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Zacks News
The Zacks Analyst Blog Highlights Intel, AMD and NVIDIA
by Zacks Equity Research
INTC deepens its AI push with Exostellar and Gaudi 3, but margin woes and China risks continue to weigh on performance.
Intel Collaborates With Exostellar to Scale AI Initiatives Faster
by Supriyo Bose
INTC teams with Exostellar to scale AI faster using Gaudi accelerators and orchestration tech for hybrid cloud agility.
Can Layoffs Plug High Operating Expenses, Buoy Intel's Sinking Ship?
by Supriyo Bose
INTC slashes up to 20% of its workforce, exiting auto chips to cut costs and refocus on core PC and data center segments.
AMD is Pursuing Product Line Expansion: Will Margins Sustain?
by Nilanshi Mukherjee
Advanced Micro Devices margin gains continue as high-end Ryzen and data center demand drive strong pricing and favorable mix.
QCOM Focuses More on Automotive Business: Is it a Key Growth Driver?
by Supriyo Bose
Qualcomm leans deeper into automotive tech with its Snapdragon platform, ADAS push and Veoneer acquisition to drive growth.
Here is What to Know Beyond Why Intel Corporation (INTC) is a Trending Stock
by Zacks Equity Research
Zacks.com users have recently been watching Intel (INTC) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
ASML's High-NA Progress Amazes: Can Early Trials Turn to Mass Demand?
by Anirudha Bhagat
ASML Holding's High-NA lithography tools show strong early results, but mass adoption may still be years away.
Can Advanced Micro Devices Aid Its Data Center Revenues With GPUs?
by Zacks Equity Research
AMD's Data Center revenues jump 57% as Instinct GPUs and EPYC CPUs power AI-driven demand and expand its market footprint.
Micron Sells Out 2025 HBM Supply: Can It Meet Soaring Demand in 2026?
by Anirudha Bhagat
With MU's HBM supply for 2025 sold out, the spotlight shifts to whether it can scale to meet the soaring demand in 2026.
Intel (INTC) Exceeds Market Returns: Some Facts to Consider
by Zacks Equity Research
Intel (INTC) concluded the recent trading session at $22.5, signifying a +1.35% move from its prior day's close.
NVIDIA's AI Factory Buildouts Double: Can Rivals Still Compete Now?
by Anirudha Bhagat
NVDA doubles its AI factory projects year over year, tightening its grip on the market with full-stack dominance.
TSM's Global Expansion Strategy: Growth Enabler or Margin Risk?
by Om Jaiswal
Taiwan Semiconductor Manufacturing Company bets on global fabs to meet AI demand and ease supply risks, but margin dilution can challenge profitability.
Intel Gaining Momentum in AI PC Market: Will the Uptrend Persist?
by Aritra Chatterjee
INTC powers next-gen HP AI PCs with advanced capabilities, but fierce competition and weak earnings outlook cloud its path.
Will FPGA Advancement Revive AMD's Embedded Segment Revenues?
by Zacks Equity Research
Advanced Micro Devices leans on Xilinx-driven FPGA advances and cloud partnerships to revive momentum in its Embedded segment.
Intel vs. NVIDIA: Which AI-Focused Chip Stock is the Better Buy?
by Supriyo Bose
NVIDIA's AI-driven growth outpaces Intel's, but a lower valuation keeps INTC in the race for investor attention.
Intel (INTC) Suffers a Larger Drop Than the General Market: Key Insights
by Zacks Equity Research
In the most recent trading session, Intel (INTC) closed at $21.08, indicating a -1.91% shift from the previous trading day.
Qualcomm vs. AMD: Which Chipmaker Offers Stronger Growth in 2025?
by Supriyo Bose
AMD's strong AI momentum and faster sales growth for 2025 may give it the edge over QCOM, despite higher valuation.
AMD's Client Segment Revenues Rise: Will It Be the Next Growth Driver?
by Zacks Equity Research
Advanced Micro Devices client revenue jumps 67.7% on strong Ryzen CPU demand and AI PC momentum, raising growth expectations.
ASML Holding Rises 10% YTD: Is the Stock Worth a Good Buy?
by Anirudha Bhagat
ASML jumps 10% YTD, outpacing peers, as its EUV tech and AI-driven demand fuel confidence in long-term growth.
Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?
by Anirudha Bhagat
MU stock climbs 18% in three months as AI demand, HBM growth and diversification fuel long-term optimism.
Intel Corporation (INTC) is Attracting Investor Attention: Here is What You Should Know
by Zacks Equity Research
Intel (INTC) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Intel (INTC) Dips More Than Broader Market: What You Should Know
by Zacks Equity Research
Intel (INTC) concluded the recent trading session at $20.14, signifying a -3.03% move from its prior day's close.
Can New Nanosheet Chip Nodes Cement TSM's Long-Term Tech Leadership?
by Om Jaiswal
Taiwan Semiconductor sharpens nanosheet roadmap with N2, N2P, and A16 nodes to power future AI and HPC demand.
Intel XEON 6 Gaining Solid Market Traction: Will the Uptrend Persist?
by Zacks Equity Research
INTC gains traction with Xeon 6 in AI and high-performance computing, despite competition from AMD and Arm.
The Zacks Analyst Blog Highlights Intel, NVIDIA, Taiwan Semiconductor Manufacturing and Advanced Micro Devices
by Zacks Equity Research
INTC jumps 10% as new CEO Lip-Bu Tan sparks optimism over AI chips and a potential foundry turnaround in 2025.