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semiconductor: Archive

Zacks Equity Research

Company News for Oct 6, 2025

Companies in The News Are: GME,AMAT,ETR,GOOGL,META

ETRPositive Net Change AMATPositive Net Change GMENegative Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Stock Market News for Oct 6, 2025

Wall Street ended mostly higher on Friday, with the S&P 500 closing at a record high and the Dow extending its gains as the U.S. government shutdown entered its third day.

NVDAPositive Net Change TSLANegative Net Change PLTRPositive Net Change

Anirudha Bhagat

TSM Soars 18% in a Month: Should You Buy, Sell or Hold the Stock?

Taiwan Semiconductor's 18% surge underscores its AI-fueled momentum and dominant chipmaking edge. However, near-term headwinds suggest holding may be the wiser move.

AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change TSMPositive Net Change

Ethan Feller

3 Best Performing Stocks in 2025 (OKLO, IREN, NBIS)

Oklo Inc., IREN Limited, and Nebius Group N.V. have been the best performing stocks in the market this year thanks to the AI boom. Can they continue to rally?

IRENPositive Net Change OKLOPositive Net Change NBISPositive Net Change

Subham Roy

Analog Devices' Push Into High-Margin Businesses: Will it Drive Growth?

ADI sees strong momentum in industrial and automotive growth, aiming to push margins past 70% in the coming quarters.

ADINegative Net Change TXNNegative Net Change STMNegative Net Change

Zacks Equity Research

Stock Market News for Oct 3, 2025

Wall Street closed higher on Thursday, driven by tech and industrial stocks.

AMDPositive Net Change NUEPositive Net Change

Anirudha Bhagat

NVIDIA Stock Hits 52-Week High: Still Worth Holding or Book Profit?

NVDA hits a 52-week high on AI-fueled growth, with soaring data center revenues and strong earnings powering momentum.

QCOMNegative Net Change TXNNegative Net Change NVDAPositive Net Change MRVLPositive Net Change

Om Jaiswal

Micron's NAND Sales Hit $8.5B in FY25: Can the Momentum Continue?

MU's NAND sales climb 18% to $8.5 billion in FY25, with G9 SSDs and AI-driven storage fueling momentum into 2026.

WDCPositive Net Change STXPositive Net Change MUPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Microsoft, IBM, D-Wave and IonQ

NVDA, MSFT, IBM, QBTS, and IONQ are poised to benefit from quantum computing advancements, combining hardware breakthroughs, commercial traction, and ecosystem expansion in 2025.

MSFTPositive Net Change IBMPositive Net Change NVDAPositive Net Change IONQPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Synopsys Strengthens AI and Multi-Die Design Through TSMC Partnership

SNPS expands its TSMC partnership, advancing AI, SoC, and multi-die design with certified flows, IP, and 3DIC innovations.

INTCPositive Net Change ARMPositive Net Change SNPSPositive Net Change TSMPositive Net Change

Aparajita Dutta

Should You Buy Nvidia ETFs as the Stock Slips From Record Valuation?

Nvidia's slip from record highs sparks ETF opportunities, with funds like SMH, VGT, XLK and SHOC offering top exposure.

NVDAPositive Net Change XLKPositive Net Change SMHPositive Net Change VGTPositive Net Change METAPositive Net Change SHOCPositive Net Change

Zacks Equity Research

On Semiconductor Expands Portfolio With Strategic Acquisitions

ON's acquisitions, AI data center gains and key partnerships drive growth and expand its power solutions portfolio.

BWAPositive Net Change NVDAPositive Net Change QRVONegative Net Change ONNegative Net Change

Zacks Equity Research

Qorvo Expands Satcom Portfolio: Will This Boost Prospects?

QRVO teams up with SIAE MICROELETTRONICA to develop advanced Ka-band satcom antennas, targeting defense, aerospace and NewSpace markets.

WDAYNegative Net Change COMMNegative Net Change QRVONegative Net Change UIPositive Net Change

Zacks Equity Research

Company News for Sep 30, 2025

Companies in The News Are: CGC, XOM, EA, NVDA

XOMNegative Net Change NVDAPositive Net Change EAPositive Net Change CGCPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Micron Technology, StoneCo, PagSeguro Digital and Daktronics

Micron Technology, StoneCo, PagSeguro Digital and Daktronics emerge as standout GARP picks with strong growth and value appeal.

MUPositive Net Change DAKTPositive Net Change PAGSPositive Net Change STNEPositive Net Change

Ethan Feller

Is Micron Technology Stock About to Break Out?

Micron Technology stock has rocketed higher the company emerges as a critical player in the massive AI buildout

MUPositive Net Change NVDAPositive Net Change VRTPositive Net Change

Shreya Majumder

WDC vs. MU: Which Memory Chip Stock is the Smarter Buy Today?

Micron outshines Western Digital with stronger growth drivers, better margins and a more attractive valuation in the booming memory and storage markets.

WDCPositive Net Change MUPositive Net Change

Santanu Roy

Beat the Market the Zacks Way: Helios Technologies, InterDigital, UnitedHealth in Focus

Helios Technologies, InterDigital and UnitedHealth shine as Zacks' strategies deliver strong gains across model portfolios.

UNHPositive Net Change FASTNegative Net Change MUPositive Net Change TMOPositive Net Change LRCXPositive Net Change ORCLPositive Net Change IDCCPositive Net Change CCOPositive Net Change MTZPositive Net Change NOBLPositive Net Change KNSAPositive Net Change HLIONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Berkshire Hathaway, The Home Depot and BayFirst Financial

NVDA, BRK.B, HD and BAFN are boasting strong AI growth, diversified operations, retail performance, and regional banking opportunities, respectively.

NVDAPositive Net Change HDPositive Net Change BRK.BPositive Net Change BAFNPositive Net Change

Subham Roy

ADI's Communications Segment Improves: Is the Momentum Sustainable?

Analog Devices' communications unit surges 40% in Q3, fueled by AI-driven data centers and 5G investment, but competition remains intense.

ADINegative Net Change TXNNegative Net Change AVGOPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Tutor Perini, RF Industries and A-Mark Precious Metals

Tutor Perini, RF Industries, and A-Mark Precious Metals emerge as relative price strength leaders to watch.

TPCPositive Net Change AMRKPositive Net Change RFILPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Alibaba, Baidu, Nvidia, CQQQ and FXI

Alibaba and Baidu surge past $100 with AI momentum, while ETFs like CQQQ and FXI offer broader China tech exposure.

NVDAPositive Net Change BIDUPositive Net Change FXIPositive Net Change CQQQPositive Net Change BABAPositive Net Change

Santanu Roy

4 Must-Buy Efficient Stocks to Buy Amid Volatile Market Conditions

Wolverine World Wide, Interface, BuildABear Workshop, and Analog Devices stand out for high efficiency and strong earnings surprises.

ADINegative Net Change WWWNegative Net Change BBWNegative Net Change TILEPositive Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Dip on Tech Pullback

Momentum stocks like Wolverine, Carpenter Technology and Astera Labs show strong yearly gains despite recent pullbacks.

CRSPositive Net Change WWWNegative Net Change ALABPositive Net Change

Anirudha Bhagat

Robotics Demand Rises: Will Jetson Thor Unlock a New Market for NVDA?

NVIDIA sees robotics as its next growth frontier, with the new Jetson Thor platform poised to drive adoption across industries.

QCOMNegative Net Change AMDPositive Net Change NVDAPositive Net Change