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semiconductor: Archive

Zacks Equity Research

Pre-Markets in Green to Start Holiday-Shortened Week

Pre-Markets in Green to Start Holiday-Shortened Week.

BBYNegative Net Change DELLPositive Net Change NVDANegative Net Change DENegative Net Change DKSNegative Net Change

Subham Roy

AMAT Stock Rises 42.3% in 6 Months: Should You Buy, Sell or Hold?

AMAT's AI-driven product momentum and margin gains fuel optimism, even as export curbs and chip-market pressures temper the outlook.

KLACPositive Net Change ASMLNegative Net Change LRCXNegative Net Change AMATPositive Net Change

Anirudha Bhagat

Micron vs. Marvell: Which Chip Stock Is a Better Investment Bet?

MU's explosive AI-driven memory momentum and stronger valuation position the stock ahead of MRVL in today's chip race.

MUPositive Net Change MRVLPositive Net Change

Kevin Cook

Bull of the Day: NVIDIA (NVDA)

Sentiment is way too skeptical and this is your last chance to buy the Jensen Juggernaut on sale

NVDANegative Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Nov. 24

SKIL, MU and SANM made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Nov. 24, 2025.

MUPositive Net Change SANMPositive Net Change SKILPositive Net Change

Zacks Equity Research

Pre-Markets in the Green on Final Trading Day of the Week

Pre-Markets in the Green on Final Trading Day of the Week

NVDANegative Net Change

Aniruddha Ganguly

AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?

AMD's soaring Data Center sales, fueled by EPYC processors and Instinct GPUs, highlight robust demand and strong growth expectations into late 2025.

AMZNPositive Net Change AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

Aniruddha Ganguly

Broadcom Unveils Quantum-Safe Switch: What's Ahead for the Stock?

AVGO launches 128G Fibre Channel platforms with quantum-safe security to boost performance for mission-critical and AI workloads.

CSCOPositive Net Change MRVLPositive Net Change AVGONegative Net Change

Mark Vickery

Pre-markets Try Again, Begin Session in the Green

We were in a similar position yesterday, only to see the strong open to the stock market slide away into negative territory and stay there.

NVDANegative Net Change QQQNegative Net Change SPYPositive Net Change DIAPositive Net Change

Zacks Equity Research

Stock Market News for Nov 21, 2025

U.S. stocks ended sharply lower on Thursday after a market rally fueled by robust earnings from NVIDIA came to an abrupt halt as investors worried that the Federal Reserve may not go for another interest rate cut in December.

MSFTNegative Net Change NVDANegative Net Change ORCLNegative Net Change

Nalak Das

Should You Buy NVIDIA After Solid Q3 2026 Results and Guidance?

NVIDIA posts surging Q3 results and bold Q4 guidance as data-center demand and new chip roadmaps fuel its momentum.

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Analog Devices to Report Q4 Earnings: What's in Store for the Stock?

ADI's Q4 results are likely to reflect a significant increase in revenues and EPS as industrial, communications and consumer demand gains offset broader macro pressures.

ADIPositive Net Change MUPositive Net Change MRVLPositive Net Change MDBPositive Net Change

Shivangi Deora

Can Credo Keep Its Solid Margins Intact Amid Rapid FY26 Growth?

CRDO posts robust revenue and margins as hyperscale demand surges, raising the stakes for its growth and competitive position in fiscal 2026.

MRVLPositive Net Change AVGONegative Net Change CRDONegative Net Change

Zacks Equity Research

Advanced Energy and Boise Cascade have been highlighted as Zacks Bull and Bear of the Day

AEIS surges on booming AI data-center demand while BCC struggles with weak housing markets and sharp earnings declines.

BACPositive Net Change JPMPositive Net Change CPositive Net Change AEISNegative Net Change BCCPositive Net Change

Anirudha Bhagat

NVDA vs. TSM: Which Stock Offers More Upside in Semiconductor Space?

NVDA's surging AI-driven growth, dominant data center revenues and strong product momentum make it a better investment option than TSM.

NVDANegative Net Change TSMPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, VanEck Semiconductor ETF, Strive U.S. Semiconductor ETF and VanEck Fabless Semiconductor ETF

NVDA jumps after a blockbuster quarter, with soaring AI demand and strong guidance renewing interest in semiconductor-focused ETFs.

NVDANegative Net Change SMHNegative Net Change SHOCNegative Net Change SMHXNegative Net Change

Shaun Pruitt

Does Nvidia Stock Still Have Enough Mojo to Buy?

Despite posting blockbuster Q3 results yesterday evening, the post-earnings rally in Nvidia stock faded in Thursday's trading session from a +5% spike to a 3% dip.

NVDANegative Net Change AMDNegative Net Change UBERNegative Net Change

Zacks Equity Research

ARM's Dual-Sided Network Effect Solidifies Its Dominance

Arm Holdings' dual-sided network effect fuels a powerful developer???hardware flywheel that cements its dominance in mobile computing.

QCOMPositive Net Change NVDANegative Net Change ARMNegative Net Change

Zacks Equity Research

Jobless Claims Decreased More Than Expected

Jobless Claims Decreased More Than Expected

WMTNegative Net Change NVDANegative Net Change

Mark Vickery

BLS Jobs, Jobless Claims, Walmart Warnings All Up Slightly

September jobs reached +119K, new claims were low at +220K and WMT beat Q3 earnings by a penny.

WMTNegative Net Change NVDANegative Net Change

Zacks Equity Research

Stock Market News for Nov 20, 2025

U.S. stocks rebounded on Wednesday after suffering in the past few sessions, triggered by a tech slump, while investors also looked forward to NVIDIA's upcoming quarterly results.

NVDANegative Net Change GOOGLPositive Net Change

Zacks Equity Research

NVIDIA Stock Soars 6% as Q3 Earnings and Revenues Crush Estimates

NVDA jumps 6% as Q3 earnings and revenues surge on broad market strength and soaring demand for Blackwell-driven data center systems.

NVDANegative Net Change LRCXNegative Net Change FORMPositive Net Change CRUSNegative Net Change

Mark Vickery

A Tale of Two Tech Giants: NVDA and PANW

Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.

NVDANegative Net Change PANWNegative Net Change

Mark Vickery

Top Stock Reports for Walmart, Intuitive Surgical & Lam Research

Walmart's omnichannel strength, delivery gains and newer ventures like advertising and membership underscore its solid momentum in Zacks' latest review.

APANegative Net Change WMTNegative Net Change ISRGNegative Net Change LRCXNegative Net Change KKRPositive Net Change ORAPositive Net Change BVFLPositive Net Change

Zacks Equity Research

U.S. Trade Deficit Narrowed in August

U.S. Trade Deficit Narrowed in August

TGTPositive Net Change TJXPositive Net Change LOWPositive Net Change NVDANegative Net Change