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semiconductor: Archive

Zacks Equity Research

NVTS Q4 Loss In Line With Estimates, Revenues Decline Y/Y

Navitas Semiconductor Q4 loss matches estimates as revenues fall 59% Y/Y, while guidance points to sequential improvement in Q1 2026.

APHNegative Net Change LRCXNegative Net Change AMATNegative Net Change NVTSNegative Net Change

Anirudha Bhagat

Can Foundry Strength Keep Lam Research's $5B+ Revenue Streak Alive?

LRCX's AI-driven foundry surge pushes revenues past $5B for a third straight quarter. Can the Systems segment's growth keep the streak alive?

KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Mark Vickery

Top Stock Reports for Costco, Roche & Lam Research

Costco's resilient membership model, strong cash flow and e-commerce momentum position it to weather market turmoil and keep earnings growing.

RHHBYNegative Net Change GRMNPositive Net Change SYKPositive Net Change LRCXNegative Net Change EQTPositive Net Change COSTNegative Net Change IDTNegative Net Change SPRUNegative Net Change

Derek Lewis

AMD and META Deepen AI Relationship: A Closer Look

This time, it's Advanced Micro Devices and Meta Platforms in the news, deepening their relationship with a definitive multi-year partnership to support the development and deployment of META's broader AI buildout.

AMDNegative Net Change METAPositive Net Change

Aniruddha Ganguly

AVGO Expands Connectivity Portfolio to Tap 6G: What's Ahead?

Broadcom's new BroadPeak chip targets 5G Advanced and 6G, cuts power use by 40%, as AVGO forecasts AI revenue to double and 50% semiconductor growth.

NVDANegative Net Change SWKSNegative Net Change AVGONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Nvidia, Barclays, FedEx and Tokio Marine

Nvidia headlines a pivotal week as AI earnings, geopolitics and central bank shifts steer markets, with Barclays, FedEx and Tokio Marine in focus.

BCSNegative Net Change NVDANegative Net Change FDXPositive Net Change TKOMYPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Taiwan Semiconductor, Micron Technology and Super Micro Computer

Taiwan Semiconductor, Micron and Super Micro are outpacing NVIDIA in 2026 as AI-driven data center demand fuels chip and server growth.

MUNegative Net Change NVDANegative Net Change TSMNegative Net Change SMCINegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Oracle, Intuitive Surgical, Analog Devices and Moving iMage Technologies

Oracle, Intuitive Surgical and Analog Devices lead fresh research as cloud growth, robotic momentum and AI tailwinds battle margin and tariff risks.

ADINegative Net Change ISRGPositive Net Change ORCLPositive Net Change MITQPositive Net Change

Subham Roy

ASML's Systems Sales Grow in Double Digits: What's Ahead?

ASML Holding's system sales rise 12.4% in 2025 as AI-driven logic and memory demand lift EUV adoption, with a robust backlog.

ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Dillard's, Macy's and Kohl's

Dillard's nears Q4 with flat sales expected, softer EPS, and a 700% five-year surge could this retail leader be a buy-the-dip opportunity?

MPositive Net Change KSSPositive Net Change DDSPositive Net Change NVDANegative Net Change