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semiconductor: Archive

Om Jaiswal

LRCX's ALD Moly Adoption Ramps Up: Will it be a Key Growth Driver?

Lam Research's early lead in ALD molybdenum tools positions it to gain share in advanced chipmaking for NAND and AI-driven logic.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Company News for Aug 12, 2025

Companies In The News Are: MU, AAON, LEGN, FNV.

MUNegative Net Change FNVPositive Net Change AAONNegative Net Change LEGNNegative Net Change

Zacks Equity Research

Stock Market News for Aug 12, 2025

U.S. stock markets closed lower on Monday after an impressive last week.

AMDPositive Net Change NVDAPositive Net Change

Aniruddha Ganguly

2 Stocks to Buy From the Challenging Semiconductor Industry

The Zacks Electronics - Semiconductors industry players like AVGO and AMAT gain from the growing proliferation of AI, ML and consumer electronic devices.

AVGOPositive Net Change AMATPositive Net Change

Subham Roy

Applied Materials Before Q3 Earnings: How to Play the Stock

AMAT's third-quarter fiscal 2025 performance is likely to grow on the back of AI-driven chip demand, but trade tensions can weigh on results.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Supriyo Bose

Can Solid Automotive Revenues Propel QCOM Stock Amid Tariff Woes?

Qualcomm's Q3 earnings beat on strong automotive and IoT growth, but China tariffs and high R&D costs cloud its outlook.

QCOMNegative Net Change MSFTPositive Net Change AVGOPositive Net Change HPENegative Net Change

Santanu Roy

Take the Zacks Approach to Beat the Markets: Digi Power X, RF Industries & Starbucks in Focus

Zacks spotlights Digi Power X, RF Industries and Starbucks as standout gainers amid market volatility and economic uncertainty.

GSNegative Net Change JNJNegative Net Change SBUXNegative Net Change INTUNegative Net Change MTDNegative Net Change APAMNegative Net Change SHOPNegative Net Change NOBLNegative Net Change NTLANegative Net Change RFILPositive Net Change FHINegative Net Change DGXXNegative Net Change

Shaun Pruitt

Is Apple Stock a Buy After Appeasing President Trump?

Apple's stock has spiked +10% in August, as the company has appeased President Trump's request to move chip manufacturing back to the U.S.

AAPLNegative Net Change AMZNPositive Net Change NVDAPositive Net Change AVGOPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Microchip Q1 Earnings Beat Estimates, Sales Down Y/Y, Shares Drop

MCHP's Q1 earnings and sales beat estimates despite steep yearly declines, with Q2 guidance signaling sequential growth ahead.

CSCONegative Net Change MCHPPositive Net Change VIPSPositive Net Change LITENegative Net Change

Zacks Equity Research

Navitas Stock Declines 15.7% on Q2 Loss, Revenues Down Y/Y

NVTS shares tumble after weak Q2 results and guidance, despite new NVIDIA and Powerchip deals targeting multi-billion-dollar markets by 2030.

CSCONegative Net Change VIPSPositive Net Change LITENegative Net Change NVTSPositive Net Change

Zacks Equity Research

Stock Market News for Aug 8, 2025

U.S. stocks ended mixed on Thursday, with the Dow and the S&P 500 giving up their gains, as investors assessed President Donald Trump's plans to impose hefty tariffs on chip imports and digested the latest batch of corporate earnings.

AAPLNegative Net Change AMDPositive Net Change CATNegative Net Change LLYNegative Net Change

Mark Vickery

Top Research Reports for NVIDIA, Palantir & Coca-Cola

PLTR's soaring stock, AI momentum, and S&P 500 inclusion make it a standout in today's top research reports.

KONegative Net Change NVDAPositive Net Change NEMNegative Net Change KEQUPositive Net Change NHTCPositive Net Change CTRANegative Net Change PLTRPositive Net Change RDDTNegative Net Change

Aniruddha Ganguly

AVGO Expands Data Center Portfolio With Jericho4: Hold the Stock?

Broadcom's Jericho4 launch and soaring AI networking demand fuel gains, but margin pressure clouds the outlook.

CSCONegative Net Change MRVLPositive Net Change AVGOPositive Net Change METAPositive Net Change

Zacks Equity Research

FUJIFILM's Q1 Earnings Decline Y/Y, Imaging Solutions Boost Revenues

FUJIY posts modest Q1 revenue growth on strength in Bio CDMO and Imaging, despite FX losses hitting net income.

FUJIYPositive Net Change FLEXPositive Net Change BLKBPositive Net Change FTVNegative Net Change

Zacks Equity Research

Stock Market News for Aug 7, 2025

U.S. stocks ended higher on Wednesday, led by a Nasdaq rally, as shares of Apple jumped after it pledged to boost investment in domestic manufacturing, while investors assessed another batch of earnings reports.

AAPLNegative Net Change MCDNegative Net Change NVDAPositive Net Change DISPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Amkor Technology Stock?

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

AMKRPositive Net Change

Mark Vickery

Top Analyst Reports for Walmart, BlackRock & Texas Instruments

WMT, BLK, and TXN top today's analyst picks, each navigating growth, strategy shifts, and macro risks in Q3 2025.

TXNNegative Net Change BLKNegative Net Change WMTPositive Net Change BRK.BNegative Net Change IMONegative Net Change MINDNegative Net Change AXONPositive Net Change PPIHNegative Net Change

Bryan Hayes

Astera Labs Hits All-Time High Following Q2 Earnings Beat

This market leader has seen its stock advance more than 200% off the April lows.

ALABPositive Net Change

Anirudha Bhagat

ASML vs. AMAT: Which Semiconductor Equipment Leader Is a Better Buy?

Applied Materials' broader chip tool lineup, better near-term outlook and lower valuation give it an edge over ASML Holding right now.

ASMLPositive Net Change AMATPositive Net Change

Anirudha Bhagat

Taiwan Semiconductor Stock Soars 18% YTD: Time to Hold or Book Profit?

TSM's 17.5% YTD surge rides on soaring AI demand and solid earnings, but global risks suggest holding for now.

ASMLPositive Net Change MRVLPositive Net Change TSMPositive Net Change ONNegative Net Change

Zacks Equity Research

Skyworks Q3 Earnings Top Estimates, Revenues Up Y/Y, Shares Rise

SWKS jumps after fiscal Q3 earnings and revenues beat; strong Mobile demand and Android launches drive growth.

SWKSNegative Net Change MKSIPositive Net Change LITENegative Net Change DASHPositive Net Change

Zacks Equity Research

CRUS Q1 Earnings & Sales Top, Rise Y/Y on Diversified Market Tailwinds

Cirrus Logic beats fiscal Q1 2026 estimates with strong demand for audio chips. It projects a revenue surge in fiscal Q2 on smartphone momentum.

IBMPositive Net Change SAPPositive Net Change CDNSPositive Net Change CRUSPositive Net Change

Mark Vickery

Small-Caps Stay Higher, Other Indexes Dwindle

President Trump mentioned adding new tariffs on semiconductor imports, which helped move markets aside from the Russell 2000 lower.

AMDPositive Net Change AMGNNegative Net Change SWKSNegative Net Change SMCIPositive Net Change SNAPNegative Net Change

Zacks Equity Research

Microchip Set to Report Q1 Earnings: What's in Store for the Stock?

MCHP eyes fiscal Q1 revenue up to $1.07B as inventory correction, direct shipments, and design wins drive demand.

MCHPPositive Net Change GNegative Net Change LITENegative Net Change DDOGNegative Net Change

Zacks Equity Research

Nova Set to Report Q2 Earnings: What's in Store for the Stock?

NVMI's Q2 results are likely to reflect AI-driven demand and metrology growth.

GNegative Net Change LITENegative Net Change DDOGNegative Net Change