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semiconductor: Archive

Zacks Equity Research

Stock Market News for Sep 11, 2025

Wall Street closed mixed on Wednesday, pulled up by tech and utilities stocks.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Oracle, Meta Platforms, Nvidia, AMD, Amazon and Microsoft

Oracle surges 40% to a record high on booming AI demand, record $455B backlog, and new multi-cloud deals with tech giants.

AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change ORCLPositive Net Change METAPositive Net Change

Zacks Equity Research

Zacks Earnings Trends Highlights: Microsoft and Nvidia

Microsoft and Nvidia benefit from positive Q3 earnings revisions as Tech leads expected S&P 500 growth of 5.1%.

MSFTPositive Net Change NVDAPositive Net Change

Ethan Feller

This Top-Ranked Small-Cap Semiconductor Stock is Critical to AI

Amtech Systems stock has been surging thanks to its rapidly growing AI business segment

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Zacks Equity Research

Credo Launches High-Performance Bluebird DSP for 1.6Tbps Networks

CRDO unveils its Bluebird DSP, powering 1.6Tbps optical transceivers with under-20W efficiency and ultra-low latency for next-gen AI networks.

IDCCPositive Net Change SOTKNegative Net Change UIPositive Net Change CRDOPositive Net Change

Anirudha Bhagat

TSM Expands Global Footprint: Growth Engine or Margin Headwind?

Taiwan Semiconductor ramps up global chip fabs to meet AI demand, but rising costs may pressure margins.

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Ritujay Ghosh

3 Solid Stocks to Buy on Steady Growth in Semiconductor Sales

Semiconductor sales are climbing, with AMD, NVDA and AEIS positioned for further growth.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Robinhood Markets, Interactive Brokers, NVIDIA, Cipher Mining and Riot Platforms

Robinhood, Interactive Brokers, NVIDIA, Cipher Mining and Riot Platforms gain focus as Fed rate cut hopes and crypto momentum build.

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Zacks Equity Research

Credo Technology and Symbotic have been highlighted as Zacks Bull and Bear of the Day

Zacks names Credo Technology Bull of the Day after triple-digit gains, while Symbotic earns Bear of the Day on weak earnings.

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Arghyadeep Bose

COHR Soars 57% in 6 Months: Should You Buy, Hold or Sell the Stock?

Coherent's jump is powered by data center momentum and product innovation. However, no dividend and fierce rivals raise caution.

WOLFNegative Net Change COHRPositive Net Change ONNegative Net Change

Subham Roy

Should You Buy, Sell or Hold ADI Stock After a 17.2% YTD Rise?

Analog Devices' 17.2% YTD rally, strong revenue growth, and key partnerships fuel a bullish case despite premium valuation.

ADINegative Net Change HONNegative Net Change TERNegative Net Change TSMPositive Net Change

Aniruddha Ganguly

Broadcom Rises 13% Post Q3 Earnings: Buy, Sell or Hold the Stock?

AVGO's AI-fueled revenue surge, rich partner base, and solid cash flow drive growth, but margin pressure clouds its premium valuation.

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Anirudha Bhagat

Can Advanced Packaging Boost Systems Sales at Lam Research in FY26?

LRCX projects advanced packaging revenues to triple in 2025, fueling momentum in its Systems segment sales.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Stock Market News for Sep 9, 2025

Wall Street closed higher on Monday, driven by tech stocks.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Broadcom, T-Mobile, Abbott Laboratories, CBL & Associates Properties and Crown Crafts

Zacks Analyst Blog spotlights Broadcom, T-Mobile, Abbott, CBL & Associates, and Crown Crafts with updates on growth, risks, and outlooks.

ABTPositive Net Change CBLPositive Net Change AVGOPositive Net Change TMUSNegative Net Change CRWSPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Broadcom and NVIDIA

Zacks spotlights Broadcom and NVIDIA as leading AI stocks for September, backed by strong profit margins and industry demand.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Palantir Technologies, Amazon and Nvidia

Zacks highlights Palantir, Amazon, and Nvidia, with PLTR drawing attention for a bullish setup, analyst upgrades, and soaring growth outlook.

AMZNPositive Net Change NVDAPositive Net Change PLTRPositive Net Change

Mark Vickery

Top Research Reports for Broadcom, T-Mobile & Abbott

Broadcom, T-Mobile, and Abbott lead Zacks Research Daily with AI gains, 5G leadership, and strong medical device pipelines driving momentum.

ABTPositive Net Change IBKRPositive Net Change CTASNegative Net Change CBLPositive Net Change AVGOPositive Net Change GWRENegative Net Change TMUSNegative Net Change CRWSPositive Net Change

Zacks Equity Research

QCOM Expands Automotive Portfolio: Will it Deliver Sustainable Growth?

Qualcomm's new Snapdragon Ride Pilot with BMW boosts its automotive push as ADAS demand and revenues accelerate.

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Subham Roy

AMAT vs. AMD: Which Semiconductor Stock Has an Edge Now?

Advanced Micro Devices' AI-driven growth, fueled by new GPUs, software, and data center demand, makes it more attractive than Applied Materials right now.

AMDPositive Net Change AMATPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Broadcom, Nvidia, AMD, Meta Platforms and Alphabet

Broadcom soars after a Q3 earnings beat and $10B XPU chip orders, outpacing Nvidia and AMD while raising revenue guidance.

AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Company News for Sep 8, 2025

Companies in The News Are: AVGO, GWRE, IOT, XOM

XOMNegative Net Change AVGOPositive Net Change GWRENegative Net Change IOTPositive Net Change

Anirudha Bhagat

ASML Aims 60B Euros in Sales by 2030: Can High NA Tools Lead the Way?

ASML targets revenues of 60 billion euros by 2030, banking on High NA EUV tools to drive chip advances despite near-term headwinds.

KLACPositive Net Change ASMLNegative Net Change AMATPositive Net Change

Sejuti Banerjea

Semi Stocks ADI and MX Grow Despite Tariffs and Geopolitics

Chip growth stays hot despite tariffs. ADI, MX to ride AI, EV and industrial trends for long-term gains.

ADINegative Net Change MXNegative Net Change

Shaun Pruitt

Buy the Spike in Broadcom Stock After its Strong Q3 Earnings?

Exceeding expectations for its fiscal third quarter on Thursday evening, Broadcom (AVGO) stock has surged as much as 16% in today's trading session to a new 52-week high of $356 a share.

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