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semiconductor: Archive

Shrabana Mukherjee

Can STMicroelectronics Achieve Its Strong Q2 Revenue Outlook?

STM's Q2 outlook looks achievable as bookings improve, inventories normalize and AI infrastructure emerges as a key growth driver.

STMPositive Net Change TXNPositive Net Change ONPositive Net Change

Rimmi Singhi

4 Semiconductor Stocks to Benefit as Cars Become AI-Powered

MU, ON, NXPI and NVDA stand to gain as AI-powered vehicles drive demand for memory, processors, sensors, networking and power chips.

MUNegative Net Change NVDAPositive Net Change NXPIPositive Net Change ONPositive Net Change

Supriyo Bose

Intel vs. Silicon Motion: Which Semiconductor Stock is the Better Buy?

SIMO's cheaper valuation and strong growth potential make it a better investment option than INTC despite both firms' solid fundamentals.

INTCNegative Net Change SIMOPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Nalak Das

3 Beaten Down AI Semiconductor Giants of 1H 2026 That Could Soar in 2H

NVDA, AVGO and QCOM slid in 1H 2026 as AI focus broadened, but product roadmaps, diversification and estimates point to potential 2H strength.

QCOMPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Micron Technology, Seagate and TD SYNNEX

MU, STX and SNX screen as momentum picks for July, backed by strong one-year gains, earnings surprises and robust growth projections.

STXNegative Net Change MUNegative Net Change SNXPositive Net Change

Tirthankar Chakraborty

Micron & 2 Momentum Stocks to Buy in July for Explosive Upside

MU, STX and SNX screened as top momentum stocks, combining strong price trends, earnings surprises and growth expectations for July.

STXNegative Net Change MUNegative Net Change SNXPositive Net Change

Urmimala Biswas

2 AI & Quantum Stocks to Buy Now for Gains in the Second Half of 2026

VRT and QUBT stand out for exposure to AI infrastructure and quantum computing as hyperscale spending and U.S. policy support fuel 2026 momentum.

QUBTPositive Net Change VRTNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Aniruddha Ganguly

Microchip Gains From Rising Mixed-Signal MCU Demand: What's Ahead?

MCHP is poised to benefit from mixed-signal MCU demand as industrial, auto, aerospace and data center markets recover and bookings strengthen.

MCHPNegative Net Change ADIPositive Net Change TXNPositive Net Change

Aniruddha Ganguly

Can AI Infrastructure Demand Keep Driving FormFactor Stock Higher?

FORM's AI infrastructure push is fueling demand for probe cards, HBM testing, GPUs, custom ASICs and CPO, with revenue gains eyed through 2030.

FORMNegative Net Change COHUNegative Net Change TERNegative Net Change

Aniruddha Ganguly

Cerebras Drops 19% in a Month: Buy, Sell or Hold the CBRS Stock?

CBRS faces pressure from margin declines and execution risks, even as AI demand, cloud growth and OpenAI and AWS partnerships support prospects.

CBRSNegative Net Change INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change