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semiconductor: Archive

Zacks Equity Research

Monolithic Power Beats Q2 Earnings Estimates on Record Revenues

MPWR tops Q2 estimates with record $664.6M revenue, driven by strength in Auto, Storage and Communications.

AKAMNegative Net Change MPWRNegative Net Change ANETPositive Net Change PINSPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Ichor Holdings Stock?

Investors need to pay close attention to ICHR stock based on the movements in the options market lately.

ICHRNo Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, Meta Platforms, Ford Motor and Qualcomm

MSFT, META, F, and QCOM beat Q2 earnings, but Fed rate signals and tariff costs shake markets and investor sentiment.

FNegative Net Change QCOMPositive Net Change MSFTPositive Net Change METAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights IonQ, NVIDIA, Alphabet, Amazon.com and Microsoft

IONQ and NVDA are racing into quantum computing, but only one shows strong earnings, growth, and valuation support.

AMZNNegative Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change IONQPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Walt Disney, TE Connectivity, Fortinet, Banco Bilbao Vizcaya Argentaria and ON Semiconductor

DIS, TEL, FTNT, BBVA, and ON stand out with high ROE, strong earnings history, and solid growth amid market pullback.

DISNegative Net Change TELNegative Net Change BBVANegative Net Change FTNTNegative Net Change ONNegative Net Change

Nalak Das

Veritiv Set to Continue Huge Momentum After Q2 Beats and Solid Guidance

VRT surges on a Q2 beat and bullish 2025 outlook, fueled by AI infrastructure demand and key partnerships.

INTCNegative Net Change NVDANegative Net Change BLDPNegative Net Change VRTPositive Net Change

Zacks Equity Research

Qualcomm Surpasses Q3 Earnings Estimates, Misses on Revenues

QCOM beats Q3 earnings estimates as record auto revenues offset a slight miss on total sales.

QCOMPositive Net Change AKAMNegative Net Change ANETPositive Net Change PINSPositive Net Change

Supriyo Bose

5 High ROE Stocks to Buy as Markets Retreat on China Tariff Stalemate

As markets pull back on China tariff tension, DIS, TEL, FTNT, BBVA, and ON shine with high ROE and strong fundamentals.

DISNegative Net Change TELNegative Net Change BBVANegative Net Change FTNTNegative Net Change ONNegative Net Change

Zacks Equity Research

Qorvo Beats Q1 Earnings Estimates Despite Y/Y Lower Revenues

QRVO tops Q1 earnings and revenue estimates despite year-over-year sales decline in key business segments.

AKAMNegative Net Change ANETPositive Net Change QRVOPositive Net Change PINSPositive Net Change

Sridatri Sarkar

How Is Navitas Shaping the Future of SiC Power?

NVTS expands its SiC portfolio with Gen 3 MOSFETs and power modules, targeting EVs, AI datacenters and energy systems.

WOLFPositive Net Change ONNegative Net Change NVTSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Broadcom, Berkshire Hathaway, Johnson & Johnson, Oil-Dri Corp. of America and Park Aerospace

Broadcom, Berkshire Hathaway, and J&J headline a strong slate of stocks, with rising momentum in AI, insurance, and pharma growth drivers.

JNJNegative Net Change BRK.BPositive Net Change AVGONegative Net Change PKENegative Net Change ODCNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Super Micro Computer, NVIDIA, Intel and AMD

SMCI stock has surged 97% YTD on clearing fraud claims and landing a $20B deal, but margin pressure and competition linger.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change SMCIPositive Net Change

Zacks Equity Research

Zacks Earnings Trends Highlights: Meta Platforms and Nvidia

Meta and Nvidia ride a rising wave of estimate upgrades as Q2 earnings fuel a broader turnaround in Tech sentiment.

NVDANegative Net Change METAPositive Net Change

David Bartosiak

Super Micro Computer Looking to Breakout

Super Micro Computer shares are challenging the February highs, riding the AI market's momentum.

SMCIPositive Net Change

Mark Vickery

Top Analyst Reports for Broadcom, Berkshire Hathaway & Johnson & Johnson

Broadcom gains on AI chip strength and VMware synergy, while JNJ and BRK.B ride momentum despite looming headwinds.

JNJNegative Net Change BRK.BPositive Net Change LVSPositive Net Change CLSPositive Net Change AVGONegative Net Change PKENegative Net Change OKTAPositive Net Change ODCNegative Net Change

Zacks Equity Research

Rambus Q2 Earnings Miss Estimates, Revenues Increase Y/Y

RMBS' second-quarter performance benefits from traction in its memory and Silicon IP solutions.

APHPositive Net Change RMBSPositive Net Change ACIWNegative Net Change AFRMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Tempus AI, NVIDIA, AstraZeneca and Novo Nordisk

TEM surges 91.8% YTD on rapid AI-healthcare growth, while NVDA fuels the sector with cutting-edge infrastructure and partnerships.

AZNNegative Net Change NVONegative Net Change NVDANegative Net Change TEMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Qualcomm, Broadcom and Intel

QCOM eyes an earnings beat with AI-fueled growth and key acquisitions, while AVGO surges and INTC lags behind.

INTCNegative Net Change QCOMPositive Net Change AVGONegative Net Change

Zacks Equity Research

Stock Market News for Jul 29, 2025

Wall Street closed mixed on Monday, pulled up by tech and energy stocks.

AMDPositive Net Change WSMNegative Net Change

Anirudha Bhagat

NVIDIA Leads in Data Center GPU Market: Will Blackwell Keep It Ahead?

Blackwell drives explosive growth for NVDA, now powering most of its data center compute revenues amid AI demand.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change

Nalak Das

5 Stocks With Recent Price Strength to Maximize Your Gains

RFIL, ESEA, ORINY, ACEL and SHG are riding on strong price momentum as Wall Street rallies to new all-time highs.

SHGPositive Net Change ESEANegative Net Change RFILNegative Net Change ORINYPositive Net Change ACELNegative Net Change

Aritra Chatterjee

Is Qualcomm Stock a Smart Buy Before Q3 Earnings Release?

QCOM gears up for fiscal Q3 earnings with new AI-driven deals, acquisitions, and healthy traction in the automotive and premium handset verticals. Growing competition remains a headwind.

INTCNegative Net Change QCOMPositive Net Change AVGONegative Net Change

Shuvra Shankar Dey

ARM to Post Q1 Earnings: Should the Stock be in Your Portfolio?

ARM's Q1 revenues are likely to rise 11%, but with earnings expected to fall and valuation stretched, timing is key for investors.

QCOMPositive Net Change AAPLNegative Net Change ARMPositive Net Change

Zacks Equity Research

Company News for Jul 28, 2025

Companies in The News Are: AON, NEM, E, INTC

INTCNegative Net Change EPositive Net Change NEMPositive Net Change AONNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Netflix, Goldman Sachs and AMREP

NVDA, NFLX, GS, and AXR stand out with strong performance and growth drivers, despite margin or macro risks.

GSPositive Net Change NFLXPositive Net Change NVDANegative Net Change AXRNegative Net Change