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semiconductor: Archive

Mark Vickery

Top Stock Reports for Micron Technology, Goldman Sachs & Verizon

Micron Technology rides AI-driven memory demand and DRAM recovery, as Goldman Sachs sharpens its IB focus and Verizon accelerates 5G and broadband expansion.

GSPositive Net Change VZNegative Net Change MUNegative Net Change THCNegative Net Change SLFPositive Net Change NGVCPositive Net Change TISINegative Net Change HLTNegative Net Change

Urmimala Biswas

Tech Boom & Defense Backlogs: 2 Sectors Poised to Outperform in 2026

AI-fueled semiconductor surge and record defense backlogs position sectors like technology and defense for potential outperformance in 2026.

LMTPositive Net Change NVDANegative Net Change ASMLNegative Net Change AMATPositive Net Change TSMNegative Net Change

Derek Lewis

These 3 Zacks 'Strong Buy' Stocks Reflect the Hottest S&P 500 Stocks of 2026

Shares of these three red-hot companies continue to remain at the top of the S&P 500 leaderboard, underpinned by all being Zacks Rank #1 (Strong Buy) stocks. Coincidence? Not so much.

WDCNegative Net Change SNDKNegative Net Change TERPositive Net Change

Zacks Equity Research

CPI Increased in Line With Expectations

CPI Increased in Line With Expectations

NVDANegative Net Change WENPositive Net Change AAPPositive Net Change MRNAPositive Net Change

Aparajita Dutta

ETFs to Gain as US & Taiwan Sign Trade Deal to Reduce Tariffs to 15%

A new US-Taiwan trade deal cuts tariffs to 15%, putting ETFs like EWT into focus.

TSMNegative Net Change EWTPositive Net Change FLTWPositive Net Change FDEMPositive Net Change HNHPFNegative Net Change

Subham Roy

ASML Climbs 11% in a Month: Time to Buy, Sell or Hold the Stock?

ASML Holding jumps 11% in a month as AI-driven EUV demand, a EUR 38.8B backlog and rising 2026 estimates fuel bullish momentum despite valuation concerns.

KLACPositive Net Change ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Applied Materials Q1 Earnings Beat Estimates, Revenues Fall Y/Y

AMAT tops Q1 earnings and revenue estimates as services surge offsets chip slowdown, and Q2 EPS outlook comes in well above consensus.

ADIPositive Net Change AMATPositive Net Change MKSIPositive Net Change AAOIPositive Net Change

Anirudha Bhagat

Will Data Center Unit Help NVIDIA Reach Its $65B Q4 Revenue Goal?

NVDA's booming data center unit, fueled by AI demand and Blackwell shipments, may power the company to achieve its $65B Q4 revenue target.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Amkor Stock?

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

AMKRNegative Net Change

Tirthankar Chakraborty

Bitcoin vs. NVIDIA: Digital Gold or AI Giant for Long-Term Growth?

Bitcoin tumbles 22.9% YTD amid ETF outflows and weak sentiment, while NVIDIA rides the AI boom with soaring revenues and a strong growth outlook.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change BABANegative Net Change