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semiconductor: Archive

Mark Vickery

A Tale of Two Tech Giants: NVDA and PANW

Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.

NVDANegative Net Change PANWNegative Net Change

Mark Vickery

Top Stock Reports for Walmart, Intuitive Surgical & Lam Research

Walmart's omnichannel strength, delivery gains and newer ventures like advertising and membership underscore its solid momentum in Zacks' latest review.

APANegative Net Change WMTPositive Net Change ISRGNegative Net Change LRCXNegative Net Change KKRPositive Net Change ORAPositive Net Change BVFLNegative Net Change

Zacks Equity Research

U.S. Trade Deficit Narrowed in August

U.S. Trade Deficit Narrowed in August

TGTPositive Net Change TJXPositive Net Change LOWPositive Net Change NVDANegative Net Change

Zacks Equity Research

Stock Market News for Nov 19, 2025

U.S. stocks ended sharply lower for the second straight session, with the S&P 500 recording its fourth straight day of losses, as investors continued to offload tech stocks on growing concerns over the valuation of artificial intelligence (AI) stocks.

AMZNNegative Net Change MSFTPositive Net Change TGTPositive Net Change WMTPositive Net Change NVDANegative Net Change HDPositive Net Change

Supriyo Bose

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

INTC edges out QCOM as valuation, price momentum and growth prospects give it a slight lead in the latest chip stock comparison.

INTCNegative Net Change QCOMNegative Net Change NVDANegative Net Change AVGONegative Net Change

Anirudha Bhagat

ASML Holding Soars 45% YTD: Is the Stock Still Worth Buying?

ASML's YTD surge, and expanding EUV and High-NA momentum raise questions on whether the stock's powerful run still has room to grow.

ASMLNegative Net Change FORMNegative Net Change MKSINegative Net Change CRUSNegative Net Change

Shaun Pruitt

Bear of the Day: Entegris (ENTG)

Semiconductor-related stocks have taken the brunt of the pullback in correlation with AI bubble fears, and Entegris (ENTG) has been one to avoid in particular.

ENTGNegative Net Change MUNegative Net Change LRCXNegative Net Change ARMNegative Net Change CRWVNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Alphabet and JPMorgan Chase

NVIDIA leads a tight Zacks screen as rising earnings estimates spotlight three stocks showing standout growth momentum.

JPMPositive Net Change NVDANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Taiwan Semiconductor, Nvidia, Apple and Vertiv

Taiwan Semi's beat-and-raise quarter, surging AI demand and discounted valuation spotlight its appeal as investors eye opportunities in the pullback.

AAPLNegative Net Change NVDANegative Net Change TSMNegative Net Change VRTNegative Net Change

Zacks Equity Research

Markets Await Factory Orders Report

Markets Await Factory Orders Report

ADPPositive Net Change NVDANegative Net Change HDPositive Net Change

Mark Vickery

Pre-markets Stay Red Ahead of NVIDIA Earnings, Jobs Data

Until one or both of these brings a sigh of relief to market participants, we'll likely see a "risk-off" trading environment.

ADPPositive Net Change NVDANegative Net Change HDPositive Net Change

Zacks Equity Research

Stock Market News for Nov 18, 2025

U.S. stocks ended sharply lower on Monday, dragged down once again by tech stocks, as investors awaited the key September jobs report and quarterly results from semiconductor giant NVIDIA later this week.

TGTPositive Net Change WMTPositive Net Change NVDANegative Net Change HDPositive Net Change

Anirudha Bhagat

ASML's Mistral AI Investment: Is It a Catalyst for Next Growth Phase?

ASML Holding's investment in Mistral AI aims to fuse generative AI into its EUV systems, boosting innovation speed and strengthening its competitive edge.

KLACNegative Net Change ASMLNegative Net Change AMATNegative Net Change

Subham Roy

MRVL's Optics Portfolio: How Relevant is it for the AI Networks?

Marvell Technology's expanding optics portfolio powers faster, lower-latency AI networks as demand surges and revenue growth accelerates.

MRVLNegative Net Change AVGONegative Net Change COHRPositive Net Change

Aparajita Dutta

Should You Buy Nvidia-Heavy ETFs Before Q3 Earnings Release?

NVDA's recent slump and strong pre-earnings setup may fuel investor interest in ETFs that heavily weight the chipmaker ahead of its Q3 results.

NVDANegative Net Change SMHNegative Net Change SHOCNegative Net Change SMHXNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Nvidia, Las Vegas Sands, Take Two Interactive and Gold Fields

Nvidia's earnings take center stage in a data-heavy global week as Zacks spotlights up-trending picks Las Vegas Sands, Take-Two Interactive and Gold Fields.

NVDANegative Net Change LVSPositive Net Change TTWONegative Net Change GFIPositive Net Change

Zacks Equity Research

New Strong Sell Stocks for Nov. 18th

DIOD, ARDT and FFIV have been added to the Zacks Rank #5 (Strong Sell) List on November 18, 2025.

FFIVNegative Net Change DIODNegative Net Change ARDTPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include QuantumScape, Silicon Laboratories and Affiliated Managers

QuantumScape stands out as rising earnings acceleration spotlights three stocks showing powerful profit momentum.

SLABNegative Net Change AMGNegative Net Change QSPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron Technology and Western Digital

Micron Technology's soaring demand, surging EPS estimates and strong rally keep it a standout buy-the-dip tech play.

WDCPositive Net Change MUNegative Net Change

Kevin Cook

AI Bubble Talk is Cheap -- How to Navigate the Worry

Skeptics and journalists just need to do more homework, and listen to AI wizards like Coatue and Baillie Gifford

NVDANegative Net Change TSMNegative Net Change TSLANegative Net Change METANegative Net Change CRWVNegative Net Change

Zacks Equity Research

Empire State Manufacturing Index Rose More Than Expected

Empire State Manufacturing Index Rose More Than Expected

TGTPositive Net Change TJXPositive Net Change WMTPositive Net Change NVDANegative Net Change HDPositive Net Change

Subham Roy

ADI Climbs 10.5% YTD: Should Investors Buy, Sell or Hold the Stock?

Analog Devices' broad segment gains, margin strength and solid growth prospects raise the question of whether its recent 10.5% YTD climb makes it a hold.

ADINegative Net Change TXNNegative Net Change STMNegative Net Change NXPINegative Net Change

Mark Vickery

Econ Data Comes Out This Week, Along with NVDA, WMT Earnings

New jobs data joins Trump's food tariff exemptions on the last big earnings week of Q3.

TGTPositive Net Change TJXPositive Net Change WMTPositive Net Change NVDANegative Net Change HDPositive Net Change

Zacks Equity Research

Stock Market News for Nov 17, 2025

U.S. stocks ended mixed on Friday, with the Nasdaq ending higher after tech stocks tried to stage a rebound from the previous session's losses, while investors worried that the Federal Reserve may not go for another interest rate cut in December.

NVDANegative Net Change ORCLNegative Net Change PLTRNegative Net Change

Zacks Equity Research

Datacenter and AI Chip Demand to Boost NVIDIA's Q3 Earnings

Soaring datacenter and AI chip demand set up NVDA for a robust Q3, with revenues and earnings poised for sharp gains on broad AI adoption.

NVDANegative Net Change LRCXNegative Net Change FORMNegative Net Change CRUSNegative Net Change