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semiconductor: Archive
Should You Buy NVIDIA After Solid Q2 2026 Results Without China Sales?
by Nalak Das
NVDA posts strong fiscal Q2 results with soaring AI-driven growth, but China sales halt weighs on its Data Center momentum.
AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change
artificial-intelligence internet semiconductor social-media tech-stocks
The Zacks Analyst Blog Highlights Quantum Computing, IonQ, Rigetti Computing, D-Wave Quantum and NVIDIA
by Zacks Equity Research
Quantum Computing Inc. soars over 2000%, sparking comparisons to NVIDIA, but its small revenue base makes the stock a high-risk bet.
NVDAPositive Net Change QUBTNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSPositive Net Change
semiconductor
NVIDIA Tops Estimates, Grows +41% on Data Center
by Mark Vickery
NVIDIA easily beat estimates on both top and bottom lines -- estimates that were already quite extraordinarily high.
NVDAPositive Net Change URBNPositive Net Change FIVEPositive Net Change SNOWPositive Net Change
apparel artificial-intelligence earnings retail semiconductor
ARM vs. APP: Which AI-Exposed Tech Stock is a Better Buy Right Now?
by Shuvra Shankar Dey
AppLovin's AI-fueled Axon 2 and soaring profitability give APP a stronger near-term edge over ARM's steadier chip-driven growth.
MSFTPositive Net Change CRMPositive Net Change ARMNegative Net Change APPPositive Net Change
business-services semiconductor tech-stocks
Markets Await PCE Data
by Zacks Equity Research
Markets Await PCE Data
KSSPositive Net Change ANFNegative Net Change NVDAPositive Net Change DKSPositive Net Change MCFTPositive Net Change
retail semiconductor travel-leisure
TXN's Analog Revenue Growth Picks Up: A Sign of More Upside?
by Zacks Equity Research
Texas Instruments' analog unit, driving 77.6% of revenues with 17.9% growth in Q2 2025, is gaining from 5G and broad industrial demand.
ADIPositive Net Change TXNPositive Net Change NXPINegative Net Change
semiconductor
LRCX's Akara Etch Wins Gain Momentum: Can it Expand DRAM Share?
by Om Jaiswal
Lam Research's Akara etch tool gains early traction in DRAM production, positioning LRCX to expand its memory market share.
ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence semiconductor tech-stocks
AMAT's Etch Business Crosses $1B: Can DRAM Momentum Continue?
by Om Jaiswal
Applied Materials' etch business surpasses $1B in Q3 as DRAM demand for AI workloads fuels momentum and future market share gains.
ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence semiconductor tech-stocks
Stock Market News for Aug 27, 2025
by Zacks Equity Research
U.S. stocks ended higher on Tuesday as investors looked past President Donald Trump's decision to fire Federal Reserve Governor Lisa Cook and waited for AI chipmaker NVIDIA to announce its quarterly results on Wednesday.
NVDAPositive Net Change
semiconductor
Zacks Investment Ideas feature highlights: Nvidia, Arm Holdings, CoreWeave, Advanced Micro Devices and Oklo
by Zacks Equity Research
Zacks spotlights Nvidia, Arm Holdings, CoreWeave, AMD, and Oklo as beneficiaries of a fresh bull market, boosted by the Fed's dovish pivot and broad market strength.
AMDNegative Net Change NVDAPositive Net Change ARMNegative Net Change OKLONegative Net Change CRWVNegative Net Change
alt-energy computers semiconductor tech-stocks
Is Credo's Optical DSP Business Set to Spur Growth & Revenue Momentum?
by Shreya Majumder
CRDO's optical DSP momentum builds with new design wins and record efficiency gains. Its total revenues are expected to top $800 million in fiscal 2026.
MRVLNegative Net Change AVGONegative Net Change CRDONegative Net Change
semiconductor tech-stocks
The Zacks Analyst Blog Highlights NVIDIA, AMD, Alphabet, Meta Platforms, Amazon.com and Microsoft
by Zacks Equity Research
NVIDIA's soaring valuation, AI demand, and looming Q2 earnings create a tug-of-war between sell pressure and long-term growth optimism.
AMZNPositive Net Change AMDNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change
computers retail semiconductor tech-stocks
Willdan and Eastman Chemical have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Willdan posts blowout Q2 results, lifts full-year outlook, while Eastman Chemical struggles with weak demand and tariff pressures.
MRVLNegative Net Change EMNPositive Net Change AVGONegative Net Change WLDNNegative Net Change ASTSNegative Net Change ALABNegative Net Change
business-services computers industrial-products semiconductor
Too Much Hype! Should You Sell NVIDIA Stock Ahead of Q2 Earnings?
by Tirthankar Chakraborty
NVIDIA's Q2 earnings spark debate as AI-driven growth, record GPU demand, and steep valuation fuel both optimism and caution.
AMZNPositive Net Change AMDNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change
earnings magnificent-7 semiconductor tech-stocks
The Zacks Analyst Blog Highlights Broadcom, NVIDIA and Advanced Micro Devices
by Zacks Equity Research
Broadcom rides strong AI networking demand with record chip launches, while NVIDIA and AMD intensify competition in the booming semiconductor market.
AMDNegative Net Change NVDAPositive Net Change AVGONegative Net Change
computers semiconductor
MRVL's Q2 Earnings Likely to be Powered by AI Silicon & Data Center Boom
by Zacks Equity Research
Marvell Technology's second-quarter earnings are likely to be driven by surging demand for custom AI silicon, electro-optics and data center.
ANFNegative Net Change MRVLNegative Net Change BBWPositive Net Change BBWIPositive Net Change
semiconductor
Should You Buy, Sell or Hold TXN Stock After an 8.9% Rise in a Month?
by Subham Roy
Texas Instruments' 8.9% stock surge is fueled by AI, data centers and CHIPS Act aid, but trade and auto risks keep outlook cautious.
ADIPositive Net Change TXNPositive Net Change NXPINegative Net Change AVGONegative Net Change
semiconductor
High Tide and LaZBoy have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Zacks names High Tide its Bull of the Day on growth momentum, while LaZBoy takes the Bear spot after earnings misses and lowered estimates.
NVDAPositive Net Change LZBPositive Net Change HITINegative Net Change
consumer-discretionary medical semiconductor
Stock Market News for Aug 26, 2025
by Zacks Equity Research
Wall Street ended lower on Monday after stocks rallied last week following Federal Reserve Chairman Jerome Powell's hint at a possible rate cut in September.
INTCPositive Net Change NVDAPositive Net Change
semiconductor tech-stocks
Implied Volatility Surging for Applied Materials Stock Options
by Zacks Equity Research
Investors need to pay close attention to AMAT stock based on the movements in the options market lately.
AMATPositive Net Change
semiconductor
ASML Sees 30% EUV Growth in 2025: Is Demand Sustainable Through 2026?
by Anirudha Bhagat
ASML Holding expects EUV sales to surge 30% in 2025 on AI and memory demand, but macro risks cloud the outlook for 2026.
ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
SMCI Projects $33B FY26 Revenues: Is the Growth Target Realistic?
by Anirudha Bhagat
Super Micro Computer targets $33B revenues in FY26, banking on AI demand and data center solutions to fuel growth momentum.
DELLNegative Net Change SMCINegative Net Change HPENegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Check Out NVIDIA's Awesome Earnings Chart
by Tracey Ryniec
Get ready. NVIDIA reports earnings this week. Analysts are bullish going into the report.
NVDAPositive Net Change
semiconductor
Stocks to Watch for a Rebound Amid September Rate Cut Hopes
by Shaun Pruitt
Amid high hopes for a September rate cut, these stocks may be poised for a sharp rebound from various sectors where companies are sensitive to borrowing costs, capital market activity, and consumer demand.
INTCPositive Net Change CMCSAPositive Net Change ADBEPositive Net Change CCSPositive Net Change
artificial-intelligence construction consumer-discretionary dividends home-builder inflation interest-rate investing semiconductor tech-stocks
NVIDIA Earnings: Key Metrics to Watch
by Derek Lewis
The tech titan's release will be scrutinized heavily given its critical role in the AI ecosystem, with the results set to ripple across the entire market. But it's not just Data Center results that are important.
NVDAPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks