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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology and NVIDIA

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

Zacks Equity Research

Zacks Industry Outlook Highlights Micron Technology, Advanced Micro Devices, International Business Machines and Seagate Technology

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

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Taiwan Semiconductor, AMD, Alphabet and CoreWeave

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

Zacks Equity Research

Zacks Investment Ideas feature highlights: Taiwan Semiconductor, NVIDIA, Apple, Broadcom and Meta Platforms

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

Zacks Equity Research

Zacks Investment Ideas feature highlights: Taiwan Semiconductor Manufacturing, ASML and Lam 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

Shaun Pruitt

Buy Taiwan Semi Stock After AI Fuels Strong Q4 Results & Guidance?

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

Benjamin Rains

Best AI Stocks to Buy Now Before they Soar like TSMC

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

Tirthankar Chakraborty

After Micron's 200%+ Surge, This AI Chip Stock Could Be Next

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

Ethan Feller

AI Stocks Gain as TSMC Posts Another Strong Quarter (LRCX, ASML)

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

Zacks Equity Research

RFIL Shares Jump on Q4 Earnings Beat, Revenues Increase Y/Y

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