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semiconductor: Archive

Shaun Pruitt

Time to Buy Nvidia or SpaceX Stock After Their AI Partnership?

Nvidia and SpaceX are drawing attention after announcing a major partnership that will see SpaceX exclusively deploy Nvidia's next-generation AI hardware across its terrestrial and orbital computing infrastructure.

NVDAPositive Net Change SPCXPositive Net Change

Anirudha Bhagat

Should You Buy NVIDIA Stock After Its 11% Rally in a Month?

NVIDIA's 11% monthly gain is backed by surging AI demand, strong cash flow and a forward P/E below the tech sector average.

NVDAPositive Net Change INTCNegative Net Change AMDPositive Net Change MRVLPositive Net Change

Zacks Equity Research

QBTS Stock Falls on Wider-Than-Expected Q2 Loss and Revenue Miss

D-Wave Quantum shares fall 5.2% after a wider-than-expected Q2 loss and revenue miss, despite stronger bookings and commercial customer exposure.

QBTSNegative Net Change APHPositive Net Change AMKRPositive Net Change APPFNegative Net Change

Nalak Das

Buy MPWR and MCHP With Solid Short-Term Price and Long-Term EPS Upside

MPWR and MCHP pair AI infrastructure growth with strong short-term price upside and long-term EPS growth, backed by expanding products and outlooks.

MCHPPositive Net Change MPWRPositive Net Change

Ritujay Ghosh

Semiconductor Sales Continue to Grow on AI Optimism: 4 Stocks to Grab

MU and semiconductor sales surge as AI demand supports chip growth, with four stocks highlighted for potential upside.

TXNPositive Net Change MUNegative Net Change NVDAPositive Net Change TSMPositive Net Change

Supriyo Bose

5 High ROE Stocks to Buy as Oil Price Surge Hits Short-Term Rally

Oil-price fears ended a five-day market rally, spotlighting MU, ANET, AVGO, IT and AME stocks with ROE above their industries and solid earnings growth.

MUNegative Net Change AMEPositive Net Change ITNegative Net Change AVGOPositive Net Change ANETPositive Net Change

Zacks Equity Research

Onto Innovation Q2 Earnings Beat Estimates on Record Revenues

ONTO topped Q2 2026 estimates with record revenue, a backlog above $1 billion and stronger advanced packaging demand. It raised its second-half 2026 outlook.

ONTOPositive Net Change TUNegative Net Change WTSPositive Net Change FTVPositive Net Change

Zacks Equity Research

AAOI Q2 Earnings Call Focuses on Capacity-Led 800G Ramp

Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.

AAOIPositive Net Change

Zacks Equity Research

FUJIY Q1 Earnings Fall Y/Y on Bio CDMO Costs, Revenues Rise

FUJIFILM's Q1 revenue hit a record yen 826.5 billion, but earnings fell 30% as Bio CDMO costs and restructuring weighed on profitability.

SAPNegative Net Change FUJIYPositive Net Change FLEXPositive Net Change FTVPositive Net Change

Zacks Equity Research

Company News for Aug 7, 2026

Companies In The News Are: PH, RL, ATI, MTSI.

ATIPositive Net Change PHPositive Net Change RLPositive Net Change MTSIPositive Net Change