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semiconductor: Archive

Shaun Pruitt

Will Nvidia Stock Soar if Interest Rates are Cut in September?

Amid looming expectations that the Federal Reserve could cut interest rates in September, tech companies like Nvidia generally stand to benefit exponentially.

NVDAPositive Net Change CRWVNegative Net Change

Mark Vickery

Top Analyst Reports for NVIDIA, Chevron & Booking

NVIDIA rides AI and GPU demand, Chevron leverages Hess and Permian output, while Booking gains from strong travel momentum.

GSKPositive Net Change CVXNegative Net Change NVDAPositive Net Change ETPositive Net Change DITNegative Net Change EVIPositive Net Change BKNGNegative Net Change KDPNegative Net Change

Aniruddha Ganguly

Buy, Sell or Hold AVGO Stock: Key Tips Ahead of Q3 Earnings?

Broadcom projects $15.8B in Q3 revenue, with AI-driven growth boosting performance despite margin pressures.

CSCONegative Net Change MRVLNegative Net Change AVGONegative Net Change ANETNegative Net Change

Aniruddha Ganguly

AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?

AMD's surging EPYC adoption, cloud wins, and Instinct GPU traction fuel strong Data Center growth despite AI export headwinds.

AMDNegative Net Change NVDAPositive Net Change AVGONegative Net Change

Kevin Cook

Broadcom (AVGO) Thrives in Custom AI Explosion

AI revenue grew 220% year-on-year, propelled by their leading XPUs and Ethernet networking portfolio.

AVGONegative Net Change NVDAPositive Net Change MRVLNegative Net Change

Zacks Equity Research

MRVL's AI and Optics Ambitions are Growing: What Lies Ahead?

Marvell Technology posts 69% data center revenue surge as AI chip demand and optics innovation drive growth momentum.

AMDNegative Net Change MRVLNegative Net Change AVGONegative Net Change

Anirudha Bhagat

NVIDIA's Q2 Sales Hit $46B: Can Blackwell Ramp-Up Deliver $54B in Q3?

NVDA posts $46.7B Q2 revenues as Blackwell adoption surges, with a $54B Q3 forecast and margin gains despite higher production costs.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Meta Platforms and Amazon.com

NVIDIA, Meta, and Amazon emerge as top Mag 7 momentum plays, each boasting strong earnings surprises and high scores.

AMZNPositive Net Change NVDAPositive Net Change METANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron Technology and Nvidia

Micron stock trades 20% below highs even as AI demand drives record growth, stronger guidance, and a top Zacks Rank.

MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Company News for Sep 2, 2025

Companies In The News Are: ADSK, AMBA, AFRM, GAP.

ADSKPositive Net Change GAPNegative Net Change AMBANegative Net Change AFRMNegative Net Change

Zacks Equity Research

Stock Market News for Sep 2, 2025

U.S. stock markets closed lower on Friday, following some profit-taking on technology bigwigs.

MRVLNegative Net Change

Aniruddha Ganguly

Acquisitions Shaping Up Amphenol's Growth Trajectory: What's Ahead?

APH's acquisitions fuel 52% revenue growth in H1 2025, while upcoming billion-dollar deals aim to expand its interconnect portfolio.

APHPositive Net Change TELPositive Net Change RFILPositive Net Change

Anirudha Bhagat

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

NVDA posts record Q2 results with soaring Data Center revenues and strong AI demand, but premium valuation suggests a hold stance.

QCOMNegative Net Change NVDAPositive Net Change MRVLNegative Net Change AVGONegative Net Change

Supriyo Bose

Qualcomm Declines 8.3% in Past Year: Time to Rethink QCOM Stock?

Qualcomm stock slid 8.3% in a year as China trade woes, rising R&D costs and tough competition weigh on margins despite Snapdragon and auto gains.

QCOMNegative Net Change AVGONegative Net Change HPENegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA and CoreWeave

Zacks compares AI leaders NVIDIA and CoreWeave, weighing strong cash-rich growth at NVDA against higher-risk expansion at CRWV.

NVDAPositive Net Change CRWVNegative Net Change

Aniruddha Ganguly

AMD's AI Journey Rides on Strong Partner Base: What's the Path Ahead?

AMD's expanding partner base, strong EPYC demand, and new AI collaborations fuel growth despite stiff competition from NVIDIA and Broadcom.

AMDNegative Net Change NVDAPositive Net Change ORCLNegative Net Change AVGONegative Net Change

Zacks Equity Research

How Does Credo's System-Level Strategy Provide an Edge in the AI Era?

CRDO is fueling AI-era data centers with a system-level strategy, driving growth across AECs, DSPs and retimers.

MRVLNegative Net Change AVGONegative Net Change CRDONegative Net Change

Zacks Equity Research

Marvell Technology Q2 Earnings Match Estimates, Revenues Rise Y/Y

MRVL's second-quarter fiscal 2026 results reflect the benefits of robust data center demand and recovering networking markets.

APHPositive Net Change MRVLNegative Net Change ANETNegative Net Change ALKTPositive Net Change

Zacks Equity Research

Stock Market News for Aug 29, 2025

U.S. stocks ended higher on Thursday as investors cheered NVIDIA's quarterly results, reaffirming their faith in the ongoing spending on artificial intelligence and the enthusiasm surrounding it.

NVDAPositive Net Change AVGONegative Net Change

Nalak Das

Buy 2 Computer-Integrated Systems Giants With Extensive AI Applications

MU and IBM are tapping AI-driven demand with strong growth prospects, estimate upgrades and notable upside potential.

IBMPositive Net Change MUPositive Net Change

Benjamin Rains

Buy This Top AI Stock Down 20% After Nvidia Confirms AI Boom

Buy chipmaker Micron stock down 20% for great value and long-term artificial intelligence (AI) growth.

MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

MRVL Pushes 2nm Boundaries: Is it a Game Changer for XPUs?

Marvell Technology launches the first 2nm 64 Gbps bi-directional die-to-die interface for greater bandwidth density and major power savings.

AMDNegative Net Change MRVLNegative Net Change AVGONegative Net Change

Zacks Equity Research

Jobless Claims Decreased More Than Expected

Jobless Claims Decreased More Than Expected

DGNegative Net Change BBYPositive Net Change DELLNegative Net Change NVDAPositive Net Change DKSPositive Net Change ULTAPositive Net Change MRVLNegative Net Change BURLPositive Net Change

Zacks Equity Research

Stock Market News for Aug 28, 2025

U.S. stocks ended higher on Wednesday, with the S&P 500 closing at a new record high, as investors looked forward to NVIDIA's earnings, the most closely watched event of the week.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change

Zacks Equity Research

NVIDIA Q2 Earnings Beat, Stock Falls on Data Center Sales Miss

NVDA's Q2 earnings and revenues top estimates, but shares slide as Data Center sales miss analyst expectations.

NVDAPositive Net Change FFIVPositive Net Change ANETNegative Net Change QLYSPositive Net Change