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semiconductor: Archive

Zacks Equity Research

How are Active Electrical Cables Driving Credo's Growth?

CRDO sees Active Electrical Cables driving AI connectivity growth as customer adoption expands and reliability gains strengthen its long-term growth outlook.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Vasundhara Sawalka

4 Top-Ranked Tech Stocks Under $20 That Promise Gains in 2H26

Unisys, Daktronics, PagerDuty and RF Industries stand out as tech stocks under $20 as AI, cloud and IT spending trends support 2H26 growth.

UISNegative Net Change DAKTPositive Net Change RFILPositive Net Change PDNegative Net Change

Supriyo Bose

Qualcomm Lags Industry in the Past Year: An Opportunity to Buy?

QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.

QCOMPositive Net Change AVGOPositive Net Change HPEPositive Net Change

Anirudha Bhagat

Can Higher Memory Prices Extend Micron Technology's Profit Boom?

MU's memory pricing surge, AI-led demand and tighter supply fuel record profits, with margins projected to expand further in Q4.

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Anirudha Bhagat

Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares?

MU still trades at a steep discount to the sector despite its 242.6% YTD rally, as AI memory demand, HBM strength and margins fuel growth.

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Subham Roy

Can MRVL's AI Infrastructure Growth Outpace Its Margin Pressure?

Marvell Technology is prioritizing rapid AI infrastructure growth as interconnects, optics and custom silicon expand despite gross-margin pressure.

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Mark Vickery

Top Research Reports for Applied Materials, Mastercard & AbbVie

Applied Materials is riding AI-driven chip demand, but can record margins, new products and China-related risks shape its next phase of growth?

MAPositive Net Change LOWPositive Net Change AMATNegative Net Change MPCNegative Net Change ABBVPositive Net Change TTENegative Net Change VATENegative Net Change BOFNegative Net Change

Shuvra Shankar Dey

ARM Stock Soars 118% in a Year: Is the Buying Opportunity Gone?

Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.

ARMNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Subham Roy

MRVL Rallies 154% in 3 Months: Time to Hold or Fold the Stock?

Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?

MRVLPositive Net Change AMDPositive Net Change AVGOPositive Net Change ALABPositive Net Change

Subham Roy

Avnet Jumps 81.5% YTD: Should You Buy, Sell or Hold the Stock?

AVT is riding on the AI infrastructure demand, networking strength and expanding margins while still trading below industry valuation. Is there more upside?

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