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semiconductor: Archive

Zacks Equity Research

Big Earnings Week Ahead

Big Earnings Week Ahead

FPositive Net Change KOPositive Net Change CSCONegative Net Change MCDPositive Net Change NVDANegative Net Change EXPENegative Net Change CLFNegative Net Change SBHPositive Net Change SHOPNegative Net Change COINNegative Net Change

Vasundhara Sawalka

Top China Tech Plays in the US That Could Boost Returns in 2026

Chinese tech stocks like Tencent gain momentum in 2026 as a U.S.-China trade detente stabilizes tariffs and opens a window for AI, EV and chip advances.

TCEHYNegative Net Change APIPositive Net Change KCPositive Net Change XPEVNegative Net Change

Mark Vickery

Big Week for Economic News, Q4 Earnings Reports

Earnings season has already seen many of its marquee names report so far, but the sheer number of companies reporting increases this week.

FPositive Net Change KOPositive Net Change CSCONegative Net Change MCDPositive Net Change NVDANegative Net Change EXPENegative Net Change CLFNegative Net Change SBHPositive Net Change SHOPNegative Net Change COINNegative Net Change

Subham Roy

AMAT to Post Q1 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials heads into Q1 earnings with AI-driven chip demand and services strength in focus, even as revenues and EPS are expected to dip year over year.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Supriyo Bose

Does Qualcomm's Solid Q1 Earnings Warrant a Portfolio Re-Look?

QCOM posted record Q1 revenues on IoT and automotive strength, but supply constraints, China risks and soft guidance cloud the near-term outlook.

QCOMNegative Net Change AVGONegative Net Change HPENegative Net Change

Nalak Das

Buy SNDK for Double-Digit Returns in the Short Term After a Solid 2025

SNDK's Q2 FY26 earnings surged on 61% revenue growth, AI-driven datacenter demand, and stronger pricing, setting up solid short-term upside.

WDCPositive Net Change STXPositive Net Change MUPositive Net Change SNDKPositive Net Change

Anirudha Bhagat

TSM Soars 69% in a Year: Should Investors Still Buy the Stock?

Taiwan Semiconductor is up nearly 68% in a year as AI chip demand drives record profits, rising revenues and massive capex, keeping its long-term buy case intact.

NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change TSMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Advanced Micro Devices, Constellation Energy and Freeport-McMoRan

Advanced Micro Devices, Constellation Energy and Freeport-McMoRan headline Zacks Analyst Blog coverage on AI chips, clean power and copper demand.

AMDNegative Net Change CEGNegative Net Change FCXNegative Net Change IPWNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, MongoDB, Amphenol, Ciena and Seagate Technology

Zacks flags MU as a top February growth pick, with AI-driven memory demand also lifting MongoDB, Amphenol, Ciena and Seagate.

CIENNegative Net Change APHNegative Net Change STXPositive Net Change MUPositive Net Change MDBNegative Net Change

Zacks Equity Research

Taiwan Semiconductor and Eagle Materials have been highlighted as Zacks Bull and Bear of the Day

TSM stands out as Zacks' Bull of the Day, while EXP faces near-term pressure as earnings estimates move lower.

TSMNegative Net Change EXPPositive Net Change PLTRNegative Net Change BBAINegative Net Change