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semiconductor: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Meta Platforms and Tesla

NVIDIA sees soaring GPU demand, bullish GB200 sales, and firm AI factory commitments as it navigates China headwinds and targets $45B in Q2 revenue.

NVDAPositive Net Change TSLANegative Net Change METAPositive Net Change

Shaun Pruitt

Chase the Surge in Nvidia Stock After Q1 Earnings?

Despite reporting mixed Q1 results Wednesday evening, Nvidia (NVDA) stock has popped as much as +6% in today's trading session and had retaken the top spot as the market's most valuable company.

NVDAPositive Net Change MSFTPositive Net Change TCEHYNegative Net Change

Aniruddha Ganguly

3 Electronics Components Stocks to Buy From a Prospering Industry

The Zacks Electronics - Miscellaneous Components industry players like TTMI, AMSC and ALNT are benefiting from the solid adoption of AI and the democratization of IoT.

TTMIPositive Net Change AMSCPositive Net Change ALNTPositive Net Change

Zacks Equity Research

NVIDIA Q1 Earnings Miss Expectations, Revenues Increase Y/Y

NVDA's Q1 results reflect growth across Data Center, Gaming, Professional Visualization, Automotive and OEM end markets.

APHPositive Net Change JNPRPositive Net Change NVDAPositive Net Change UPWKNegative Net Change

Kevin Cook

NVIDIA Earnings: 3 Giga Takeaways

The China questions got clarified and the GB200 NVL72 launch is in full rocket mode

NVDAPositive Net Change TSLANegative Net Change METAPositive Net Change

Sweta Killa

ETFs to Buy After NVIDIA's Q1 Earnings Miss, Record Revenues

NVIDIA posts record first-quarter revenues despite earnings miss. ETFs like SMH, SHOC and SMHX offer top exposure to the AI chip giant's surging growth.

NVDAPositive Net Change SMHPositive Net Change SEMIPositive Net Change SHOCPositive Net Change SMHXPositive Net Change SOXYPositive Net Change

Zacks Equity Research

Stock Market News for May 29, 2025

Wall Street closed lower on Wednesday, pulled down by utilities and discretionary stocks.

CCLPositive Net Change EIXPositive Net Change NVDAPositive Net Change

Mark Vickery

Markets Slide into the Close; NVIDIA, CRM & More Report

The long-awaited Q1 earnings report from semiconductor giant NVIDIA (NVDA) is out this afternoon, and mixed.

CCLPositive Net Change EIXPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Teradyne Rises 9% in a Month: Here's Why the Stock is a Hold Now

TER rises on strong test demand amid a sluggish macroeconomic environment and tariffs.

FLEXPositive Net Change TERNegative Net Change GTECPositive Net Change SDSTNegative Net Change

Zacks Equity Research

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

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

FORMNegative Net Change

Zacks Equity Research

Semtech's Q1 Earnings Match Estimates, Revenues Increase Y/Y

SMTC's Q1 earnings reflect benefits from increased revenues, operational efficiency and effective cost management.

SMTCPositive Net Change PCTYPositive Net Change BBPositive Net Change STNEPositive Net Change

Mark Vickery

Pre-Markets Mixed Ahead of Last Big Q1 Earnings Day

Macy's (M) beat estimates ahead of the open, and NVIDIA (NVDA) is expected to grow double-digits again after today's close.

HPQNegative Net Change CRMNegative Net Change MPositive Net Change NVDAPositive Net Change AIPositive Net Change ELFNegative Net Change

Anirudha Bhagat

Lam Research Gains 18% in a Month: Should You Buy the Stock Now?

AI boom and trade truce spark an 18% surge in LRCX shares in the past month. Strong margins, solid earnings and reasonable valuation make the stock worth buying.

AMDNegative Net Change NVDAPositive Net Change LRCXPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Custom AI Silicon, Data Center Boom Likely to Propel MRVL Q1 Earnings

Marvell Technology's Q1 results are likely to reflect the benefits of strong traction in custom AI silicon and data center end markets.

APHPositive Net Change JNPRPositive Net Change MRVLPositive Net Change UPWKNegative Net Change

Zacks Equity Research

Stock Market News for May 28, 2025

Wall Street closed sharply higher on Tuesday, driven by tech and discretionary stocks.

DALNegative Net Change AVGOPositive Net Change

Nalak Das

3 Nasdaq-Listed Tech Stocks Flying-High in 2025 Signaling More Upside

CYBR, LRCX, and MNDY defy 2025 tech slump with double-digit gains and Zacks buy ranks, signaling more room to run on the Nasdaq.

LRCXPositive Net Change CYBRPositive Net Change MNDYPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Amazon.com, Alphabet and Tesla

NVIDIA aims for $43B in Q1 revenue as AI demand surges, but trade tensions and China competition keep investor sentiment cautious.

AMZNNegative Net Change NVDAPositive Net Change TSLANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: ASML, Palantir Technologies and Broadcom

ASML, PLTR and AVGO break out as AI momentum returns, with strong growth forecasts and bullish technical setups driving investor interest.

ASMLPositive Net Change AVGOPositive Net Change PLTRPositive Net Change

Urmimala Biswas

D-Wave or Rigetti: Which Quantum Hardware Stock Should You Choose?

QBTS surges with 61% revenue growth and strong profits, while RGTI focuses on research grants. Which of these is the smarter quantum hardware pick for now?

IBMPositive Net Change HPEPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Ethan Feller

AI Momentum Stocks: 3 Breakout Companies (ASML, PLTR, AVGO)

ASML Holding, Palantir Technologies and Broadcom, three leading AI stocks, are breaking out from bullish technical setups

ASMLPositive Net Change AVGOPositive Net Change PLTRPositive Net Change

Benjamin Rains

2 AI-Driven Tech Stocks to Buy Before they Surge in June

Diving into some best-in-class, beaten-down tech stocks to buy before everyone else on Wall Street starts searching for deals again.

MRVLPositive Net Change VEEVPositive Net Change

Sweta Killa

NVIDIA Gains Momentum Ahead of Q1 Earnings: ETFs in Focus

NVIDIA gains steam ahead of first-quarter earnings. NVDA-focused ETFs are in focus as AI demand and new chip launches drive investor optimism.

NVDAPositive Net Change SMHPositive Net Change SEMIPositive Net Change SHOCPositive Net Change NVDLPositive Net Change NVDXPositive Net Change SMHXPositive Net Change SOXYPositive Net Change

Zacks Equity Research

Nvidia, Costco, Salesforce.com, Ulta Beauty and Amazon are part of Zacks Earnings Preview

Nvidia leads this week's earnings spotlight as estimates dip ahead of results. Costco, Salesforce.com, Ulta Beauty and Amazon also set to report.

AMZNNegative Net Change CRMNegative Net Change NVDAPositive Net Change COSTPositive Net Change ULTAPositive Net Change

Tirthankar Chakraborty

Should You Buy, Hold, or Sell NVIDIA Stock Ahead of Q1 Earnings?

What to expect from NVIDIA's fiscal first-quarter earnings, and how will the results impact investors' sentiment?

AMZNNegative Net Change NVDAPositive Net Change TSLANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

ON Semiconductor Plunges 35% YTD: Buy, Sell or Hold the Stock?

ON shows strong growth across SiC and AI Data Centers amidst declining EV demand due to challenging macroeconomic conditions.

ADIPositive Net Change NXPIPositive Net Change MXNegative Net Change ONNegative Net Change