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semiconductor: Archive

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and RF Industries

RF chipmakers Skyworks and RF Industries gain from Wi-Fi 7, edge IoT, and EV demand, even as tariffs and weak end-markets pose challenges.

SWKSPositive Net Change RFILPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Fabrinet, Nvidia and Amazon

Fabrinet surges nearly 100% since April, fueled by deep AI ties to Nvidia and Amazon, with more growth projected into FY26.

AMZNPositive Net Change NVDAPositive Net Change FNNegative Net Change

Zacks Equity Research

nLight and Stepan have been highlighted as Zacks Bull and Bear of the Day

nLight shines as Zacks Bull of the Day after a big earnings beat, while Stepan stumbles with lowered estimates as the Bear of the Day.

CMGPositive Net Change LOCOPositive Net Change SCLPositive Net Change SHAKNegative Net Change LASRPositive Net Change

Zacks Equity Research

ADI Likely to Beat Q3 Earnings Estimates: How to Play the Stock

Analog Devices' Q3 results are set for strong growth on industrial and healthcare demand, with inventory recovery boosting momentum.

ADIPositive Net Change FNNegative Net Change OKTANegative Net Change AFRMNegative Net Change

Brian Bolan

Bull Of The Day: nLight (LASR)

This stock is breaking out after a profitable quarter. The attractive valuation is still attractive to investors looking for good growth.

LASRPositive Net Change

Zacks Equity Research

New Strong Sell Stocks for August 15th

GCTS, NE and CE have been added to the Zacks Rank #5 (Strong Sell) List on August 15, 2025.

NEPositive Net Change CEPositive Net Change GCTSNegative Net Change

Mark Vickery

Market Indexes Fight Back to Flat for the Day

Markets were mostly flat for the day, aside from the small-cap Russell 2000, which gave back the majority of its +2% gains yesterday.

TGTPositive Net Change TJXPositive Net Change WMTPositive Net Change LOWPositive Net Change HDPositive Net Change ELPositive Net Change AMATPositive Net Change PANWPositive Net Change

Tirthankar Chakraborty

Should You Buy Intel Stock After President Trump's CEO Praise?

Trump's backing of CEO Lip-Bu Tan boosts Intel's turnaround push as the chipmaker targets AI growth despite financial headwinds.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change CDNSNegative Net Change

Shuvra Shankar Dey

Arm Holdings Shares Up 15% in 2025: Is it Time to Buy, Hold, or Sell?

China headwinds, CPU venture risks, and a steep valuation premium temper Arm Holdings' AI and IoT momentum.

QCOMNegative Net Change AAPLNegative Net Change ARMNegative Net Change

Aniruddha Ganguly

Amphenol Rises 10% in a Month: Should Investors Buy the Stock?

Amphenol's Q2 earnings surge, strong Q3 outlook, and strategic acquisitions are set to drive shares to fresh highs in 2025.

APHPositive Net Change STPositive Net Change AMEPositive Net Change TELPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Broadcom, Philip Morris International and Novo Nordisk

Broadcom rides AI growth and VMware integration, Philip Morris pushes smoke-free transition, while Novo Nordisk grapples with Wegovy knockoffs and intense competition.

NVONegative Net Change PMPositive Net Change AVGONegative Net Change

Mark Vickery

Top Stock Reports for Broadcom, Philip Morris & Novo Nordisk

Broadcom, Philip Morris, and Novo Nordisk face contrasting outlooks as AI growth, smoke-free expansion, and obesity drug hurdles shape performance.

NVONegative Net Change PMPositive Net Change CMIPositive Net Change AVGONegative Net Change HCAPositive Net Change SONYNegative Net Change

Aniruddha Ganguly

3 Electronics Components Stocks to Buy From a Prospering Industry

The Zacks Electronics - Miscellaneous Components industry players like TEL, NVT and FN are benefiting from the solid adoption of AI and the democratization of IoT.

TELPositive Net Change FNNegative Net Change NVTPositive Net Change

Aritra Chatterjee

Intel Rises 7.9% in the Past Year: Should You Buy the Stock?

Intel eyes AI PC boom with Core Ultra chips, but faces tough competition and slashed earnings estimates.

INTCPositive Net Change QCOMNegative Net Change AMDNegative Net Change

Subham Roy

MRVL vs. ALAB: Which AI-Connectivity Stock is a Better Buy?

Astera Labs gains edge over Marvell Technology with AI-focused innovations, partnerships, and market momentum in next-generation connectivity.

MRVLNegative Net Change ALABNegative Net Change

Om Jaiswal

TSM's Nanosheet Roadmap Advances: Can it Maintain Tech Leadership?

Taiwan Semiconductor pushes nanosheet tech with N2, N2P, A16, and A14 nodes, targeting speed, power, and density gains to extend chip leadership.

INTCPositive Net Change TSMNegative Net Change GFSPositive Net Change

Anirudha Bhagat

NVIDIA Wins China Sales Approval: Will H20 Chip Deal Boost Growth?

NVDA gains U.S. approval to sell H20 AI chips in China, reopening a key market despite a 15% revenue-sharing requirement.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Anirudha Bhagat

Micron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?

MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.

INTCPositive Net Change MUPositive Net Change AVGONegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Broadcom and Applied Materials

Broadcom and Applied Materials shine in AI and chip demand, standing out in a semiconductor industry facing macro and trade headwinds.

AMATPositive Net Change AVGONegative Net Change

Zacks Equity Research

Stock Market News for Aug 13, 2025

Wall Street closed sharply higher on Tuesday following a less-than-expected inflation rate for July.

NXPINegative Net Change

Aniruddha Ganguly

Advanced Micro Devices Rises 18% in a Month: Buy or Hold the Stock?

AMD projects strong Q3 growth with AI, gaming, and client demand despite export curbs hitting margins and Q2 results.

AMDNegative Net Change NVDAPositive Net Change ORCLNegative Net Change METANegative Net Change

Zacks Equity Research

Pre-Markets Rise on Moderate July Headline CPI Data

Pre-Markets Rise on Moderate July Headline CPI Data.

SFDNegative Net Change TMEPositive Net Change ONONNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Broadcom and Applied Materials

Despite macro headwinds, Broadcom and Applied Materials are well-positioned to benefit from AI-driven chip demand and advanced semiconductor solutions.

AMATPositive Net Change AVGONegative Net Change

Om Jaiswal

ASML Aims 30% EUV Revenue Growth in FY25: Can it Hit the Target?

ASML Holding targets 30% EUV revenue growth in 2025, fueled by Low NA expansion, High NA shipments, and AI-driven chip demand.

KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change

Anirudha Bhagat

MU vs. FORM: Which Semiconductor Stock Has More Potential Right Now?

Micron's AI-driven memory growth and strong profitability give it the edge over FormFactor's slower, margin-pressured recovery.

MUPositive Net Change FORMNegative Net Change