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View the Zacks #1 Rank List
semiconductor: Archive
Top Analyst Reports for NVIDIA, Berkshire Hathaway & GE Aerospace
by Mark Vickery
NVIDIA's AI demand, Berkshire's diversified earnings and GE Aerospace's commercial and defense strength drive today's research focus.
GEPositive Net Change NVDAPositive Net Change BRK.BPositive Net Change MSNegative Net Change INTCNegative Net Change ARMPositive Net Change
aerospace insurance semiconductor
3 Trending AI Stocks to Watch: ARM, AMD, and CRWV
by Derek Lewis
Three stocks firmly tied to the AI infrastructure buildout - Advanced Micro Devices (AMD), CoreWeave (CRWV), and Arm Holdings (ARM) - have all been drawing extra investor attention lately. But why?
AMDPositive Net Change ARMPositive Net Change CRWVPositive Net Change
artificial-intelligence semiconductor tech-stocks
Can Intel's Core Ultra Expansion With Googlebook Benefit the Stock?
by Zacks Equity Research
INTC extends its Core Ultra platform to new Googlebook laptops, bringing Series 3 processors, AI capabilities and advanced connectivity.
INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change GOOGLNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
GFS Augments Photonics Portfolio: Will SMART Partnership Boost Growth?
by Zacks Equity Research
GlobalFoundries is expanding its photonics portfolio with SMART Photonics as AI-driven optical networking demand accelerates across data centers.
GFSPositive Net Change TSEMPositive Net Change COHRPositive Net Change
communications semiconductor tech-stocks
Is ASE Technology's $10.5B CapEx Plan Key to Capturing AI Demand?
by Om Jaiswal
ASX's $10.5 billion CapEx plan aims to expand capacity for surging AI demand, but heavy spending brings cash flow and execution risks.
ASXPositive Net Change INTCNegative Net Change AMKRPositive Net Change
artificial-intelligence semiconductor tech-stocks
NVIDIA and Travelzoo have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
NVIDIA returns to Zacks Rank #1 as strong AI-driven growth and rising estimates contrast with Travelzoo's earnings and membership challenges.
CBPositive Net Change NVDAPositive Net Change BRK.BPositive Net Change PGRPositive Net Change TZOONegative Net Change
insurance retail semiconductor
The Zacks Analyst Blog Highlights Procter & Gamble, Sandisk, Analog Devices, Monarch Cement and SUNation Energy
by Zacks Equity Research
Procter & Gamble, Sandisk and Analog Devices headline Zacks research, with AI demand, innovation and operational gains shaping their outlooks.
ADIPositive Net Change PGNegative Net Change SNDKPositive Net Change SUNENegative Net Change MCEMNegative Net Change
computers construction consumer-staples oil-energy semiconductor
Company News for Sep 22, 2026
by Zacks Equity Research
Companies in The News Are: ACN,NVO,NVDA,AVGO
ACNPositive Net Change NVONegative Net Change NVDAPositive Net Change AVGONegative Net Change
medical semiconductor tech-stocks
Stock Market News for Sep 22, 2026
by Zacks Equity Research
U.S. stocks closed sharply higher on Monday, led by a tech rally, while investors breathed a sigh of relief as Treasury yields slid from their recent highs and oil prices dropped to an 11-day low.
INTCNegative Net Change AMDPositive Net Change
semiconductor tech-stocks
The Zacks Analyst Blog Highlights NVIDIA, Vertiv, Arista Networks, Broadcom and Hewlett Packard
by Zacks Equity Research
Beyond NVIDIA, Vertiv and Arista Networks offer exposure to the AI data-center buildout through power, cooling and networking infrastructure.
NVDAPositive Net Change AVGONegative Net Change ANETPositive Net Change HPEPositive Net Change VRTPositive Net Change
artificial-intelligence computers semiconductor tech-stocks