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semiconductor: Archive

Derek Lewis

Like Dividends? These 3 AI Stocks Pay Investors

Although all three stocks aren't high-yield, the bullish outlook for these companies' AI offerings can't be overlooked by income-focused investors seeking to join the AI frenzy.

NVDAPositive Net Change AVGONegative Net Change VRTPositive Net Change

Zacks Equity Research

Intel Q2 Earnings Fall Short of Estimates, Revenues Remain Flat Y/Y

INTC's Q2 earnings fell short as flat sales and rising costs pressured margins despite AI PC momentum.

INTCNegative Net Change QCOMNegative Net Change ANETPositive Net Change PINSNegative Net Change

Sweta Killa

ETFs in Focus on Intel's Disappointing Q2 Results, Upbeat View

INTC slumps after Q2 miss despite strong guidance. ETFs like FEPI, VLUE, SOXX and SOXQ are most exposed to the chipmaker's next move.

INTCNegative Net Change SOXXPositive Net Change VLUENegative Net Change SOXQPositive Net Change FEPIPositive Net Change WISENegative Net Change

Sridatri Sarkar

How Is Navitas Leading AI Data Center Power Platform Expansion?

NVTS accelerates AI data center power delivery with cutting-edge PSUs, GaN/SiC tech and an NVIDIA-backed 800V HVDC platform.

TXNNegative Net Change NVDAPositive Net Change POWINegative Net Change NVTSPositive Net Change

Anirudha Bhagat

AI Drives 60% of TSM's Q2 Revenues: Will the Growth Momentum Last?

AI chips aid Taiwan Semiconductor's Q2 boom, with HPC revenues soaring to 60% of sales.

INTCNegative Net Change TSMPositive Net Change GFSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, D-Wave Quantum, Lockheed Martin, Apple, Microsoft and Alphabet

NVDA and QBTS both show strong gains, but diverge on risk and maturity as AI and quantum computing reshape tech investing.

LMTPositive Net Change AAPLNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change QBTSNegative Net Change

Zacks Equity Research

RMBS Set to Report Q2 Earnings: What's in Store for the Stock?

Rambus' second-quarter 2025 results are expected to benefit from rising chip demand and AI momentum, offsetting price erosion and macro pressures.

RMBSPositive Net Change LRCXPositive Net Change STPositive Net Change EAPositive Net Change

Anirudha Bhagat

LRCX Likely to Beat Q4 Earnings Estimates: How to Play the Stock?

Lam Research's Q4 results are likely to gain from a rebound in the semiconductor industry, driven by the surging demand for memory and advanced AI applications.

NVDAPositive Net Change LRCXPositive Net Change MRVLNegative Net Change AVGONegative Net Change

Zacks Equity Research

Elon Musk's xAI Eyes $12 Billion Chip Purchase Deal With Nvidia

NVDA jumps 2.3% as Elon Musk's xAI plans a massive $12B GPU buy, reinforcing Nvidia's AI dominance.

TXNNegative Net Change NVDAPositive Net Change ASYSPositive Net Change

Zacks Equity Research

Stock Market News for Jul 24, 2025

U.S. stocks closed higher on Wednesday following positive developments on the tariff and trade front.

AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights QuantumScape, NVIDIA, Apple and Microsoft

QuantumScape surges 220% on battery breakthrough, while NVIDIA powers higher on AI chip demand and record earnings.

AAPLNegative Net Change MSFTPositive Net Change NVDAPositive Net Change QSNegative Net Change

Zacks Equity Research

Zacks Earnings Trends Highlights: Meta Platforms and Nvidia

Meta and Nvidia earnings estimates trend higher as Q2 results spark renewed optimism across Tech and Finance sectors.

NVDAPositive Net Change METAPositive Net Change

Shaun Pruitt

Time to Buy, Hold, or Sell Intel Stock as Q2 Earnings Approach?

Showing signs of a comeback, Intel (INTC) stock has started to rebound and is up +15% in 2025, with the chip giant's much-anticipated Q2 results approaching after-market hours on Thursday, July 24.

INTCNegative Net Change AAPLNegative Net Change AMDPositive Net Change NVDAPositive Net Change ARMPositive Net Change TSMPositive Net Change CDNSPositive Net Change GOOGLNegative Net Change

Aniruddha Ganguly

4 Technology Stocks Poised to Beat Earnings Estimates in Q2

Here, we have picked four technology stocks, META, LRCX, FLEX and STX, which are likely to pull off earnings surprises in second-quarter 2025.

STXPositive Net Change LRCXPositive Net Change FLEXPositive Net Change METAPositive Net Change

Zacks Equity Research

Applied Materials' R&D Investment is Climbing: Can it Deliver Results?

AMAT ramps up R&D with new partnerships and a major innovation hub, aiming to boost chipmaking breakthroughs and margins.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Marvell Technology's Optics Business Expands: What's on the Horizon?

MRVL's optics business gains speed with AI-driven demand, co-packaged upgrades, and soaring revenue growth.

MRVLNegative Net Change AVGONegative Net Change COHRPositive Net Change

Zacks Equity Research

Texas Instruments Q2 Earnings Beat Estimates, Revenues Rise Y/Y

While strong demand for its solutions across all business segments drives TXN's Q2 revenues higher. efficient cost management aids margin expansion.

TXNNegative Net Change ADBEPositive Net Change AMATPositive Net Change ACIWNo Net Change

Mark Vickery

New Record Close for S&P 500 - TXN, COF Report After the Bell

The S&P 500 has tiptoed to another record closing high this afternoon, to 6309 for the first time ever.

TXNNegative Net Change IBMNegative Net Change LUVPositive Net Change COFNegative Net Change CMGNegative Net Change LVSPositive Net Change PHMPositive Net Change DHIPositive Net Change TSLAPositive Net Change NOWPositive Net Change GOOGLNegative Net Change

Derek Lewis

NVIDIA's Story Keeps Getting Brighter

Everybody wants their hands on NVIDIA's GPUs, with the AI favorite continuing to ink fresh deals and collaborate with many notable companies. Has the fun just started?

NVONegative Net Change ETNPositive Net Change NVDAPositive Net Change

Urmimala Biswas

Navitas vs. ON Semiconductor: Which Power Stock is a Better Bet Now?

Navitas' 370% rally and GaN innovations put it ahead of ON Semiconductor in the race for power efficiency dominance.

ONNegative Net Change NVTSPositive Net Change

Zacks Equity Research

NXP Semiconductors Q2 Earnings Beat Estimates, Revenues Fall Y/Y

NXPI posts Q2 revenues of $2.93B, down 6% Y/Y, while EPS of $2.72 surpasses the consensus mark by 2%.

ADBEPositive Net Change AMATPositive Net Change NXPINegative Net Change ACIWNo Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Analog Devices Stock?

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

ADINegative Net Change

Zacks Equity Research

Zacks.com featured highlights NVIDIA, AppLovin and GE Aerospace

NVDA, APP, and GE are delivering standout earnings growth in 2025, signaling potential upside for investors focused on fundamentals.

GENegative Net Change NVDAPositive Net Change APPPositive Net Change

Mark Vickery

S&P, Nasdaq Close at New Record Highs, Ignore Weakness in LEI

Bond yields have cooled from last week, as well: +4.38% on the 10-year, +3.86% on the 2-year and back below +5% on the 30-year bond.

KOPositive Net Change NXPINegative Net Change

Mark Vickery

Top Analyst Reports for Philip Morris, McDonald's & Texas Instruments

Walmart's investments in supply chain, store remodels, and automation are fueling growth across its U.S. and international segments.

GENegative Net Change TXNNegative Net Change MCDNegative Net Change PMNegative Net Change TRUPositive Net Change HIMSPositive Net Change BRBSNegative Net Change