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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

Western Digital's AI-driven storage demand fuels strong growth, rising margins and cash flow, offering investors an alternative to NVIDIA.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Meta Platforms, Texas Instruments, CrowdStrike and Weyco

Meta's AI investments face monetization uncertainty, while Texas Instruments and CrowdStrike benefit from strong demand and Weyco gains sales momentum.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Archer Aviation, Boeing, Palantir, NVIDIA, SpaceX and United Airlines

Archer Aviation's Boeing deal, defense partnerships and regulatory progress could accelerate its push into air taxis and autonomous aviation.

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Zacks Equity Research

Ambiq's Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

AMBQ's Q2 earnings beat estimates as Edge AI demand drives an 89.7% revenue surge, while margins expand and growth stays strong.

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Zacks Equity Research

Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps

LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.

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Anirudha Bhagat

NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?

NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.

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Anirudha Bhagat

4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Hyperscalers' $720B-$745B AI Capex plans are likely to fuel demand for Micron, FormFactor, Texas Instruments and NVIDIA across the chip supply chain.

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Supriyo Bose

Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?

INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.

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Mark Vickery

Top Research Reports for Meta, Texas Instruments & CrowdStrike

Meta's AI expansion across apps faces margin pressure and uncertain monetization, while WhatsApp and AI glasses add new avenues.

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Tirthankar Chakraborty

Chasing NVIDIA? Western Digital May Be the Smarter AI Bet

Western Digital's AI storage demand drives strong revenues, margins and cash flow. See why WDC could deliver further upside.

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