, Analog Devices and ON have been highlighted in this Investment Ideas article.

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Zacks Equity Research

Company News for May 14, 2026

Companies In The News Are: VSH, ICL, GLBE, NBIS.

VSHNegative Net Change ICLNegative Net Change GLBENegative Net Change NBISNegative Net Change