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semiconductor: Archive

Zacks Equity Research

INTC Rides on Strength in Datacenter and AI Group: Is it Sustainable?

INTC rides datacenter and AI momentum with strong Xeon demand and ASIC growth, but can this rebound continue amid rising competition?

INTCPositive Net Change AMDPositive Net Change AVGOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Super Micro Computer and NVIDIA

Super Micro plunges 33% amid $2.5B smuggling allegations, but strong AI-driven demand may sustain its revenue growth into 2026.

NVDAPositive Net Change SMCIPositive Net Change

Subham Roy

ASML vs. AMKR: Which Semiconductor Equipment Stock Has an Edge Now?

Amkor Technology gains an edge over ASML Holding as AI-driven packaging growth and a strong revenue outlook offset risks facing ASML's DUV slowdown.

ASMLNegative Net Change AMKRPositive Net Change

Aparajita Dutta

Iran War Chokes Helium Supply: Are US Semiconductor ETFs at Risk?

Iran's strike on Qatar slashes helium supply, raising fears of chip disruption but also hinting at semiconductor ETF buying opportunities.

MUNegative Net Change NVDAPositive Net Change AVGOPositive Net Change TSMNegative Net Change PSIPositive Net Change SMHNegative Net Change SOXXPositive Net Change XSDPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: QQQ, SPY, Micron, NVIDIA, Broadcom, Dell and TQQQ

QQQ flashes a bullish setup after a sharp selloff, with strong AI earnings, capitulation signals, and historical trends pointing to upside potential.

DELLPositive Net Change MUNegative Net Change NVDAPositive Net Change AVGOPositive Net Change QQQNegative Net Change SPYNegative Net Change TQQQNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Tesla, Micron, Nebius and IREN

NVIDIA anchors a growing AI boom as experts point to a multi-trillion-dollar opportunity and rising demand for compute, infrastructure, and robotics.

MUNegative Net Change NVDAPositive Net Change TSLANegative Net Change IRENPositive Net Change NBISPositive Net Change

Santanu Roy

5 Dividend Stocks Raise Payouts for Steady Income Amid Volatility

INDB and peers boost dividends as volatility, weak jobs data and inflation concerns push investors toward safer, income-generating stocks.

MUNegative Net Change AMATNegative Net Change ESLTNegative Net Change INDBPositive Net Change WPMNegative Net Change

Anirudha Bhagat

Synopsys vs. NVIDIA: Which Chip Ecosystem Stock Is the Better Bet?

NVDA outpaces SNPS in the AI chip race with stronger growth, data center dominance, and rising GPU demand, making it the better bet right now.

NVDAPositive Net Change SNPSNegative Net Change

Anirudha Bhagat

Can Rising AI Tool Adoption Lift Synopsys' Design Automation Revenues?

SNPS rides on AI-driven demand as Design Automation revenues surge 96%, with AI tools boosting chip design speed and expanding growth opportunities.

SNPSNegative Net Change CDNSNegative Net Change KEYSPositive Net Change

Zacks Equity Research

Will Strength in the Automotive Business Drive Revenues for Qualcomm?

QCOM's automotive unit gains momentum with 15% revenue growth and rising adoption, but can this segment offset broader stock and estimate pressures?

INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change