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semiconductor: Archive

Tanuka De

ASML Holdings' EUV Leadership Strengthens Long-Term Growth

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

Zacks Equity Research

Why ARM's AI Opportunity Could Extend Beyond Market Hype

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

Arijit Sarkar

Is Qualcomm Stock a Smart Buy Before Q3 Earnings Release?

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

Aniruddha Ganguly

Cerebras Scores With CrowdStrike Deal: What it Means for Investors

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

Aniruddha Ganguly

CBRS vs. AVGO: Which Stock Leads the AI Infrastructure Boom?

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

Zacks Equity Research

The Zacks Analyst Blog Highlights Qualcomm, Intuitive Surgical, Stryker, Frequency Electronics and Good Times Restaurants

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

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, AMD, Micron Technology and Taiwan Semiconductor Manufacturing

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

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Google, Palantir, ServiceNow and Super Micro Computer

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

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and RF Industries

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

Bryan Hayes

Is Intel (INTC) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

The company delivered a staggering 997% average earnings surprise over the prior four quarters.

INTCNegative Net Change