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semiconductor: Archive

Supriyo Bose

SKHY Likely to Gain From a Potential Intel Partnership: Worth a Buy?

SK hynix could expand U.S. memory-chip production through a potential Intel partnership, supporting supply-chain resilience and its AI-memory growth strategy.

SKHYPositive Net Change INTCPositive Net Change FORMPositive Net Change ASXPositive Net Change

Mark Vickery

Big Week of Jobs & Inflation Data, Micron Earnings

With oil and bond prices climbing again, market indexes are lower ahead of a big week of data.

ADPNegative Net Change MUNegative Net Change

Subham Roy

4 Memory Semiconductor Stocks to Watch in October 2026

AI demand is reshaping the memory market, with Seagate, Western Digital, Micron and Sandisk expanding high-performance storage.

WDCNegative Net Change STXNegative Net Change MUNegative Net Change SNDKNegative Net Change

Santanu Roy

Take the Zacks Approach to Beat the Markets: Bloom Energy, Microsoft & Amgen in Focus

Microsoft, Bloom Energy and Amgen highlight Zacks' latest market moves, with strong gains across Focus List, recommendation and dividend portfolios.

MSFTPositive Net Change ACNNegative Net Change KONegative Net Change AMGNNegative Net Change STXNegative Net Change CLSPositive Net Change CACINegative Net Change AMKRPositive Net Change MTDPositive Net Change LRNPositive Net Change NOBLPositive Net Change BEPositive Net Change

Supriyo Bose

SMCAY Rides on Healthy Semiconductor Demand Trends: Should You Buy?

SMC is poised to benefit from semiconductor investment, AI-driven manufacturing demand and Greater China automation as it expands global production capacity.

SMCAYPositive Net Change GRMNPositive Net Change DAKTPositive Net Change

Zacks Equity Research

AI Boom-Led Memory Chip Demand to Boost Micron's DRAM Revenues in Q4

MU's Q4 DRAM revenues are set to surge as AI spending, HBM demand, firmer memory pricing and key chip partnerships strengthen its growth outlook.

MUNegative Net Change AMDPositive Net Change NVDAPositive Net Change MRVLPositive Net Change

Zacks Equity Research

Stock Market News for Sep 28, 2026

U.S. stock markets closed higher on Friday to close a volatile week.

MCHPPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM

ADI, SMTC, TSM and ASMIY are positioned to benefit from AI-driven semiconductor demand, spanning chips, connectivity, advanced packaging and ALD.

ADIPositive Net Change SMTCPositive Net Change TSMPositive Net Change ASMIYPositive Net Change

Urmimala Biswas

Quantum Selloff: Should Investors Consider These 3 Hyperscalers?

As quantum stocks face a valuation reset, hyperscalers offer exposure through cloud, AI and investments in quantum capabilities.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change QTUMPositive Net Change

Tirthankar Chakraborty

Micron vs. NVIDIA: 1 AI Stock to Buy Now and 1 to Watch

NVIDIA's broader AI exposure, stronger margins and higher ROE give it an edge over Micron as memory and Data Center demand rise.

MUNegative Net Change NVDAPositive Net Change