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semiconductor: Archive

Zacks Equity Research

Credo Technology and PDD have been highlighted as Zacks Bull and Bear of the Day

CRDO surges on AI and data center demand, while PDD slumps amid profit woes, tariffs, and fierce e-commerce rivalry.

CMGNegative Net Change PDDPositive Net Change SGNegative Net Change CRDOPositive Net Change CAVANegative Net Change

Shuvra Shankar Dey

Is ARM's 22% Plummet Over a Year Offering a Fair Price for the Stock?

Arm Holdings' 22% stock decline, cooling China growth and soaring valuation raise fresh questions about its upside potential.

QCOMNegative Net Change AAPLNegative Net Change ARMPositive Net Change

Zacks Equity Research

Company News for Jun 17, 2025

Companies in The News Are: RNW, NOC, SRPT, AMD.

NOCNegative Net Change AMDPositive Net Change SRPTPositive Net Change RNWPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Semtech and Analog Devices

Semtech and Analog Devices show promise in a cautious chip market, fueled by AI, auto tech, and long-cycle industrial demand.

ADINegative Net Change SMTCNegative Net Change

Sejuti Banerjea

Semis to See Macro, Geopolitical Headwinds in 2025: 2 Stocks

Analysts expect SMTC and ADI to see strong double-digit growth in 2025, despite the negative macro and geopolitics plaguing the Analog/Mixed Signal semiconductor industry.

ADINegative Net Change SMTCNegative Net Change

Akashlina Dewanjee

SKYT vs. MRVL: Which Semiconductor Stock is the Better Investment?

SkyWater Technology's quantum push, Fab 25 deal and lean valuation stack up strongly against Marvell Technology's AI-fueled momentum.

MRVLNegative Net Change SKYTPositive Net Change

Zacks Equity Research

SkyWater Banks on ThermaView Platform to Revive Wafer Services Growth

SKYT rebounds with a 70% jump in Wafer Services revenues as its ThermaView platform gains rapid traction in defense.

TSEMPositive Net Change SKYTPositive Net Change GFSPositive Net Change

Zacks Equity Research

Company News for Jun 16, 2025

Companies in The News Are: RTX, AAL, ADBE, NVDA

NVDAPositive Net Change AALPositive Net Change RTXPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: CoreWeave, Circle Internet and NVIDIA

CoreWeave and Circle soar post-IPO as investors bet big on AI infrastructure and the future of digital currencies.

NVDAPositive Net Change CRWVPositive Net Change CRCLPositive Net Change

Subham Roy

Should You Buy, Sell or Hold AMAT Stock After a 6.2% YTD Rise?

Applied Materials is gaining from the rising demand for AI and DRAM chips and advanced packaging processes.

KLACNegative Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, D-Wave Quantum IonQ, QTUM and Lockheed Martin

NVDA's CEO sees a quantum leap ahead boosting optimism and momentum for Buy-rated stocks QBTS and IONQ.

LMTPositive Net Change NVDAPositive Net Change QTUMNegative Net Change IONQNegative Net Change QBTSNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Taiwan Semiconductor and Vertiv

NVDA, TSM and VRT are powering the AI boom with strong growth and surprisingly reasonable valuations.

NVDAPositive Net Change TSMNegative Net Change VRTPositive Net Change

Zacks Equity Research

Lam Research Bets Big on ALD and Dry EUV: Will This Pay Off?

LRCX focuses on ALD and dry EUV tech to drive chip performance gains, but rivals and macro risks pose key challenges.

KLACNegative Net Change LRCXPositive Net Change AMATPositive Net Change

Ethan Feller

Are AI Stocks Overpriced? These 3 Leaders Look Cheap (NVDA, TSM, VRT)

Nvidia, Taiwan Semiconductor and Vertiv shares appear to be trading a very reasonable valuations, despite huge stock apprecaition

NVDAPositive Net Change TSMNegative Net Change VRTPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Apple, Walt Disney, AMD, Armanino Foods of Distinction and Optex Systems

AAPL, DIS, and AMD show mixed performance as analysts spotlight service growth, park gains, and data center strength.

AAPLNegative Net Change AMDPositive Net Change DISPositive Net Change AMNFPositive Net Change OPXSNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, NVIDIA, Taiwan Semiconductor Manufacturing and Advanced Micro Devices

INTC jumps 10% as new CEO Lip-Bu Tan sparks optimism over AI chips and a potential foundry turnaround in 2025.

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

Zacks Equity Research

Stock Market News for Jun 12, 2025

U.S. stocks closed mostly lower on Wednesday after a choppy session.

INTCNegative Net Change

Mark Vickery

Top Research Reports for Apple, Walt Disney & AMD

AAPL, DIS, and AMD stand out in Zacks' latest top research, each navigating challenges while delivering strategic growth in Q3 2025.

AAPLNegative Net Change AMDPositive Net Change TEFNegative Net Change KLACNegative Net Change DISPositive Net Change AMNFPositive Net Change OPXSNegative Net Change HOODPositive Net Change

Tirthankar Chakraborty

Is Intel the Turnaround Stock of 2025 and a Buy Now?

INTC stock jumps 10% amid Lip-Bu Tan's CEO debut and optimism for a 2025 rebound, despite recent foundry setbacks.

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

Urmimala Biswas

Quantum Rivalry Rises With IBM's Push: Is D-Wave Still a Buy?

QBTS soars 1359.5% in a year but IBM's bold quantum leap raises fresh questions about its edge and survival.

IBMNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

ANSS, Turbotech Team Up to Fuel a Hydrogen-Powered Future in Aviation

Ansys powers the world's first viable hydrogen turboprop with simulation tech, fueling greener aviation innovation.

ANETPositive Net Change UIPositive Net Change

Anirudha Bhagat

Export Curbs to Hit $8B in Q2 Sales: Is NVDA Overexposed to Trade War?

NVIDIA braces for an $8B hit in Q2 sales as U.S. export curbs block China-bound H20 AI chips, exposing key growth risks.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Innodata and Broadcom

NVIDIA, Innodata, and Broadcom surge on booming AI demand, with strong earnings and bullish guidance fueling momentum.

NVDAPositive Net Change AVGONegative Net Change INODPositive Net Change

Subham Roy

MU's HBM Revenues Surpass $1 Billion: Will the Momentum Persist?

Micron Technology's HBM revenues surpass $1 billion in Q2 FY25, fueled by AI and hyperscaler demand.

MUPositive Net Change NVDAPositive Net Change TSMNegative Net Change

Ritujay Ghosh

4 Stocks to Watch on Steady Growth in Semiconductor Sales

Semiconductor sales are soaring, with TSM, TXN, ASML, and AEIS positioned to gain from AI-fueled chip demand.

TXNNegative Net Change ASMLPositive Net Change TSMNegative Net Change AEISPositive Net Change