Back to top

semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights Palantir, Nvidia and Oracle

PLTR surges 69% YTD as AIP adoption explodes, but its sky-high valuation leaves little room for error near term.

NVDAPositive Net Change ORCLNegative Net Change PLTRPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Oracle, Novo Nordisk, Linde, NVE and CPS Technologies

Zacks spotlights ORCL, NVO, LIN, NVEC and CPSH for their strategic growth plays, from AI cloud to medtech sensing and advanced materials.

NVONegative Net Change ORCLNegative Net Change LINPositive Net Change NVECNegative Net Change CPSHNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Orla Mining, SentinelOne and Lam Research

ORLA, S and LRCX show sharp earnings acceleration in June, making them standout picks in Zacks' latest screen.

SNegative Net Change LRCXPositive Net Change ORLAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Meta, Mirion Technologies, Rolls-Royce, Nvidia and Constellation Energy

Zacks highlights MIR and RYCEY as under-$20 nuclear stocks poised to ride AI???s massive energy demand wave.

MIRNegative Net Change CEGPositive Net Change NVDAPositive Net Change RYCEYNegative Net Change METANegative Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Plexus Stock?

Investors need to pay close attention to PLXS stock based on the movements in the options market lately.

PLXSNo Net Change

Shaun Pruitt

Buy into Broadcom's AI Growth as VMware Lifts Q2 Earnings?

Able to exceed its Q2 expectations, Broadcom's acquisition of VMware is helping the chip giant's AI infrastructure capabilities.

AVGONegative Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

Mark Vickery

Top Research Reports for Oracle, Novo Nordisk & Linde

ORCL gains on strong cloud momentum, while NVO battles obesity headwinds and LIN leans on $10B backlog for growth.

NVONegative Net Change ORCLNegative Net Change LINPositive Net Change NVECNegative Net Change CPSHNegative Net Change

Zacks Equity Research

Microchip Rises 34% in a Month: Here's Why the Stock is a Hold Now

MCHP jumps 34% on new product launches, but high inventory and weak demand keep its outlook restrained.

ADINegative Net Change MCHPNegative Net Change MTSINegative Net Change ONNegative Net Change

Anirudha Bhagat

Micron vs. Lam Research: Which Semiconductor Stock Is a Better Buy?

LRCX gains the edge over MU as expanding margins and equipment demand outshine memory chip volatility.

MUPositive Net Change LRCXPositive Net Change

Zacks Equity Research

Best Momentum Stock to Buy for June 6th

CRDO and FERG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 6, 2025.

FERGNegative Net Change CRDOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Microsoft, Taiwan Semiconductor Manufacturing Company, Alphabet and Amazon.com

NVDA reclaims its spot as the most valuable company, fueled by surging AI chip demand and blockbuster Q1 revenue growth.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSMNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

New Strong Buy Stocks for June 6th

CRDO, FERG, AHR, BKNIY and FER have been added to the Zacks Rank #1 (Strong Buy) List on June 6, 2025.

BKNIYNegative Net Change FERGNegative Net Change CRDOPositive Net Change AHRNegative Net Change FERPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Serve Robotics, Uber Technologies and Nvidia

Serve Robotics gains momentum with a 130% rally, Uber rollout, and forecasted 670% sales growth in the year ahead.

NVDAPositive Net Change SERVPositive Net Change UBERPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Veeco Instruments Stock?

Investors need to pay close attention to VECO stock based on the movements in the options market lately.

VECOPositive Net Change

Tirthankar Chakraborty

Is NVIDIA's Rise in Value a Sign to Invest in NVDA Stock?

NVIDIA reclaims top spot as most valuable company, fueled by surging AI demand, record Q1 revenues, and a $1T market-cap boost.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change TSMNegative Net Change TSLAPositive Net Change GOOGLNegative Net Change CRWVPositive Net Change

Zacks Equity Research

Arm Holdings' Power Efficiency Poised for AI and IoT Growth

ARM's power-efficient chip design is becoming vital to Apple, Qualcomm, and Samsung's AI and IoT ambitions.

QCOMNegative Net Change AAPLNegative Net Change ARMPositive Net Change

Zacks Equity Research

Can MRVL's Custom AI Silicon Keep Driving Data Center Wins?

Marvell Technology's shift toward an advanced 2.5D packaging platform and high demand for Custom AI Silicon chips are set to drive the revenues.

AMDPositive Net Change MRVLNegative Net Change AVGONegative Net Change

Zacks Equity Research

Jobless Claims Increased More Than Expected

Jobless Claims Increased More Than Expected

GESNo Net Change LULUPositive Net Change AVGONegative Net Change

Zacks Equity Research

Blackwell Gains Ground: Will It Be NVIDIA's Next Growth Catalyst?

Blackwell now powers nearly 70% of NVIDIA's Data Center compute revenues, fueling its AI-driven growth surge.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Nalak Das

NVIDIA Bullish on Auto Chip Business as Next Driver: Can It Deliver?

NVIDIA sees its auto chip segment accelerating, with revenues expected to top $5 billion in fiscal 2026 amid rising EV and robotics demand.

INTCNegative Net Change NVDAPositive Net Change GMNegative Net Change TSLAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Alphabet, Constellation Energy and Meta Platform

Nvidia surges amid AI boom as Propense.ai and Tempus AI push into law and healthcare with game-changing tech.

CEGPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change METANegative Net Change TEMPositive Net Change

Urmimala Biswas

D-Wave Quantum Stock Skyrockets on Real-World Computing Breakthroughs

QBTS jumps 1281% after proving real-world quantum supremacy, with its Advantage2 system solving complex problems and gaining traction in enterprise use.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Sweta Killa

ETFs to Bet On as NVIDIA Reclaims Market Cap Crown

NVDA reclaims the top spot with a $3.45T valuation, and ETFs with heavy exposure to the stock offer investors a way to ride the AI wave.

MSFTPositive Net Change NVDAPositive Net Change NVDLPositive Net Change NVDXPositive Net Change

Subham Roy

AMAT vs. ONTO: Which Inspection and Metrology Stock Has an Edge?

Applied Materials' AI-driven tools, stronger growth and better valuation give it an edge over struggling Onto Innovation in chip metrology.

AMATPositive Net Change ONTOPositive Net Change

Zacks Equity Research

Company News for Jun 4, 2025

Companies in The News Are: DG,SIG,CRDO,DCI

DGPositive Net Change SIGPositive Net Change DCIPositive Net Change CRDOPositive Net Change