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semiconductor: Archive

Zacks Equity Research

Stock Market News for Jun 30, 2025

U.S. stock markets closed sharply higher at record-high level on Friday.

AMZNPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change

Urmimala Biswas

Astera Labs or Broadcom: Which Stock Leads in AI Infrastructure Now?

Astera Labs' lead in PCIe 6.0 and CXL, along with 2025 product ramp-ups, sets it apart from Broadcom in AI infrastructure growth.

AVGONegative Net Change ALABPositive Net Change

Urmimala Biswas

D-Wave's Advantage2 Gains Traction: More Upside Ahead for QBTS Stock?

QBTS surges as D-Wave's Advantage2 system sees strong adoption across AI, defense and quantum optimization use cases.

NVDAPositive Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Aniruddha Ganguly

3 Electronics Stocks to Buy From a Challenging Industry

Electronics stocks like KLAC, ROK and FLEX are expected to benefit from investments in infrastructure and expanded capacity despite macroeconomic headwinds.

KLACNegative Net Change ROKPositive Net Change FLEXPositive Net Change

Zacks Equity Research

Broadcom's Semiconductor Solutions Accelerate: What Lies Ahead?

AVGO's AI-fueled chip growth hits $8.4B in Q2, with margins climbing and hyperscale demand boosting momentum.

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Zacks Equity Research

Stock Market News for Jun 27, 2025

U.S. stocks closed higher on Thursday, with the S&P 500 inching closer to a new record high as the ceasefire between Iran and Israel continued to hold, and a batch of economic data gave reasons enough for the Federal Reserve to go for a rate cut.

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Shreya Majumder

CRDO's Growth Engine Fueled By Top-Line Gains & Operational Discipline

Credo expands margins and accelerates product wins as disciplined growth is expected to push net margin toward 40% in fiscal 2026.

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Anirudha Bhagat

Micron Sells Out 2025 HBM Supply: Can It Meet Soaring Demand in 2026?

With MU's HBM supply for 2025 sold out, the spotlight shifts to whether it can scale to meet the soaring demand in 2026.

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Nalak Das

Market Participants Reaffirm S&P 500's Ascent in 2025: 5 Picks

APH, JBL, NEM, KLAC and LRCX have seen strong gains and bullish momentum for 2025 as S&P 500 quickly gains ground after April's turmoil.

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Shaun Pruitt

Buy Micron Technology (MU) Stock for AI Growth After Record Quarterly Sales?

Micron Technology (MU) is at the top of an expansive list of companies that are experiencing AI-driven growth thanks to high demand for semiconductor memory solutions.

MUPositive Net Change QCOMNegative Net Change MRVLNegative Net Change

Mark Vickery

Top Stock Reports for Microsoft, NVIDIA & Bank of America

MSFT, NVDA and BAC shine in Zacks' top picks, with AI, cloud, and higher rates driving strong growth projections.

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Bryan Hayes

Zacks Profit Secrets: Low-Risk Strategy Produces 127% Average Return

In this video, I peel back the curtain and dive into some of the methods that enabled our subscribers to achieve a 127% average return with 100% open-trade winners.

QQQPositive Net Change

Zacks Equity Research

Stock Market News for Jun 26, 2025

U.S. stocks ended mixed on Wednesday as the delicate ceasefire between Israel and Iran remained in place, while investors closely watched the second day of congressional testimony of Federal Reserve Chairman Jerome Powell.

NVDAPositive Net Change

Anirudha Bhagat

NVIDIA's AI Factory Buildouts Double: Can Rivals Still Compete Now?

NVDA doubles its AI factory projects year over year, tightening its grip on the market with full-stack dominance.

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Nalak Das

NVIDIA Regains Its Lost Glory - Should You Buy on the Dip and Hold?

NVDA reclaims top market-cap spot with record highs, massive AI demand, and bold chip innovation driving growth.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Mark Vickery

Non-Tech Markets Lose Steam; Nasdaq Approaches Record High

The Dow slipped 106 points, -0.25%, while the Nasdaq gained +61 points, +0.31% -- approaching new highs.

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Mark Vickery

Top Research Reports for Apple, AMD & Applied Materials

AAPL, AMD and AMAT lead today's top research picks, with insights on growth drivers, challenges, and shifting tech demand.

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Aniruddha Ganguly

Amphenol vs. Bel Fuse: Which Electronics Stock Should You Buy?

APH and BELFB are well-known players in the electronic components market. Which one is a better investment option right now?

APHNegative Net Change BELFBNegative Net Change

Zacks Equity Research

Markets Await New Home Sales Data

Markets Await New Home Sales Data

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Om Jaiswal

TSM's Global Expansion Strategy: Growth Enabler or Margin Risk?

Taiwan Semiconductor Manufacturing Company bets on global fabs to meet AI demand and ease supply risks, but margin dilution can challenge profitability.

INTCNegative Net Change TSMNegative Net Change GFSPositive Net Change

Zacks Equity Research

Can CRDO Beat Bigger Rivals in the Race to Power AI-Driven Networks?

CRDO accelerates on AI data center tailwinds, with FY25 revenues up 126% and FY26 set to top $800 million.

MRVLNegative Net Change AVGONegative Net Change CRDOPositive Net Change

Mark Vickery

Pre-Markets Flattish Ahead of Late-Week Economic News

Fed Chair Powell addresses the Senate today, and Micron reports earnings after today's closing bell.

GISNegative Net Change MUPositive Net Change

Zacks Equity Research

CRUS Boosts Prosumer Audio With New ADCs & DACs for HiFi Applications

Cirrus Logic expands its Pro Audio lineup with new ADCs and DACs, aiming to deliver premium sound at a lower cost across more devices.

CRUSNegative Net Change ANETPositive Net Change UIPositive Net Change

Zacks Equity Research

New Strong Sell Stocks for June 25th

ASRT, BLIN and AMKR have been added to the Zacks Rank #5 (Strong Sell) List on June 25 2025.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, NVIDIA, Broadcom and Marvell Technology

MU gears up for a big Q3 earnings beat as soaring AI demand fuels HBM sales to NVDA, AVGO and MRVL.

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