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semiconductor: Archive

Zacks Equity Research

Zacks.com featured highlights include Micron, NVIDIA and TD SYNNEX

Micron stands out among profitable stocks to watch before August, backed by a strong net income ratio and robust earnings growth expectations.

MUNegative Net Change NVDAPositive Net Change SNXPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron, SanDisk, Meta, Alphabet, Cipher Digital and Nebius

Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.

MUNegative Net Change SNDKNegative Net Change GOOGLPositive Net Change METAPositive Net Change CIFRNegative Net Change NBISNegative Net Change

Shaun Pruitt

AI Chip Selloff Creates Buying Opportunity in Nvidia and Micron Stock

Despite the recent selloff among chip stocks, the long-term demand drivers supporting advanced GPUs and AI memory solutions remain firmly in place.

MUNegative Net Change NVDAPositive Net Change AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change METAPositive Net Change SKHYNegative Net Change

Mark Vickery

Top Stock Reports for Applied Materials, Sandisk & Eaton

Applied Materials, Sandisk and Eaton headline today's top stock reports, highlighting AI demand, electrification trends and key risks shaping each outlook.

NSCNegative Net Change ETNPositive Net Change CMGNegative Net Change SNDKNegative Net Change AMATNegative Net Change CNCPositive Net Change RMCFNegative Net Change BDLPositive Net Change

Tirthankar Chakraborty

Micron & 2 Profitable Stocks to Buy Before August for Big Upside

Profitable stocks MU, NVIDIA and TD SYNNEX combine strong net income ratios with earnings growth. See why they stand out before August.

MUNegative Net Change NVDAPositive Net Change SNXPositive Net Change

Urmimala Biswas

2 Stocks From Top Growth Sectors to Buy in August for the Rest of 2026

Broadcom and Eaton stand out as August picks, as July's selloff resets growth stock valuations while AI and infrastructure demand support the outlook for 2026.

ETNPositive Net Change AVGOPositive Net Change GOOGLPositive Net Change

Shuvra Shankar Dey

Arm's AI Momentum is Undeniable, but is ARM Stock a Hold?

Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.

ARMNegative Net Change QCOMNegative Net Change NVDAPositive Net Change

Aniruddha Ganguly

AI Accelerators and Networking Fuel Broadcom's Growth: What's Ahead?

AVGO's AI accelerators and networking drive record semiconductor growth, while strong bookings and long-term deals support momentum into fiscal 2027.

AVGOPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Aniruddha Ganguly

FORM vs. AEHR: Which Semi Test Equipment Stock is a Better Buy?

Aehr's record bookings, AI-driven backlog and expanding burn-in portfolio give it the edge over FormFactor for long-term growth.

FORMNegative Net Change AEHRNegative Net Change

Aniruddha Ganguly

KLA Rides on Strong Advanced Packaging Growth: More Upside Ahead?

KLAC expects advanced packaging revenues to surge over 70% in 2026 as AI chip complexity drives demand for inspection, metrology and yield tools.

KLACNegative Net Change AMATNegative Net Change ONTONegative Net Change