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semiconductor: Archive

Urmimala Biswas

TSMC vs. NVIDIA: Which AI Semiconductor Stock Should You Buy in July?

TSMC's AI-driven growth outlook, manufacturing expansion and steady estimate revisions make it the preferred AI semiconductor pick for July despite risks.

NVDAPositive Net Change TSMNegative Net Change

Zacks Equity Research

Home Prices Increased More Than Expected

Home Prices Increased More Than Expected

AMDPositive Net Change ADPPositive Net Change DELLPositive Net Change STXNegative Net Change MUNegative Net Change

Subhasish Mukherjee

NVDA Splits Business Structure: Can It Drive Higher Revenue Potential?

NVIDIA's shift to Data Center and Edge Computing reporting gives investors clearer insight into AI-led revenue drivers across cloud, enterprise and physical AI.

NVDAPositive Net Change QCOMPositive Net Change AMDPositive Net Change

Indrajit Bandyopadhyay

AXT's China AI Opportunity: Hidden Growth Driver or Geopolitical Risk?

AXTI's China AI demand is surging as indium phosphide sales jump, but rising geopolitical tensions could shape its next growth phase.

AXTINegative Net Change AMKRNegative Net Change COHRPositive Net Change

Indrajit Bandyopadhyay

Can Vishay's Massive Capacity Expansion Unlock Margin Growth Ahead?

VSH's massive factory expansion is starting to lift margins, but profitability gains depend on demand keeping pace with rising capacity.

VSHPositive Net Change LSCCPositive Net Change DIODPositive Net Change

Sridatri Sarkar

QUBT vs. QBTS: Which Quantum Computing Stock Is the Better Pick Now?

Quantum Computing or D-Wave? Compare their quantum strategies, financial strength, valuations and analyst price targets to see which stock stands out now.

QUBTNegative Net Change QBTSPositive Net Change

Zacks Equity Research

Company News for Jun 30, 2026

Companies in The News Are: IRDM,RKLB,CHTR,VZ,AMD

AMDPositive Net Change VZPositive Net Change CHTRPositive Net Change IRDMPositive Net Change RKLBPositive Net Change

Zacks Equity Research

Stock Market News for Jun 30, 2026

U.S. stocks ended sharply higher, with the Dow closing at a new all-time high, as tech stocks rebounded and tensions between the United States and Iran eased over the weekend, helping the broader market rally.

AMATNegative Net Change GOOGLPositive Net Change

Anirudha Bhagat

4 Semiconductor Stocks to Buy Right Now to Ride on the AI Capex Boom

Micron, FormFactor, Texas Instruments and Taiwan Semiconductor are positioned to benefit as AI capex fuels demand for chips, memory and testing.

TXNPositive Net Change MUNegative Net Change FORMNegative Net Change TSMNegative Net Change

Anirudha Bhagat

TXN's Inventory Strategy Pays Off: Can It Support More Growth?

Texas Instruments' inventory build fuels faster deliveries and revenue growth as industrial and data center demand rebounds. Can it sustain the momentum?

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