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semiconductor: Archive

Nilanshi Mukherjee

ON Semiconductor Plunges 28% YTD: Should You Avoid the Stock?

ON is facing headwinds from weak demand and geopolitical uncertainties despite strong silicon carbide growth and acquisitions.

NXPINegative Net Change QRVONegative Net Change ONNegative Net Change ALGMNegative Net Change

Zacks Equity Research

Amtech Stock Plunges 17% in 6 Months: Should You Buy the Dip?

Strong demand for advanced packaging, strategic investments and cost efficiencies position ASYS for long-term growth in the semiconductor equipment market.

INTCNegative Net Change TXNNegative Net Change NVDAPositive Net Change ASYSNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, NVIDIA, Alphabet and Cooper-Standard

Microsoft, NVIDIA, Alphabet and Cooper-Standard are part of the Zacks top Analyst Blog.

MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change CPSPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: IonQ, Microsoft, Alphabet, Nvidia and Rigetti Computing

IonQ, Microsoft, Alphabet, Nvidia and Rigetti Computing are part of the Zacks Investment Ideas article.

MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change IONQNegative Net Change RGTIPositive Net Change

Zacks Equity Research

Stock Market News For Mar 26, 2025

U.S. stocks ended higher on Tuesday on optimism that President Donald Trump's reciprocal tariffs, which go into effect from April 2, will be less aggressive than previously expected.

AAPLPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Best Income Stocks to Buy for March 26th

FFIN, SZKMY and AVGO made it to the Zacks Rank #1 (Strong Buy) income stocks list on March 26, 2025.

AVGOPositive Net Change FFINPositive Net Change SZKMYPositive Net Change

Mark Vickery

Top Research Reports for Microsoft, NVIDIA & Alphabet

Today's Research Daily features new research reports on 16 major stocks, including Microsoft Corp. (MSFT), NVIDIA Corp. (NVDA) and Alphabet Inc. (GOOGL), as well as a micro-cap stock Cooper-Standard Holdings Inc. (CPS).

GSKNegative Net Change MSFTPositive Net Change NVDAPositive Net Change FANGPositive Net Change GOOGLPositive Net Change CPSPositive Net Change SONYNegative Net Change

Tirthankar Chakraborty

Why Buy QBTS & IONQ Stocks After NVIDIA Quantum Day?

What optimism on quantum computing has NVIDIA CEO conveyed recently, and why consider buying D-Wave Quantum and IonQ stocks now?

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change IONQNegative Net Change QBTSPositive Net Change

Shuvra Shankar Dey

ARM Stock Declines 10% in a Month: Buy or Wait for Further Fall?

Given the recent fall in Arm Holdings shares, we evaluate the stock's current position to determine whether it presents a good investment opportunity.

QCOMNegative Net Change AAPLPositive Net Change ARMPositive Net Change

Zacks Equity Research

Company News for Mar 25, 2025

Companies in The News Are; AZEK,JHX,AMD,AAPL,NFLX

AAPLPositive Net Change AMDNegative Net Change NFLXPositive Net Change JHXPositive Net Change AZEKPositive Net Change

Zacks Equity Research

Stock Market News For Mar 25, 2025

U.S. stocks ended sharply higher on Monday, with the S&P 500 closing at its highest level in more than two weeks on optimism that President Donald Trump's wide-ranging tariffs could be targeted than expected earlier, which could save the economy from slipping into a recession.

NVDAPositive Net Change TSLANegative Net Change

Jeremy Mullin

Bull of the Day: Broadcom (AVGO)

This top semiconductor and AI leader is seeing strong earnings growth, rising estimates, and a potential breakout ahead.

AVGOPositive Net Change

Anirudha Bhagat

Micron Plunges 8% on Sinking Margins: Time to Sell the Stock?

The sequential decline in profitability, coupled with pricing pressures and bearish technical indicators, make MU stock a risky bet at current levels.

MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

KLA Stock Price Increases 15% YTD: How Should You Play It Now?

KLA sees strong AI and HPC demand. It faces headwinds from U.S. export controls and rising tax rates, which will likely impact FY25 revenues and profitability.

GRMNNegative Net Change KLACNegative Net Change ROKPositive Net Change FLEXPositive Net Change

Aniruddha Ganguly

3 Reasons Why the Broadcom Stock is a Buy Despite 17% YTD Dip

AVGO's strong portfolio and expanding AI offerings make its top-line growth prospects bright.

NVDAPositive Net Change AVGOPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Anirudha Bhagat

Super Micro Computer Rises 38% YTD: Is the Stock Still Worth Buying?

SMCI's ambitious long-term revenue target, strategic NVIDIA partnership and leadership in AI-optimized server solutions make it a compelling investment option.

WDCPositive Net Change NVDAPositive Net Change SMCIPositive Net Change PSTGPositive Net Change

Zacks Equity Research

Best Momentum Stocks to Buy for March 24th

FUTU, IHS and IFNNY made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on March 24, 2025.

IFNNYPositive Net Change IHSPositive Net Change FUTUPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for March 24th

IHS, HFWA, IFNNY, FUTU and VLY have been added to the Zacks Rank #1 (Strong Buy) List on March 24, 2025.

IFNNYPositive Net Change IHSPositive Net Change HFWAPositive Net Change VLYPositive Net Change FUTUPositive Net Change

Nilanshi Mukherjee

Should You Buy, Sell or Hold Astera Labs Stock at P/S of 15.59X?

ALAB benefits from strong AI demand, expanding product portfolio, and key partnerships but faces challenges with lower-margin products and intense competition.

AMDNegative Net Change NVDAPositive Net Change AVGOPositive Net Change ALABPositive Net Change

Anirudha Bhagat

Is ASML Stock Still Worth Holding Despite Plunging 25% in a Year?

ASML Holding is a stock worth retaining as it is poised to benefit from the next wave of semiconductor innovation, driving sustained growth and value creation.

NVDAPositive Net Change ASMLNegative Net Change MRVLPositive Net Change AVGOPositive Net Change

Urmimala Biswas

Stereotaxis Jumps 15% on NVIDIA's AI-Driven Collaboration: Is It a Buy Now?

The collaboration, highlighted at NVIDIA's GTC conference, aims to integrate artificial intelligence into surgical robotics, potentially enhancing Stereotaxis' technological capabilities.

NVDAPositive Net Change MMSINegative Net Change STXSPositive Net Change

Zacks Equity Research

Why Amphenol (APH) Stock Might be a Great Pick

Amphenol (APH) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

APHPositive Net Change

Zacks Equity Research

How NVIDIA (NVDA) Stock Stands Out in a Strong Industry

NVIDIA (NVDA) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

NVDAPositive Net Change

Zacks Equity Research

MU Q2 Earnings Beat Estimates: Will Strong Guidance Uplift the Stock?

Micron's second-quarter fiscal 2025 results reflect the benefit of strong traction in the HBM portfolio, which crosses $1 billion in sales.

MUPositive Net Change MRVLPositive Net Change ACMRNegative Net Change FNPositive Net Change

Zacks Equity Research

New Strong Sell Stocks for March 21st

ASTS, ACHC and ASX have been added to the Zacks Rank #5 (Strong Sell) List on March 21, 2025.

ASXNegative Net Change ACHCNegative Net Change ASTSNegative Net Change