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semiconductor: Archive

Zacks Equity Research

Can MRVL's Custom AI Silicon Keep Driving Data Center Wins?

Marvell Technology's shift toward an advanced 2.5D packaging platform and high demand for Custom AI Silicon chips are set to drive the revenues.

AMDNegative Net Change MRVLNegative Net Change AVGONegative Net Change

Zacks Equity Research

Jobless Claims Increased More Than Expected

Jobless Claims Increased More Than Expected

GESPositive Net Change LULUPositive Net Change AVGONegative Net Change

Zacks Equity Research

Blackwell Gains Ground: Will It Be NVIDIA's Next Growth Catalyst?

Blackwell now powers nearly 70% of NVIDIA's Data Center compute revenues, fueling its AI-driven growth surge.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change

Nalak Das

NVIDIA Bullish on Auto Chip Business as Next Driver: Can It Deliver?

NVIDIA sees its auto chip segment accelerating, with revenues expected to top $5 billion in fiscal 2026 amid rising EV and robotics demand.

INTCPositive Net Change NVDANegative Net Change GMPositive Net Change TSLANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Alphabet, Constellation Energy and Meta Platform

Nvidia surges amid AI boom as Propense.ai and Tempus AI push into law and healthcare with game-changing tech.

CEGNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change TEMNegative Net Change

Urmimala Biswas

D-Wave Quantum Stock Skyrockets on Real-World Computing Breakthroughs

QBTS jumps 1281% after proving real-world quantum supremacy, with its Advantage2 system solving complex problems and gaining traction in enterprise use.

IONQNegative Net Change RGTINegative Net Change QBTSPositive Net Change

Sweta Killa

ETFs to Bet On as NVIDIA Reclaims Market Cap Crown

NVDA reclaims the top spot with a $3.45T valuation, and ETFs with heavy exposure to the stock offer investors a way to ride the AI wave.

MSFTNegative Net Change NVDANegative Net Change NVDLNegative Net Change NVDXNegative Net Change

Subham Roy

AMAT vs. ONTO: Which Inspection and Metrology Stock Has an Edge?

Applied Materials' AI-driven tools, stronger growth and better valuation give it an edge over struggling Onto Innovation in chip metrology.

AMATPositive Net Change ONTONegative Net Change

Zacks Equity Research

Company News for Jun 4, 2025

Companies in The News Are: DG,SIG,CRDO,DCI

DGPositive Net Change SIGPositive Net Change DCIPositive Net Change CRDONegative Net Change

Zacks Equity Research

Stock Market News for Jun 4, 2025

U.S. stocks closed higher on Tuesday, driven by a chipmaker rally, as investors awaited more clarity on potential trade deals between the United States and its trading partners.

MSFTNegative Net Change MUNegative Net Change NVDANegative Net Change AVGONegative Net Change

Anirudha Bhagat

ASML vs. TXN: Which Semiconductor Stock Is the Better Buy Now?

ASML Holding's dominance in EUV tech, faster growth and better valuation give it a clear edge over Texas Instruments in the chip sector.

TXNPositive Net Change ASMLNegative Net Change

Akashlina Dewanjee

SkyWater Soars 23% in a Month: Should You Buy the Stock or Wait?

SKYT's acquisition of Fab 25, ThermaView launch and rising quantum computing demand present a compelling entry point in the stock in 2025.

TSEMNegative Net Change ONPositive Net Change SKYTPositive Net Change GFSPositive Net Change

Mark Vickery

Top Research Reports for Meta Platforms, Broadcom & JPMorgan

META, AVGO, and JPM shine in new analyst reports, with AI momentum, user growth, and banking strength fueling gains.

JPMNegative Net Change ETRNegative Net Change AEMNegative Net Change AVGONegative Net Change CVNAPositive Net Change METANegative Net Change

Derek Lewis

Looking for AI Stocks? Use This Thematic Investing Tool

This Zacks Thematic screen features diverse companies involved in AI, ranging from creators of software and hardware that power AI to those applying and utilizing this technology through automation, diagnostics, cognitive tasks, and more.

AVGONegative Net Change

Subham Roy

MRVL Plunges 30% in 3 Months: Should You Buy, Sell or Hold the Stock?

Marvell Technology stock plunges 30% in three months, but a discounted valuation and AI tailwinds raise a key question: hold or fold MRVL stock?

QCOMPositive Net Change MRVLNegative Net Change AVGONegative Net Change AMBANegative Net Change

Zacks Equity Research

Credo Technology's Q4 Earnings and Sales Beat Estimates, Rise Y/Y

CRDO posts solid Q4 and FY25 earnings, fueled by surging AI demand. It records a 179.7% quarterly revenue jump on booming product sales.

SAPNegative Net Change SLPPositive Net Change CDNSPositive Net Change CRDONegative Net Change

Zacks Equity Research

Implied Volatility Surging for Analog Devices Stock Options

Investors need to pay close attention to ADI stock based on the movements in the options market lately.

ADIPositive Net Change

Anirudha Bhagat

Taiwan Semiconductor Rises 13% in Three Months: How to Play the Stock?

TSM jumps nearly 13% in three months, fueled by AI demand and strong earnings, but headwinds keep it a hold for now.

ASMLNegative Net Change LRCXNegative Net Change MRVLNegative Net Change TSMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Advanced Micro Devices, Micron Technology and Broadcom

NVIDIA stock jumped 19% on AI strength and trade truce momentum. Should investors hold through sky-high valuations?

AMDNegative Net Change MUNegative Net Change NVDANegative Net Change AVGONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Global X Robotics & Artificial Intelligence ETF, Range Nuclear Renaissance Index ETF, Oklo and NuScale Power

NVIDIA leads AI and robotics growth, while Oklo and NuScale soar on rising demand for nuclear power in the datacenter era.

NVDANegative Net Change BOTZNegative Net Change SMRNegative Net Change NUKZNegative Net Change OKLONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intuit, Amphenol, Broadcom, Twilio and Ubiquiti

Tech stocks like Broadcom and Intuit powered a strong May rally, defying seasonal trends with double-digit gains.

APHNegative Net Change INTUNegative Net Change AVGONegative Net Change TWLONegative Net Change UINegative Net Change

Zacks Equity Research

Markets Await Jobs Data

Markets Await Jobs Data

ADPPositive Net Change DGPositive Net Change CLFPositive Net Change CPBPositive Net Change AVGONegative Net Change TSLANegative Net Change CRWDNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, ICICI Bank, Fiserv, Bridger Aerospace and AstroNova

Zacks spotlights NVDA, IBN, FI, BAER, and ALOT as analyst favorites, with AI, fintech, and aerospace themes driving investor attention.

NVDANegative Net Change IBNNegative Net Change ALOTNegative Net Change FIPositive Net Change BAERNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and Qorvo

SWKS and QRVO ride tailwinds from WiFi 7, IoT, and 5G growth, even as macro pressures weigh on radio frequency chipmakers.

SWKSPositive Net Change QRVOPositive Net Change

Anirudha Bhagat

NVIDIA Stock Soars 19% in a Month: Time to Hold or Book Profits?

NVDA jumps 19% in a month as trade relief, AI demand and solid financials drive gains. Should investors hold or cash in?

AMDNegative Net Change MUNegative Net Change NVDANegative Net Change AVGONegative Net Change