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semiconductor: Archive

Subham Roy

AMAT vs. AMD: Which Semiconductor Stock Has an Edge Now?

Advanced Micro Devices' AI-driven growth, fueled by new GPUs, software, and data center demand, makes it more attractive than Applied Materials right now.

AMDNegative Net Change AMATPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Broadcom, Nvidia, AMD, Meta Platforms and Alphabet

Broadcom soars after a Q3 earnings beat and $10B XPU chip orders, outpacing Nvidia and AMD while raising revenue guidance.

AMDNegative Net Change NVDAPositive Net Change AVGONegative Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Company News for Sep 8, 2025

Companies in The News Are: AVGO, GWRE, IOT, XOM

XOMPositive Net Change AVGONegative Net Change GWRENegative Net Change IOTNegative Net Change

Anirudha Bhagat

ASML Aims 60B Euros in Sales by 2030: Can High NA Tools Lead the Way?

ASML targets revenues of 60 billion euros by 2030, banking on High NA EUV tools to drive chip advances despite near-term headwinds.

KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change

Sejuti Banerjea

Semi Stocks ADI and MX Grow Despite Tariffs and Geopolitics

Chip growth stays hot despite tariffs. ADI, MX to ride AI, EV and industrial trends for long-term gains.

ADIPositive Net Change MXPositive Net Change

Shaun Pruitt

Buy the Spike in Broadcom Stock After its Strong Q3 Earnings?

Exceeding expectations for its fiscal third quarter on Thursday evening, Broadcom (AVGO) stock has surged as much as 16% in today's trading session to a new 52-week high of $356 a share.

AVGONegative Net Change AMDNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Broadcom Q3 Earnings Beat Estimates, Shares Rise on Strong Q4 View

AVGO posts strong fiscal Q3 with AI-fueled revenue surge, profit growth, and upbeat fiscal Q4 outlook that sent shares higher.

APHPositive Net Change AVGONegative Net Change RDDTPositive Net Change ALABNegative Net Change

Aniruddha Ganguly

AMD Shares Ride on Strong EPYC Demand: Buy, Sell or Hold the Stock?

AMD's EPYC and Instinct momentum drives cloud, AI and enterprise growth, but valuation concerns and NVIDIA rivalry weigh on the outlook.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change ORCLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Honeywell, IonQ and D-WAVE QUANTUM

Nvidia's investment in Quantinuum boosts Honeywell's quantum ambitions as IonQ and D-Wave surge on breakthroughs.

HONPositive Net Change NVDAPositive Net Change IONQNegative Net Change QBTSPositive Net Change

Subham Roy

AMAT Rides on the Strength in Semiconductor Systems: Will it Last?

Applied Materials posts record Q3 revenues on Semiconductor Systems strength, but softer Q4 guidance raises questions on momentum.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Nalak Das

Buy 5 High-Flying Growth Stocks to Maximize Your Returns in September

Amphenol, AppLovin, Hasbro, Micron and Robinhood are five high-growth stocks set to shine in September.

HASPositive Net Change APHPositive Net Change MUPositive Net Change APPPositive Net Change HOODNegative Net Change

Anirudha Bhagat

TSM vs. ASML: Which Semiconductor Stock Has Better Upside Potential?

TSMC outpaces ASML with stronger growth, robust AI demand and a more attractive valuation.

ASMLPositive Net Change TSMNegative Net Change

Zacks Equity Research

Stock Market News for Sep 5, 2025

U.S. stock markets closed higher on Thursday before the release of the crucial jobs data for August.

ADPPositive Net Change MUPositive Net Change

Mark Vickery

Markets Stride Higher on Rate Cut Expectations

Lower jobs numbers are what will guarantee at least one Fed rate cut before the end of 2025.

LULUPositive Net Change AVGONegative Net Change

Zacks Equity Research

Credo's Q1 Earnings and Sales Surpass Estimates, Rise Y/Y, Stock Up

CRDO posts a 273.6% revenue surge and EPS beat, driving shares up 13% on strong product growth and hyperscaler partnerships.

QCOMNegative Net Change MRVLNegative Net Change CRUSPositive Net Change CRDONegative Net Change

Zacks Equity Research

Best Momentum Stock to Buy for September 4th

LRN, MGIC and AEIS made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 4, 2025.

AEISNegative Net Change LRNPositive Net Change MGICPositive Net Change

Anirudha Bhagat

Taiwan Semiconductor Stock Up 26% in 6 Months: Hold or Book Profits?

TSM outpaces peers with a 26% stock surge, boosted by AI-driven growth and record earnings, but macro risks and costs make holding the wiser play.

KLACPositive Net Change AMATPositive Net Change TSMNegative Net Change ONPositive Net Change

Zacks Equity Research

Will Higher Semiconductor Revenues Help AVGO Stock Beat Q3 Earnings?

Broadcom's Q3 results are anticipated to highlight soaring AI revenues and VMware-driven software growth, though lower-margin XPUs may pressure margins.

APHPositive Net Change AVGONegative Net Change RDDTPositive Net Change ALABNegative Net Change

Supriyo Bose

Can Intel Cash in on Getac's F120 Launch to Scale AI-Enhanced Tasks?

INTC powers Getac's rugged F120 Copilot+PC tablet with AI Boost NPU and Core Ultra 200V chips, but margin pressures and China risks cloud growth.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Do Options Traders Know Something About Ichor Holdings Stock We Don't?

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

ICHRPositive Net Change

Subham Roy

Should You Buy, Sell or Hold MRVL Stock Post Strong Q2 Earnings?

Marvell Technology posts strong Q2 earnings on AI-driven data center gains, but margin pressure and fierce competition keep the stock a hold.

AMDNegative Net Change MUPositive Net Change MRVLNegative Net Change AVGONegative Net Change

Anirudha Bhagat

Micron Rides on DRAM Demand Wave: Can the AI Boom Keep Aiding Growth?

MU's DRAM revenues surge on AI-driven demand, a favorable demand-supply scenario and rising prices set to fuel further growth momentum.

INTCPositive Net Change MUPositive Net Change AVGONegative Net Change

Anirudha Bhagat

Micron vs. NVIDIA: Which AI Hardware Stock Should Investors Buy Now?

MU's soaring earnings, cheaper valuation and deep AI supply-chain role give it the edge over NVDA in the AI hardware race.

MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Chevron, Booking Holdings, EVI Industries and AMCON Distributing

Zacks spotlights NVIDIA, Chevron, Booking, and two microcaps, EVI Industries and AMCON Distributing, with research updates spanning AI, energy, travel, and distribution.

CVXNegative Net Change NVDAPositive Net Change DITNegative Net Change EVIPositive Net Change BKNGNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Broadcom, Marvell and NVIDIA

Broadcom's AI-fueled growth, VMware integration, and hyperscaler demand put its Q3 earnings under intense Wall Street scrutiny.

NVDAPositive Net Change MRVLNegative Net Change AVGONegative Net Change