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semiconductor: Archive

Subham Roy

ADI vs. NXPI: Which Stock Has an Edge in Analog Signal Processing?

Analog Devices posts 25% revenue growth, gains from EV demand and hybrid manufacturing, standing out against NXP Semiconductors' headwinds.

ADINegative Net Change NXPINegative Net Change

Zacks Equity Research

Credo Launches 224G PAM4 SerDes IP on TSMC N3 for 1.6T Networking

CRDO's 224G PAM4 IP on TSMC N3 boosts 1.6Tbps connectivity, powering next-gen AI and cloud workloads while expanding its SerDes portfolio.

IDCCPositive Net Change VSATPositive Net Change UIPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Gold Fields and Civitas Resources have been highlighted as Zacks Bull and Bear of the Day

Gold Fields shines as Zacks Bull of the Day with soaring earnings, while Civitas struggles in oil???s downturn as the Bear pick.

MUPositive Net Change NVDAPositive Net Change GFINegative Net Change CIVINegative Net Change

Zacks Equity Research

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

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

ACMRPositive Net Change

Supriyo Bose

Can the Snapdragon X2 Elite PC Chip Be a Trump Card for Qualcomm?

QCOM's Snapdragon X2 Elite and X2 Elite Extreme debut with faster performance, longer battery life and advanced AI multitasking for Windows PCs.

INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change

Anirudha Bhagat

TSM Bets on A16 Node: Will It Give an Edge in the AI Data Center Race?

Taiwan Semiconductor's A16 node, with major efficiency gains, aims to power AI data centers and extend its chipmaking lead.

INTCPositive Net Change TSMPositive Net Change GFSPositive Net Change

Zacks Equity Research

Stock Market News for Sep 25, 2025

Wall Street closed lower on Wednesday for the second day as market participants continued to book profits, particularly of technology stocks.

MUPositive Net Change NVDAPositive Net Change ORCLPositive Net Change

Tirthankar Chakraborty

Micron or NVIDIA: Which AI Stock Looks Attractive and Worth a Buy?

Micron's surging HBM chip sales and NVIDIA's AI hardware dominance fuel growth, but valuation gaps make Micron look like the smarter buy.

MUPositive Net Change NVDAPositive Net Change

Shuvra Shankar Dey

COHR vs. ARM: Which Tech Growth Stock Offers More Upside Now?

Coherent's data center surge and transceiver breakthroughs put it ahead of Arm, which faces and RISC-V threats.

QCOMNegative Net Change AAPLPositive Net Change ARMPositive Net Change COHRPositive Net Change

Zacks Equity Research

Pre-Markets Return to Positive Territory

Pre-Markets Return to Positive Territory.

MUPositive Net Change COSTNegative Net Change KBHPositive Net Change SFIXPositive Net Change

Zacks Equity Research

MRVL's Carrier Infrastructure Segment Recovering: What Lies Ahead?

Marvell Technology's carrier infrastructure revenues surge 71.4% y/y as product refreshes, inventory normalization and strong adoption fuel recovery momentum.

QCOMNegative Net Change MRVLPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Lam Research Soars 71% in Six Months: Book Profit or Hold LRCX Stock?

LRCX surges 70% in six months, fueled by AI chip demand and strong earnings, but near-term risks cloud its outlook.

KLACPositive Net Change ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change

Rimmi Singhi

After Intel & MP Materials, Is Trump Eyeing Stake in Lithium Americas?

LAC surges roughly 80% in after-hours trading following reports that Trump may buy a 10% stake and revisit loan terms for its Thacker Pass project.

INTCPositive Net Change AAPLPositive Net Change NVDAPositive Net Change MPPositive Net Change LACPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Intel, Advanced Micro Devices, Nvidia and Super Micro Computer

Intel surges as the U.S. government and Nvidia take stakes, fueling optimism in AI, data centers, and autonomous tech.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change SMCIPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Broadcom, CoreWeave, Dell Technologies and Oracle

Nvidia's $100B bet on OpenAI sparks AI stock rallies, fuels AGI ambitions, and raises buzz of a trillion-dollar IPO.

DELLPositive Net Change NVDAPositive Net Change ORCLPositive Net Change AVGOPositive Net Change CRWVPositive Net Change

Andrew Rocco

Skin in the Game: The US Government & Nvidia Back Intel

Despite years of struggle, Intel is on the cusp of a significant turnaround. The US government???s equity stake, Nvidia???s investment and collaboration, and Intel???s foundational role in AI make for an attractive investment.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change SMCIPositive Net Change

Sanghamitra Saha

Here's Why Semiconductor ETFs Are Hitting 52-Week Highs

Semiconductor ETFs like XSD, SOXX and SMH hit 52-week highs as AI mega investments, NVIDIA's Intel deal & quantum contracts fuel sector momentum.

PSIPositive Net Change SMHPositive Net Change SOXXPositive Net Change XSDPositive Net Change FTXLPositive Net Change SOXQPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, CoreWeave, Nebius and Apple

NVIDIA's $100B OpenAI partnership and surging iPhone 17 demand push markets and tech giants to record highs.

AAPLPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, Alphabet, Meta Platforms, Amazon.com, NVIDIA and Advanced Micro Devices

Micron earnings preview highlights AI-driven HBM demand, with ties to Nvidia and AMD fueling long-term growth.

AMZNPositive Net Change AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia and Palantir Technologies

Nvidia and Palantir surge toward record highs, fueled by AI momentum and landmark partnerships shaping the bull market.

NVDAPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, CoreWeave, Nebius, Apple, T-Mobile US, Intel and CrowdStrike

Nvidia's $100B OpenAI bet, Apple's iPhone surge, and Intel's revival highlight tech's powerful rebound in 2025.

INTCPositive Net Change AAPLPositive Net Change NVDAPositive Net Change TMUSNegative Net Change CRWDPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Pre-Markets Flat After Record-High Level

Pre-Markets Flat After Record-High Level.

ADPNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Subham Roy

ADI's Automotive Segment is Booming: Is the Momentum Sustainable?

Analog Devices' automotive segment now drives 30% of revenues, with record growth, but a cautious outlook signals near-term challenges ahead.

ADINegative Net Change TXNNegative Net Change STMNegative Net Change

Anirudha Bhagat

NVIDIA's Networking Revenues Double: Can It Keep the Momentum?

NVDA's Networking revenues surge to $7.3B in Q2 as AI data center demand fuels record growth in Spectrum-X and InfiniBand solutions.

NVDAPositive Net Change AVGOPositive Net Change ANETPositive Net Change

Kevin Cook

Bear of the Day: Synopsys (SNPS)

Leading provider of electronic design automation for semis reports big EPS miss and spooks investors

SNPSPositive Net Change INTCPositive Net Change NVDAPositive Net Change CDNSPositive Net Change