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semiconductor: Archive
ASML Holdings' EUV Leadership Strengthens Long-Term Growth
by Tanuka De
ASML's EUV dominance and next-gen High-NA systems position it to benefit as AI demand drives advanced chip production.
ASMLNegative Net Change KLACNegative Net Change AMATPositive Net Change
computers semiconductor
Why ARM's AI Opportunity Could Extend Beyond Market Hype
by Zacks Equity Research
Arm Holdings' AI opportunity extends beyond hype as its architecture, royalty model and expanding markets support long-term growth potential.
ARMNegative Net Change AMDNegative Net Change NVDAPositive Net Change
computers semiconductor tech-stocks
Is Qualcomm Stock a Smart Buy Before Q3 Earnings Release?
by Arijit Sarkar
QCOM is set to report Q3 results with new Snapdragon launches boosting AI, PCs and smartphones, but competition and Android demand remain key challenges.
QCOMNegative Net Change INTCNegative Net Change AVGOPositive Net Change
computers earnings-preview iot mobile semiconductor tech-stocks
Cerebras Scores With CrowdStrike Deal: What it Means for Investors
by Aniruddha Ganguly
CBRS' CrowdStrike pact brings wafer-scale AI inference to real-time cyber defense, widening its enterprise reach as cloud growth accelerates.
CRWDPositive Net Change CBRSPositive Net Change AVGOPositive Net Change CRWVNegative Net Change
artificial-intelligence semiconductor tech-stocks
CBRS vs. AVGO: Which Stock Leads the AI Infrastructure Boom?
by Aniruddha Ganguly
Broadcom's strong AI bookings and customer commitments through 2028 give it the edge over Cerebras, a fast-growing but unprofitable rival.
AVGOPositive Net Change CBRSPositive Net Change
artificial-intelligence semiconductor tech-stocks
The Zacks Analyst Blog Highlights Qualcomm, Intuitive Surgical, Stryker, Frequency Electronics and Good Times Restaurants
by Zacks Equity Research
Qualcomm, Intuitive Surgical and Stryker lead today's top analyst reports, spotlighting growth drivers, strategic initiatives and ongoing challenges.
QCOMNegative Net Change SYKPositive Net Change ISRGPositive Net Change GTIMNegative Net Change FEIMNegative Net Change
computers medical medical-devices restaurants semiconductor
The Zacks Analyst Blog Highlights NVIDIA, AMD, Micron Technology and Taiwan Semiconductor Manufacturing
by Zacks Equity Research
Micron Technology and Taiwan Semiconductor Manufacturing are highlighted as AI infrastructure plays with strong growth driven by rising AI demand.
AMDNegative Net Change MUNegative Net Change NVDAPositive Net Change TSMPositive Net Change
computers semiconductor tech-stocks
Zacks Investment Ideas feature highlights: NVIDIA, Google, Palantir, ServiceNow and Super Micro Computer
by Zacks Equity Research
Dell is riding the AI infrastructure buildout with surging AI server growth, expanding partnerships and strong earnings momentum.
DELLNegative Net Change NVDAPositive Net Change SMCINegative Net Change NOWPositive Net Change GOOGLPositive Net Change PLTRPositive Net Change
computers semiconductor tech-stocks
Zacks Industry Outlook Highlights Skyworks and RF Industries
by Zacks Equity Research
AI-driven devices, 5G and next-gen wireless standards are boosting RF demand, putting Skyworks among the semiconductor stocks to watch.
SWKSNegative Net Change RFILPositive Net Change
semiconductor
Is Intel (INTC) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
The company delivered a staggering 997% average earnings surprise over the prior four quarters.
INTCNegative Net Change
artificial-intelligence datacenter earnings infrastructure investing semiconductor stock-performance tech-stocks