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View the Zacks #1 Rank List
electronics: Archive
ALGM Q1 Earnings Call Highlights AI Data Center Growth
by Zacks Equity Research
Allegro sees AI data center demand surge, with expanding design wins, backlog growth and content opportunities in electrification and automation.
ALGMPositive Net Change
earnings electronics semiconductor
ASX Q2 Earnings Call Highlights AI Capacity Push
by Zacks Equity Research
ASE Technology expands AI semiconductor capacity as demand rises, boosting advanced packaging, testing and LEAP growth with major investment plans.
ASXPositive Net Change
earnings electronics semiconductor
AI Chip Selloff Creates Buying Opportunity in Nvidia and Micron Stock
by Shaun Pruitt
Despite the recent selloff among chip stocks, the long-term demand drivers supporting advanced GPUs and AI memory solutions remain firmly in place.
MUPositive Net Change NVDAPositive Net Change AMZNPositive Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLPositive Net Change METAPositive Net Change SKHYNegative Net Change
artificial-intelligence computers datacenter earnings electronics investing large-cap semiconductor tech-stocks value-stocks
Arm's AI Momentum is Undeniable, but is ARM Stock a Hold?
by Shuvra Shankar Dey
Arm's fiscal Q1 revenues rise 22.4% as licensing, royalties and AI cloud demand strengthen, but execution risks keep the stock a Hold.
ARMPositive Net Change QCOMNegative Net Change NVDAPositive Net Change
computers electronics semiconductor tech-stocks
LFUS Q2 Earnings Call Highlights Data Center Growth
by Zacks Equity Research
Littelfuse's data center growth, industrial recovery and Basler acquisition drive momentum as management raises Q3 outlook on record bookings and demand.
LFUSPositive Net Change
earnings electronics
Amphenol Q2 Earnings Call Highlights AI Connectivity Growth
by Zacks Equity Research
APH delivers record Q2 results as AI infrastructure demand, acquisitions and strong orders fuel growth across connectivity markets.
APHNegative Net Change
earnings electronics
QCOM Q3 Earnings Call Highlights AI Expansion
by Zacks Equity Research
Qualcomm expands AI, automotive and data center plans while targeting $40 billion in non-handset revenues by fiscal 2029.
QCOMNegative Net Change
earnings electronics semiconductor
FLEX Q1 Earnings Call Highlights AI Infrastructure Growth
by Zacks Equity Research
Flex expands its AI infrastructure role as demand for power, cooling and data center solutions drives growth and lifts fiscal 2027 outlook.
FLEXPositive Net Change
earnings electronics
Celestica Q2 Earnings Call Points to Faster Growth in 2027
by Zacks Equity Research
CLS raises 2026 outlook as AI infrastructure demand, networking programs and stronger customer visibility fuel expectations for faster 2027 growth and margin gains.
CLSPositive Net Change
earnings electronics
Eaton vs. Emerson: Which Electrification Stock Is the Better Buy?
by Tanuka De
Eaton's stronger price gains and growth outlook give it an edge over Emerson, though investors pay a richer valuation for that advantage.
EMRPositive Net Change ETNPositive Net Change
electronics industrial-products