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semiconductor: Archive

Supriyo Bose

Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?

INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.

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Mark Vickery

Top Research Reports for Meta, Texas Instruments & CrowdStrike

Meta's AI expansion across apps faces margin pressure and uncertain monetization, while WhatsApp and AI glasses add new avenues.

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Tirthankar Chakraborty

Chasing NVIDIA? Western Digital May Be the Smarter AI Bet

Western Digital's AI storage demand drives strong revenues, margins and cash flow. See why WDC could deliver further upside.

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Zacks Equity Research

Do Options Traders Know Something About Allient Stock We Don't?

Investors need to pay close attention to ALNT stock based on the movements in the options market lately.

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Zacks Equity Research

Caterpillar and Celsius have been highlighted as Zacks Bull and Bear of the Day

Caterpillar's AI-driven power backlog fuels a bullish outlook, while Celsius faces distribution issues, falling estimates and earnings pressure.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Illumina, Qnity Electronics and nVent Electric

Illumina, Qnity Electronics and nVent Electric lead Zacks' latest Strong Buy picks as markets eye inflation, rates and global risks.

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Supriyo Bose

Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?

INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.

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Zacks Equity Research

Microchip Q1 Earnings Call Highlights Broad Recovery & Data Center Growth

MCHP sees a broadening demand recovery, rising data center sales and another September step-up, even as external supply constraints tighten.

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Zacks Equity Research

Trump's Polysilicon Tariffs Could Reshape These ETFs

Trump's 15% polysilicon tariff may boost smaller U.S.-focused solar and semiconductor stocks but raise costs for import-dependent firms.

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Zacks Equity Research

Can Silicon Motion's New MonTitan SSD Solution Drive Growth?

SIMO's MonTitan SSD RDK targets AI infrastructure with predictable latency, sustained data processing and storage for demanding Agentic AI workloads

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