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semiconductor: Archive

Urmimala Biswas

TSM Stock Up 33% YTD Amid Valuation Risk: Buy, Hold or Sell?

Taiwan Semiconductor jumps 33% YTD as AI demand and advanced-node expansion fuel growth, but valuation and margin pressures may limit upside.

MUNegative Net Change TSMNegative Net Change GFSNegative Net Change

Aparajita Dutta

Memory Revenues to Nearly Triple in 2026: Semiconductor ETFs to Buy

Semiconductor ETFs like SOXX offer broad exposure as AI-driven memory revenues are projected to nearly triple in 2026.

INTCNegative Net Change AMDNegative Net Change MUNegative Net Change NVDANegative Net Change PSINegative Net Change SOXXNegative Net Change XSDNegative Net Change SMHXNegative Net Change

Zacks Equity Research

FUJIFILM Q4 Earnings & Revenues Up Y/Y on Solid Segmental Performance

FUJIY posted record Q4 revenue and profit as healthcare, semiconductor materials and imaging demand lifted results and fueled upbeat FY2026 outlook.

BMIPositive Net Change STNegative Net Change FUJIYPositive Net Change FTVPositive Net Change

Supriyo Bose

IBM vs. Qualcomm: Which AI Tech Stock is the Better Buy Now?

IBM edges Qualcomm as the better AI tech buy now, backed by hybrid-cloud demand, watsonx upgrades, cheaper valuation and steady cash flow.

AMZNPositive Net Change QCOMPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Anirudha Bhagat

LRCX's Gross Margin Near 50%: More Upside Ahead Amid AI-Led Demand?

Lam Research's non-GAAP gross margin hits 49.9%, and guidance points to 50.5% as AI chip demand boosts revenues, EPS and tool pricing power.

KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights Texas, Analog Devices and ON

Texas, Analog Devices and ON have been highlighted in this Investment Ideas article.

ADIPositive Net Change TXNNegative Net Change ONNegative Net Change

Zacks Equity Research

Company News for May 14, 2026

Companies In The News Are: VSH, ICL, GLBE, NBIS.

VSHNegative Net Change ICLPositive Net Change GLBEPositive Net Change NBISNegative Net Change

Zacks Equity Research

Stock Market News for May 14, 2026

U.S. stock markets closed mixed on Wednesday following hotter-than-expected key inflation data.

AAPLNegative Net Change NVDANegative Net Change TSLANegative Net Change

Derek Lewis

Need a List of AI Stocks? Use This Zacks Tool

The Zacks Artificial Intelligence thematic screen features a diverse set of companies involved in the AI frenzy. Use it to your advantage.

AVGONegative Net Change

Mark Vickery

Top Research Reports for UnitedHealth, Merck & Qualcomm

UnitedHealth, Merck and QUALCOMM lead Zacks' top research picks as analysts highlight growth drivers, earnings trends and key risks.

QCOMPositive Net Change UNHNegative Net Change PWRNegative Net Change MRKPositive Net Change MUNegative Net Change SPGIPositive Net Change OPXSNegative Net Change EVIPositive Net Change