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semiconductor: Archive

Shuvra Shankar Dey

ARM to Post Q1 Earnings: Should the Stock be in Your Portfolio?

ARM's Q1 revenues are likely to rise 11%, but with earnings expected to fall and valuation stretched, timing is key for investors.

QCOMPositive Net Change AAPLNegative Net Change ARMNegative Net Change

Zacks Equity Research

Company News for Jul 28, 2025

Companies in The News Are: AON, NEM, E, INTC

INTCNegative Net Change ENegative Net Change NEMPositive Net Change AONNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Netflix, Goldman Sachs and AMREP

NVDA, NFLX, GS, and AXR stand out with strong performance and growth drivers, despite margin or macro risks.

GSNegative Net Change NFLXNegative Net Change NVDANegative Net Change AXRNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Rigetti Computing, IBM, Alphabet and Amazon.com

RGTI soared 1147% in a year, but with falling revenue and rising costs, it's no NVDA???at least not yet.

AMZNNegative Net Change IBMNegative Net Change NVDANegative Net Change GOOGLNegative Net Change RGTINegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Broadcom, Vertiv and NVIDIA

AVGO, VRT, and NVDA combine AI growth with dividend payouts, offering investors rare tech-sector income potential.

NVDANegative Net Change AVGONegative Net Change VRTNegative Net Change

Zacks Equity Research

Microsoft, Meta Platforms, Apple, Amazon, Alphabet and Nvidia are part of Zacks Earnings Preview

MSFT, META, AAPL, and AMZN earnings this week will test Mag 7's AI momentum and justify their market leadership.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change

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.

NVDANegative Net Change AVGONegative Net Change VRTNegative 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 QCOMPositive Net Change ANETNegative 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 SOXXNegative Net Change VLUENegative Net Change SOXQNegative Net Change FEPINegative 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 NVDANegative 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 TSMNegative Net Change GFSNegative 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 MSFTNegative Net Change NVDANegative 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.

RMBSNegative Net Change LRCXPositive Net Change STNegative 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.

NVDANegative 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 NVDANegative Net Change ASYSNegative 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.

AMDNegative Net Change NVDANegative 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 MSFTNegative Net Change NVDANegative 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.

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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 AMDNegative Net Change NVDANegative Net Change ARMNegative Net Change TSMNegative Net Change CDNSNegative 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.

STXNegative Net Change LRCXPositive Net Change FLEXNegative Net Change METANegative 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 AMATNegative 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 COHRNegative 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 ADBENegative Net Change AMATNegative Net Change ACIWNegative 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 LUVNegative Net Change COFNegative Net Change CMGNegative Net Change LVSNegative Net Change PHMPositive Net Change DHIPositive Net Change TSLANegative Net Change NOWNegative 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?

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