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semiconductor: Archive

Subhasish Mukherjee

AXTI Ramps Up InP Capacity: Is Multi-Year Growth Taking Shape?

AXT is accelerating InP capacity expansion through 2028 as AI optical demand, a $100M-plus backlog and Tier-1 adoption point to multi-year growth.

AXTINegative Net Change SMTCPositive Net Change LITEPositive Net Change

Mark Vickery

Q2 Earnings & Inflation Numbers to Inform Trading Week

Big banks report earnings, and CPI brings us the latest Inflation Rate, Tuesday morning.

GSPositive Net Change BACPositive Net Change WFCPositive Net Change JPMNegative Net Change CPositive Net Change NVDAPositive Net Change SNDKNegative Net Change SKHYNegative Net Change

Anirudha Bhagat

Will Micron's Long-Term Supply Contracts Improve Revenue Visibility?

MU's take-or-pay supply contracts lock in volumes, pricing bands and $100 billion in minimum revenues, sharpening sales visibility through future cycles.

MUPositive Net Change WDCNegative Net Change STXNegative Net Change

Anirudha Bhagat

Can AI Chip Boom Help LRCX Reach Record Q4 Sales Target of $6.6B?

Lam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.

LRCXNegative Net Change KLACNegative Net Change AMATNegative Net Change

Anirudha Bhagat

Buy These 4 Tech Stocks That Are Still Cheap Despite 100%+ YTD Rally

SanDisk, Micron, Digital Turbine and HPE surge more than 100% YTD but still trade below the tech sector's forward P/E average.

MUPositive Net Change SNDKNegative Net Change HPEPositive Net Change APPSPositive Net Change

Abhinab Dasgupta

Beat the Market Like Zacks: Micron, UnitedHealth, J. M. Smucker in Focus

MU, UNH and SJM highlight recent gains across Zacks portfolios as the firm showcases performance amid mixed markets.

AMDPositive Net Change UNHPositive Net Change ADPPositive Net Change VMIPositive Net Change MUPositive Net Change SJMPositive Net Change CECOPositive Net Change MPWRNegative Net Change SIMOPositive Net Change MNSTNegative Net Change ARCBNegative Net Change

Shaun Pruitt

Apple vs. Broadcom: Is Either Stock a Buy After Their $30 Billion Chip Partnership?

Apple and Broadcom have expanded their long-standing partnership with a multiyear agreement expected to exceed $30 billion.

AAPLNegative Net Change AVGOPositive Net Change NVDAPositive Net Change

Tirthankar Chakraborty

Beyond Micron: 2 AI Infrastructure Stocks With Massive Upside Ahead

Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.

WDCNegative Net Change STXNegative Net Change MUPositive Net Change

Zacks Equity Research

D-Wave Quantum Stock Surges 42.9% in a Year: What's Driving the Rally?

QBTS has surged 42.9% in a year as bookings soar and its quantum roadmap expands, but revenue timing could still drive quarterly volatility.

QBTSPositive Net Change TEAMPositive Net Change COMPNo Net Change BILLPositive Net Change

Anirudha Bhagat

Is ALGM Stock a Buy After a Big Run and Richer Valuation?

Allegro's revenue rebound, earnings leverage and margin recovery bolster the bull case, but a richer valuation leaves less room for execution missteps.

ALGMNegative Net Change NVMIPositive Net Change ICHRPositive Net Change