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semiconductor: Archive
4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales
by Ritujay Ghosh
AI-fueled chip demand lifts NVDA, ADI, TXN and NXPI as global semiconductor sales surge in Q1 2026.
ADINegative Net Change TXNNegative Net Change NVDANegative Net Change NXPINegative Net Change
semiconductor
Qnity Gears Up to Report Q1 Earnings: What's in Store for the Stock?
by Zacks Equity Research
Q's first-quarter results are likely to reflect benefits from AI-driven demand for its products and solutions across the Semiconductor Technologies and ICS segments.
NVDANegative Net Change QNegative Net Change KEYSNegative Net Change AEYENegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
NVIDIA Shares Rally Toward 52-Week High: Buy More or Lock in Gains?
by Anirudha Bhagat
NVDA rises near its 52-week high as booming AI demand, strong Data Center growth and a lower P/E multiple fuel investor optimism.
NVDANegative Net Change AMATNegative Net Change MRVLNegative Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Zacks Investment Ideas feature highlights: AMD, Nvidia and Broadcom
by Zacks Equity Research
AMD surged to a record high after Q1 revenue jumped 38%, free cash flow hit a quarterly record, and Q2 guidance topped estimates.
AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change
semiconductor
Buy the Spike in AMD stock After Strong Q1 Results & Bullish Guidance?
by Shaun Pruitt
Investors applauded AMD's strong Q1 report yesterday evening, with shares spiking over 20% in Wednesday morning's trading session to a new all-time high of $430.
AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change
artificial-intelligence computers earnings investing large-cap semiconductor tech-stocks
AMD Q1 Earnings Beat Estimates, Revenues Rise on Data Center Demand
by Zacks Equity Research
AMD's Q1'26 earnings beat rides on AI-fueled demand, record $5.78B data center sales, margins up, and Q2 revenues guided near $11.2B.
AMDNegative Net Change DIODNegative Net Change KEYSNegative Net Change DCBOPositive Net Change
artificial-intelligence earnings semiconductor
Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.39X?
by Subham Roy
Applied Materials trades at a premium P/S valuation as AI-driven demand in DRAM, logic and advanced packaging boosts growth across its wafer fab portfolio.
KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change CAMTNegative Net Change
semiconductor
Should QCOM Stock Be Part of Your Portfolio Post Modest Q2 Earnings?
by Supriyo Bose
QCOM beat EPS, but revenue slipped and missed slightly. Record auto sales offset weak handsets, high R&D and rising competitive pressure.
QCOMPositive Net Change AVGONegative Net Change HPENegative Net Change
artificial-intelligence communications computers iot semiconductor tech-stocks
Are Improving Earnings Estimates a Reason to Bet on INTC Stock?
by Supriyo Bose
INTC earnings estimates for 2026-27 surged as Q1 beat, AI PC momentum and big funding back its foundry push, yet margins and China risks linger.
INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change
artificial-intelligence communications computers iot mobile semiconductor tech-stocks
Qnity and the AI Hardware Cycle: Packaging, Nodes, Capacity
by Anirudha Bhagat
Q's AI hardware exposure spans advanced packaging, node transitions and thermals. But 2026 capacity timing and heavy investment curb leverage.
QNegative Net Change ENTGNegative Net Change AMKRNegative Net Change
artificial-intelligence computers semiconductor tech-stocks