Back to top

electronics: Archive

Zacks Equity Research

AVGO Q3 Earnings Call Puts AI Supply and Scale in Focus

Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.

AVGOPositive Net Change

Debanjana Dey

Trio-Tech Stock Jumps Nearly 122% in 6 Months: What's Behind the Rally?

TRT's AI- and EV-driven testing momentum, follow-on BIB orders and added Malaysia capacity support growth, while a weaker revenue mix pressures margins.

TRTPositive Net Change INTTNegative Net Change GEOSNo Net Change

Debanjana Dey

Acorn vs. Powerfleet: Which IoT Stock Is the Smarter Buy Right Now?

ACFN and AIOT ride on different IoT growth drivers, but which stock looks more compelling now? Let's dive in.

ACFNNegative Net Change AIOTPositive Net Change

Subham Roy

AVT Jumps 37.8% in 6 Months: Should You Buy, Sell or Hold the Stock?

Avnet's 37.8% six-month rally comes as AI demand, broad-based growth and stronger margins fuel its fiscal 2027 outlook.

AVTNegative Net Change ARWNegative Net Change SNXNegative Net Change CDWPositive Net Change

Bryan Hayes

Dell Reports Tuesday With Our Model Flashing Green

Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.

DELLPositive Net Change

Rajshree Sipani

AEHR vs. COHU: Which Semiconductor Equipment Stock Is The Better Buy?

Aehr's record backlog, AI-driven orders and strong fiscal 2027 outlook give it an edge over Cohu despite a higher valuation.

COHUNegative Net Change AEHRNegative Net Change

Zacks Equity Research

Marvell Q2 Earnings Call Highlights Faster AI Data Center Growth

Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.

MRVLPositive Net Change

Subhasish Mukherjee

TTMI vs. AMKR: Which Semiconductor Stock Should You Buy Now?

TTM Technologies' stronger AI-driven growth and earnings outlook make it more attractive than Amkor Technology despite its premium valuation.

TTMINegative Net Change AMKRPositive Net Change

Shaun Pruitt

Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?

Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.

MRVLPositive Net Change AMZNPositive Net Change AMDPositive Net Change MSFTNegative Net Change NVDANegative Net Change AVGOPositive Net Change GOOGLNegative Net Change ALABPositive Net Change

Kevin Cook

Bull of the Day: Ceva (CEVA)

Brains of the semis that deliver connectivity, sensing, and edge inference is on a "royal" path to profits

CEVANegative Net Change NVDANegative Net Change NXPIPositive Net Change AMBAPositive Net Change OUSTPositive Net Change