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semiconductor: Archive

Mark Vickery

Markets Rotate Back Out of Tech, Q4 Earnings After the Close

Trading sagged mid-day, but only after the Dow hit a new intra-day high.

AMDNegative Net Change ADPNegative Net Change AMGNNegative Net Change CMGNegative Net Change

Andrew Rocco

How & Why SpaceX is Moving the AI Data Center Race to Space

Elon Musk's broad business empire is reaching a critical tipping point. The recently combined SpaceX/xAI entity will make the countless synergies that much more powerful.

AMZNNegative Net Change AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change MCHPNegative Net Change SATSPositive Net Change TSLANegative Net Change VSATPositive Net Change GOGOPositive Net Change GOOGLNegative Net Change RKLBNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Alphabet, Amazon, ASML, Micron and Lam Research

Alphabet and Amazon earnings take center stage as jobs data, a weak dollar and AI chip leaders shape a pivotal week for markets.

AMZNNegative Net Change MUPositive Net Change ASMLNegative Net Change LRCXNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights UNG, Alphabet, Microsoft and Nvidia

UNG plunges on warmer forecasts, but rising AI data center demand and LNG exports could set the stage for a longer-term rebound.

MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change UNGPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights AMD, NVIDIA, IBM, Oracle and Cisco Systems

AMD takes center stage in Zacks' Analyst Blog as its AI momentum, new customers and pricing edge fuel faster growth than NVIDIA.

AMDNegative Net Change IBMNegative Net Change CSCONegative Net Change NVDANegative Net Change ORCLNegative Net Change

Zacks Equity Research

Microchip to Report Q3 Earnings: What's in Store for the Stock?

MCHP heads into its Q3 with easing inventory, disciplined capex and growing AI data center demand shaping expectations for the stock.

MCHPNegative Net Change LSCCNegative Net Change IPGPPositive Net Change NETNegative Net Change

Mark Vickery

Q4 Earnings, JOLTS & a Changing of the Disney Guard

Disney CEO Bob Iger will step down next month -- not the end of the year, as earlier surmised.

AMDNegative Net Change ADPNegative Net Change PFENegative Net Change MRKNegative Net Change AMGNNegative Net Change CMGNegative Net Change SWKSNegative Net Change DISNegative Net Change MPCNegative Net Change PYPLNegative Net Change

Zacks Equity Research

Will Qualcomm's Next-Generation Snapdragon Elite Chip Fuel Its Shares?

QCOM's Snapdragon Elite powers ECARX???s Zenith platform, advancing high-performance, software-defined vehicles with AI and safety features.

QCOMNegative Net Change NVDANegative Net Change NXPINegative Net Change ECXNegative Net Change

Zacks Equity Research

Revolve and Canada Goose have been highlighted as Zacks Bull and Bear of the Day

Revolve Group earns Bull of the Day on margin strength and rising estimates, while Canada Goose lands Bear of the Day as earnings pressure builds.

INTCNegative Net Change QCOMNegative Net Change AMDNegative Net Change GOOSPositive Net Change RVLVNegative Net Change

Zacks Equity Research

Amtech Systems to Report Q1 Earnings: What's in Store for the Stock?

ASYS heads into Q1 with AI-driven packaging demand and cost cuts as tailwinds, though weak mature-node markets cloud near-term growth.

ADINegative Net Change MCHPNegative Net Change ASYSNegative Net Change IPGPPositive Net Change