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semiconductor: Archive

Zacks Equity Research

New Strong Sell Stocks for August 15th

GCTS, NE and CE have been added to the Zacks Rank #5 (Strong Sell) List on August 15, 2025.

NENegative Net Change CEPositive Net Change GCTSPositive Net Change

Mark Vickery

Market Indexes Fight Back to Flat for the Day

Markets were mostly flat for the day, aside from the small-cap Russell 2000, which gave back the majority of its +2% gains yesterday.

TGTPositive Net Change TJXNegative Net Change WMTNegative Net Change LOWPositive Net Change HDPositive Net Change ELPositive Net Change AMATPositive Net Change PANWPositive Net Change

Tirthankar Chakraborty

Should You Buy Intel Stock After President Trump's CEO Praise?

Trump's backing of CEO Lip-Bu Tan boosts Intel's turnaround push as the chipmaker targets AI growth despite financial headwinds.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change CDNSPositive Net Change

Shuvra Shankar Dey

Arm Holdings Shares Up 15% in 2025: Is it Time to Buy, Hold, or Sell?

China headwinds, CPU venture risks, and a steep valuation premium temper Arm Holdings' AI and IoT momentum.

QCOMPositive Net Change AAPLNegative Net Change ARMPositive Net Change

Aniruddha Ganguly

Amphenol Rises 10% in a Month: Should Investors Buy the Stock?

Amphenol's Q2 earnings surge, strong Q3 outlook, and strategic acquisitions are set to drive shares to fresh highs in 2025.

APHNegative Net Change STNegative Net Change AMENegative Net Change TELPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Broadcom, Philip Morris International and Novo Nordisk

Broadcom rides AI growth and VMware integration, Philip Morris pushes smoke-free transition, while Novo Nordisk grapples with Wegovy knockoffs and intense competition.

NVONegative Net Change PMPositive Net Change AVGOPositive Net Change

Mark Vickery

Top Stock Reports for Broadcom, Philip Morris & Novo Nordisk

Broadcom, Philip Morris, and Novo Nordisk face contrasting outlooks as AI growth, smoke-free expansion, and obesity drug hurdles shape performance.

NVONegative Net Change PMPositive Net Change CMINegative Net Change AVGOPositive Net Change HCAPositive Net Change SONYNegative Net Change

Aniruddha Ganguly

3 Electronics Components Stocks to Buy From a Prospering Industry

The Zacks Electronics - Miscellaneous Components industry players like TEL, NVT and FN are benefiting from the solid adoption of AI and the democratization of IoT.

TELPositive Net Change FNPositive Net Change NVTPositive Net Change

Aritra Chatterjee

Intel Rises 7.9% in the Past Year: Should You Buy the Stock?

Intel eyes AI PC boom with Core Ultra chips, but faces tough competition and slashed earnings estimates.

INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change

Subham Roy

MRVL vs. ALAB: Which AI-Connectivity Stock is a Better Buy?

Astera Labs gains edge over Marvell Technology with AI-focused innovations, partnerships, and market momentum in next-generation connectivity.

MRVLNegative Net Change ALABPositive Net Change

Om Jaiswal

TSM's Nanosheet Roadmap Advances: Can it Maintain Tech Leadership?

Taiwan Semiconductor pushes nanosheet tech with N2, N2P, A16, and A14 nodes, targeting speed, power, and density gains to extend chip leadership.

INTCNegative Net Change TSMPositive Net Change GFSNegative Net Change

Anirudha Bhagat

NVIDIA Wins China Sales Approval: Will H20 Chip Deal Boost Growth?

NVDA gains U.S. approval to sell H20 AI chips in China, reopening a key market despite a 15% revenue-sharing requirement.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Anirudha Bhagat

Micron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?

MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.

INTCNegative Net Change MUPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Broadcom and Applied Materials

Broadcom and Applied Materials shine in AI and chip demand, standing out in a semiconductor industry facing macro and trade headwinds.

AMATPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Stock Market News for Aug 13, 2025

Wall Street closed sharply higher on Tuesday following a less-than-expected inflation rate for July.

NXPIPositive Net Change

Aniruddha Ganguly

Advanced Micro Devices Rises 18% in a Month: Buy or Hold the Stock?

AMD projects strong Q3 growth with AI, gaming, and client demand despite export curbs hitting margins and Q2 results.

AMDNegative Net Change NVDANegative Net Change ORCLPositive Net Change METAPositive Net Change

Zacks Equity Research

Pre-Markets Rise on Moderate July Headline CPI Data

Pre-Markets Rise on Moderate July Headline CPI Data.

SFDNegative Net Change TMENegative Net Change ONONNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Broadcom and Applied Materials

Despite macro headwinds, Broadcom and Applied Materials are well-positioned to benefit from AI-driven chip demand and advanced semiconductor solutions.

AMATPositive Net Change AVGOPositive Net Change

Om Jaiswal

ASML Aims 30% EUV Revenue Growth in FY25: Can it Hit the Target?

ASML Holding targets 30% EUV revenue growth in 2025, fueled by Low NA expansion, High NA shipments, and AI-driven chip demand.

KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change

Anirudha Bhagat

MU vs. FORM: Which Semiconductor Stock Has More Potential Right Now?

Micron's AI-driven memory growth and strong profitability give it the edge over FormFactor's slower, margin-pressured recovery.

MUPositive Net Change FORMPositive Net Change

Anirudha Bhagat

LRCX vs. AMAT: Which Chip-Equipment Stock Is a Better Buy Right Now?

Applied Materials' diversified portfolio, resilient growth and lower valuation give it the edge over Lam Research in the AI-driven chip boom.

LRCXPositive Net Change AMATPositive Net Change

Om Jaiswal

LRCX's ALD Moly Adoption Ramps Up: Will it be a Key Growth Driver?

Lam Research's early lead in ALD molybdenum tools positions it to gain share in advanced chipmaking for NAND and AI-driven logic.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Company News for Aug 12, 2025

Companies In The News Are: MU, AAON, LEGN, FNV.

MUPositive Net Change FNVPositive Net Change AAONNegative Net Change LEGNPositive Net Change

Zacks Equity Research

Stock Market News for Aug 12, 2025

U.S. stock markets closed lower on Monday after an impressive last week.

AMDNegative Net Change NVDANegative Net Change

Aniruddha Ganguly

2 Stocks to Buy From the Challenging Semiconductor Industry

The Zacks Electronics - Semiconductors industry players like AVGO and AMAT gain from the growing proliferation of AI, ML and consumer electronic devices.

AVGOPositive Net Change AMATPositive Net Change