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semiconductor: Archive

Zacks Equity Research

Stock Market News for Jun 29, 2026

The Nasdaq recorded its fifth straight day of losses on Friday, while the S&P 500 ended marginally lower, with AI-related chip stocks taking a hit, as investors rotated out of major tech stocks and took refuge in defensive assets.

AMDPositive Net Change LLYPositive Net Change MUNegative Net Change MRNANegative Net Change TSLAPositive Net Change

Tirthankar Chakraborty

Micron + One Explosive AI Memory Stock to Buy Before H2 2026

MU and SNDK are riding the AI memory boom as strong demand, pricing power and rising earnings support continued momentum.

MUNegative Net Change SNDKNegative Net Change

Sraddha Singha

Is onsemi's Synaptics Buyout a Defining Bet on the Physical AI Market?

ON's $7B all-stock Synaptics deal expands its Physical AI platform with Edge AI, connectivity and sensing. Can integration fuel long-term growth?

SYNANegative Net Change ONPositive Net Change TXNPositive Net Change STMPositive Net Change

Tanuka De

Here's How Artificial Intelligence Powers ASML's Growth Story

ASML's EUV dominance and High-NA leadership position it to benefit as AI drives demand for advanced chips and boosts internal productivity.

ASMLNegative Net Change KLACNegative Net Change AMATNegative Net Change

Subham Roy

Can Marvell Technology's Record Cash Flow Fuel Future Growth?

MRVL nearly doubles Q1 fiscal 2027 operating cash flow to a record $638.8M, even as it completes major acquisitions and boosts investment spending.

AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Subham Roy

Can AMAT's Investment Strategy Lift Future Cash Flow Growth?

Applied Materials' cash flow falls after strategic capacity and supply chain investments as AI-driven chip demand supports growth through 2027 and beyond.

KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Harendra Ray

GFS vs. UMC: Which Semiconductor Foundry Stock Should You Buy Now?

GlobalFoundries and UMC are benefiting from AI, automotive and specialty chip demand as investors compare semiconductor foundry growth.

UMCNegative Net Change GFSPositive Net Change

Zacks Equity Research

Stock Market News for Jun 26, 2026

Wall Street closed mixed on Thursday, pulled down by consumer and communication stocks.

AAPLPositive Net Change MSFTPositive Net Change MUNegative Net Change

Mark Vickery

Top Stock Reports for JPMorgan, Novartis & Qualcomm

JPMorgan, Novartis and Qualcomm headline today's top stock reports, highlighting growth drivers, competitive pressures and key catalysts ahead.

JPMNegative Net Change NVSNegative Net Change QCOMPositive Net Change GPCPositive Net Change JLLPositive Net Change GNEPositive Net Change ICCCPositive Net Change OKLOPositive Net Change

Urmimala Biswas

A Quantum Stock Gaining Ground Amid Microsoft's Majorana Controversy

Microsoft's Majorana dispute is shifting quantum focus toward proven progress, putting D-Wave Quantum's bookings growth and roadmap in the spotlight.

MSFTPositive Net Change QBTSPositive Net Change IBMNegative Net Change IONQPositive Net Change RGTIPositive Net Change