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semiconductor: Archive
The Zacks Analyst Blog Highlights Micron Technology and NVIDIA
by Zacks Equity Research
NVIDIA looks poised to take the AI chip spotlight in 2026 as Micron's massive rally leaves little room for error.
MUPositive Net Change NVDAPositive Net Change
computers semiconductor
Zacks Industry Outlook Highlights Micron Technology, Advanced Micro Devices, International Business Machines and Seagate Technology
by Zacks Equity Research
Micron Technology leads a booming integrated systems industry as AI, cloud adoption, and data demand fuel strong growth momentum.
AMDPositive Net Change IBMNegative Net Change STXNegative Net Change MUPositive Net Change
computers semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Nvidia, Taiwan Semiconductor, AMD, Alphabet and CoreWeave
by Zacks Equity Research
Nvidia and Taiwan Semiconductor signal AI stocks may be shifting from hype to disciplined growth as valuations ease and earnings momentum builds.
AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change GOOGLNegative Net Change CRWVPositive Net Change
artificial-intelligence computers internet semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Taiwan Semiconductor, NVIDIA, Apple, Broadcom and Meta Platforms
by Zacks Equity Research
Taiwan Semiconductor delivered blockbuster earnings, raised capex, and detailed AI-driven shortages that could keep demand ahead of supply for years.
AAPLNegative Net Change NVDAPositive Net Change AVGONegative Net Change TSMPositive Net Change METAPositive Net Change
semiconductor
Zacks Investment Ideas feature highlights: Taiwan Semiconductor Manufacturing, ASML and Lam Research
by Zacks Equity Research
Taiwan Semiconductor Manufacturing posts strong Q4 results, lifts capex, and signals AI chip demand remains strong across advanced nodes.
ASMLNegative Net Change LRCXNegative Net Change TSMPositive Net Change
semiconductor tech-stocks
Buy Taiwan Semi Stock After AI Fuels Strong Q4 Results & Guidance?
by Shaun Pruitt
Hitting a new all-time high of $345 a share, Taiwan Semiconductor (TSM) stock made headlines on Thursday after posting record Q4 results
TSMPositive Net Change NVDAPositive Net Change
artificial-intelligence earnings investing large-cap semiconductor tech-stocks
Best AI Stocks to Buy Now Before they Soar like TSMC
by Benjamin Rains
The best AI stocks (Vertiv and AMD) that investors should consider buying right now after Taiwan Semi raised its outlook on bullish AI growth in 2026.
AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change VRTPositive Net Change
artificial-intelligence semiconductor tech-stocks
After Micron's 200%+ Surge, This AI Chip Stock Could Be Next
by Tirthankar Chakraborty
NVIDIA could be the next big AI chip winner as Micron's rally fades, with soaring data center demand and strong uptake for Blackwell and H200 chips.
MUPositive Net Change NVDAPositive Net Change
artificial-intelligence semiconductor tech-stocks
AI Stocks Gain as TSMC Posts Another Strong Quarter (LRCX, ASML)
by Ethan Feller
Taiwan Semiconductor, ASML Holdings and Lam Research shares all pushed to new record highs following another strong report from the world's leading semiconductor fabrication company
ASMLNegative Net Change LRCXNegative Net Change TSMPositive Net Change
artificial-intelligence semiconductor
RFIL Shares Jump on Q4 Earnings Beat, Revenues Increase Y/Y
by Zacks Equity Research
RF Industries' stock jumps more than 21% in the premarket trading after Q4 earnings surpass estimates, with revenues rising 23% year over year and margins expanding sharply.
CTSHNegative Net Change APHNegative Net Change AMENegative Net Change RFILNegative Net Change
semiconductor tech-stocks