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semiconductor: Archive

Zacks Equity Research

Taiwan Semiconductor Q2 Earnings Beat Estimates, Revenues Rise Y/Y

TSM beats Q2 2026 estimates as revenues rise 33.7%, powered by leading-edge demand, while upbeat Q3 guidance signals further AI-driven growth.

TSMPositive Net Change ADIPositive Net Change CSCOPositive Net Change AMATPositive Net Change

Anirudha Bhagat

TXN Likely to Beat Q2 Earnings Estimates: How to Play the Stock?

Texas Instruments is poised for a Q2 earnings beat as analog and embedded chip demand rises, led by industrial, data center and automotive strength.

TXNPositive Net Change INTCNegative Net Change NVDAPositive Net Change ASYSNegative Net Change

Zacks Equity Research

Best Momentum Stocks to Buy for July 17th

JBTH, TSM and JPM made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 17, 2026.

JPMNo Net Change JBHTNegative Net Change TSMPositive Net Change

Zacks Equity Research

TSM Q2 Earnings Call Highlights AI Capacity Push, Margin Focus

Taiwan Semiconductor raises 2026 capex as AI demand accelerates, with advanced technologies and packaging driving its long-term expansion plans.

TSMPositive Net Change

Tirthankar Chakraborty

Everyone's Buying NVIDIA, but 2 Smaller AI Stocks Could Soar Higher

Western Digital and Seagate are riding AI-driven storage demand with strong revenue outlooks, expanding margins and earnings growth that could fuel further upside.

WDCPositive Net Change STXPositive Net Change NVDAPositive Net Change AMDNegative Net Change TSMPositive Net Change

Ethan Feller

TSMC Commits $100 Billion to US Chip Manufacturing

Taiwan Semiconductor shares are selling off despite a very strong earnings report. Is this a buying opportunity?

TSMPositive Net Change

Zacks Equity Research

ARM's Expanding Royalty Opportunity Is Powering Its AI Growth Story

Arm Holdings' expanding royalty opportunities and AI-focused chip strategy are strengthening its long-term growth potential.

ARMNegative Net Change SNPSNegative Net Change CDNSPositive Net Change

Sridatri Sarkar

Can QUBT's Commercial Growth Focus Maintain Momentum in Q2

Quantum Computing has entered Q2 with a $16 million backlog, manufacturing expansion and Dirac testing underway as it pushes to scale commercial quantum hardware.

QUBTNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

What Will it Take for Ouster to Reach Breakeven EBITDA?

OUST targets EBITDA breakeven through strong revenue growth, steady margins and cost discipline, with profitability milestones expected during 2027.

OUSTNegative Net Change INVZNegative Net Change INDINegative Net Change

Shreya Majumder

Can Onto Innovation Extend Its Winning Streak in Advanced Nodes Business?

ONTO is riding AI, HPC and advanced-node chip demand, with advanced-node revenues surging and 2026 growth set to outpace industry forecasts.

ONTONegative Net Change KLACNegative Net Change AMATPositive Net Change