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semiconductor: Archive

Aniruddha Ganguly

Broadcom's AI Push Boosts Semiconductor Sales: More Upside Ahead?

AVGO's semiconductor revenues surge 52% as AI sales jumped 106%, with XPU and AI networking strength driving a robust growth outlook into Q2.

AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Micron Q2 Earnings Crush Estimates, Q3 Guidance Above Street View

MU's Q2 revenues jump 196%, while EPS soars 682% year over year, driven by strong demand for its high bandwidth memory products.

MUPositive Net Change LRCXPositive Net Change FORMPositive Net Change CRUSPositive Net Change

Anirudha Bhagat

Will AI-Driven Chip Demand Help TSM Meet 2026 Revenue Growth Goal?

Taiwan Semiconductor rides on the AI chip boom as surging demand and global fab expansion position it to chase a projected 30% revenue growth target in 2026.

INTCPositive Net Change TSMPositive Net Change GFSPositive Net Change

Anirudha Bhagat

Can Lam Research's Systems Business Sustain Growth Amid AI Capex Boom?

LRCX rides on AI-driven chip demand as Systems revenues rise 28% and new tech gains traction, but can the company sustain momentum through 2026 growth targets?

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Texas Instruments Introduces 800V Power Tech for AI Data Centers

TXN rolls out 800V power architecture for AI data centers, aiming to boost efficiency and cut energy loss as demand for AI infrastructure surges.

TXNPositive Net Change NVDAPositive Net Change ASYSPositive Net Change

Sanghamitra Saha

Time for NVIDIA-Heavy ETFs?

NVIDIA???s China chip approval, $1T order outlook, and strong growth forecasts spotlight NVDA as investors weigh the recent dip and ETF exposure.

NVDAPositive Net Change QQQPositive Net Change XLKPositive Net Change SMHPositive Net Change SOXXPositive Net Change

Mark Vickery

New Fed "Dot Plot" Sends Markets Sliding

The Fed's new dot-plot calls for just one rate cut this year and one in 2027.

MUPositive Net Change QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Zacks Equity Research

February PPI Hotter-Than-Expected

February PPI Hotter-Than-Expected.

MPositive Net Change GISPositive Net Change MUPositive Net Change FIVEPositive Net Change

Shivangi Deora

Credo Technology Expands AI Footprint With New Product Launches

CRDO rolls out 800G ZeroFlap transceivers and new DSP families, targeting faster, more stable AI data center networks with enhanced monitoring.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Ross Stores, Globe Life, Broadcom, Colgate-Palmolive and TE Connectivity

ROST, GL, AVGO, CL and TEL stand out as high-ROE stocks as cooling oil prices and easing tensions lift markets from recent volatility.

CLNegative Net Change ROSTPositive Net Change TELPositive Net Change AVGOPositive Net Change GLPositive Net Change