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semiconductor: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia and Palantir Technologies

Nvidia and Palantir surge toward record highs, fueled by AI momentum and landmark partnerships shaping the bull market.

NVDAPositive Net Change PLTRNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, CoreWeave, Nebius, Apple, T-Mobile US, Intel and CrowdStrike

Nvidia's $100B OpenAI bet, Apple's iPhone surge, and Intel's revival highlight tech's powerful rebound in 2025.

INTCPositive Net Change AAPLNegative Net Change NVDAPositive Net Change TMUSNegative Net Change CRWDPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

Pre-Markets Flat After Record-High Level

Pre-Markets Flat After Record-High Level.

ADPPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change

Subham Roy

ADI's Automotive Segment is Booming: Is the Momentum Sustainable?

Analog Devices' automotive segment now drives 30% of revenues, with record growth, but a cautious outlook signals near-term challenges ahead.

ADIPositive Net Change TXNPositive Net Change STMNegative Net Change

Anirudha Bhagat

NVIDIA's Networking Revenues Double: Can It Keep the Momentum?

NVDA's Networking revenues surge to $7.3B in Q2 as AI data center demand fuels record growth in Spectrum-X and InfiniBand solutions.

NVDAPositive Net Change AVGONegative Net Change ANETNegative Net Change

Kevin Cook

Bear of the Day: Synopsys (SNPS)

Leading provider of electronic design automation for semis reports big EPS miss and spooks investors

SNPSPositive Net Change INTCPositive Net Change NVDAPositive Net Change CDNSNegative Net Change

Zacks Equity Research

Stock Market News for Sep 23, 2025

U.S. stock markets closed at a record high on Monday, continuing the trend for three straight days.

NVDAPositive Net Change

Tirthankar Chakraborty

Micron to Report Q4 Earnings: Buy, Hold, or Take Profits Now?

Micron targets $10.7B in Q4 sales and $2.50 EPS, fueled by surging HBM demand and strong AI-driven growth momentum.

AMZNPositive Net Change AMDNegative Net Change MUPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change

Ethan Feller

Nvidia and Palantir Approach Record Highs: Too Late to Buy?

Nvidia and Palantir Technologies stocks represent the key thematic leaders of this bull market. Can they continue to rally?

NVDAPositive Net Change PLTRNegative Net Change

Om Jaiswal

ASML Invests 1.3B Euro in Mistral AI: Will it Deliver Growth?

ASML Holding is investing 1.3B Euro in Mistral AI for an 11% stake, aiming to boost lithography tools and long-term chipmaking growth.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Subham Roy

AMAT Trades 54% Above Its 52-Week Low: Time to Hold or Fold the Stock?

Applied Materials rides DRAM strength and R&D push, but China headwinds, weak memory demand and rivals weigh on its outlook.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Strong Momentum in DRAM and NAND to Propel MU's Q4 Earnings

Micron Technology raises Q4 guidance as booming AI demand fuels DRAM and NAND sales, with key partnerships boosting its earnings momentum.

AMDNegative Net Change MUPositive Net Change NVDAPositive Net Change MRVLNegative Net Change

Zacks Equity Research

Markets Await for Key Inflation Report

Markets Await for Key Inflation Report.

MUPositive Net Change COSTNegative Net Change AZOPositive Net Change FDXPositive Net Change KBHPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, NVIDIA, TSMC and Western Digital

Micron rallies 100% YTD as AI server demand drives memory chip growth - earnings beat likely with DRAM pricing momentum and NVIDIA partnerships fueling upside.

WDCNegative Net Change MUPositive Net Change NVDAPositive Net Change TSMNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: IWM, Credo Technology and IonQ

Small-caps surge to record highs with IWM leading the charge, while Credo Technology and IonQ deliver standout gains.

IWMPositive Net Change IONQNegative Net Change CRDONegative Net Change

Zacks Equity Research

Ralph Lauren and GIII Apparel have been highlighted as Zacks Bull and Bear of the Day

Ralph Lauren shines with record growth and digital expansion while GIII Apparel struggles with weak demand and costly transitions.

INTCPositive Net Change NVDAPositive Net Change RLPositive Net Change GIIIPositive Net Change

Tirthankar Chakraborty

Is NVIDIA's $5B Stake a Signal to Buy, Hold, or Sell Intel Stock?

Intel surges nearly 23% after NVIDIA acquires $5B stake, fueling hopes of a turnaround as the chipmakers join forces in AI and PCs.

INTCPositive Net Change NVDAPositive Net Change SFTBYNegative Net Change

Supriyo Bose

Will Qualcomm's Deep Foray Into AI Realm Work Wonders for the Stock?

QCOM expands beyond smartphones with Snapdragon X AI chips for PCs, targeting growth in laptops and desktops.

INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change

Supriyo Bose

Can Significant Capital Infusions Drive Innovation in Intel Chips?

INTC secures multibillion-dollar backing from NVIDIA, Softbank and the U.S. government to fuel AI innovation and expand its chip manufacturing strategy.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Subham Roy

Micron Technology to Report Q4 Earnings: Buy, Sell or Hold the Stock?

MU projects Q4 revenues of $10.7B and EPS of $2.50, with AI-driven memory demand and NVIDIA ties fueling growth potential.

WDCNegative Net Change MUPositive Net Change NVDAPositive Net Change TSMNegative Net Change

Om Jaiswal

LRCX Bets on TEOS 3D: Will it Strengthen Packaging Leadership?

Lam Research's TEOS 3D system and SABRE 3D plating fuel $1B+ packaging revenues as AI drives chiplet adoption.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Can Credo Sustain Momentum in Optical Business Amid Competition?

CRDO sees strong optical momentum, with new DSP launches and fiscal 2026 revenue growth projected at roughly 120% year over year.

MRVLNegative Net Change AVGONegative Net Change CRDONegative Net Change

Zacks Equity Research

Stock Market News for Sep 19, 2025

U.S. stocks ended higher on Thursday, a day after the Federal Reserve cut interest rates by 25 basis points and assured more rate cuts this year, raising hopes that the economy might get some support in its recovery.

INTCPositive Net Change NVDAPositive Net Change

Subham Roy

How NVIDIA Stock Stands Out in a Strong Industry

NVDA has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

NVDAPositive Net Change

Sanghamitra Saha

Semiconductor ETF (XSD) Hits New 52-Week High

XSD surged to a 52-week high, fueled by AI, quantum, and semiconductor momentum, with gains of over 105% from its low.

XSDNegative Net Change