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semiconductor: Archive

Supriyo Bose

Should Investors Buy MPWR as AI Growth Meets a Premium Valuation?

MPWR's AI and server demand is lifting earnings and estimates, but a 44.1X forward multiple and limited margin expansion raise the bar for investors.

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Zacks Equity Research

MYR Group and Turtle Beach have been highlighted as Zacks Bull and Bear of the Day

MYR Group's AI, energy and electrification exposure, strong backlog and earnings growth make it a compelling infrastructure play.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

Quantum ETFs are gaining momentum as AI strains classical computing, with federal funding and breakthroughs fueling the sector's growth.

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Zacks Equity Research

Can SNPS Leverage AI to Accelerate Chip Design and Drive Growth?

Synopsys is leveraging AI across chip design, verification and simulation, driving productivity gains and strengthening its position in the AI semiconductor value chain.

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Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

Western Digital's AI-driven storage demand fuels strong growth, rising margins and cash flow, offering investors an alternative to NVIDIA.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Meta Platforms, Texas Instruments, CrowdStrike and Weyco

Meta's AI investments face monetization uncertainty, while Texas Instruments and CrowdStrike benefit from strong demand and Weyco gains sales momentum.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Archer Aviation, Boeing, Palantir, NVIDIA, SpaceX and United Airlines

Archer Aviation's Boeing deal, defense partnerships and regulatory progress could accelerate its push into air taxis and autonomous aviation.

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Zacks Equity Research

Ambiq's Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

AMBQ's Q2 earnings beat estimates as Edge AI demand drives an 89.7% revenue surge, while margins expand and growth stays strong.

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Zacks Equity Research

Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps

LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.

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Anirudha Bhagat

NVIDIA's $500B Funding Push: Can It Unlock More Revenue Growth?

NVDA's $500B financing push is likely to lower AI factory funding barriers, boosting demand for GPUs, networking products and software.

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