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semiconductor: Archive

Subham Roy

AVT vs. ARW: Which AI Supply Chain Stock Is the Better Buy?

Arrow Electronics edges out Avnet as AI-driven semiconductor demand lifts both, with stronger earnings growth, profitability and estimate revisions tipping the balance.

AVTNegative Net Change ARWPositive Net Change

Zacks Equity Research

Can STM Turn AI Data Centers Into a $2 Billion Business by 2027?

STM is expanding its AI data center business with silicon photonics and power solutions as management targets more than $2 billion in revenues by 2027.

STMPositive Net Change MRVLNegative Net Change AVGOPositive Net Change

Zacks Equity Research

NVTS Q2 Earnings Meet Estimates, Revenues Beat on High-Power Growth

Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.

NVTSNegative Net Change ADIPositive Net Change CSCOPositive Net Change

Subhasish Mukherjee

Amtech's Healthy Backlog Builds: Is Revenue Visibility Improving?

ASYS' rising backlog and AI-driven packaging demand are sharpening revenue visibility as bookings outpace sales for a second straight quarter.

ASYSNegative Net Change ACLSNegative Net Change KLICNegative Net Change

Zacks Equity Research

Best Growth Stocks to Buy for July 28th

ASAN, AFRM and CRDO made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 28, 2026.

ASANPositive Net Change AFRMPositive Net Change CRDONegative Net Change

Zacks Equity Research

NVTS Q2 Earnings Call Highlights AI Power Shift And Growth Outlook

Navitas Semiconductor highlights its AI infrastructure shift, with high-power markets driving growth as the company advances Navitas 2.0 and expands product opportunities.

NVTSNegative Net Change

Zacks Equity Research

Rambus Q2 Results Highlight AI-Fueled Growth Strategy

Rambus posts record Q2 results as AI-driven memory demand, DDR5 momentum and expanding silicon IP opportunities support another quarter of projected growth.

RMBSNegative Net Change

Zacks Equity Research

AMKR Q2 Earnings Call Highlights AI Ramp and Margin Gains

Amkor highlights AI data center demand, advanced packaging growth, capacity shifts and margin gains after Q2 results.

AMKRNegative Net Change

Zacks Equity Research

Stock Market News for July 28, 2026

U.S. stocks ended mixed on Monday, with the Dow ending in positive territory as oil prices fell and investors awaited earnings reports and guidance from a batch of big tech companies scheduled to report quarterly results this week.

AMZNPositive Net Change AAPLNegative Net Change MSFTPositive Net Change ASMLNegative Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Nalak Das

Buy Texas Instruments as a Momentum Play After Solid Q2 2026 Earnings

TXN posted strong Q2 2026 results as AI-driven demand, expanding margins and upbeat guidance strengthen its momentum outlook.

FPositive Net Change TXNPositive Net Change AAPLNegative Net Change MDTPositive Net Change NVDAPositive Net Change