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semiconductor: Archive
Geopolitics, Tariffs Offset AI Prospects in Semis: 2 Stocks
by Sejuti Banerjea
Despite secular growth prospects for the Semiconductor - General industry, rich valuations keep us on the sidelines. NVDA and TXN are worth tracking.
TXNNegative Net Change NVDAPositive Net Change
semiconductor tech-stocks
Should You Buy, Hold, or Sell Micron Stock Before Fiscal Q3 Earnings?
by Tirthankar Chakraborty
MU eyes strong Q3 with EPS up 156% and AI-driven demand for HBM chips, but margin pressure may cloud the rally.
MUPositive Net Change NVDAPositive Net Change MRVLNegative Net Change AVGONegative Net Change
artificial-intelligence earnings semiconductor tech-stocks
Do Options Traders Know Something About ACMR Stock We Don't?
by Zacks Equity Research
Investors need to pay close attention to ACM Research stock based on the movements in the options market lately.
ACMRPositive Net Change
semiconductor
Can Broadcom's VCF Bet Aid Infrastructure Software Revenues?
by Zacks Equity Research
AVGO's VCF push drives 25% software revenue growth, with 87% of top clients now on its unified cloud platform.
NVDAPositive Net Change MRVLNegative Net Change AVGONegative Net Change
semiconductor tech-stocks
CoreWeave Vs Nvidia: Which AI Stock is the Better Investment
by Shaun Pruitt
Investors may be wondering if the hype for CoreWeave's stock is overdone or if the company is potentially a better AI investment than chip giant Nvidia.
NVDAPositive Net Change CRWVPositive Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change
artificial-intelligence cloud-computing earnings investing large-cap semiconductor tech-stocks
SKYT's Fab-25 Buyout to Aid Wafer Services: What's the Path Forward?
by Zacks Equity Research
SkyWater's $1B Fab-25 deal aims to boost Wafer Services revenues, scale chip output and expand U.S. foundry capacity.
TSEMPositive Net Change SKYTPositive Net Change GFSPositive Net Change
semiconductor tech-stocks
LRCX's Memory Strength: Will DRAM and NAND Fuel Future Gains?
by Subham Roy
Lam Research rides DRAM and NAND momentum on the back of tech conversions and AI chip demand.
ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change
semiconductor
Will Micron's AI-Fueled DRAM Surge Offset NAND Challenges in Q3?
by Zacks Equity Research
MU's DRAM sales soar on AI demand and key tech partnerships, but NAND struggles may cap Q3 earnings momentum.
AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change MRVLNegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Lam Research Rallies 25% YTD: Is it Too Late to Buy the Stock?
by Anirudha Bhagat
LRCX climbs 25.3% YTD as AI and data center demand boost growth, while its valuation stays appealing.
AMDPositive Net Change NVDAPositive Net Change LRCXPositive Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Micron Gears Up to Report Q3 Earnings: Buy, Hold or Sell the Stock?
by Anirudha Bhagat
MU's Q3 performance is likely to reflect benefits from strong demand for memory chips used for AI servers and an improving demand-supply environment for DRAM.
MUPositive Net Change NVDAPositive Net Change AVGONegative Net Change TSMNegative Net Change
artificial-intelligence computers earnings-preview earnings-surprise semiconductor tech-stocks
Stock Market News for Jun 23, 2025
by Zacks Equity Research
U.S. stocks ended mostly lower on Friday as investors assessed the ongoing conflict in the Middle East between Israel and Iran, with the United States considering whether to get involved.
NVDAPositive Net Change TSMNegative Net Change
semiconductor
Zacks Investment Ideas feature highlights: NVIDIA, Apple, Alphabet, Meta Platforms and Advanced Micro Devices
by Zacks Equity Research
NVIDIA, AMD, Apple, Alphabet and Meta lead this week's AI highlights as Zacks tracks seismic shifts in chips, jobs and tech.
AAPLNegative Net Change AMDPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change METANegative Net Change
semiconductor
Qualcomm vs. AMD: Which Chipmaker Offers Stronger Growth in 2025?
by Supriyo Bose
AMD's strong AI momentum and faster sales growth for 2025 may give it the edge over QCOM, despite higher valuation.
INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence communications computers iot mobile semiconductor tech-stocks
D-Wave Expands Global Quantum Reach in 2025 Through Strategic Deals
by Urmimala Biswas
QBTS surges 87.9% in three months as global deals from South Korea to Germany fuel its quantum expansion drive.
IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change
computers semiconductor tech-stocks
TSM vs. LRCX: Which Chip Supplier Stock Is the Smarter Pick?
by Anirudha Bhagat
Lam Research outshines Taiwan Semiconductor Manufacturing with strong AI-driven demand, fewer risks and higher earnings growth expected in FY25.
LRCXPositive Net Change TSMNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
The Zacks Analyst Blog Highlights NVIDIA, Visa, Exxon Mobil, Omega Flex and Weyco Group
by Zacks Equity Research
Zacks spotlights NVDA, V, and XOM for strong growth drivers, while OFLX and WEYS navigate headwinds with resilient fundamentals.
VPositive Net Change XOMNegative Net Change NVDAPositive Net Change WEYSNegative Net Change OFLXNegative Net Change
business-services consumer-discretionary industrial-products oil-energy semiconductor
Pure-Play Quantum in Focus: IONQ, QBTS Shine, RGTI a Wait-and-See
by Urmimala Biswas
IonQ and D-Wave Quantum impress with tech strides and revenue jumps, as Rigetti struggles to retain investor confidence.
IBMNegative Net Change NVDAPositive Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change
computers semiconductor tech-stocks
Is China's RISC-V Pivot Undermining Arm's Growth Prospects?
by Zacks Equity Research
ARM faces slowing growth in China as the country accelerates its RISC-V shift, threatening market share and future upside.
AMDPositive Net Change NVDAPositive Net Change ARMPositive Net Change
computers semiconductor tech-stocks
ASML Holding Rises 10% YTD: Is the Stock Worth a Good Buy?
by Anirudha Bhagat
ASML jumps 10% YTD, outpacing peers, as its EUV tech and AI-driven demand fuel confidence in long-term growth.
INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change ASMLPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Top Analyst Reports for NVIDIA, Visa & Exxon Mobil
by Mark Vickery
NVDA, V, and XOM lead Zacks' top analyst picks with standout gains driven by AI, digital payments, and upstream strength.
VPositive Net Change XOMNegative Net Change NVDAPositive Net Change WEYSNegative Net Change OFLXNegative Net Change
business-services consumer-discretionary industrial-products oil-energy semiconductor
Buy Nvidia, AMD Supplier Micron Stock Down 20% for AI Growth
by Benjamin Rains
Micron is a compelling long-term AI investment because it's a leader in high-bandwidth memory chips, trading 20% below its highs and it offers enticing value even though it crushed Tech the last 20 years.
AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change
artificial-intelligence semiconductor tech-stocks
LRCX Leans on CSBG & Semiverse Solutions: Will it Drive Growth?
by Zacks Equity Research
Lam Research bets on CSBG's steady revenues and Semiverse's innovation to offset cyclicality and outpace rivals in chipmaking.
LRCXPositive Net Change AMATPositive Net Change ONTOPositive Net Change
semiconductor tech-stocks
DRAM Demand Powers Micron's Growth: Can it Sustain Momentum?
by Subham Roy
MU's DRAM segment is propelled by the traction in AI data center, automotive, PC, mobile market growth and an increase in average selling price of products.
WDCPositive Net Change MUPositive Net Change TSMNegative Net Change
semiconductor
NVIDIA vs. Arm Holdings: Which AI Chip Designer Has an Edge?
by Anirudha Bhagat
NVDA's AI dominance, strong growth and lower valuation give it an edge over ARM in the AI chip design space.
NVDAPositive Net Change ARMPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?
by Anirudha Bhagat
MU stock climbs 18% in three months as AI demand, HBM growth and diversification fuel long-term optimism.
INTCNegative Net Change QCOMNegative Net Change MUPositive Net Change MRVLNegative Net Change
artificial-intelligence cloud-computing computers semiconductor tech-stocks