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semiconductor: Archive

Zacks Equity Research

Zacks Industry Outlook Highlights MACOM Technology, Monolithic Power and Semtech

MACOM Technology, Monolithic Power and Semtech benefit from AI demand, semiconductor recovery and rising earnings estimates despite macro risks.

SMTCNegative Net Change MPWRNegative Net Change MTSINegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight Technologies

NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight ride AI demand, with rising estimates and momentum supporting September prospects.

NVDANegative Net Change SMTCNegative Net Change SMCINegative Net Change KEYSNegative Net Change SITMPositive Net Change

Shreya Majumder

Credo's Optical Bet: Is a $600M+ Revenue Opportunity Taking Shape?

CRDO's AI-driven connectivity boom is accelerating, with optical growth and new silicon photonics products poised to fuel a major fiscal 2027 revenue inflection.

CRDONegative Net Change MRVLNegative Net Change ALABNegative Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in ACM Research Stock?

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

ACMRNegative Net Change

Sejuti Banerjea

Buy Analog-Mixed Signal Players MACOM, Monolithic & Semtech

AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.

SMTCNegative Net Change MPWRNegative Net Change MTSINegative Net Change

Arijit Sarkar

Can Qualcomm's Tie-Up With HUMAIN for AI PC Lift Its Shares?

QCOM expands its AI PC presence with HUMAIN's Horizon Ultra, powered by the Snapdragon X2 Elite platform.

QCOMPositive Net Change AMDNegative Net Change NVDANegative Net Change

Anirudha Bhagat

Should NVIDIA Stock Be in Your Portfolio Post Solid Q2 Earnings?

NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.

NVDANegative Net Change INTCNegative Net Change AMDNegative Net Change MRVLNegative Net Change

Supriyo Bose

Monolithic Surges 54% in Past Year: Should You Jump on the Bandwagon?

MPWR has surged 53.9% in a year as AI infrastructure demand, portfolio expansion and rising estimates bolster its long-term growth outlook.

MPWRNegative Net Change MCHPNegative Net Change MTSINegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, Intel, Bank of America, AMREP and United Bancorp

Microsoft, Intel and Bank of America lead this week's stock picks, with AMREP and United Bancorp offering microcap opportunities.

BACNegative Net Change INTCNegative Net Change MSFTPositive Net Change AXRNo Net Change UBCPNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Broadcom, Nvidia, Palantir, Fortinet and Quanta Services

Broadcom, Nvidia, Palantir, Fortinet and Quanta Services draw attention as markets brace for key data and rate decisions.

PWRNegative Net Change NVDANegative Net Change AVGONegative Net Change FTNTPositive Net Change PLTRNegative Net Change