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semiconductor: Archive

Zacks Equity Research

Company News for Nov 13, 2025

Companies in The News Are: LEGN, ONON, PLTR, ALC

ALCNegative Net Change LEGNNegative Net Change PLTRNegative Net Change ONONPositive Net Change

Anirudha Bhagat

AI Boom Fuels Taiwan Semiconductor's Growth: Will It Sustain Momentum?

TSM's quarterly revenues surge 40.8% as AI chip demand soars, driving record 3nm and 5nm orders and fueling a global expansion push.

INTCNegative Net Change TSMNegative Net Change GFSNegative Net Change

Anirudha Bhagat

Foundry Drives LRCX's Systems Revenues: Will the Momentum Last?

Lam Research's Systems revenues jump 48.3% as strong demand for AI and next-gen nodes boosts its foundry business.

KLACPositive Net Change LRCXPositive Net Change AMATNegative Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Nov. 13

SKIL, MU and FUTU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Nov. 13, 2025.

MUNegative Net Change FUTUNegative Net Change SKILNegative Net Change

Anindya Barman

Top Wide-Moat Stocks to Invest in for Long-Term Wealth and Stability

LRCX, ASML, NVDA and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.

GOOGNegative Net Change AMZNNegative Net Change MSFTPositive Net Change MCOPositive Net Change NVDANegative Net Change ASMLPositive Net Change LRCXPositive Net Change

Tirthankar Chakraborty

Micron & 2 More Profitable Strong Buy Stocks for Your Portfolio

Micron, Vertiv and Corning emerge as top picks with high net income ratios and strong profitability metrics.

MUNegative Net Change GLWPositive Net Change VRTNegative Net Change

Zacks Equity Research

Company News for Nov 12, 2025

Companies in The News Are: SONY, SE, NVDA, LLY

LLYPositive Net Change NVDANegative Net Change SEPositive Net Change SONYNegative Net Change

Zacks Equity Research

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

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

DAKTNegative Net Change

Aniruddha Ganguly

2 Radio Frequency Stocks to Watch From a Prospering Industry

The rapid proliferation of the edge IoT, AI data centers and automotive electrification, as well as the adoption of WiFi 6E and WiFi 7, is enhancing the prospects of SWKS and RFIL despite challenging macroeconomic conditions.

SWKSNegative Net Change RFILPositive Net Change

Om Jaiswal

NVTS Stock Plunges 22% Since Q3 Results: Is the Dip Worth Buying?

Navitas Semiconductor shares plunge 21.7% after weak Q3 results, but its pivot to high-power AI markets can fuel a long-term rebound.

LRCXPositive Net Change MRVLNegative Net Change AMBAPositive Net Change NVTSPositive Net Change

Zacks Equity Research

Stock Market News for Nov 11, 2025

Wall Street closed sharply higher on Monday, pulled up by tech and discretionary stocks.

NVDANegative Net Change PLTRNegative Net Change

Anirudha Bhagat

Will Data Center AI Chip Demand Keep Aiding Micron's Sales Growth?

Surging data center demand, powered by AI-driven memory and storage solutions, positions MU for another year of robust revenue growth.

INTCNegative Net Change MUNegative Net Change AVGONegative Net Change

Anirudha Bhagat

LRCX vs. ASML: Which Semiconductor Equipment Leader Is a Better Buy?

Lam Research's strong AI-driven growth, solid revenues and lower valuation make it the standout pick over ASML Holding in the semiconductor equipment race.

ASMLPositive Net Change LRCXPositive Net Change

Shaun Pruitt

Is Cisco Systems Still One of the Most-Under-the-Radar Tech Stocks to Buy?

Cisco Systems (CSCO) is positioned as one of the most compelling computer network providers, with results for its fiscal first quarter approaching on Wednesday, November 12.

CSCONegative Net Change WDCPositive Net Change MUNegative Net Change MRVLNegative Net Change

Ethan Feller

3 Top Ranked Momentum Stock to Buy Now (LRCX, TER, DINO)

Lam Research, Teradyne and HF Sinclair rally as analysts upgrade the stocks and the market continues is bull run

LRCXPositive Net Change TERNegative Net Change DINONegative Net Change

Urmimala Biswas

AI Stock Correction: MSFT, AVGO, IONQ Seen as Stable Tech, Quantum Bets

MSFT, AVGO and IONQ stand out as resilient plays as investors rotate from overheated AI hype to sustainable tech and quantum growth paths.

MSFTPositive Net Change NVDANegative Net Change AVGONegative Net Change METAPositive Net Change IONQPositive Net Change

Zacks Equity Research

Will Astera Labs' Expanding AI Platforms Drive the Next Growth Wave?

ALAB's surging revenues and expanding AI platform lineup position it to power the next wave of hyperscale data center growth.

AVGONegative Net Change CRDONegative Net Change ALABPositive Net Change

Aniruddha Ganguly

3 Stocks to Buy From a Prospering Electronics Components Industry

The Zacks Electronics - Miscellaneous Components industry players like TEL, NVT and FN are benefiting from the solid adoption of AI and the democratization of IoT.

TELPositive Net Change FNPositive Net Change NVTPositive Net Change

Subham Roy

AMAT to Post Q4 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials' innovation in advanced chip tech and solid service growth offset near-term China and macro headwinds ahead of Q4 results.

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

Subham Roy

AMAT vs. LRCX: Which Semiconductor Giant Stands Out for Investors?

Lam Research's advanced AI chip tools and robust growth outlook give it an edge over Applied Materials despite valuation differences.

LRCXPositive Net Change AMATNegative Net Change

Ritujay Ghosh

AI Optimism Powers Semiconductor Sales: 5 Stocks to Buy Now

AI-driven demand is fueling a semiconductor surge, with SLAB, ADI, NVDA, ASML and AEIS all poised for strong growth.

AMZNNegative Net Change ADIPositive Net Change MSFTPositive Net Change NVDANegative Net Change ASMLPositive Net Change SLABNegative Net Change AEISPositive Net Change IRENPositive Net Change

Supriyo Bose

Should QCOM Stock Be Part of Your Portfolio Post Robust Q4 Earnings?

QCOM's Q4 earnings beat estimates as record automotive revenues and strong Snapdragon demand fuel growth, but China tensions and high R&D costs weigh.

QCOMNegative Net Change AVGONegative Net Change HPENegative Net Change

Anirudha Bhagat

Will Data Center Business Help NVIDIA Beat Q3 Sales Target of $54B?

NVDA's surging data center business and booming AI chip demand are likely to aid it in topping Q3 sales expectations of $54 billion.

INTCNegative Net Change AMDNo Net Change NVDANegative Net Change

Abhinab Dasgupta

Beat the Market the Zacks Way: Amgen, Ciena, Fair Isaac in Focus

Amgen, Ciena, and Fair Isaac shine as Zacks' proven stock-ranking strategies continue to outperform amid market uncertainty.

AMGNPositive Net Change MMMPositive Net Change CIENPositive Net Change MUNegative Net Change TMOPositive Net Change LRCXPositive Net Change FICOPositive Net Change AEISPositive Net Change COHRPositive Net Change GDEVNegative Net Change

Anirudha Bhagat

Is Micron's Cheap Valuation an Opportunity to Invest in the Stock?

MU's soaring stock still trades at a steep discount to tech peers, with AI-driven growth and solid fundamentals supporting further upside.

AMDNo Net Change MUNegative Net Change NVDANegative Net Change AVGONegative Net Change