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semiconductor: Archive

Zacks Equity Research

Is the Options Market Predicting a Spike in Advanced Energy Industries Stock?

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

AEISPositive Net Change

Tirthankar Chakraborty

Better AI Stock for 2H25: NVIDIA or Palantir?

PLTR has surged 74.7% YTD, topping NVDA's 17.1% - but can it keep outperforming in the AI race despite its lofty valuation?

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change PLTRPositive Net Change

Zacks Equity Research

KLAC Scales in Advanced Packaging: Is Growth Set to Increase Further?

KLAC boosts packaging tools to meet AI-driven chip demand, eyeing sharp revenue gains and deeper customer adoption.

KLACNegative Net Change ASMLPositive Net Change AMATPositive Net Change

Nilanshi Mukherjee

AMD vs. Micron Technology: Which Semiconductor Stock Has More Upside?

MU's surging HBM demand, stronger earnings growth, and better valuation metrics may give it an edge over Advanced Micro Devices.

AMDPositive Net Change MUPositive Net Change

Zacks Equity Research

MRVL's Margin Pressure Mounts as AI Revenues Rise: Is it Sustainable?

Marvell Technology rides AI chip demand to top-line growth, but higher costs and tight competition weigh on gross margins.

AMDPositive Net Change MRVLNegative Net Change AVGONegative Net Change

Subham Roy

AMAT vs. KLAC: Which Semiconductor Equipment Stock is the Better Buy?

KLAC rides AI-driven demand with strong gains in advanced packaging, outpacing AMAT's slower growth and China headwinds.

KLACNegative Net Change AMATPositive Net Change

Anirudha Bhagat

TSM Stock Hits 52-Week High: Is It Time to Book Profits or Buy More?

Taiwan Semiconductor hits a 52-week high as AI chip demand surges, earnings soar, and valuation still leaves room for upside.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change TSMNegative Net Change

Zacks Equity Research

KLAC Trades Near 52-Week High: Should Investors Still Buy the Stock?

KLA Corp. trades near its 52-week high as AI-driven chip demand and advanced packaging tools fuel rapid revenue growth.

GRMNPositive Net Change KLACNegative Net Change TOELYPositive Net Change SMCAYNegative Net Change

Subham Roy

Marvell Technology Slips 30% YTD: Should You Hold or Fold the Stock?

MRVL faces challenges emerging from uncertain economic conditions and shrinking margins, but strong AI-driven growth makes it a stock worth retaining.

QCOMNegative Net Change MRVLNegative Net Change AVGONegative Net Change AMBANegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Robinhood Markets, Apple, NVIDIA and Coinbase Global

HOOD jumps 12.8% on crypto staking, Bitstamp buyout, and EU tokenized stock launch, lifting its YTD gain to over 300%.

AAPLNegative Net Change NVDAPositive Net Change COINPositive Net Change HOODPositive Net Change

Anirudha Bhagat

NVIDIA Stock Near 52-Week High: Time to Lock in Gains or Stay Put?

NVDA hovers near its 52-week high as surging AI chip demand fuels growth despite high valuation and China headwinds.

INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, AMD and NVIDIA

INTC deepens its AI push with Exostellar and Gaudi 3, but margin woes and China risks continue to weigh on performance.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

ASML vs. LRCX: Which Semiconductor Equipment Stock Is the Better Buy?

Lam Research edges out ASML Holding as the better buy, with stronger stock gains, expanding margins, growing AI-driven demand and lower valuation.

ASMLPositive Net Change LRCXPositive Net Change

Subhasish Mukherjee

SkyWater Stock is Trading at a Discount at 1.39X PS : Time to Buy?

SKYT trades at just 1.39X forward P/S, well below peers, as momentum builds from ThermaView gains and the Fab 25 acquisition.

RMBSPositive Net Change LRCXPositive Net Change AMBANegative Net Change SKYTPositive Net Change

Subham Roy

AMAT's High Margin Solutions Gain Traction: How Long Will it Sustain?

Applied Materials posts its highest gross margin in over two decades as demand surges for AI and HPC chipmaking tools.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Advanced Energy and DigitalBridge

While Nvidia leads AI headlines, AEIS and DBRG are quietly gaining traction with strong growth and undervalued fundamentals.

NVDAPositive Net Change AEISPositive Net Change DBRGNo Net Change

Zacks Equity Research

ONTO Inks Deal to Buy Semilab's Materials Analysis Business for $545M

Onto Innovation to acquire Semilab's materials analysis unit for $545 million, boosting margins and expanding in high-growth semiconductor markets.

ANETPositive Net Change UIPositive Net Change ONTOPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Sezzle, RF Industries, Tutor Perini, Limbach and Great Lakes Dredge & Dock

SEZL, RFIL, TPC, LMB, and GLDD are surging on strong earnings growth and upgraded estimates as Wall Street rally gains steam.

GLDDPositive Net Change TPCPositive Net Change LMBPositive Net Change RFILNegative Net Change SEZLNegative Net Change

Zacks Equity Research

Will Dextro Cobot Accelerate LRCX's CSBG Growth With AI Precision?

Lam Research's AI-powered Dextro cobot targets fab inefficiencies, aiming to drive CSBG growth and expand margins through automation.

KLACNegative Net Change LRCXPositive Net Change AMATPositive Net Change

Sweta Killa

5 Sector ETFs That Beat the Market in June

ARKK, WGMI, HYDR, URA and CHPS top June's rally as easing trade tensions and dovish Fed signals lift the key sectors.

ARKKPositive Net Change URAPositive Net Change HYDRNegative Net Change WGMIPositive Net Change CHPSPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Intuit, Nova, Newmont and Pagaya Technologies

INTU, NVMI, NEM, and PGY stand out for strong growth, solid liquidity ratios, and consistent earnings surprises.

NEMNegative Net Change INTUNegative Net Change NVMIPositive Net Change PGYNegative Net Change

Abhinab Dasgupta

TSM Defies Volatility With Robust AI Demand and Strategic Expansion

TSM rides AI chip demand to display strong growth despite volatility and rising geopolitical risks.

TSMNegative Net Change UMCPositive Net Change GFSPositive Net Change

Anirudha Bhagat

ASML's High-NA Progress Amazes: Can Early Trials Turn to Mass Demand?

ASML Holding's High-NA lithography tools show strong early results, but mass adoption may still be years away.

INTCNegative Net Change KLACNegative Net Change ASMLPositive Net Change AMATPositive Net Change

Santanu Roy

Take the Zacks Approach to Beat the Markets: Ubiquiti, Flotek Industries & Goldman Sachs in Focus

Ubiquiti, Flotek and Goldman Sachs stand out as top Zacks picks, each posting major gains after key rating upgrades.

GSPositive Net Change PWRPositive Net Change FASTPositive Net Change MMMPositive Net Change LRCXPositive Net Change INTUNegative Net Change BBDPositive Net Change TTMIPositive Net Change MSCIPositive Net Change FTKNegative Net Change NOBLPositive Net Change UIPositive Net Change

Nalak Das

5 Stocks With Recent Price Strength to Tap Wall Street Rally

SEZL, RFIL, TPC, LMB, and GLDD are riding strong price momentum as Wall Street rallies to new all-time highs.

GLDDPositive Net Change TPCPositive Net Change LMBPositive Net Change RFILNegative Net Change SEZLNegative Net Change