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semiconductor: Archive
Can Micron's Take-or-Pay Deals Improve Revenue Growth Visibility?
by Anirudha Bhagat
MU's take-or-pay deals lock in customer commitments, pricing protections and contracted revenues, boosting sales visibility through 2030.
MUNegative Net Change WDCNegative Net Change SNDKNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?
by Anirudha Bhagat
LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.
LRCXPositive Net Change KLACPositive Net Change AMATPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?
by Anirudha Bhagat
NVDA's Vera CPU targets agentic AI with faster performance, integrated AI systems and major tech support, challenging Intel and AMD in server CPUs.
NVDAPositive Net Change INTCNegative Net Change AMDPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Everyone's Watching NVIDIA - But Is Sandisk the Real AI Winner?
by Tirthankar Chakraborty
Sandisk's AI-driven storage growth, pricing power and strong margins fuel its rally. See why SNDK could have more room to run.
NVDAPositive Net Change SNDKNegative Net Change
artificial-intelligence semiconductor tech-stocks
Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?
by Aniruddha Ganguly
AVGO expands VCF security with faster vDefend deployment, on-prem malware sandboxing and API protection as rivals intensify competition.
AVGOPositive Net Change IBMNegative Net Change NTNXPositive Net Change
artificial-intelligence semiconductor tech-stocks
Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL
by Aniruddha Ganguly
AMD's Taalas acquisition adds specialized AI inference silicon to its roadmap, aiming to boost performance and efficiency against fierce competition.
AMDPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change
artificial-intelligence semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Palantir, SpaceX, Cerebras and NVIDIA
by Zacks Equity Research
A sharp July jobs miss could ease rate-hike fears, while Palantir, SpaceX, Cerebras and NVIDIA show signs of AI stock stabilization.
NVDAPositive Net Change PLTRNegative Net Change SPCXPositive Net Change CBRSNegative Net Change
business-services communications computers semiconductor tech-stocks
The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research
by Zacks Equity Research
Tesla and SpaceX's $16.8B Terafab plan could spur demand for chipmaking tools, putting four equipment stocks in focus.
KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change TSLAPositive Net Change ONTOPositive Net Change SPCXPositive Net Change
auto-tires-trucks communications computers semiconductor
The Zacks Analyst Blog Highlights Apple, United Microelectronics, NTT and UBS
by Zacks Equity Research
Apple's record Q3 FY2026 results spotlight strong iPhone and Mac growth, while supply constraints and AI costs cloud the outlook.
AAPLPositive Net Change UBSPositive Net Change UMCPositive Net Change NTTYYPositive Net Change
business-services computers finance semiconductor
Alphabet's Higher AI Spending Could Boost These ETFs
by Zacks Equity Research
GOOGL boosts 2026 capex to $205B, signaling stronger AI demand. Read on to explore ETFs poised to benefit from the next wave of AI spending.
MUNegative Net Change NVDAPositive Net Change AVGOPositive Net Change SMHPositive Net Change GOOGLPositive Net Change FDGPositive Net Change SHOCPositive Net Change GXPCPositive Net Change
artificial-intelligence etfs semiconductor