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semiconductor: Archive

Aniruddha Ganguly

Buy, Sell or Hold Navitas Stock? Key Tips Ahead of Q2 Earnings

NVTS' second-quarter 2025 performance is likely to suffer from muted revenue growth and margin pressure.

NVDANegative Net Change POWINegative Net Change WOLFPositive Net Change NVTSPositive Net Change

Zacks Equity Research

KLA Corporation Q4 Earnings Surpass Estimates, Revenues Increase Y/Y

KLAC's fourth-quarter fiscal 2025 results benefit from strong Semiconductor Process Control revenues.

KLACPositive Net Change ANETNegative Net Change DASHNegative Net Change BMBLNegative Net Change

Zacks Equity Research

ON Gears Up to Report Q2 Earnings: What's in the Cards for the Stock?

ON Semiconductor braces for Q2 results as EV softness, factory underuse, and pricing shifts shape segment performance.

ANETNegative Net Change ONPositive Net Change AVPTNegative Net Change ALITNegative Net Change

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 MPWRPositive Net Change ANETNegative Net Change PINSNegative 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.

ICHRNegative 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 MSFTNegative Net Change METANegative 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 MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change IONQNegative 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 ONPositive 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 VRTNegative 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 ANETNegative Net Change PINSNegative 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 ONPositive 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 ANETNegative Net Change QRVOPositive Net Change PINSNegative 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 ONPositive 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.

JNJPositive 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 AMDNegative Net Change NVDANegative Net Change SMCINegative 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 METANegative 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.

SMCINegative 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.

JNJPositive Net Change BRK.BPositive Net Change LVSNegative Net Change CLSNegative Net Change AVGONegative Net Change PKENegative Net Change OKTANegative 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.

APHNegative Net Change RMBSNegative 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.

AZNPositive Net Change NVOPositive 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.

AMDNegative Net Change WSMPositive 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 AMDNegative 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.

SHGNegative 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