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semiconductor: Archive

Zacks Equity Research

Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor

Applied Materials is among semiconductor stocks benefiting from AI-driven chip demand, as advanced packaging and memory fuel industry growth.

LRCXNegative Net Change FORMNegative Net Change AMATPositive Net Change

Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Investors and analysts who are cautious about the capex boost are missing the toll booth for the speed bumps

TSMPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Johnson & Johnson, Lam Research, Seagate, KVH Industries and Dawson Geophysical

Johnson & Johnson, Lam Research and Seagate lead today's analyst picks as strong results, AI demand and growth outlooks drive the latest research.

JNJNegative Net Change STXPositive Net Change LRCXNegative Net Change KVHINegative Net Change DWSNPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: AMD, Taiwan Semiconductor, NVIDIA, Meta Platforms and Microsoft

AMD's hyperscaler deals, Azure partnership and long streak of EPS beats highlight why the chipmaker is drawing attention as AI demand fuels growth.

AMDNegative Net Change MSFTPositive Net Change NVDAPositive Net Change TSMPositive Net Change METAPositive Net Change

Panel Of Zacks Experts

Top Stock Picks for Week of July 20, 2026

A Vital Supplier of AI Infrastructure and a Renewable Energy Company with a Significant EPS Increase Projected

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Mark Vickery

Top Analyst Reports for Johnson & Johnson, Lam Research & Seagate

Johnson & Johnson beat Q2 estimates as growth in key drugs, MedTech and its pipeline helps offset Stelara headwinds. Read what's driving outlook.

LMTPositive Net Change JNJNegative Net Change APHPositive Net Change STXPositive Net Change LRCXNegative Net Change CTASPositive Net Change KVHINegative Net Change DWSNPositive Net Change

Tirthankar Chakraborty

NVIDIA & Micron: 2 Profitable AI Stocks With Strong Growth Potential

NVIDIA and Micron stand out for strong profitability, with industry-leading net income ratios supporting their AI-driven growth outlook.

MUNegative Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology and Taiwan Semiconductor Manufacturing

Micron's AI-driven growth, margins and valuation are compared with TSMC as both semiconductor leaders capitalize on strong demand.

INTCNegative Net Change MUNegative Net Change NVDAPositive Net Change AVGOPositive Net Change TSMPositive Net Change

Aniruddha Ganguly

3 Stocks to Buy From the Prospering Semiconductor Industry

The Zacks Electronics - Semiconductors industry players like AMAT, LRCX and FORM gain from the growing proliferation of AI that is driving sustained demand for advanced semiconductors.

LRCXNegative Net Change FORMNegative Net Change AMATPositive Net Change

Aritra Chatterjee

Should You Add Intel Stock to Your Portfolio Ahead of Q2 Earnings?

Intel heads into Q2 earnings with product launches, AI partnerships and rising estimates. Can these growth drivers fuel another earnings beat?

INTCNegative Net Change AAPLNegative Net Change GOOGLPositive Net Change