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electronics: Archive

Supriyo Bose

Should Investors Buy ACLS as Growth Returns Despite Premium Valuation?

Axcelis growth is returning as memory, power and aftermarket demand improve, but premium valuation and incomplete margin recovery keep execution in focus.

ACLSNegative Net Change LRCXPositive Net Change AMATPositive Net Change VECONegative Net Change

Supriyo Bose

ACLS Invests $35M in Korea To Expand Its Manufacturing Infrastructure

Axcelis plans a $35M South Korea ion implantation facility to expand Asian capacity as memory, power and mature-node activity improves.

ACLSNegative Net Change LRCXPositive Net Change AMATPositive Net Change

Shaun Pruitt

Credo (CRDO) vs. Marvell (MRVL): Which AI Chip Stock Is the Better Buy?

Outside of Nvidia (NVDA) and Broadcom (AVGO), Credo Technology (CRDO) and Marvell Technology (MRVL) are two of the most searched-for chip stocks on Zacks.com.

MRVLNegative Net Change CRDONegative Net Change AMZNNegative Net Change NVDANegative Net Change AVGONegative Net Change

Derek Lewis

Bull of the Day: nVent Electric (NVT)

A huge bullish driver for NVT is its momentum in data center solutions, prompting it to raise its full-year sales and EPS guidance in its latest release.

NVTNegative Net Change

Subhasish Mukherjee

AXT Stock Falls 22% in Three Months: 3 Reasons the Dip Looks Attractive

AXTI's 22% pullback looks attractive as surging InP demand, capacity expansion and supply deals support its AI data-center growth outlook.

AXTINegative Net Change LRCXPositive Net Change ENTGPositive Net Change AMBANegative Net Change

Anindya Barman

Top Wide-Moat Stocks to Buy for Long-Term Wealth and Stability

NVDA, CAT, TER and LRCX use strong moats to fend off rivals and deliver consistent returns amid market shifts.

CATNegative Net Change NVDANegative Net Change LRCXPositive Net Change TERNegative Net Change

Supriyo Bose

ASML vs. QCOM: Which Semiconductor Stock is the Better Buy Now?

ASML outpaces QCOM on 2026 growth and one-year stock performance, while QCOM holds the valuation edge. Which semiconductor stock looks better now?

QCOMPositive Net Change ASMLPositive Net Change

Supriyo Bose

Monolithic vs. Intel: Which Chip Stock Has a Better Upside?

MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.

INTCNegative Net Change MPWRNegative Net Change AMDNegative Net Change NVDANegative Net Change

Supriyo Bose

Sanmina vs. Silicon Motion: Which AI Stock Has More Upside Now?

SIMO edges SANM as the better AI stock pick, backed by stronger estimate revisions and price gains despite its richer valuation.

SANMNegative Net Change SIMOPositive Net Change JBLNegative Net Change

Supriyo Bose

ASML Bets Big on AI & Capacity Expansion: Should You Buy the Stock?

ASML rides AI-driven Logic and Memory demand while expanding EUV and DUV capacity, but execution and customer spending risks remain.

ASMLPositive Net Change SIMOPositive Net Change AEISNegative Net Change