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semiconductor: Archive

Zacks Equity Research

Can QCOM's Snapdragon Sound Elite Gen 2 for AI Wearables Drive Growth?

Qualcomm's Snapdragon Sound Elite Gen 2 brings on-device AI, advanced audio and connectivity to next-generation intelligent wearables.

QCOMNegative Net Change AAPLNegative Net Change GOOGLNegative Net Change

Subhasish Mukherjee

Amkor vs. AXT: Which Semiconductor Stock Is the Better Buy Now?

AMKR's record revenues, AI/HPC packaging growth and lower valuation put it ahead of AXTI, though both benefit from AI infrastructure demand.

AMKRPositive Net Change AXTIPositive Net Change

Anirudha Bhagat

NVIDIA's $279B Supply Commitments: Can These Secure Its Growth Runway?

NVDA's $279B supply commitments aim to support Blackwell and Vera Rubin production, but demand shifts and excess inventory remain key risks.

NVDAPositive Net Change INTCNegative Net Change AMDPositive Net Change

Anirudha Bhagat

Micron's Cash Generation Rises: Can MU Reward Shareholders More?

MU's strong revenue growth, surging profits and record free cash flow raise the prospect of greater shareholder returns.

MUPositive Net Change SNDKPositive Net Change SKHYPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include CareDx, Ciena, Celestica, Materion and MACOM Technology Solutions

CareDx, Ciena, Celestica, Materion and MACOM Technology Solutions pass a screen focused on efficiency measures and earnings surprises.

CIENPositive Net Change CLSPositive Net Change MTRNPositive Net Change MTSIPositive Net Change CDNAPositive Net Change

Zacks Equity Research

Zacks Earnings Trends Highlights: Micron, Nvidia and Alphabet

S&P 500 Q3 earnings are projected to rise 23.9%, with Micron, NVIDIA and Alphabet materially shaping tech-sector growth.

MUPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Generac and Build-A-Bear have been highlighted as Zacks Bull and Bear of the Day

Generac's $1.6 billion data center backlog and $2.4 billion Amazon deal are reshaping its growth outlook as AI power demand surges.

NVDAPositive Net Change SNDKPositive Net Change BBWPositive Net Change GNRCPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Interactive Brokers and Talos Energy

NVIDIA, Interactive Brokers and Talos Energy offer distinct ways to navigate a higher-for-longer Fed stance amid diverging market trends.

IBKRPositive Net Change NVDAPositive Net Change TALOPositive Net Change

Sheraz Mian

Earnings Outlook Remains Upbeat: A Closer Look

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

MUPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change

Sheraz Mian

Earnings Outlook Remains Upbeat: A Closer Look

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

MUPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change