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semiconductor: Archive

Benjamin Rains

Buy This Top AI Stock Down 20% After Nvidia Confirms AI Boom

Buy chipmaker Micron stock down 20% for great value and long-term artificial intelligence (AI) growth.

MUPositive Net Change NVDANegative Net Change

Aniruddha Ganguly

Broadcom Rises 106% in a Year: Buy, Sell or Hold the AVGO Stock?

AVGO's surging XPU demand, record AI revenues and expanding portfolio fuel momentum despite margin pressure and premium valuation.

AMDNegative Net Change NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Micron Technology and Thermo Fisher Scientific

Zacks spotlights NVIDIA, Micron and Thermo Fisher in its latest Analyst Blog, highlighting AI-driven tailwinds, memory-market momentum and ongoing innovation across life sciences.

MUPositive Net Change NVDANegative Net Change TMOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Dell Technologies, Palantir Technologies, Fair Isaac and Guidewire Software

Zacks spotlights five Big Data leaders NVIDIA, Dell, Palantir, Fair Isaac, and Guidewire each carrying a Zacks Rank #2 (Buy) and positioned to capitalize on accelerating AI, cloud and analytics spending heading into 2026.

DELLPositive Net Change NVDANegative Net Change FICONegative Net Change GWREPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Applied Materials Q4 Earnings Beat Estimates, Revenues Fall Y/Y

AMAT tops Q4 estimates with higher revenues and strong cash returns, even as year-over-year earnings and key segments decline.

DELLPositive Net Change NVDANegative Net Change AMATPositive Net Change BLSHNegative Net Change

Aritra Chatterjee

QCOM Expands Portfolio for Industrial PCs: Will It Boost Prospects?

QCOM rolls out its first industrial-grade PC processor, aiming to power smart manufacturing with high AI performance, durability and flexibility.

INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: IWM, CoreWeave, Astera Labs, Nebius, Expand Energy, Eli Lilly and Nvidia

Zacks Investment Ideas tracks market shifts as IWM strength, AI stock rotation and Nvidia's key support test shape year-end positioning.

LLYPositive Net Change NVDANegative Net Change IWMPositive Net Change ALABNegative Net Change NBISNegative Net Change EXENegative Net Change CRWVNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron Technology, Nvidia and Taiwan Semiconductor

Zacks Investment Ideas spotlights Micron as its AI-fueled surge, record growth and upbeat outlook put the chipmaker in the spotlight.

MUPositive Net Change NVDANegative Net Change TSMPositive Net Change

Ritujay Ghosh

Watch These 3 Stocks That Recently Hiked Dividends Amid Market Turmoil

PAAS, AMKR and ALV raise dividends amid market volatility, offering investors fresh income boosts amid renewed uncertainty.

ALVPositive Net Change AMKRPositive Net Change PAASNegative Net Change

Anirudha Bhagat

NVIDIA Poised for a Q3 Earnings Surprise: Buy Before the Beat?

NVDA eyes a potential Q3 beat as soaring data center demand and broad segment recoveries fuel expectations ahead of its results.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

Mark Vickery

Top Research Reports for NVIDIA, Micron Technology & Thermo Fisher

NVIDIA, Micron Technology and Thermo Fisher lead today's top analyst picks, each showing strong growth trends and strategic advances.

LMTNegative Net Change BMYPositive Net Change MUPositive Net Change NVDANegative Net Change TMOPositive Net Change UBERNegative Net Change

Derek Lewis

AI Frenzy: Everybody Wants NVIDIA's Magical GPUs

Day in and day out, companies continue to clamor for the NVIDIA GPUs that are powering the AI revolution. Here are some of the big collaborations and partnerships that the company has announced (so far) in 2025.

INTCNegative Net Change NVOPositive Net Change NVDANegative Net Change

Shuvra Shankar Dey

Is ARM Stock Still a Smart Bet After Its Record Q2 Results?

ARM posts record fiscal Q2 with surging AI-driven revenue and partnerships, but lofty valuation tempers investor enthusiasm.

MSFTNegative Net Change NVDANegative Net Change ARMNegative Net Change METANegative Net Change

Benjamin Rains

Is Top-Ranked Micron the Best AI Stock to Buy Now?

AI chip stock Micron has soared to new highs, and it's crushed the Tech sector over the last 15 years. Despite that, the Zacks Rank #1 (Strong Buy) stock offers great value and long-term upside.

MUPositive Net Change NVDANegative Net Change TSMPositive Net Change

Aniruddha Ganguly

AMD Rides on Growing Data Center Footprint: Buy or Hold the Stock?

Advanced Micro Devices projects a $1T data center market by 2030 and over 80% AI revenue CAGR, but valuation and NVIDIA rivalry test investor conviction.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

Zacks Equity Research

MRVL's Custom Silicon Pipeline Expands Rapidly: What's Ahead?

Marvell Technology expands its custom silicon pipeline with new XPU sockets, advanced packaging and strong data center growth, pointing to rising AI demand.

AMDNegative Net Change MRVLPositive Net Change AVGONegative Net Change

Ethan Feller

Qualcomm vs. Nvidia and AMD: The Next Big AI Stock?

Qualcomm stock has picked up after a major announcement about entering the AI infrastructure space

QCOMPositive Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and RF Industries

Wi-Fi 7, 5G, and EV adoption are fueling fresh momentum for radio frequency chipmakers like Skyworks and RF Industries.

SWKSNegative Net Change RFILPositive Net Change

Supriyo Bose

Are Declining Earnings Estimates an Indication to Avoid INTC Stock?

Falling earnings estimates cloud Intel's outlook, even as AI chip launches and major investments aim to revive growth.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Microsoft, Nvidia, Palantir and Advanced Micro Devices

Despite bearish AI headlines, AMD, Nvidia, Microsoft and Palantir remain backed by strong demand and growth outlooks.

AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change PLTRPositive Net Change

Zacks Equity Research

Company News for Nov 13, 2025

Companies in The News Are: LEGN, ONON, PLTR, ALC

ALCPositive Net Change LEGNNegative Net Change PLTRPositive Net Change ONONPositive Net Change

Anirudha Bhagat

AI Boom Fuels Taiwan Semiconductor's Growth: Will It Sustain Momentum?

TSM's quarterly revenues surge 40.8% as AI chip demand soars, driving record 3nm and 5nm orders and fueling a global expansion push.

INTCNegative Net Change TSMPositive Net Change GFSNegative Net Change

Anirudha Bhagat

Foundry Drives LRCX's Systems Revenues: Will the Momentum Last?

Lam Research's Systems revenues jump 48.3% as strong demand for AI and next-gen nodes boosts its foundry business.

KLACPositive Net Change LRCXNegative Net Change AMATPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Nov. 13

SKIL, MU and FUTU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Nov. 13, 2025.

MUPositive Net Change FUTUNegative Net Change SKILPositive Net Change

Anindya Barman

Top Wide-Moat Stocks to Invest in for Long-Term Wealth and Stability

LRCX, ASML, NVDA and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.

GOOGPositive Net Change AMZNPositive Net Change MSFTNegative Net Change MCONegative Net Change NVDANegative Net Change ASMLNegative Net Change LRCXNegative Net Change