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semiconductor: Archive

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

Kevin Cook

Robots From The Matrix: The NVIDIA Simulation is Real

NVIDIA is advancing "physical AI" with platforms to make the builders as happy as Elroy Jetson

NVDAPositive Net Change

Subham Roy

TXN vs. ADI: Which Stock Has an Edge in the Analog Signal Processing?

Texas Instruments faces challenges in China and the automotive end market, making it less attractive than Analog Devices.

ADIPositive Net Change TXNPositive Net Change

Anirudha Bhagat

Lam Research Stock Trades at Low P/E: Should You Buy, Sell or Hold?

Despite robust growth in AI and HPC, LRCX faces near-term risks tied to China sales and chip cycle swings.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AAOINegative Net Change

Zacks Equity Research

CRUS, GlobalFoundries Deepen Alliance on Next-Gen Chip Technologies

Cirrus Logic deepens its GlobalFoundries partnership, advancing BCD and GaN technologies to power growth in electronics and autos.

JBLPositive Net Change CRUSPositive Net Change UIPositive Net Change GFSPositive Net Change

Zacks Equity Research

New Strong Sell Stocks for August 21st

SSTI, IPOOF and GCTS have been added to the Zacks Rank #5 (Strong Sell) List on August 21, 2025.

IPOOFPositive Net Change SSTIPositive Net Change GCTSNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Vertiv, Arista Networks, Astera Labs, NVIDIA, Ballard Power Systems and Intel

Vertiv, Arista Networks and Astera Labs lead the AI-driven data center boom with strong portfolios, partnerships and surging growth estimates.

INTCPositive Net Change NVDAPositive Net Change BLDPNegative Net Change ANETNegative Net Change VRTNegative Net Change ALABNegative Net Change

Shaun Pruitt

Is Intel's Revival Ahead After SoftBank's $2 Billion Investment

Intel's revival as a leading chipmaker has gained traction following Tuesday's announcement that SoftBank had taken a 2% stake in the company worth $2 billion.

INTCPositive Net Change NVDAPositive Net Change ORCLNegative Net Change ARMNegative Net Change TSMNegative Net Change SFTBYNegative Net Change

Zacks Equity Research

Analog Devices Q3 Earnings Beat Estimates, Revenues Rise Y/Y

ADI tops Q3 earnings and revenue estimates with strong double-digit growth across all major business segments.

ADIPositive Net Change APHPositive Net Change FFIVPositive Net Change QLYSPositive Net Change

Anirudha Bhagat

Micron Trades Near 52-Week High: Is the Stock Still Worth Buying?

MU trades near its 52-week high and rallies 45% YTD as AI demand, HBM growth and a discounted valuation support a buy strategy.

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

Zacks Equity Research

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

IONQ's 457.9% surge, bold acquisitions, and cloud integrations fuel its bid to become the NVIDIA of quantum computing, but profitability remains elusive.

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

Zacks Equity Research

Zacks.com featured highlights NVIDIA, Vertiv Holdings and Mastercard

NVIDIA, Vertiv, and Mastercard make Zacks' list of profitable stocks to watch in 2025, backed by strong net income ratios.

MANegative Net Change NVDAPositive Net Change VRTNegative Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Amphenol Stock?

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

APHPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Itron Stock?

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

ITRIPositive Net Change

Zacks Equity Research

TXN's Top Line Rebounds: Is Semiconductor Recovery the Catalyst?

Texas Instruments' rebounding on the back of analog, embedded processing, and broad market traction.

ADIPositive Net Change TXNPositive Net Change AVGONegative Net Change

Subham Roy

AMAT Stock Trades at a P/E of 16.69X: Should You Buy, Sell or Hold?

Applied Materials trades at a discount P/E, but China woes, weak memory demand and bearish trends cloud its outlook.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Om Jaiswal

TSM's Overseas Fabrication Push Ramps Up: Are Margins Sustainable?

Taiwan Semiconductor ramps up global fabs in the United States, Japan, and Europe, but soaring investments raise pressure on margins in 2025 and beyond.

INTCPositive Net Change TSMNegative Net Change GFSPositive Net Change

Anirudha Bhagat

NVIDIA vs. Broadcom: Which AI Semiconductor Stock Offers More Upside?

AVGO's diversified AI chip strategy and strong growth outlook give it an edge over NVDA despite the GPU giant's scale.

NVDAPositive Net Change AVGONegative Net Change

Anirudha Bhagat

ASML Stock Trades at a Discount: Should You Buy, Sell or Hold?

ASML trades at a discount, but cautious guidance, a weak 2026 outlook and trade headwinds weigh on the stock's appeal.

AMDNegative Net Change NVDAPositive Net Change ASMLPositive Net Change AVGONegative Net Change

Zacks Equity Research

Stock Market News for Aug 18, 2025

Wall Street closed lower on Friday, pulled down by tech and financial stocks.

INTCPositive Net Change AMDNegative Net Change AVGONegative Net Change

Zacks Equity Research

Company News for Aug 18, 2025

Companies in The News Are: AMAT, UNH, BRK.A, WFC, LLY

WFCPositive Net Change UNHNegative Net Change LLYPositive Net Change BRK.APositive Net Change AMATPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights D-Wave Quantum, Rigetti Computing, IonQ, AstraZeneca, AWS and NVIDIA

D-Wave, IonQ, and Rigetti post rising revenues, steep losses, and big cash reserves as they race to build scalable quantum systems.

AZNPositive Net Change NVDAPositive Net Change IONQNegative Net Change RGTINegative Net Change QBTSPositive Net Change

Bryan Hayes

Bull of the Day: Astera Labs (ALAB)

This top-ranked company is a global leader in purpose-built connectivity solutions for rack-scale AI systems.

ALABNegative Net Change

Mark Vickery

Top Research Reports for Lowe's, Bristol-Myers & Marvell Technology

Lowe's leans on Pro-focused strategy and AI-powered retail tools, Bristol-Myers banks on new drug launches to offset legacy declines, and Marvell rides AI-driven data center growth despite consumer softness.

BMYPositive Net Change EIXPositive Net Change LOWPositive Net Change THCPositive Net Change MRVLNegative Net Change GPNNegative Net Change KEQUPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, NVIDIA, AMD and Cadence Design Systems

Intel gains momentum as Trump backs CEO Tan, boosting investor confidence amid AI ambitions and cost-cutting strategies.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change CDNSNegative Net Change