Back to top

semiconductor: Archive

Rimmi Singhi

Chip Trillionaires Club: Only One Clear Buy Among NVDA, AVGO, MU, AMD

NVIDIA stands out among four trillion-dollar chipmakers with broad AI hardware, networking and software strength as rivals face valuation and cycle risks.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Anirudha Bhagat

LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?

LRCX targets mid-40% operating margins as rising revenues, AI-driven demand and higher-margin services support expansion over several years.

LRCXPositive Net Change KLACPositive Net Change AMATPositive Net Change

Anirudha Bhagat

Texas Instruments vs. Cerebras Systems: Which Chip Stock Has the Edge?

TXN pairs broad chip-demand recovery, margin expansion and strong cash flow with a lower P/S multiple than fast-growing, loss-making CBRS.

TXNPositive Net Change CBRSNegative Net Change

Tracey Ryniec

Bull of the Day: NVIDIA Corp. (NVDA)

Are you a believer again?

NVDAPositive Net Change

Shaun Pruitt

Should Investors Chase the AI-Fueled Rally in AMD or META Stock?

AMD and META were two of Monday's biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force.

AMDPositive Net Change METAPositive Net Change AAPLNegative Net Change NVDAPositive Net Change

Mark Vickery

Top Stock Reports for Procter & Gamble, Sandisk & Analog Devices

Procter & Gamble, Sandisk and Analog Devices highlight strong brands, AI demand and recovery trends, while key risks could shape their outlook.

ADIPositive Net Change PGNegative Net Change SNDKPositive Net Change SUNENegative Net Change MCEMNegative Net Change HALPositive Net Change HEIPositive Net Change UIPositive Net Change

Urmimala Biswas

Beyond NVIDIA: 2 AI Data Center Stocks to Buy for More Upside

Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.

ANETPositive Net Change VRTPositive Net Change NVDAPositive Net Change AVGONegative Net Change HPEPositive Net Change

Zacks Equity Research

GlobalFoundries Drives Gross Margin Expansion: Can the Momentum Last?

GFS is expanding gross margins through a richer revenue mix, manufacturing gains and higher utilization, while future gains hinge on execution.

GFSPositive Net Change TSMPositive Net Change UMCPositive Net Change

Kaibalya Pravo Dey

AEHR at 18.59X Sales: Market Loves Its AI Story, But is Love Blind?

Aehr Test Systems' 363% 2026 surge and 18.59X sales multiple reflect AI optimism, but customer concentration and execution risks leave little room for error.

AEHRPositive Net Change COHUPositive Net Change TERPositive Net Change

Bryan Hayes

Tech Retakes Lead Heading into Q4: Stocks to Watch

The rotation back into tech stocks tells us that the earnings story continues to overwhelm slightly higher rates.

AMDPositive Net Change SNDKPositive Net Change