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semiconductor: Archive

Aniruddha Ganguly

Broadcom Rides AI Semiconductor Growth: Can it Beat NVDA & AMD?

AVGO's AI semiconductor growth is accelerating on custom XPU and networking demand, even as NVIDIA and AMD intensify competition.

AVGONegative Net Change AMDNegative Net Change NVDAPositive 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 AMKRNegative Net Change

Subhasish Mukherjee

AXT's Supply Agreements Expand: Can They Strengthen Revenue Growth?

AXTI's expanding InP supply agreements, backed by customer deposits and commitments through 2031, improve shipment visibility and could support revenue growth.

AXTINegative Net Change FNNegative Net Change COHRNegative Net Change

Vasundhara Sawalka

Top China Tech Plays Worth Adding to Your Portfolio Right Now

China's tech momentum is holding firm into 2027, with TSMC, ACM Research, GDS Holdings and Kingsoft Cloud backed by strong growth drivers.

ACMRNegative Net Change TSMPositive Net Change GDSPositive Net Change KCPositive Net Change

Amit Kr Ram

Can Physical AI Strengthen STMicroelectronics' Industrial Business?

Could physical AI give STM a stronger foothold in industrial markets as factory automation and robotics drive demand?

STMPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGONegative Net Change

Zacks Equity Research

Jobless Claims Decreased More Than Expected

Jobless Claims Decreased More Than Expected

CRMPositive Net Change NVDAPositive Net Change OKTAPositive Net Change CRWDPositive Net Change

Zacks Equity Research

NVIDIA Q2 Earnings Beat on Blackwell Ultra & Data Center Strength

NVDA's Q2 results top expectations as Blackwell Ultra fuels record Data Center growth, while Vera Rubin is set to gain prominence in Q3.

NVDAPositive Net Change LRCXPositive Net Change AMATNegative Net Change PANWPositive Net Change

Zacks Equity Research

Stock Market News for Aug 27, 2026

U.S. stocks ended slightly lower on Wednesday after the personal consumption expenditures (PCE) index showed that inflation remains elevated, while some investors waited for semiconductor giant NVIDIA's earnings later in the day.

NVDAPositive Net Change METAPositive Net Change

Supriyo Bose

Richardson Electronics Rides on Portfolio Strength: Worth a Buy?

RELL is riding stronger semiconductor and wind demand, with BESS, backlog growth and engineered solutions supporting further expansion.

RELLNegative Net Change AVTPositive Net Change ARWPositive Net Change

Sridatri Sarkar

QUBT vs. RGTI: Which Quantum Stock Is the Better Pick Now?

Quantum Computing's photonic technology, customer traction and foundry expansion bolster its case, though high spending and losses remain key concerns.

QUBTPositive Net Change RGTIPositive Net Change