Back to top

semiconductor: Archive

Zacks Equity Research

Do Options Traders Know Something About Allient Stock We Don't?

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

ALNTPositive Net Change

Zacks Equity Research

Caterpillar and Celsius have been highlighted as Zacks Bull and Bear of the Day

Caterpillar's AI-driven power backlog fuels a bullish outlook, while Celsius faces distribution issues, falling estimates and earnings pressure.

CATPositive Net Change NVDANegative Net Change SNDKPositive Net Change CELHPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Illumina, Qnity Electronics and nVent Electric

Illumina, Qnity Electronics and nVent Electric lead Zacks' latest Strong Buy picks as markets eye inflation, rates and global risks.

ILMNPositive Net Change QNegative Net Change NVTPositive Net Change

Supriyo Bose

Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?

INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Microchip Q1 Earnings Call Highlights Broad Recovery & Data Center Growth

MCHP sees a broadening demand recovery, rising data center sales and another September step-up, even as external supply constraints tighten.

MCHPPositive Net Change

Zacks Equity Research

Trump's Polysilicon Tariffs Could Reshape These ETFs

Trump's 15% polysilicon tariff may boost smaller U.S.-focused solar and semiconductor stocks but raise costs for import-dependent firms.

SMHPositive Net Change TANNegative Net Change SOXXPositive Net Change

Zacks Equity Research

Can Silicon Motion's New MonTitan SSD Solution Drive Growth?

SIMO's MonTitan SSD RDK targets AI infrastructure with predictable latency, sustained data processing and storage for demanding Agentic AI workloads

SIMOPositive Net Change STXPositive Net Change MUPositive Net Change

Subham Roy

Should You Hold or Fold SNPS Stock After a 20% Decline in 3 Months?

Synopsys' AI infrastructure exposure, recurring revenues and Ansys acquisition support growth despite the stock's recent 20% decline.

SNPSNegative Net Change CDNSNegative Net Change SIEGYNegative Net Change KEYSPositive Net Change

Zacks Equity Research

QUBT Q2 Loss Matches, Revenues Beat, Stock Down in After-Market

Quantum Computing's Q2 loss matches estimates as revenues surge on photonics sales, but higher costs and gross loss pressure profitability.

QUBTPositive Net Change APHPositive Net Change AMKRPositive Net Change APPFNegative Net Change

Subham Roy

Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?

Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

MRVLPositive Net Change NVDANegative Net Change AVGONegative Net Change ALABNegative Net Change