Back to top

semiconductor: Archive

Zacks Equity Research

ARM's Powerful Lumex Launch Poised to Accelerate AI Leadership

Arm's Lumex platform delivers 5x faster AI with efficiency gains, strengthening its edge in the battle for on-device AI dominance.

QCOMNegative Net Change NVDAPositive Net Change ARMNegative Net Change

Zacks Equity Research

AMAT's Advanced DRAM Gains Traction: Will it Sustain its Momentum?

Applied Materials sees DRAM-driven momentum with record etch revenues, AI-fueled demand, and growth opportunities in advanced memory.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Subham Roy

MRVL vs. MU: Which Semiconductor Stock Should You Consider Now?

Micron Technology's AI-driven memory surge and Marvell Technology's custom silicon growth highlight two distinct semiconductor plays.

MUPositive Net Change MRVLNegative Net Change

Zacks Equity Research

Company News for Sep 18, 2025

Companies in The News Are: NVDA,LYFT,GOOGL,META,AMZN

AMZNPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change LYFTPositive Net Change METANegative Net Change

Shreya Majumder

CRDO Deepens Ties With Hyperscalers: Key to Next Growth Phase?

Credo's hyperscaler partnerships drove 274% revenue growth, fueling AEC adoption and deeper inroads into next-gen AI data centers.

MRVLNegative Net Change CRDONegative Net Change ALABNegative Net Change

Mark Vickery

Top Stock Reports for Exxon Mobil, AMD & Caterpillar

Exxon Mobil advances key projects, AMD rides EPYC and AI demand, and Caterpillar gains on Energy & Transportation strength.

AMDNegative Net Change BMYPositive Net Change CATPositive Net Change XOMPositive Net Change EQIXPositive Net Change HOLXPositive Net Change WFCFNegative Net Change OVBCPositive Net Change

Subham Roy

ADI's Industrial Segment Improves: What's Driving the Growth?

Analog Devices' Industrial segment surges 23% with growth in automation, aerospace, and AI-driven test equipment demand.

ADIPositive Net Change TXNPositive Net Change STMNegative Net Change

Om Jaiswal

ASYS' Cost Reduction Initiatives: Can it Drive Margin Expansion?

Amtech Systems' $13M savings and semi-fabless shift drove Q3 margin gains, with more cost cuts set to fuel profitability.

LRCXPositive Net Change AMATPositive Net Change ASYSPositive Net Change

Zacks Equity Research

Stock Market News for Sep 17, 2025

U.S. stocks ended lower on Tuesday in a choppy trading session, as investors remained cautious ahead of the Federal Reserve's decision on interest rates at the end of its two-day policy meeting on Wednesday.

UNHNegative Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, IonQ, Amazon.com, Microsoft and Alphabet

Zacks highlights NVIDIA, IonQ, Amazon, Microsoft, and Alphabet, focusing on IonQ's potential as a quantum computing leader while noting its strong revenue growth, high risk, and current lack of profitability.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change IONQNegative Net Change

Supriyo Bose

INTC vs. AMD: Which AI-Driven Chip Stock Should You Bet on Now?

Intel and Advanced Micro are racing ahead in AI chips, but AMD's growth outlook and strong positioning give it the investment edge.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Anirudha Bhagat

ASML Soars 16% in a Month: Should You Buy, Sell or Hold the Stock?

ASML Holding stock rises nearly 16% in a month, fueled by EUV dominance and AI demand, but management's cautious 2026 outlook clouds near-term growth.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change ASMLPositive Net Change

Zacks Equity Research

Company News for Sep 16, 2025

Companies in The News Are: NVDA,HIMS,MSFT,NFLX

MSFTPositive Net Change NFLXPositive Net Change NVDAPositive Net Change HIMSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron, Crowdstrike and Ping An Insurance

As central banks gear up for a pivotal week of decisions, Zacks analysts spotlight Micron, Crowdstrike, and Ping An Insurance as strong plays in semiconductors, cybersecurity, and multi-line insurance.

MUPositive Net Change PNGAYPositive Net Change CRWDPositive Net Change

Shaun Pruitt

Is Nvidia Stock Still a Buy Amid Increased Competition & China Headwinds

Losing steam in recent weeks, Nvidia (NVDA) stock has now dipped 4% from a 52-week peak of $184 a share, which it hit in early August.

NVDAPositive Net Change AMZNPositive Net Change WMTPositive Net Change AVGONegative Net Change

Anirudha Bhagat

Micron Hits New 52-Week High: Is the Stock Still Worth Buying?

MU hits a 52-week high, fueled by AI-driven memory demand, new tech trends and a valuation discount to peers.

AMDNegative Net Change MUPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Om Jaiswal

ASYS vs. AMAT: Which Semiconductor Equipment Stock is the Better Buy?

Amtech Systems outpaces Applied Materials with faster AI-driven growth, operational savings, and a cheaper valuation, making it the stronger semiconductor bet now.

AMATPositive Net Change ASYSPositive Net Change

Zacks Equity Research

Company News for Sep 15, 2025

Companies in The News Are: RH,SMCI,BBAI,WBD,PSKY

WBDNegative Net Change SMCINegative Net Change RHNegative Net Change BBAINegative Net Change PSKYNegative Net Change

Abhinab Dasgupta

Beat the Market the Zacks Way: CommScope, Micron, Oracle in Focus

Zacks' strategies continue to outpace the market in 2025, with standout gains from CommScope, Micron, Oracle, and others across multiple model portfolios.

UNHNegative Net Change FASTPositive Net Change IBKRPositive Net Change MUPositive Net Change TMOPositive Net Change LRCXPositive Net Change ORCLNegative Net Change MTZPositive Net Change COMMNegative Net Change WPositive Net Change LMNDNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Vertiv and Nvidia

Vertiv rides the AI data center boom with soaring growth, Nvidia partnership, and rising Wall Street attention.

NVDAPositive Net Change VRTNegative Net Change

Zacks Equity Research

Micron Technology and Wendy's have been highlighted as Zacks Bull and Bear of the Day

Micron surges on AI-driven demand and analyst upgrades, while Wendy's sinks under weak sales and bearish revisions.

MUPositive Net Change WENPositive Net Change IPONegative Net Change FPXPositive Net Change

Ethan Feller

Bull of the Day: Micron Technology (MU)

Micron Technology stock has been one of the best performing in the market this year thanks to its now critical role in the AI infrastructure buildout

MUPositive Net Change

Tirthankar Chakraborty

Oracle Vs. NVIDIA: Which AI Powerhouse Should You Buy Now?

Oracle's AI contracts boost growth, but NVIDIA's stronger margins and lower debt make it the preferred investment pick.

NVDAPositive Net Change ORCLNegative Net Change

Anirudha Bhagat

Lam Research vs. Micron: Which Semiconductor Stock Is the Better Bet?

MU's stronger growth outlook, soaring revenues and lower valuation multiple give it an edge over LRCX in the AI-driven chip race.

MUPositive Net Change LRCXPositive Net Change

Anirudha Bhagat

NVIDIA's Data Center Sales Soar 56% in Q2: Can It Keep the Momentum?

NVDA's Q2 Data Center revenues surge 56% to $41.1B, fueled by Blackwell adoption and hyperscaler demand.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change