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semiconductor: Archive

Zacks Equity Research

Stock Market News for Oct 10, 2025

U.S. stocks retreated from their previous all-time highs on Thursday, with investors scrambling for direction as they remained deprived of economic data owing to the ongoing government shutdown.

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Nalak Das

5 Growth Stocks to Strengthen Your Portfolio in Q4 After a Fabulous Q3

After a stellar Q3 for Wall Street, five growth picks - MU, WDAY, EXAS, EVR, and CDE - stand out with rising earnings estimates.

MUPositive Net Change EVRPositive Net Change WDAYNegative Net Change CDENegative Net Change EXASNegative Net Change

Zacks Equity Research

Arm Holdings' Lofty Valuation Raises Short-Term Caution

ARM's towering valuation and rising R&D costs spark short-term caution, even as its AI and mobile chip dominance stay intact.

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Subham Roy

Marvell Technology Expands its AI Portfolio: Will it Deliver Growth?

MRVL deepens its AI lineup with networking and memory solutions, eyeing growth amid rising data center demand.

AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Will NVIDIA's Data Center Business Unit Keep Beating Sales Records?

NVDA's data center business keeps smashing records as AI demand and Blackwell-powered systems drive explosive growth.

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Anirudha Bhagat

Micron vs. Texas Instruments: Which Chip Stock Is the Better Buy Now?

MU's surging AI memory demand, soaring earnings and cheaper valuation give it an edge over TXN in the chip race.

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Zacks Equity Research

Stock Market News for Oct 9, 2025

U.S. stocks rebounded on Wednesday after declining in the previous session as investors, deprived of economic data due to the government shutdown, parsed through the minutes of the Federal Open Market Committee's (FOMC) meeting for a clearer picture of the future rate cut path.

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Nalak Das

5 Momentum Stocks to Buy for October After a Solid September

Momentum remains hot this October with five standout picks - ADI, WDC, CCL, DOCU and WDAY - each showing strong growth and rising estimates.

ADINegative Net Change CCLNegative Net Change WDCPositive Net Change WDAYNegative Net Change DOCUPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Vertiv, Arista Networks and Oklo

Zacks spotlights Nvidia, Vertiv, Arista Networks and Oklo as core AI infrastructure leaders driving the ongoing boom elevated, but not in bubble territory.

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Shaun Pruitt

Keeping Track of the Soaring "White House" Stocks: INTC, LAC, MP, TMQ

The Trump trade has taken on a literal connotation, with the White House recently investing in several mining and technology companies that have publicly traded stocks.

INTCPositive Net Change MPPositive Net Change TMQPositive Net Change LACPositive Net Change NVDAPositive Net Change GMPositive Net Change SFTBYPositive Net Change

Zacks Equity Research

Markets Gear Up for Q3 Earnings Season

Markets Gear Up for Q3 Earnings Season

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Om Jaiswal

Micron Expands AI PC Memory Portfolio: Is it a New Growth Engine?

MU expands its AI PC lineup with new LPCAMM2 memory, aiming to power next-generation laptops and fuel stronger revenue growth.

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Anirudha Bhagat

LRCX vs. TSM: Which Semiconductor Stock Is the Better Bet Right Now?

Lam Research outshines Taiwan Semiconductor with stronger earnings momentum, fewer geopolitical risks and rising demand from AI-driven chip innovation.

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Anirudha Bhagat

ASML Holding vs. Texas Instruments: Which Semi Stock Has an Edge?

TXN edges past ASML with steadier growth and a balanced valuation amid semiconductor market shifts.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Advanced Energy Industries, Analog Devices and RF Industries

Surging semiconductor sales, fueled by AI and global demand, are boosting prospects for Analog Devices, Advanced Energy Industries, and RF Industries.

ADINegative Net Change AEISPositive Net Change RFILPositive Net Change

Shaun Pruitt

Buy the Surge in AMD Stock After Striking Partnership with OpenAI?

Joining Broadcom and Nvidia, AMD is the latest major chip supplier to strike a multibillion-dollar deal with artificial intelligence pioneer OpenAI.

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Subham Roy

AMAT vs. KLAC: Which Stock Has an Edge in Semiconductor Equipment Space?

KLA Corporation's dominance in process control and booming advanced packaging growth give it a clear edge over Applied Materials in the AI-fueled chip equipment race.

KLACPositive Net Change AMATPositive Net Change

Zacks Equity Research

Pre-Markets in the Green Despite Government Shutdown

Pre-Markets in the Green Despite Government Shutdown

AMDPositive Net Change NVDAPositive Net Change ORCLPositive Net Change

Zacks Equity Research

Stock Market News for Oct 7, 2025

Wall Street closed mixed on Monday, with the S&P 500 and the Nasdaq closing at record highs as investors' sentiment got a boost from the announcement of two major acquisitions and merger deals despite the U.S. government shutdown entering its second week.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, AMD and NVIDIA

Zacks Analyst Blog spotlights Intel's 88% rally amid leadership shifts, AI chip momentum, and heavy capital infusions from NVIDIA, SoftBank and the U.S. government.

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Ritujay Ghosh

3 Stocks Backed by Soaring Semiconductor Sales to Boost Your Portfolio

Soaring semiconductor sales driven by AI are boosting the prospects for AEIS, ADI and RFIL, making them standout picks for growth-focused investors.

ADINegative Net Change AEISPositive Net Change RFILPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for October 7th

URBN, MU and PATH made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 7, 2025.

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Supriyo Bose

Intel Stock Surges 88% in Six Months: Is the Turnaround a Mirage?

Intel's 88% stock surge sparks debate as new AI chips, fresh funding and leadership shifts collide with margin and China headwinds.

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Zacks Equity Research

Pre-Markets in the Green to Start a Fresh Week

Pre-Markets in the Green to Start a Fresh Week

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Subham Roy

MRVL Surges 31% in a Month: Should You Hold or Fold the Stock?

Marvell Technology's 31% surge rides on booming AI and data center demand, but lofty valuation and fierce rivals keep investors cautious.

AMDPositive Net Change MUPositive Net Change MRVLPositive Net Change AVGOPositive Net Change