Back to top

semiconductor: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia

NVDA unveils AI breakthroughs and a $1T chip sales target as markets eye recovery despite geopolitical tensions and recent volatility.

NVDAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Five Below, Micron Technology, Nvidia and Sandisk

MU and FIVE surge ahead of earnings, powered by AI-driven memory demand and aggressive store expansion fueling strong sales and EPS growth.

MUPositive Net Change NVDAPositive Net Change SNDKPositive Net Change FIVEPositive Net Change

Supriyo Bose

Corning vs. Qualcomm: Which 5G Enabler Stock is the Better Buy Now?

A fiber-driven growth, AI demand and stronger estimates position GLW ahead of QCOM despite valuation gaps.

INTCPositive Net Change QCOMPositive Net Change NVDAPositive Net Change GLWPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

NVDA vs. TSM: Which Semiconductor Powerhouse Offers More Upside?

NVIDIA stands out in the AI chip race with faster growth, surging data center demand and strong GPU adoption, edging past Taiwan Semiconductor as the better bet now.

NVDAPositive Net Change TSMPositive Net Change

Bryan Hayes

Is Micron Technology (MU) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Micron is benefitting from the rapidly expanding AI-driven memory and storage markets.

MUPositive Net Change

David Bartosiak

Bull of the Day: Sanmina (SANM)

An unsung hero of a seriously hot industry, this growth name has value numbers.

SANMPositive Net Change

Shaun Pruitt

2 Top Performing Stocks to Watch as Earnings Approach: FIVE, MU

Set to release their quarterly reports after-market hours on Wednesday, March 18, Five Below (FIVE) and Micron Technology (MU) have been two of the market's hottest stocks.

MUPositive Net Change FIVEPositive Net Change NVDAPositive Net Change SNDKPositive Net Change

Aparajita Dutta

ETFs to Gain as NVIDIA Views $1 Trillion in Chip Orders by 2027

NVIDIA sees up to $1T in AI chip orders by 2027, boosting ETFs with heavy exposure as inference demand and new platforms fuel long-term growth.

NVDAPositive Net Change QQQPositive Net Change XLKPositive Net Change COHRPositive Net Change SMHPositive Net Change SOXXPositive Net Change LITEPositive Net Change

Anirudha Bhagat

Will Vera Rubin Boost NVIDIA's Dominance in AI Compute Market?

NVDA's Vera Rubin platform signals a shift to full-stack AI infrastructure, promising higher efficiency, lower costs and stronger dominance in compute markets.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Bryan Hayes

Moving Past Geopolitical Tensions: Why Stocks Are Poised for a Strong Recovery

History and current fundamentals suggest this Iran-related volatility is likely another chapter in the long pattern of markets looking past conflicts.

NVDAPositive Net Change