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semiconductor: Archive

Mark Vickery

Top Stock Reports for Procter & Gamble, Lam Research & Texas Instruments

New Zacks reports spotlight shifts in PG, LRCX and TXN as analysts assess market pressures, tech trends and growth drivers across key sectors.

TXNPositive Net Change PGNegative Net Change LRCXPositive Net Change VRTXPositive Net Change SDPositive Net Change PSXPositive Net Change WCNPositive Net Change CRWSNegative Net Change

Ethan Feller

Earnings Beat: Marvell Technology Acquires Celestial AI

Marvell Technology stock rallies on an earnings beat and news the of exciting acquisition of Celestial AI

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

Zacks Equity Research

Marvell Technology Q3 Earnings Beat Estimates, Revenues Rise Y/Y

MRVL beats Q3 earnings with surging data center demand and upbeat Q4 guidance despite auto/industrial softness.

APHPositive Net Change MRVLPositive Net Change AEISPositive Net Change ALLTPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA and Palantir Technologies

NVDA and PLTR shine as a balanced AI duo for 2026, with surging revenues, strong demand and bullish outlooks driving confidence.

NVDANegative Net Change PLTRPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Robinhood Markets, Celestica and and Nvidia

HOOD and CLS earn top billing as Zacks spotlights standout tech names riding accelerating AI demand and rapid earnings growth.

NVDANegative Net Change CLSPositive Net Change HOODPositive Net Change

Supriyo Bose

Intel Stock Surges on Apple Deal Buzz: Can INTC Sustain This Momentum?

INTC jumps 8.7% on buzz of a potential Apple chip deal, but margin pressure and fierce competition loom large.

INTCPositive Net Change AAPLNegative Net Change AMDPositive Net Change NVDANegative Net Change

Anirudha Bhagat

Micron's HBM-Driven DRAM Demand Rises: Can AI Keep Lifting the Growth?

MU rides on the surging HBM-fueled DRAM demand as AI workloads boost shipments, pricing strength and growth momentum into 2026.

INTCPositive Net Change MUNegative Net Change AVGONegative Net Change

Anirudha Bhagat

Taiwan Semiconductor Trading at a Discount: How to Play the Stock?

TSM's lower P/E versus peers, booming AI chip demand and rising advanced-node revenues fuel a compelling but cautious hold case.

AMDPositive Net Change NVDANegative Net Change AVGONegative Net Change TSMNegative Net Change

Urmimala Biswas

Why Policy Goals Will Make 2026 a Breakout Year for IONQ, RGTI, QBTS

IONQ, RGTI, QBTS and QUBT head into 2026 with rising federal budgets and defense deals, as policy momentum turns into the key driver for quantum stocks.

QUBTPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Palantir Technologies and Micron

Palantir's surging AIP demand and MU's HBM-fueled momentum put both stocks in focus as AI growth continues to reshape the tech landscape.

MUNegative Net Change NVDANegative Net Change PLTRPositive Net Change