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semiconductor: Archive

Aniruddha Ganguly

LITE Stock Jumps 219% in a Year: Will the Momentum Continue in FY26?

Lumentum soars 219% in a year, powered by strong AI-driven demand, earnings beats and surging revenue growth.

CIENPositive Net Change MRVLPositive Net Change COHRPositive Net Change LITENegative Net Change

Om Jaiswal

NVTS Deepens Global Partnerships: Will This Fuel Long-Term Gains?

Navitas Semiconductor expands key global partnerships to bolster its supply chain and prep for rising high-power demand through 2026-27.

WOLFPositive Net Change ONPositive Net Change NVTSNegative Net Change

Supriyo Bose

Do Rising Earnings Estimates Strengthen the Case for Qualcomm Stock?

QCOM's earnings estimates are rising on Snapdragon and auto strength, but China risks and margin pressure loom.

QCOMPositive Net Change AVGONegative Net Change HPEPositive Net Change

Anirudha Bhagat

Micron Technology Soars 178% YTD: Should You Still Buy the Stock?

Strong financial performance, AI-driven momentum and low valuation multiples spark fresh interest in MU stock despite a YTD surge of 178%.

AMDPositive Net Change MUNegative Net Change NVDANegative Net Change AVGONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Procter & Gamble, Lam Research, Texas Instruments, SandRidge Energy and Crown Crafts

PG, LRCX, TXN, SD and CRWS headline Zacks' latest research, highlighting consumer resilience, semiconductor momentum and micro-cap contrasts.

TXNPositive Net Change PGNegative Net Change LRCXPositive Net Change SDPositive Net Change CRWSNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Marvell Technology, Nvidia, Broadcom, Coherent and Lumentum

MRVL jumps on a revenue and EPS beat as it moves to acquire Celestial AI, aiming to fuse silicon and photonics in next-gen data centers.

NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change COHRPositive Net Change LITENegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Alphabet, Meta Platforms, Nvidia, Microsoft, Cisco and MongoDB

NVDA and peers gain focus as Zacks outlines five reasons the AI trade remains early, from liquidity tailwinds to rising software benefits.

MSFTNegative Net Change CSCOPositive Net Change NVDANegative Net Change GOOGLNegative Net Change MDBPositive Net Change METANegative Net Change

Zacks Equity Research

Newmont and e.l.f. Beauty have been highlighted as Zacks Bull and Bear of the Day

NEM rides record free cash flow while ELF slumps on a growth cooldown, spotlighting sharp contrasts in Zacks' latest bull and bear picks.

IBKRPositive Net Change NVDANegative Net Change NEMPositive Net Change ELFPositive Net Change HOODPositive Net Change

John Blank

A Review of the Major Chip ETF: Zacks DEC 2025 Strategy

All year long, stock market bulls have been trumpeting the AI data center trade. Let's look into the major semi-chip ETF, to see what the semi-chip returns status is.

EIXPositive Net Change DBNegative Net Change NVDANegative Net Change XLKNegative Net Change SMHPositive Net Change VGTNegative Net Change VRTNegative Net Change

Shaun Pruitt

Buy the Spike in Marvell Technology Stock After Q3 Earnings?

Marvell Technology (MRVL) is making headlines after exceeding its Q3 expectations on Tuesday evening and announcing the acquisition of private semiconductor startup Celestial AI.

MRVLPositive Net Change NVDANegative Net Change AVGONegative Net Change