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semiconductor: Archive

Zacks Equity Research

New Strong Sell Stocks for August 21st

SSTI, IPOOF and GCTS have been added to the Zacks Rank #5 (Strong Sell) List on August 21, 2025.

IPOOFNegative Net Change SSTIPositive Net Change GCTSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Vertiv, Arista Networks, Astera Labs, NVIDIA, Ballard Power Systems and Intel

Vertiv, Arista Networks and Astera Labs lead the AI-driven data center boom with strong portfolios, partnerships and surging growth estimates.

INTCNegative Net Change NVDANegative Net Change BLDPPositive Net Change ANETPositive Net Change VRTNegative Net Change ALABPositive Net Change

Shaun Pruitt

Is Intel's Revival Ahead After SoftBank's $2 Billion Investment

Intel's revival as a leading chipmaker has gained traction following Tuesday's announcement that SoftBank had taken a 2% stake in the company worth $2 billion.

INTCNegative Net Change NVDANegative Net Change ORCLPositive Net Change ARMPositive Net Change TSMPositive Net Change SFTBYNegative Net Change

Zacks Equity Research

Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y

ADI tops Q3 earnings and revenue estimates with strong double-digit growth across all major business segments.

ADIPositive Net Change APHNegative Net Change FFIVPositive Net Change QLYSPositive Net Change

Anirudha Bhagat

Micron Trades Near 52-Week High: Is the Stock Still Worth Buying?

MU trades near its 52-week high and rallies 45% YTD as AI demand, HBM growth and a discounted valuation support a buy strategy.

AMDNegative Net Change MUPositive Net Change NVDANegative Net Change AVGOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights IonQ, Microsoft, Amazon.com, Alphabet and NVIDIA

IONQ's 457.9% surge, bold acquisitions, and cloud integrations fuel its bid to become the NVIDIA of quantum computing, but profitability remains elusive.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change IONQNegative Net Change

Zacks Equity Research

Zacks.com featured highlights NVIDIA, Vertiv Holdings and Mastercard

NVIDIA, Vertiv, and Mastercard make Zacks' list of profitable stocks to watch in 2025, backed by strong net income ratios.

MANegative Net Change NVDANegative Net Change VRTNegative Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Amphenol Stock?

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

APHNegative Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Itron Stock?

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

ITRINegative Net Change

Zacks Equity Research

TXN's Top Line Rebounds: Is Semiconductor Recovery the Catalyst?

Texas Instruments' rebounding on the back of analog, embedded processing, and broad market traction.

ADIPositive Net Change TXNPositive Net Change AVGOPositive Net Change

Subham Roy

AMAT Stock Trades at a P/E of 16.69X: Should You Buy, Sell or Hold?

Applied Materials trades at a discount P/E, but China woes, weak memory demand and bearish trends cloud its outlook.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Om Jaiswal

TSM's Overseas Fabrication Push Ramps Up: Are Margins Sustainable?

Taiwan Semiconductor ramps up global fabs in the United States, Japan, and Europe, but soaring investments raise pressure on margins in 2025 and beyond.

INTCNegative Net Change TSMPositive Net Change GFSNegative Net Change

Anirudha Bhagat

NVIDIA vs. Broadcom: Which AI Semiconductor Stock Offers More Upside?

AVGO's diversified AI chip strategy and strong growth outlook give it an edge over NVDA despite the GPU giant's scale.

NVDANegative Net Change AVGOPositive Net Change

Anirudha Bhagat

ASML Stock Trades at a Discount: Should You Buy, Sell or Hold?

ASML trades at a discount, but cautious guidance, a weak 2026 outlook and trade headwinds weigh on the stock's appeal.

AMDNegative Net Change NVDANegative Net Change ASMLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Stock Market News for Aug 18, 2025

Wall Street closed lower on Friday, pulled down by tech and financial stocks.

INTCNegative Net Change AMDNegative Net Change AVGOPositive Net Change

Zacks Equity Research

Company News for Aug 18, 2025

Companies in The News Are: AMAT, UNH, BRK.A, WFC, LLY

WFCNegative Net Change UNHPositive Net Change LLYNegative Net Change BRK.ANegative Net Change AMATPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights D-Wave Quantum, Rigetti Computing, IonQ, AstraZeneca, AWS and NVIDIA

D-Wave, IonQ, and Rigetti post rising revenues, steep losses, and big cash reserves as they race to build scalable quantum systems.

AZNNegative Net Change NVDANegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSPositive Net Change

Bryan Hayes

Bull of the Day: Astera Labs (ALAB)

This top-ranked company is a global leader in purpose-built connectivity solutions for rack-scale AI systems.

ALABPositive Net Change

Mark Vickery

Top Research Reports for Lowe's, Bristol-Myers & Marvell Technology

Lowe's leans on Pro-focused strategy and AI-powered retail tools, Bristol-Myers banks on new drug launches to offset legacy declines, and Marvell rides AI-driven data center growth despite consumer softness.

BMYPositive Net Change EIXNegative Net Change LOWPositive Net Change THCPositive Net Change MRVLNegative Net Change GPNPositive Net Change KEQUNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, NVIDIA, AMD and Cadence Design Systems

Intel gains momentum as Trump backs CEO Tan, boosting investor confidence amid AI ambitions and cost-cutting strategies.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change CDNSPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and RF Industries

RF chipmakers Skyworks and RF Industries gain from Wi-Fi 7, edge IoT, and EV demand, even as tariffs and weak end-markets pose challenges.

SWKSPositive Net Change RFILNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Fabrinet, Nvidia and Amazon

Fabrinet surges nearly 100% since April, fueled by deep AI ties to Nvidia and Amazon, with more growth projected into FY26.

AMZNNegative Net Change NVDANegative Net Change FNPositive Net Change

Zacks Equity Research

nLight and Stepan have been highlighted as Zacks Bull and Bear of the Day

nLight shines as Zacks Bull of the Day after a big earnings beat, while Stepan stumbles with lowered estimates as the Bear of the Day.

CMGNegative Net Change LOCOPositive Net Change SCLPositive Net Change SHAKNegative Net Change LASRNegative Net Change

Zacks Equity Research

ADI Likely to Beat Q3 Earnings Estimates: How to Play the Stock

Analog Devices' Q3 results are set for strong growth on industrial and healthcare demand, with inventory recovery boosting momentum.

ADIPositive Net Change FNPositive Net Change OKTAPositive Net Change AFRMNegative Net Change

Brian Bolan

Bull Of The Day: nLight (LASR)

This stock is breaking out after a profitable quarter. The attractive valuation is still attractive to investors looking for good growth.

LASRNegative Net Change