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semiconductor: Archive

Zacks Equity Research

Hims & Hers Health and F5 have been highlighted as Zacks Bull and Bear of the Day

Cirrus Logic lands Bull of the Day as earnings beats and rising estimates contrast with pressure on peers like F5.

NOCPositive Net Change GDPositive Net Change FFIVPositive Net Change CRUSPositive Net Change RTXNegative Net Change

Shreya Majumder

Can CRDO Tap a $10B+ Market With Record Q2 & New Growth Pillars?

Credo surges on record revenue growth as AI demand and new pillars like ZF optics, ALCs and OmniConnect gearboxes expand its multibillion-dollar reach.

MRVLPositive Net Change CRDONegative Net Change ALABPositive Net Change

Anirudha Bhagat

NVIDIA's Q3 Data Center Sales Soar 56%: Can NVDA Sustain the Momentum?

NVDA's data center sales hit $51.22B as surging AI demand fuels record growth and expectations for a strong Q4.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change

Anirudha Bhagat

NVIDIA Soars 27% in Six Months: Is the Stock Still Worth Buying?

NVDA's six-month surge and soaring AI-driven Data Center growth fuel a bullish case as revenues and liquidity strengthen.

QCOMPositive Net Change TXNPositive Net Change STMNo Net Change NVDANegative Net Change

Zacks Equity Research

Credo's Q2 Earnings and Sales Beat Estimates, Up Y/Y, Stock Gains

CRDO's record quarter, fueled by surging product demand and AI-driven growth, sent shares soaring as revenue and margin strength pointed to robust momentum ahead.

QCOMPositive Net Change CRUSPositive Net Change NVTSNegative Net Change CRDONegative Net Change

Brian Bolan

Bull of the Day: Cirrus Logic (CRUS)

This stock has consistently beaten the number and the valuation is now compelling for a stock in a hot sector

CRUSPositive Net Change

Zacks Equity Research

QCOM's Robust Portfolio Drives Revenue Growth: Will the Trend Persist?

Qualcomm's revenue climbs on surging automotive, IoT and premium handset demand, fueled by its expanding Snapdragon lineup and innovation push.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change

Aniruddha Ganguly

Instinct GPUs Drive Data Center Growth: What's Ahead for AMD Stock?

AMD's data center AI momentum surges with Instinct GPUs, new partnerships and a $1T market outlook by 2030.

AMDPositive Net Change NVDANegative Net Change ORCLPositive Net Change AVGONegative Net Change

Zacks Equity Research

Sandisk and Home Depot have been highlighted as Zacks Bull and Bear of the Day

SNDK shines as Zacks??? Bull with big beats and strong guidance, while Home Depot slips after an EPS miss and softer full-year expectations.

NVDANegative Net Change SNDKNegative Net Change HDPositive Net Change BBAINegative Net Change

Zacks Equity Research

Arm Holdings' Power Efficiency Sets the Stage for AI and IoT Expansion

ARM's power-efficient architecture is driving deeper adoption as major tech players expand AI and IoT ambitions across devices.

QCOMPositive Net Change AAPLNegative Net Change ARMPositive Net Change