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semiconductor: Archive

Anirudha Bhagat

Allegro MicroSystems Stock Story Hinges on EVs, AI and Margins

ALGM's growth story now spans EVs, AI data centers and robotics, but margins, auto exposure and execution remain key to the stock.

ALGMPositive Net Change TXNPositive Net Change IFNNYPositive Net Change

Anirudha Bhagat

Allegro MicroSystems Trends Point to Higher Chip Content Ahead

ALGM is gaining from rising chip content in smarter vehicles, AI data centers and robotics, while margin gains could support earnings growth.

ALGMPositive Net Change TXNPositive Net Change IFNNYPositive Net Change

Anirudha Bhagat

Can TXN's Embedded Business Extend Its Double-Digit Growth Run?

Texas Instruments' embedded processing unit posts 12% revenue growth as industrial demand improves, but can the rebound hold amid uneven markets?

TXNPositive Net Change MCHPNegative Net Change NXPIPositive Net Change

Aritra Chatterjee

Monolithic vs. Qualcomm: Which Semiconductor Stock Has More Upside?

QCOM and MPWR are expanding AI-focused semiconductor portfolios as both pursue growth in data centers, servers and emerging AI markets.

QCOMPositive Net Change MPWRNegative Net Change

Anirudha Bhagat

ASML Q2 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?

ASML Holding's Q2 outlook points to strong growth, but a lofty valuation, China export curbs and rising competition warrant caution ahead of results.

ASMLNegative Net Change KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Subham Roy

Can MRVL's AI-Infrastructure Engines Deliver Its Promised Growth?

Marvell Technology's five AI infrastructure growth engines underpin plans for 40% revenue growth in fiscal 2027 and 45% in fiscal 2028.

MRVLPositive Net Change AMDPositive Net Change AVGOPositive Net Change

Aniruddha Ganguly

AAPL & Broadcom's $30B Deal Boosts AI Chip Strategy: What's Ahead?

Apple's new $30 billion chip deal will secure over 15 billion U.S.-made chips and support custom silicon, wireless tech and AI-enabled devices.

AAPLPositive Net Change AVGOPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Aniruddha Ganguly

CBRS' European Expansion Strengthens AI Growth Story: What's Ahead?

Cerebras plans its first European AI data center by 2026-end and 200 MW of capacity by 2027-end as demand for local AI compute rises.

CBRSNegative Net Change NVDAPositive Net Change CRWVPositive Net Change

Aritra Chatterjee

Intel's Operating Margins Are Improving: Is More Upside Ahead?

Intel's operating margins jump as AI PC demand, Xeon growth and cost discipline boosted profitability. Can the momentum drive further upside?

INTCNegative Net Change AMDPositive Net Change AVGOPositive Net Change

Shreya Majumder

Can Flex Ride the AI Supercomputer Boom With Cerebras Alliance?

FLEX expands its Cerebras partnership to boost CS-3 AI system production sevenfold by 2026, opening new growth opportunities in AI hardware manufacturing.

FLEXPositive Net Change JBLPositive Net Change CLSNegative Net Change CBRSNegative Net Change