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semiconductor: Archive

Aniruddha Ganguly

NVTS vs. ADI: Which Semiconductor Stock is a Better Buy Now?

Analog Devices rides strong automotive and industrial momentum, while Navitas faces near-term headwinds despite AI and EV opportunities.

ADIPositive Net Change NVTSNegative Net Change

Aniruddha Ganguly

AVGO's Strong Portfolio Drives Up Semiconductor Sales: What's Ahead?

Broadcom boosts semiconductor sales with new AI-focused networking chips, driving strong revenue growth despite rising competition.

AMDNegative Net Change NVDAPositive Net Change AVGONegative Net Change

Subham Roy

MRVL to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?

Marvell Technology's second-quarter fiscal 2026 results hinge on data center strength, AI partnerships, and a rebound in networking and carrier segments.

DELLNegative Net Change NVDAPositive Net Change MRVLNegative Net Change COHRPositive Net Change

Zacks Equity Research

NVTS Targets AI Data Centers: Can it Capitalize on the 800-Volt Shift?

Navitas Semiconductor eyes the AI data center boom with GaN and SiC chips as the industry shifts toward 800-volt power systems.

WOLFNegative Net Change ONPositive Net Change NVTSNegative Net Change

Anirudha Bhagat

HBM Drives Micron's Growth: Can MU Sustain the Momentum?

MU rides on soaring AI-driven HBM demand, with 2025 supply sold out and next-gen products fueling growth momentum.

INTCPositive Net Change MUPositive Net Change AVGONegative Net Change

Zacks Equity Research

Pre-Markets in the Red to Start a Fresh Week

Pre-Markets in the Red to Start a Fresh Week

NVDAPositive Net Change KBHPositive Net Change

Zacks Equity Research

AI Demand and Datacenter Momentum to Lift NVIDIA's Q2 Earnings

NVDA's Q2 revenues are expected to surge 54% year over year as AI demand and datacenter growth continue to drive strong performance across industries.

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

Santanu Roy

Take the Zacks Approach to Beat the Markets: WisdomTree, SkyWest & PepsiCo in Focus

Zacks highlights gains for WisdomTree, SkyWest, and PepsiCo as its stock strategies deliver strong returns amid market volatility.

CATPositive Net Change JNJPositive Net Change HSYPositive Net Change PEPPositive Net Change MTDNegative Net Change SKYWPositive Net Change PRIMPositive Net Change SHOPNegative Net Change NOBLPositive Net Change CRDONegative Net Change WTNegative Net Change HAFNPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Cisco and Linde

NVIDIA, Cisco, and Linde showcase AI-driven growth, strategic acquisitions, and resilient industrial leadership.

CSCONegative Net Change NVDAPositive Net Change LINPositive Net Change

Zacks Equity Research

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

NVIDIA gears up for Q2 earnings with booming Blackwell GPU demand, China chip sales rebound, and soaring data center capex.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia and Marvell Technology

Nvidia and Marvell take center stage with upcoming earnings, offering two distinct plays on the booming AI chip market.

NVDAPositive Net Change MRVLNegative Net Change

Zacks Equity Research

Nvidia, Best Buy, Ulta Beauty and Amazon are part of Zacks Earnings Preview

Nvidia headlines a busy earnings week, with Wall Street eyeing its soaring AI-fueled growth and expectations of sharp gains in revenue and EPS.

AMZNPositive Net Change BBYPositive Net Change NVDAPositive Net Change ULTAPositive Net Change

Supriyo Bose

QCOM Gaining Traction in V2X Market: Will it Be a Key Growth Driver?

Qualcomm expands in V2X with Autotalks buyout, boosting its Snapdragon Digital Chassis and connected car solutions.

INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change

Kevin Cook

Bull of the Day: IBM (IBM)

Bedrock of American innovation continues its deep R&D in the AI economy, fueling steady growth

IBMPositive Net Change INTCPositive Net Change CRMPositive Net Change NVDAPositive Net Change METANegative Net Change

Mark Vickery

Top Analyst Reports for NVIDIA, Cisco & Linde

NVIDIA, Cisco and Linde post strong gains as analysts spotlight AI growth, software expansion and industrial gas leadership.

PFEPositive Net Change CSCONegative Net Change WDCNegative Net Change NVDAPositive Net Change AFLPositive Net Change LINPositive Net Change

Tirthankar Chakraborty

NVIDIA to Post Q2 Earnings: Buy, Hold, or Take Profits?

NVIDIA eyes a strong Q2 with soaring GPU demand, renewed China sales, and rising data center spending, fueling growth prospects.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Arm Holdings Faces Market Scrutiny Over Steep Valuation

ARM's 15% slide, lofty multiples, and earnings downgrades fuel caution despite mobile dominance and AI inroads.

QCOMNegative Net Change NVDAPositive Net Change ARMNegative Net Change

Zacks Equity Research

Will Strength in Cloud Infrastructure Space Drive Growth for Intel?

INTC expands cloud presence with Xeon 6, driving stronger AI, ML and data processing performance for enterprise workloads.

INTCPositive Net Change AMDNegative Net Change ARMNegative Net Change

Zacks Equity Research

AMAT's Display Revenues Rebound: Is it a Sign of Stability?

Applied Materials' display segment surges on OLED demand, with Q4 revenues projected to soar 66% year over year.

AMATPositive Net Change KOPNNegative Net Change OLEDPositive Net Change

Ethan Feller

Nvidia & Marvell Technology: AI Chip Stocks Ahead of Earnings

Nvidia and Marvell Technology, two of the leading AI semiconductor stocks report earnings next week and investors will be watching the results closely

NVDAPositive Net Change MRVLNegative Net Change

Zacks Equity Research

SMTC Set to Report Q2 Earnings: What's in the Cards for the Stock?

Semtech's second-quarter fiscal 2025 results are likely to benefit from 5G momentum, AI adoption, and LoRa demand, though macro challenges could weigh.

ANFNegative Net Change SMTCPositive Net Change BBWPositive Net Change BBWIPositive Net Change

Anirudha Bhagat

NVIDIA's Data Center Grows Fast: Can It Sustain the Momentum?

AI demand, Blackwell chips and expanding hyperscaler orders are likely to continue driving NVDA's Data Center revenues.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Anirudha Bhagat

NVIDIA Likely to Beat Q2 Earnings Estimate: How to Play the Stock?

NVDA is poised to beat on Q2 earnings as surging AI, data center and gaming demand might have driven massive revenue and earnings growth.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change MRVLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA

NVIDIA showcases robotics breakthroughs, with 2M developers using its AI stack and a new Jetson Thor platform set to power humanoid innovation.

NVDAPositive Net Change

Shaun Pruitt

Bull of the Day: Micron Technology (MU)

Benefitting from pricing power and high demand, Micron Technology is starting to dominate the AI memory space.

MUPositive Net Change JPMPositive Net Change AMDNegative Net Change NVDAPositive Net Change