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semiconductor: Archive

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.

MCHPNegative Net Change GNegative Net Change LITENegative Net Change DDOGPositive 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 DDOGPositive Net Change

Subham Roy

AMAT vs. TSM: Which Semiconductor Stock is the Better Buy?

Applied Materials and Taiwan Semiconductor are key AI chip players, but AMAT's growth outlook and earnings trajectory stand out for investors.

AMATNegative Net Change TSMPositive Net Change

Zacks Equity Research

Company News for Aug 5, 2025

Companies in The News Are: ON,TSN,W,TGTX

TSNNegative Net Change TGTXPositive Net Change WNegative Net Change ONNegative Net Change

Zacks Equity Research

Lattice Q2 Earnings Meet Estimates Despite Lower Revenues

LSCC meets Q2 estimates as AI and data center demand offset macro headwinds and a dip in overall revenue.

AKAMPositive Net Change LSCCPositive Net Change KEYSPositive Net Change PINSPositive Net Change

Anirudha Bhagat

NVIDIA Stock Jumps 59% in Three Months: Time to Hold or Exit?

NVDA's 59% rally in three months reflects booming AI demand and record data center sales. Is now the time to cash in or stay invested?

QCOMPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Ritujay Ghosh

3 Stocks to Boost Your Portfolio as Semiconductor Sales Skyrocket

AI-fueled demand is driving a semiconductor boom --- see why MCHP, RFIL, and MPWR could lift your portfolio next.

MCHPNegative Net Change MPWRNegative Net Change RFILPositive Net Change

Zacks Equity Research

Zacks.com featured highlights NVIDIA, Broadcom and ServiceNow

NVDA, AVGO, and NOW stand out in August for their strong profitability, backed by high net income ratios and solid margins.

NVDAPositive Net Change AVGOPositive Net Change NOWPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: AMD, Nvidia, Oracle, Tesla and Broadcom

AMD eyes new highs as Q2 earnings near, fueled by surging AI chip demand, data center growth, and China tailwinds.

AMDPositive Net Change NVDAPositive Net Change ORCLPositive Net Change AVGOPositive Net Change TSLANegative Net Change

Shaun Pruitt

Buy AMD Stock for New Peaks as Q2 Earnings Approach?

Recently hitting a 52-week high of $182 a share, let's see if fresh peaks are in store for AMD stock as its Q2 earnings approach after-market hours on Tuesday, August 5.

AMDPositive Net Change NVDAPositive Net Change ORCLPositive Net Change AVGOPositive Net Change TSLANegative Net Change

Mark Vickery

Top Research Reports for NextEra Energy, Applied Materials & Petrobras

NEE, AMAT and PBR see mixed momentum as renewables, semiconductors and oil each face unique growth and risk profiles.

NEENegative Net Change DVNNegative Net Change PBRPositive Net Change AMATNegative Net Change CBRENegative Net Change RDDTNegative Net Change

Subham Roy

Is MRVL Stock a Buy, Sell or Hold at a P/E Multiple of 7.15X?

Marvell Technology's AI-driven chip business surges, but margin pressure and China risks weigh on investor sentiment.

AMDPositive Net Change MUPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Fastly Set to Report Q2 Earnings: How Should You Play the Stock?

FSLY expects steady Q2 revenue growth and a narrower loss, though margin pressure and macro risks may weigh.

COMMPositive Net Change LITENegative Net Change FSLYPositive Net Change AVPTPositive Net Change

Zacks Equity Research

QSI Gears Up to Post Q2 Earnings: What's in Store for the Stock?

QuantumSi Incorporated eyes Q2 revenue surge as global traction, product launches, and Platinum platform adoption offset U.S. market headwinds.

YUMPositive Net Change ANETNegative Net Change BMBLPositive Net Change QSINegative Net Change

Zacks Equity Research

ON Semiconductor's Q2 Earnings Lag Estimates, Revenues Fall Y/Y

ON's Q2 earnings slide nearly 45% despite a revenue beat, as automotive and industrial segments saw steep declines.

MKSIPositive Net Change ONNegative Net Change LITENegative Net Change DASHPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Roundhill Magnificent Seven ETF, MicroSectors FANG+ ETN, Technology Select Sector SPDR Fund, Vanguard Information Technology Index Fund ETF

NVIDIA and AI-fueled tech giants drive ETF gains as investor appetite surges for cloud, chips, and next-gen innovation.

NVDAPositive Net Change XLKPositive Net Change VGTPositive Net Change MAGSPositive Net Change FNGSPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Palantir and NVIDIA

Palantir and NVIDIA prep for key earnings as AI demand powers soaring sales, record contracts, and bullish momentum.

NVDAPositive Net Change PLTRPositive Net Change

Aniruddha Ganguly

Buy, Sell or Hold Navitas Stock? Key Tips Ahead of Q2 Earnings

NVTS' second-quarter 2025 performance is likely to suffer from muted revenue growth and margin pressure.

NVDAPositive Net Change POWIPositive Net Change WOLFNegative Net Change NVTSPositive Net Change

Zacks Equity Research

KLA Corporation Q4 Earnings Surpass Estimates, Revenues Increase Y/Y

KLAC's fourth-quarter fiscal 2025 results benefit from strong Semiconductor Process Control revenues.

KLACPositive Net Change ANETNegative Net Change DASHPositive Net Change BMBLPositive Net Change

Zacks Equity Research

ON Gears Up to Report Q2 Earnings: What's in the Cards for the Stock?

ON Semiconductor braces for Q2 results as EV softness, factory underuse, and pricing shifts shape segment performance.

ANETNegative Net Change ONNegative Net Change AVPTPositive Net Change ALITNegative Net Change

Zacks Equity Research

Monolithic Power Beats Q2 Earnings Estimates on Record Revenues

MPWR tops Q2 estimates with record $664.6M revenue, driven by strength in Auto, Storage and Communications.

AKAMPositive Net Change MPWRNegative Net Change ANETNegative Net Change PINSPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Ichor Holdings Stock?

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

ICHRNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, Meta Platforms, Ford Motor and Qualcomm

MSFT, META, F, and QCOM beat Q2 earnings, but Fed rate signals and tariff costs shake markets and investor sentiment.

FNegative Net Change QCOMPositive Net Change MSFTPositive Net Change METANegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights IonQ, NVIDIA, Alphabet, Amazon.com and Microsoft

IONQ and NVDA are racing into quantum computing, but only one shows strong earnings, growth, and valuation support.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change IONQNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Walt Disney, TE Connectivity, Fortinet, Banco Bilbao Vizcaya Argentaria and ON Semiconductor

DIS, TEL, FTNT, BBVA, and ON stand out with high ROE, strong earnings history, and solid growth amid market pullback.

DISPositive Net Change TELNegative Net Change BBVAPositive Net Change FTNTPositive Net Change ONNegative Net Change