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semiconductor: Archive

Zacks Equity Research

Stock Market News for Jun 4, 2025

U.S. stocks closed higher on Tuesday, driven by a chipmaker rally, as investors awaited more clarity on potential trade deals between the United States and its trading partners.

MSFTPositive Net Change MUPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Anirudha Bhagat

ASML vs. TXN: Which Semiconductor Stock Is the Better Buy Now?

ASML Holding's dominance in EUV tech, faster growth and better valuation give it a clear edge over Texas Instruments in the chip sector.

TXNNegative Net Change ASMLPositive Net Change

Akashlina Dewanjee

SkyWater Soars 23% in a Month: Should You Buy the Stock or Wait?

SKYT's acquisition of Fab 25, ThermaView launch and rising quantum computing demand present a compelling entry point in the stock in 2025.

TSEMPositive Net Change ONNegative Net Change SKYTPositive Net Change GFSPositive Net Change

Mark Vickery

Top Research Reports for Meta Platforms, Broadcom & JPMorgan

META, AVGO, and JPM shine in new analyst reports, with AI momentum, user growth, and banking strength fueling gains.

JPMNegative Net Change ETRPositive Net Change AEMPositive Net Change AVGONegative Net Change CVNAPositive Net Change METANegative Net Change

Derek Lewis

Looking for AI Stocks? Use This Thematic Investing Tool

This Zacks Thematic screen features diverse companies involved in AI, ranging from creators of software and hardware that power AI to those applying and utilizing this technology through automation, diagnostics, cognitive tasks, and more.

AVGONegative Net Change

Subham Roy

MRVL Plunges 30% in 3 Months: Should You Buy, Sell or Hold the Stock?

Marvell Technology stock plunges 30% in three months, but a discounted valuation and AI tailwinds raise a key question: hold or fold MRVL stock?

QCOMNegative Net Change MRVLNegative Net Change AVGONegative Net Change AMBANegative Net Change

Zacks Equity Research

Credo Technology's Q4 Earnings and Sales Beat Estimates, Rise Y/Y

CRDO posts solid Q4 and FY25 earnings, fueled by surging AI demand. It records a 179.7% quarterly revenue jump on booming product sales.

SAPNegative Net Change SLPPositive Net Change CDNSNegative Net Change CRDOPositive Net Change

Zacks Equity Research

Implied Volatility Surging for Analog Devices Stock Options

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

ADINegative Net Change

Anirudha Bhagat

Taiwan Semiconductor Rises 13% in Three Months: How to Play the Stock?

TSM jumps nearly 13% in three months, fueled by AI demand and strong earnings, but headwinds keep it a hold for now.

ASMLPositive Net Change LRCXPositive Net Change MRVLNegative Net Change TSMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Advanced Micro Devices, Micron Technology and Broadcom

NVIDIA stock jumped 19% on AI strength and trade truce momentum. Should investors hold through sky-high valuations?

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Global X Robotics & Artificial Intelligence ETF, Range Nuclear Renaissance Index ETF, Oklo and NuScale Power

NVIDIA leads AI and robotics growth, while Oklo and NuScale soar on rising demand for nuclear power in the datacenter era.

NVDAPositive Net Change BOTZPositive Net Change SMRPositive Net Change NUKZPositive Net Change OKLOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intuit, Amphenol, Broadcom, Twilio and Ubiquiti

Tech stocks like Broadcom and Intuit powered a strong May rally, defying seasonal trends with double-digit gains.

APHNegative Net Change INTUNegative Net Change AVGONegative Net Change TWLOPositive Net Change UIPositive Net Change

Zacks Equity Research

Markets Await Jobs Data

Markets Await Jobs Data

ADPPositive Net Change DGPositive Net Change CLFPositive Net Change CPBNegative Net Change AVGONegative Net Change TSLAPositive Net Change CRWDPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, ICICI Bank, Fiserv, Bridger Aerospace and AstroNova

Zacks spotlights NVDA, IBN, FI, BAER, and ALOT as analyst favorites, with AI, fintech, and aerospace themes driving investor attention.

NVDAPositive Net Change IBNNegative Net Change ALOTNegative Net Change FIPositive Net Change BAERPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and Qorvo

SWKS and QRVO ride tailwinds from WiFi 7, IoT, and 5G growth, even as macro pressures weigh on radio frequency chipmakers.

SWKSNegative Net Change QRVONegative Net Change

Anirudha Bhagat

NVIDIA Stock Soars 19% in a Month: Time to Hold or Book Profits?

NVDA jumps 19% in a month as trade relief, AI demand and solid financials drive gains. Should investors hold or cash in?

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Zacks Equity Research

Stock Market News for May 30, 2025

Wall Street closed higher on Thursday, driven by real estate and energy stocks.

GILDPositive Net Change NVDAPositive Net Change FICOPositive Net Change

Zacks Equity Research

Marvell Beats Q1 Earnings Estimates, Guides Strong on Robust Demand

MRVL's Q1 results reflect the benefits of solid growth in the data center and continued recovery in enterprise networking and carrier infrastructure end markets.

APHNegative Net Change MRVLNegative Net Change UPWKNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Meta Platforms and Tesla

NVIDIA sees soaring GPU demand, bullish GB200 sales, and firm AI factory commitments as it navigates China headwinds and targets $45B in Q2 revenue.

NVDAPositive Net Change TSLAPositive Net Change METANegative Net Change

Shaun Pruitt

Chase the Surge in Nvidia Stock After Q1 Earnings?

Despite reporting mixed Q1 results Wednesday evening, Nvidia (NVDA) stock has popped as much as +6% in today's trading session and had retaken the top spot as the market's most valuable company.

NVDAPositive Net Change MSFTPositive Net Change TCEHYPositive Net Change

Aniruddha Ganguly

3 Electronics Components Stocks to Buy From a Prospering Industry

The Zacks Electronics - Miscellaneous Components industry players like TTMI, AMSC and ALNT are benefiting from the solid adoption of AI and the democratization of IoT.

TTMIPositive Net Change AMSCPositive Net Change ALNTNegative Net Change

Zacks Equity Research

NVIDIA Q1 Earnings Miss Expectations, Revenues Increase Y/Y

NVDA's Q1 results reflect growth across Data Center, Gaming, Professional Visualization, Automotive and OEM end markets.

APHNegative Net Change NVDAPositive Net Change UPWKNegative Net Change

Kevin Cook

NVIDIA Earnings: 3 Giga Takeaways

The China questions got clarified and the GB200 NVL72 launch is in full rocket mode

NVDAPositive Net Change TSLAPositive Net Change METANegative Net Change

Sweta Killa

ETFs to Buy After NVIDIA's Q1 Earnings Miss, Record Revenues

NVIDIA posts record first-quarter revenues despite earnings miss. ETFs like SMH, SHOC and SMHX offer top exposure to the AI chip giant's surging growth.

NVDAPositive Net Change SMHPositive Net Change SEMIPositive Net Change SHOCPositive Net Change SMHXPositive Net Change SOXYPositive Net Change

Zacks Equity Research

Stock Market News for May 29, 2025

Wall Street closed lower on Wednesday, pulled down by utilities and discretionary stocks.

CCLNegative Net Change EIXPositive Net Change NVDAPositive Net Change