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semiconductor: Archive

Subham Roy

Should You Hold or Fold SNPS Stock After a 20% Decline in 3 Months?

Synopsys' AI infrastructure exposure, recurring revenues and Ansys acquisition support growth despite the stock's recent 20% decline.

SNPSNegative Net Change CDNSNegative Net Change SIEGYNegative Net Change KEYSPositive Net Change

Zacks Equity Research

QUBT Q2 Loss Matches, Revenues Beat, Stock Down in After-Market

Quantum Computing's Q2 loss matches estimates as revenues surge on photonics sales, but higher costs and gross loss pressure profitability.

QUBTPositive Net Change APHPositive Net Change AMKRPositive Net Change APPFNegative Net Change

Subham Roy

Can MRVL's NVDA Alliance Help it Challenge ALAB & AVGO?

Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

MRVLPositive Net Change NVDANegative Net Change AVGONegative Net Change ALABNegative Net Change

Anirudha Bhagat

Can Micron's Take-or-Pay Deals Improve Revenue Growth Visibility?

MU's take-or-pay deals lock in customer commitments, pricing protections and contracted revenues, boosting sales visibility through 2030.

MUPositive Net Change WDCPositive Net Change SNDKPositive Net Change

Anirudha Bhagat

Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?

LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.

LRCXPositive Net Change KLACPositive Net Change AMATPositive Net Change

Anirudha Bhagat

Can NVIDIA's Vera CPU Challenge Intel and AMD's Market Dominance?

NVDA's Vera CPU targets agentic AI with faster performance, integrated AI systems and major tech support, challenging Intel and AMD in server CPUs.

NVDANegative Net Change INTCPositive Net Change AMDNegative Net Change

Tirthankar Chakraborty

Everyone's Watching NVIDIA - But Is Sandisk the Real AI Winner?

Sandisk's AI-driven storage growth, pricing power and strong margins fuel its rally. See why SNDK could have more room to run.

NVDANegative Net Change SNDKPositive Net Change

Aniruddha Ganguly

Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?

AVGO expands VCF security with faster vDefend deployment, on-prem malware sandboxing and API protection as rivals intensify competition.

AVGONegative Net Change IBMNegative Net Change NTNXNegative Net Change

Aniruddha Ganguly

Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL

AMD's Taalas acquisition adds specialized AI inference silicon to its roadmap, aiming to boost performance and efficiency against fierce competition.

AMDNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Palantir, SpaceX, Cerebras and NVIDIA

A sharp July jobs miss could ease rate-hike fears, while Palantir, SpaceX, Cerebras and NVIDIA show signs of AI stock stabilization.

NVDANegative Net Change PLTRNegative Net Change SPCXPositive Net Change CBRSPositive Net Change