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semiconductor: Archive

Kashvi Chandgothia

SNDK vs. MU: Which AI Memory Stock is a Smarter Buy at Current Levels?

AI infrastructure spending is boosting memory demand as Sandisk and Micron compete to capitalize on the next wave of growth.

MUNegative Net Change SNDKNegative Net Change

Om Jaiswal

NVTS vs. VICR: Which AI Power Infrastructure Stock Has an Edge?

Vicor's strong AI infrastructure demand and lower valuation give it an edge over Navitas Semiconductor, which faces transition-related revenue risks.

VICRNegative Net Change NVTSNegative Net Change

Zacks Equity Research

ASML Holding's Q2 Earnings Beat Estimates, Revenues Rise Y/Y

ASML tops Q2 earnings and revenue estimates as stronger Installed Base Management sales and lithography shipments drive higher margins and a stronger 2026 outlook.

ASMLNegative Net Change FTNTPositive Net Change ASXPositive Net Change BANDNegative Net Change

Anirudha Bhagat

Vishay's Rising EV Exposure: Will it Aid Automotive Revenue Growth?

VSH is expanding its EV footprint with growing design wins, rising OEM demand and new production capacity that can fuel automotive growth through 2028.

VSHNegative Net Change ONPositive Net Change ALGMNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Neurocrine Biosciences and Ball

NVIDIA, Neurocrine Biosciences and Ball are highlighted for strong earnings growth, making them stocks to watch in the second half of 2026.

NVDAPositive Net Change NBIXPositive Net Change BALLPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Oracle, Analog Devices and Regis

NVIDIA, Oracle and Analog Devices highlight fresh analyst reports, with AI demand, cloud growth and industrial recovery shaping their outlooks.

ADIPositive Net Change NVDAPositive Net Change RGSPositive Net Change ORCLPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Alphabet, Microsoft, Apple and Amazon

Alphabet's AI-driven growth in Search and Cloud is fueling premium valuation debates as rising investment and enterprise demand reshape its outlook.

AMZNNegative Net Change AAPLNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change

Mark Vickery

Top Analyst Reports for NVIDIA, Oracle & Analog Device

NVIDIA, Oracle and Analog Devices headline Zacks' top analyst reports, highlighting AI, cloud and semiconductor trends shaping their outlooks.

ADIPositive Net Change NVDAPositive Net Change RGSPositive Net Change ORCLPositive Net Change GWWPositive Net Change VGPositive Net Change LHXPositive Net Change

Ethan Feller

Micron vs. Marvell: Which Pullback Is a Buy?

Micron Technology and Marvell Technology stocks have appreciated significantly in recent months, but are now entering correction territory. Is it time to buy shares?

MUNegative Net Change MRVLNegative Net Change

Zacks Equity Research

Can Cirrus Logic's PC Business Sustain Strong Growth in 2027?

CRUS is expanding its PC business with SDCA adoption, mainstream device wins and AI-focused audio products, setting up another year of growth in fiscal 2027.

QCOMNegative Net Change SWKSNegative Net Change CRUSPositive Net Change