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semiconductor: Archive
Stock Market News for Sep 23, 2025
by Zacks Equity Research
U.S. stock markets closed at a record high on Monday, continuing the trend for three straight days.
NVDAPositive Net Change
semiconductor
Micron to Report Q4 Earnings: Buy, Hold, or Take Profits Now?
by Tirthankar Chakraborty
Micron targets $10.7B in Q4 sales and $2.50 EPS, fueled by surging HBM demand and strong AI-driven growth momentum.
AMZNPositive Net Change AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
Nvidia and Palantir Approach Record Highs: Too Late to Buy?
by Ethan Feller
Nvidia and Palantir Technologies stocks represent the key thematic leaders of this bull market. Can they continue to rally?
NVDAPositive Net Change PLTRPositive Net Change
artificial-intelligence semiconductor
ASML Invests 1.3B Euro in Mistral AI: Will it Deliver Growth?
by Om Jaiswal
ASML Holding is investing 1.3B Euro in Mistral AI for an 11% stake, aiming to boost lithography tools and long-term chipmaking growth.
ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence semiconductor tech-stocks
AMAT Trades 54% Above Its 52-Week Low: Time to Hold or Fold the Stock?
by Subham Roy
Applied Materials rides DRAM strength and R&D push, but China headwinds, weak memory demand and rivals weigh on its outlook.
KLACPositive Net Change ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change
semiconductor
Strong Momentum in DRAM and NAND to Propel MU's Q4 Earnings
by Zacks Equity Research
Micron Technology raises Q4 guidance as booming AI demand fuels DRAM and NAND sales, with key partnerships boosting its earnings momentum.
AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change
semiconductor
Markets Await for Key Inflation Report
by Zacks Equity Research
Markets Await for Key Inflation Report.
MUPositive Net Change COSTNegative Net Change AZONegative Net Change FDXPositive Net Change KBHPositive Net Change
home-builder retail semiconductor transportation
The Zacks Analyst Blog Highlights Micron Technology, NVIDIA, TSMC and Western Digital
by Zacks Equity Research
Micron rallies 100% YTD as AI server demand drives memory chip growth - earnings beat likely with DRAM pricing momentum and NVIDIA partnerships fueling upside.
WDCPositive Net Change MUPositive Net Change NVDAPositive Net Change TSMPositive Net Change
computers semiconductor tech-stocks
Zacks Investment Ideas feature highlights: IWM, Credo Technology and IonQ
by Zacks Equity Research
Small-caps surge to record highs with IWM leading the charge, while Credo Technology and IonQ deliver standout gains.
IWMPositive Net Change IONQPositive Net Change CRDOPositive Net Change
computers etfs semiconductor
Ralph Lauren and GIII Apparel have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Ralph Lauren shines with record growth and digital expansion while GIII Apparel struggles with weak demand and costly transitions.
INTCPositive Net Change NVDAPositive Net Change RLNegative Net Change GIIINegative Net Change
computers consumer-discretionary semiconductor tech-stocks
Is NVIDIA's $5B Stake a Signal to Buy, Hold, or Sell Intel Stock?
by Tirthankar Chakraborty
Intel surges nearly 23% after NVIDIA acquires $5B stake, fueling hopes of a turnaround as the chipmakers join forces in AI and PCs.
INTCPositive Net Change NVDAPositive Net Change SFTBYPositive Net Change
artificial-intelligence magnificent-7 semiconductor tech-stocks
Will Qualcomm's Deep Foray Into AI Realm Work Wonders for the Stock?
by Supriyo Bose
QCOM expands beyond smartphones with Snapdragon X AI chips for PCs, targeting growth in laptops and desktops.
INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change
artificial-intelligence communications computers iot semiconductor tech-stocks
Can Significant Capital Infusions Drive Innovation in Intel Chips?
by Supriyo Bose
INTC secures multibillion-dollar backing from NVIDIA, Softbank and the U.S. government to fuel AI innovation and expand its chip manufacturing strategy.
INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence communications computers iot semiconductor tech-stocks
Micron Technology to Report Q4 Earnings: Buy, Sell or Hold the Stock?
by Subham Roy
MU projects Q4 revenues of $10.7B and EPS of $2.50, with AI-driven memory demand and NVIDIA ties fueling growth potential.
WDCPositive Net Change MUPositive Net Change NVDAPositive Net Change TSMPositive Net Change
semiconductor
LRCX Bets on TEOS 3D: Will it Strengthen Packaging Leadership?
by Om Jaiswal
Lam Research's TEOS 3D system and SABRE 3D plating fuel $1B+ packaging revenues as AI drives chiplet adoption.
KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change
artificial-intelligence semiconductor tech-stocks
Can Credo Sustain Momentum in Optical Business Amid Competition?
by Zacks Equity Research
CRDO sees strong optical momentum, with new DSP launches and fiscal 2026 revenue growth projected at roughly 120% year over year.
MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change
semiconductor tech-stocks
Stock Market News for Sep 19, 2025
by Zacks Equity Research
U.S. stocks ended higher on Thursday, a day after the Federal Reserve cut interest rates by 25 basis points and assured more rate cuts this year, raising hopes that the economy might get some support in its recovery.
INTCPositive Net Change NVDAPositive Net Change
semiconductor tech-stocks
How NVIDIA Stock Stands Out in a Strong Industry
by Subham Roy
NVDA has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.
NVDAPositive Net Change
semiconductor
Semiconductor ETF (XSD) Hits New 52-Week High
by Sanghamitra Saha
XSD surged to a 52-week high, fueled by AI, quantum, and semiconductor momentum, with gains of over 105% from its low.
XSDPositive Net Change
etfs semiconductor
ARM's Powerful Lumex Launch Poised to Accelerate AI Leadership
by Zacks Equity Research
Arm's Lumex platform delivers 5x faster AI with efficiency gains, strengthening its edge in the battle for on-device AI dominance.
QCOMNegative Net Change NVDAPositive Net Change ARMPositive Net Change
computers semiconductor tech-stocks
AMAT's Advanced DRAM Gains Traction: Will it Sustain its Momentum?
by Zacks Equity Research
Applied Materials sees DRAM-driven momentum with record etch revenues, AI-fueled demand, and growth opportunities in advanced memory.
ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change
semiconductor
MRVL vs. MU: Which Semiconductor Stock Should You Consider Now?
by Subham Roy
Micron Technology's AI-driven memory surge and Marvell Technology's custom silicon growth highlight two distinct semiconductor plays.
MUPositive Net Change MRVLPositive Net Change
semiconductor
Company News for Sep 18, 2025
by Zacks Equity Research
Companies in The News Are: NVDA,LYFT,GOOGL,META,AMZN
AMZNPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change LYFTNegative Net Change METAPositive Net Change
semiconductor tech-stocks
CRDO Deepens Ties With Hyperscalers: Key to Next Growth Phase?
by Shreya Majumder
Credo's hyperscaler partnerships drove 274% revenue growth, fueling AEC adoption and deeper inroads into next-gen AI data centers.
MRVLPositive Net Change CRDOPositive Net Change ALABPositive Net Change
semiconductor tech-stocks
Top Stock Reports for Exxon Mobil, AMD & Caterpillar
by Mark Vickery
Exxon Mobil advances key projects, AMD rides EPYC and AI demand, and Caterpillar gains on Energy & Transportation strength.
AMDPositive Net Change BMYNo Net Change CATPositive Net Change XOMNegative Net Change EQIXPositive Net Change HOLXPositive Net Change WFCFPositive Net Change OVBCNegative Net Change
consumer-discretionary finance industrial-products oil-energy semiconductor