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semiconductor: Archive

Ritujay Ghosh

4 Solid Stocks to Buy as AI Powers Steady Semiconductor Sales

AI-fueled chip demand lifts NVDA, ADI, TXN and NXPI as global semiconductor sales surge in Q1 2026.

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Zacks Equity Research

Qnity Gears Up to Report Q1 Earnings: What's in Store for the Stock?

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.

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Anirudha Bhagat

NVIDIA Shares Rally Toward 52-Week High: Buy More or Lock in Gains?

NVDA rises near its 52-week high as booming AI demand, strong Data Center growth and a lower P/E multiple fuel investor optimism.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: AMD, Nvidia and Broadcom

AMD surged to a record high after Q1 revenue jumped 38%, free cash flow hit a quarterly record, and Q2 guidance topped estimates.

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Shaun Pruitt

Buy the Spike in AMD stock After Strong Q1 Results & Bullish Guidance?

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.

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Zacks Equity Research

AMD Q1 Earnings Beat Estimates, Revenues Rise on Data Center Demand

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.

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Subham Roy

Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.39X?

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.

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Supriyo Bose

Should QCOM Stock Be Part of Your Portfolio Post Modest Q2 Earnings?

QCOM beat EPS, but revenue slipped and missed slightly. Record auto sales offset weak handsets, high R&D and rising competitive pressure.

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Supriyo Bose

Are Improving Earnings Estimates a Reason to Bet on INTC Stock?

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.

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Anirudha Bhagat

Qnity and the AI Hardware Cycle: Packaging, Nodes, Capacity

Q's AI hardware exposure spans advanced packaging, node transitions and thermals. But 2026 capacity timing and heavy investment curb leverage.

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