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semiconductor: Archive
Zacks Investment Ideas feature highlights: Microsoft, Alphabet, Amazon, Texas Pacific Land, CoreWeave, Nebius and NVDIA
by Zacks Equity Research
Microsoft, Alphabet and Amazon's AI CAPEX is set to hit $515B, easing funding fears as seasonality and sentiment signal a potential spring rally.
AMZNNegative Net Change MSFTPositive Net Change NVDANegative Net Change GOOGLNegative Net Change TPLPositive Net Change NBISNegative Net Change CRWVNegative Net Change
computers retail semiconductor tech-stocks
ADI vs. MRVL: Which AI Semiconductor Stock is a Safer Bet Now?
by Subham Roy
Analog Devices' surging AI data center revenues and rising estimates make it a steadier bet over Marvell Technology.
ADINegative Net Change MRVLNegative Net Change
semiconductor
Can TSM Sustain 60%+ Gross Margin Amid Overseas Fab Expansion?
by Anirudha Bhagat
Taiwan Semiconductor targets 63%-65% gross margin in Q1 despite a 2%-4% hit from overseas fabs as AI and advanced node demand fuels global expansion.
INTCNegative Net Change TSMNegative Net Change GFSNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
LRCX vs. ASML: Which Semiconductor Equipment Giant Is the Better Buy?
by Anirudha Bhagat
Lam Research edges ahead of ASML Holding with stronger growth forecasts, solid AI-driven demand and a more attractive valuation in the chip equipment race.
ASMLNegative Net Change LRCXNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Top Research Reports for Oracle, Intuitive Surgical & Analog Devices
by Mark Vickery
Oracle faces cloud competition and earnings volatility, yet AI-driven infrastructure growth and strong cash flow aim to power its next phase.
ADINegative Net Change COFPositive Net Change ISRGPositive Net Change ALLPositive Net Change ORCLPositive Net Change CDNSNegative Net Change MITQPositive Net Change
business-services computers medical-devices semiconductor
3 AI Stocks Outpacing NVIDIA in 2026 - With More Upside Ahead
by Tirthankar Chakraborty
TSM, Micron and Supermicro are outpacing NVDA as AI-driven data center demand, chip shortages and margin gains power bold revenue and earnings forecasts.
MUNegative Net Change NVDANegative Net Change TSMNegative Net Change SMCINegative Net Change
artificial-intelligence semiconductor tech-stocks
NVIDIA Highlights This Week of Market Reportage
by Mark Vickery
We cap off "Mag 7" earnings with Wednesday afternoon's NVIDIA (NVDA) Q4 report, and see new PPI data at the end of the week.
CRMPositive Net Change TJXPositive Net Change LOWPositive Net Change DPZNegative Net Change NVDANegative Net Change HDNegative Net Change URBNPositive Net Change BBBYNegative Net Change ZMNegative Net Change HIMSNegative Net Change PSKYPositive Net Change
artificial-intelligence earnings inflation retail semiconductor tech-stocks
The Zacks Analyst Blog Highlights Taiwan Semiconductor, NVIDIA, Vertiv, Albemarle and Axsome Therapeutics
by Zacks Equity Research
Taiwan Semiconductor, NVIDIA and Vertiv ride a $650B AI spending wave as clean energy and biotech fuel 2026's market split.
NVDANegative Net Change ALBNegative Net Change TSMNegative Net Change AXSMNegative Net Change VRTNegative Net Change
computers industrial-products medical semiconductor tech-stocks
Broadcom Shares Rise 60% in a Year: Is There More Room for Growth?
by Aniruddha Ganguly
AVGO shares have surged 60% in a year as AI revenues boom, but margin pressure and stiff chip competition raise the big question for investors.
AMDNegative Net Change NVDANegative Net Change SWKSNegative Net Change AVGONegative Net Change
artificial-intelligence semiconductor tech-stocks
Lumentum vs. Amtech: Which Semiconductor Stock is the Better Buy?
by Kashvi Chandgothia
LITE's AI-driven revenue surge and 1.6T ramp contrast with ASYS' falling sales and growth pushed to 2027.
ASYSPositive Net Change LITENegative Net Change
artificial-intelligence semiconductor tech-stocks