Back to top

semiconductor: Archive

Subhasish Mukherjee

APPS vs. AXTI: Which Digital Connectivity Stock Has More Potential?

Digital Turbine's stronger growth, AI expansion and cheaper valuation give it an edge over AXT despite both stocks' connectivity upside.

AXTIPositive Net Change APPSPositive Net Change

Derek Lewis

AI Demand Leads to Blowout Results for These Semiconductor Giants

The results from these two companies further underscore just how fierce the AI landscape remains, with each posting blockbuster numbers while also raising their sales outlooks.

ASMLNegative Net Change TSMPositive Net Change

Subham Roy

Is AMAT's Installed Base Business Built for Long-Term Growth?

Applied Materials' AGS business is fueling recurring revenues and margin gains as AI-driven service tools deepen customer ties. Can that momentum last?

AMATPositive Net Change ASMLNegative Net Change LRCXNegative Net Change

Subham Roy

Can Qnity Electronics' Interconnect Solutions Sustain Momentum?

Q's Interconnect Solutions is riding on AI-driven advanced packaging demand, but can strong growth, margin gains and expansion plans keep the momentum going?

QPositive Net Change ENTGPositive Net Change AMKRNegative Net Change

Om Jaiswal

Can AI Infrastructure Demand Accelerate NVTS' Long-Term Growth?

Navitas Semiconductor is shifting toward AI infrastructure, with growing demand for GaN and SiC power chips supporting its long-term growth outlook.

NVTSNegative Net Change STMPositive Net Change ONPositive Net Change

Zacks Equity Research

Can Solid DCAI Segment Revenues Boost Intel's Q2 Earnings?

INTC's Q2 earnings may get support from stronger data center and AI revenues as Xeon demand, AI infrastructure and hyperscaler deals fuel growth.

INTCNegative Net Change CLSNegative Net Change MPWRPositive Net Change SIMOPositive Net Change

Zacks Equity Research

Will Higher Processor Revenues Boost Intel's Q2 Earnings?

INTC's Q2 results could get a lift from stronger processor sales as AI PCs, new chip launches and enterprise refresh trends support client computing.

INTCNegative Net Change CLSNegative Net Change MPWRPositive Net Change SIMOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, Alphabet and Apple

Intel heads into earnings with AI product launches, cloud partnerships and rising estimates as investors watch its July 23 quarterly report.

INTCNegative Net Change AAPLNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Cirrus Logic Stock?

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

CRUSPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA and Micron Technology

NVIDIA is highlighted as a profitable AI stock with a strong net income ratio, alongside Micron, as growth prospects and profitability support investor interest.

MUNegative Net Change NVDAPositive Net Change