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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights MaxLinear, Marvell Technology and Broadcom

MXL is riding AI infrastructure demand with surging optical networking growth, but faces fierce competition from MRVL and AVGO.

MRVLNegative Net Change AVGOPositive Net Change MXLNegative Net Change

Tirthankar Chakraborty

Missed NVIDIA? This AI Infrastructure Stock Has More Room to Run

Western Digital is riding AI storage demand with rising revenues, expanding margins and bullish analyst targets. See why WDC could extend its rally.

WDCPositive Net Change NVDAPositive Net Change AMDNegative Net Change TSMPositive Net Change

Aritra Chatterjee

Is MPWR Stock a Smart Investment Option Before Q2 Earnings Release?

Monolithic Power is riding AI-driven demand and expanding manufacturing capacity, but can those strengths power another earnings beat this quarter?

MPWRPositive Net Change ADIPositive Net Change TXNPositive Net Change

Aniruddha Ganguly

MaxLinear Rides on AI Infrastructure Momentum: More Upside Ahead?

MXL's AI infrastructure surge, led by Keystone and hyperscale optical demand, lifts its outlook as competition and a premium valuation loom.

MXLNegative Net Change MRVLNegative Net Change AVGOPositive Net Change

Zacks Equity Research

Implied Volatility Surging for Monolithic Power Stock Options

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

MPWRPositive Net Change

Arijit Sarkar

Is Silicon Motion Stock a Strong Buy Before Q2 Earnings?

SIMO is set to report Q2 earnings with rising estimates, a modest surprise track record and growing enterprise and embedded storage momentum.

SIMOPositive Net Change WDCPositive Net Change MRVLNegative Net Change

Shuvra Shankar Dey

ARM to Post Q1 Earnings: Should the Stock Be in Your Portfolio Now?

ARM Holdings reports fiscal Q1 earnings soon, with expectations for double-digit growth, but a soaring share price and premium valuation may leave little room for disappointment.

ARMNegative Net Change AMDNegative Net Change NVDAPositive Net Change

Zacks Equity Research

ALGM to Report Q1 Earnings: What's in the Cards for the Stock?

Allegro MicroSystems' Q1 results are likely to reflect rising demand in automotive and industrial markets, but can product gains outweigh macro and pricing pressures?

ALGMNegative Net Change APHNegative Net Change ASXNegative Net Change FTVNegative Net Change

Zacks Equity Research

Durable Goods Orders Increased Less Than Expected

Durable Goods Orders Increased Less Than Expected

BANegative Net Change AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change CVXNegative Net Change XOMPositive Net Change MUNegative Net Change METAPositive Net Change SKHYPositive Net Change

Supriyo Bose

3 Semiconductor Stocks Likely to Outpace Q2 Earnings Estimates

AMAT, MPWR and SIMO enter Q2 earnings with positive ESPs as AI, cloud and storage demand fuel growth.

AMATPositive Net Change MPWRPositive Net Change SIMOPositive Net Change