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semiconductor: Archive

Zacks Equity Research

Will INTC's Plan to Spin Off Venture Capital Arm Buoy the Stock?

Intel Capital's spin-off is probably another initiative by INTC to focus on core operations and free up capital to fuel growth.

INTCNegative Net Change NVDAPositive Net Change IDCCNegative Net Change ANETNegative Net Change

Sheraz Mian

Top Analyst Reports for Broadcom, Mastercard & Netflix

Toda's Research Daily features new research reports on 16 major stocks, including Broadcom Inc. (AVGO), Mastercard Incorporated (MA) and Netflix, Inc. (NFLX).

MANegative Net Change NFLXNegative Net Change CBNegative Net Change AVGOPositive Net Change ESPositive Net Change RPMNegative Net Change

Zacks Equity Research

Company News for Jan 14, 2025

Companies in The News Are: MRNA, NVDA, HP, NYC

HPPositive Net Change NVDAPositive Net Change MRNANegative Net Change NYCNegative Net Change

Benjamin Rains

Buy this Great Stock (TSMC) Down 10% for AI and Tech Upside

Taiwan Semi has dropped 10% from its early January highs heading into its Q4 2024 earnings release on Thursday, January 16. TSMC's pullback provides investors the chance to buy one of the most surefire long-term tech and AI stocks at a discount.

NVDAPositive Net Change TSMPositive Net Change

Zacks Equity Research

AI Investments Boom to Aid Taiwan Semiconductor's Q4 Earnings Growth

TSM is set to deliver strong Q4 earnings growth, riding the wave of booming AI investments and advanced chip technologies.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia and Broadcom

Nvidia and Broadcom have been highlighted in this Investment Ideas article.

NVDAPositive Net Change AVGOPositive Net Change

Derek Lewis

Seeking AI Exposure? Use This Tool

Zacks Thematic Screens lets you dive into 30 dynamic investment themes shaping the future. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes help you invest in ideas that matter to you.

NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

SkyWater Rallies 51% in 6 Months: Time to Hold or Fold the Stock?

Though SKYT's long-term prospects seem strong, near-term macroeconomic challenges and valuation concerns warrant caution.

AVGOPositive Net Change CRUSPositive Net Change SKYTPositive Net Change QSINegative Net Change

Anirudha Bhagat

TSM Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?

While strengths in AI-driven technologies are likely to have aided Taiwan Semiconductor's Q4 top line, rising operational costs may have hurt bottom-line growth.

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Santanu Roy

Take the Zacks Approach to Beat the Markets: AppLovin, MasTec, Walmart in Focus

Last week, our time-tested methodologies served investors well in navigating the market. Check out some of our achievements from the past three months.

PAYXNegative Net Change WMTPositive Net Change CLXNegative Net Change COSTPositive Net Change WWWPositive Net Change MTZPositive Net Change APPPositive Net Change AXONPositive Net Change NOBLNegative Net Change PLTRPositive Net Change BROSNegative Net Change CRDOPositive Net Change

Zacks Equity Research

FormFactor Dips 26% in 6 Months: Buy, Sell or Hold the Stock?

FORM shows growth potential with innovation and a diverse portfolio but faces challenges like rising expenses and weak demand.

MUPositive Net Change FORMNegative Net Change MRVLPositive Net Change TSMPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Intel, STMicroelectronics, Texas Instruments, NVIDIA and SUMCO

Intel, STMicroelectronics, Texas Instruments, NVIDIA and SUMCO are part of the Zacks Industry Outlook article.

INTCNegative Net Change TXNNegative Net Change STMNegative Net Change NVDAPositive Net Change SUOPYPositive Net Change

Anirudha Bhagat

Super Micro Stock Plunges 63% in Six Months: Time to Hold or Exit?

With unresolved accounting issues, the looming threat of delisting, regulatory probes and a tarnished reputation, it is prudent to exit investments in SMCI.

NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change SMCIPositive Net Change

Sejuti Banerjea

Robust Prospects, Rich Valuation in Semiconductors: 2 Stocks

Secular growth prospects for the Semiconductor - General industry are marred by a slow recovery in key end markets. Given the rich valuation, our bets are narrowed down to NVDA and SUOPY.

INTCNegative Net Change TXNNegative Net Change STMNegative Net Change NVDAPositive Net Change SUOPYPositive Net Change

Zacks Equity Research

KLAC Stock is a Risky Bet on Multiple Headwinds: Should You Stay Away?

KLA faces weakness in key markets and soft semiconductor demand.

GRMNNegative Net Change KLACPositive Net Change FLEXNegative Net Change CARRNegative Net Change

Anirudha Bhagat

Marvell Surged 83% in 2024: Will the Stock Outshine Again in 2025?

MRVL's AI-driven growth and robust financials make it a must-buy stock poised for continued success in 2025.

AMDPositive Net Change MUPositive Net Change MRVLPositive Net Change XSDNegative Net Change

Ethan Feller

Bull of the Day: Marvell Technology (MRVL)

Marvell Technology is extremely well positioned to benefit from the ongoing AI boom

MRVLPositive Net Change

Zacks Equity Research

Can NXPI's TTTech Auto Acquisition Give a Fresh Boost to the Stock?

TTTech Auto buyout demonstrates NXP Semiconductor's commitment to bolstering its automotive networking solutions by transitioning to software-defined vehicles.

ADINegative Net Change SMTCNegative Net Change NXPINegative Net Change MTSIPositive Net Change

Aniruddha Ganguly

META Scraps Fact-Checking to Boost Free Speech: Time to Buy the Stock?

Meta Platforms' expanding AI prowess and abolition of third-party fact-checking programs boosts free speech and user engagement.

NVDAPositive Net Change GOOGLPositive Net Change SNAPPositive Net Change METAPositive Net Change

Anirudha Bhagat

Taiwan Semiconductor Up 90% in 2024: Is the Stock Still Worth Buying?

TSM's 90% surge in 2024 highlights its dominance, but near-term challenges suggest holding the stock for now.

INTCNegative Net Change NVDAPositive Net Change AVGOPositive Net Change TSMPositive Net Change

Anirudha Bhagat

Micron Becomes NVIDIA's Key Component Supplier: Time to Buy MU Stock?

While Micron's partnership with NVIDIA boosts its AI prospects, short-term challenges, including weak consumer spending and geopolitical risks, warrant caution.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change SNPSNegative Net Change

Ritujay Ghosh

AI Optimism Fueling Semiconductor Sales: 4 Stocks With Growth Potential

Stocks like NVDA, AVGO, MTSI and SMTC are poised to gain from the soaring semiconductor sales.

MSFTPositive Net Change NVDAPositive Net Change SMTCNegative Net Change AVGOPositive Net Change MTSIPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Meta Platforms, Johnson & Johnson, Rave Restaurant and EVI Industries

NVIDIA, Meta Platforms, Johnson & Johnson, Rave Restaurant and EVI Industries are part of the Zacks top Analyst Blog.

JNJNegative Net Change NVDAPositive Net Change RAVEPositive Net Change EVINegative Net Change METAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Taiwan Semiconductor Manufacturing, Qualcomm, International Business Machines, Broadcom and Marvell Technology

Taiwan Semiconductor Manufacturing, Qualcomm, International Business Machines, Broadcom and Marvell Technology are part of the Zacks top Analyst Blog.

QCOMPositive Net Change IBMNegative Net Change MRVLPositive Net Change AVGOPositive Net Change TSMPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Broadcom, AudioEye and Five9

NVIDIA, Broadcom, AudioEye and Five9 are part of the Zacks top Analyst Blog.

NVDAPositive Net Change AVGOPositive Net Change FIVNNegative Net Change AEYENegative Net Change