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semiconductor: Archive

Anirudha Bhagat

TXN's $5.8B Shareholder Returns: Can FCF Support Bigger Payouts Ahead?

Texas Instruments' surging free cash flow, lower capital spending and stronger growth boost its capacity for dividends and share buybacks.

TXNPositive Net Change ADIPositive Net Change ONPositive Net Change

Bryan Hayes

Zacks Model Flashes Green for Applied Materials Ahead of Earnings

Our proven model predicts another earnings beat, and the company's track record supports the setup.

AMATPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Microsoft and Apple

Apple's record June quarter and Microsoft's cloud growth set a strong tone as NVIDIA remains the lone Magnificent Seven member yet to report.

AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change

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.

TSLANegative 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.

MUPositive Net Change NVDANegative Net Change GOOGLNegative 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.

MUPositive Net Change NVDANegative Net Change GOOGLNegative 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.

AVGONegative Net Change AMDNegative Net Change NVDANegative 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