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semiconductor: Archive
The Zacks Analyst Blog Highlights NVIDIA and Western Digital
by Zacks Equity Research
Western Digital's AI-driven storage demand fuels strong growth, rising margins and cash flow, offering investors an alternative to NVIDIA.
WDCPositive Net Change NVDANegative Net Change
computers semiconductor tech-stocks
The Zacks Analyst Blog Highlights Meta Platforms, Texas Instruments, CrowdStrike and Weyco
by Zacks Equity Research
Meta's AI investments face monetization uncertainty, while Texas Instruments and CrowdStrike benefit from strong demand and Weyco gains sales momentum.
TXNPositive Net Change WEYSPositive Net Change CRWDNegative Net Change METANegative Net Change
computers consumer-discretionary internet semiconductor
Zacks Investment Ideas feature highlights: Archer Aviation, Boeing, Palantir, NVIDIA, SpaceX and United Airlines
by Zacks Equity Research
Archer Aviation's Boeing deal, defense partnerships and regulatory progress could accelerate its push into air taxis and autonomous aviation.
BANegative Net Change UALNegative Net Change NVDANegative Net Change PLTRNegative Net Change SPCXPositive Net Change ACHRNegative Net Change
aerospace communications computers semiconductor transportation
Ambiq's Q2 Earnings Surpass Estimates, Revenues Rise Y/Y
by Zacks Equity Research
AMBQ's Q2 earnings beat estimates as Edge AI demand drives an 89.7% revenue surge, while margins expand and growth stays strong.
AMBQPositive Net Change ADIPositive Net Change AMATPositive Net Change LITEPositive Net Change
semiconductor
Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps
by Zacks Equity Research
LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.
LITEPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?
by Anirudha Bhagat
NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.
NVDANegative Net Change AMDNegative Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet
by Anirudha Bhagat
Hyperscalers' $720B-$745B AI Capex plans are likely to fuel demand for Micron, FormFactor, Texas Instruments and NVIDIA across the chip supply chain.
TXNPositive Net Change MUPositive Net Change NVDANegative Net Change FORMPositive Net Change
artificial-intelligence cloud-computing computers semiconductor tech-stocks
Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?
by Supriyo Bose
INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.
INTCPositive Net Change QCOMNegative Net Change AMDNegative Net Change NVDANegative Net Change
artificial-intelligence communications computers iot mobile semiconductor tech-stocks telecom
Top Research Reports for Meta, Texas Instruments & CrowdStrike
by Mark Vickery
Meta's AI expansion across apps faces margin pressure and uncertain monetization, while WhatsApp and AI glasses add new avenues.
TXNPositive Net Change VTRNegative Net Change MDTNegative Net Change RSGPositive Net Change WEYSPositive Net Change CRWDNegative Net Change METANegative Net Change
computers consumer-discretionary internet semiconductor
Chasing NVIDIA? Western Digital May Be the Smarter AI Bet
by Tirthankar Chakraborty
Western Digital's AI storage demand drives strong revenues, margins and cash flow. See why WDC could deliver further upside.
WDCPositive Net Change NVDANegative Net Change
artificial-intelligence semiconductor tech-stocks