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semiconductor: Archive

Zacks Equity Research

NVIDIA's Q1 Earnings to Benefit From AI and Datacenter Growth

NVDA's Q1 revenues are expected to surge 64% year over year as AI demand and datacenter growth continue to drive strong performance across industries.

RMBSPositive Net Change NVDAPositive Net Change PINegative Net Change STNEPositive Net Change

Subham Roy

MRVL to Post Q1 Earnings: Time to Buy, Sell or Hold the Stock?

AI-driven data center growth, networking recovery and automotive stability are likely to have driven Marvell Technology's financial performance in the first quarter.

JNPRPositive Net Change NVDAPositive Net Change MRVLPositive Net Change COHRPositive Net Change

Shaun Pruitt

Will Nvidia Stock Keep Rebounding as Q1 Earnings Approach?

With Q1 results from Nvidia (NVDA) less than a week away, the chip giant's stock has rebounded over +20% this month.

NVDAPositive Net Change AMZNNegative Net Change AAPLPositive Net Change MSFTPositive Net Change TSLANegative Net Change GOOGLNegative Net Change METAPositive Net Change CRWVPositive Net Change

Zacks Equity Research

U.S. Stock Futures Plunge on Trump Tariff Concerns

U.S. Stock Futures Plunge on Trump Tariff Concerns.

AAPLPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

Micron Stock Soars 23% in a Month: Time to Hold or Book Profits?

MU shares are up 23% in a month on AI and trade relief. Solid growth ahead, but margin concerns lead to a hold recommendation.

AMDNegative Net Change MUNegative Net Change NVDAPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Hims & Hers Health and AST SpaceMobile have been highlighted as Zacks Bull and Bear of the Day

TPC surges on record backlog and raised guidance, while, YETI sinks after tariff-hit forecast cut, says Zacks Bull & Bear of the Day.

VPositive Net Change NVDAPositive Net Change TPCNegative Net Change PYPLPositive Net Change YETIPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Broadcom, Lam Research and Impinj

Broadcom, Lam Research, and Impinj shine as AI and chip demand fuel gains in the top-ranked Zacks semiconductor industry.

LRCXPositive Net Change AVGOPositive Net Change PINegative Net Change

Aniruddha Ganguly

3 Stocks to Buy From the Prospering Semiconductor Industry

The Zacks Electronics - Semiconductors industry players like AVGO, LRCX and PI gain from the growing proliferation of AI, ML and consumer electronic devices.

AVGOPositive Net Change LRCXPositive Net Change PINegative Net Change

Zacks Equity Research

President Trump's SALT Bill in Focus

President Trump's SALT Bill in Focus.

NVDAPositive Net Change DECKNegative Net Change BJNegative Net Change RLNegative Net Change ADSKPositive Net Change WDAYPositive Net Change

Zacks Equity Research

Analog Devices Q2 Earnings Beat Estimates, Revenues Rise Y/Y

ADI's Q2 performance reflects strength across its consumer, industrial, communications and automotive end markets.

ADIPositive Net Change APHPositive Net Change JNPRPositive Net Change UPWKNegative Net Change

Zacks Equity Research

Semtech to Report Q1 Earnings: What's in the Cards for the Stock?

SMTC's Q1 performance is likely to have benefited from strength across its infrastructure and high-end-consumer end markets.

CRMNegative Net Change DELLNegative Net Change NVDAPositive Net Change SMTCPositive Net Change

Zacks Equity Research

CRDO Introduces PILOT for Predictive Link Optimization and Telemetry

Credo's new PILOT enhances link reliability, detects early degradation and ensures seamless uptime for high-speed data infrastructure.

JNPRPositive Net Change IDCCNegative Net Change UIPositive Net Change CRDONegative Net Change

Anirudha Bhagat

NVIDIA's Q1 Earnings Coming Up: Time to Buy, Sell or Hold the Stock?

Strong demand for generative AI and LLM-supportive GPUs from data center operators is likely to have aided NVDA's Q1 performance.

AMDNegative Net Change MUNegative Net Change NVDAPositive Net Change MRVLPositive Net Change

Urmimala Biswas

ACMR vs. AMAT: Which Semiconductor Equipment Stock Has the Edge?

As China boosts domestic fabs, ACMR gains ground. AMAT leads in AI chip tech. Both face new challenges as steep tariffs reshape the semiconductor niche.

AMATNegative Net Change ACMRPositive Net Change TSMNegative Net Change

Aniruddha Ganguly

Does Broadcom's Expanding Portfolio Make the AVGO Stock a Buy?

AVGO's strong portfolio and growing security footprint, as well as expanding AI offerings, make its top-line growth prospects bright.

AMDNegative Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

Should You Buy, Sell or Hold Nova Stock After a 28% Dip in 3 Months?

NVMI is set to weather macroeconomic uncertainties and the trade war, which investors may see as a compelling investment opportunity in 2025.

FORMNegative Net Change AMATNegative Net Change CRUSNegative Net Change NVMIPositive Net Change

Subham Roy

Should You Buy, Sell or Hold Applied Materials Stock Post Q2 Earnings?

AMAT's strong position in the AI-driven chip development, advanced packaging and next-generation process technology makes the stock worth holding.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATNegative Net Change

Anirudha Bhagat

ASML Holding Stock Soars 17% in a Month: Should You Bet on It Now?

ASML's technological leadership and robust financials offer strong long-term growth potential, making the stock worth buying.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, SoftBank, BOTZ and Tesla

Nvidia, SoftBank, BOTZ and Tesla are part of the Zacks Investment Ideas article.

NVDAPositive Net Change TSLANegative Net Change SFTBYPositive Net Change BOTZPositive Net Change

Zacks Equity Research

Impinj Soars 77% in a Month: Should You Still Buy the Stock?

PI rides on strong first-quarter momentum with robust demand, innovative Gen2X tech and expanding enterprise reach, setting the stage for continued growth.

LRCXPositive Net Change MRVLPositive Net Change AMBANegative Net Change PINegative Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Axcelis Technologies (ACLS) Stock?

Investors need to pay close attention to Axcelis Technologies (ACLS) stock based on the movements in the options market lately.

ACLSNo Net Change

Anirudha Bhagat

NVIDIA vs. Super Micro: Which AI Hardware Stock Should You Bet On?

NVDA offers stronger fundamentals, more stable growth and better risk-adjusted upside, making it a superior AI hardware stock to own now compared to SMCI.

NVDAPositive Net Change SMCIPositive Net Change

Zacks Equity Research

Analog Devices Set to Report Q2 Earnings: Here's What to Expect

ADI's second-quarter performance is likely to have benefited from inventory normalization, tariff reduction in China and growth across several segments.

ADIPositive Net Change CRMNegative Net Change NVDAPositive Net Change BIDUNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Taiwan Semiconductor, Oracle and CoreWeave

NVIDIA, Taiwan Semiconductor, Oracle and CoreWeave are part of the Zacks Investment Ideas article.

NVDAPositive Net Change ORCLPositive Net Change TSMNegative Net Change CRWVPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Moody's, Broadcom, Microsoft and CoreWeave

Moody's, Broadcom, Microsoft and CoreWeave are part of the Zacks Investment Ideas article.

MSFTPositive Net Change MCOPositive Net Change AVGOPositive Net Change CRWVPositive Net Change