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semiconductor: Archive

Zacks Equity Research

TXN Q3 Earnings Beat Estimates on Strong Analog, Data Center Demand

Texas Instruments beats Q3 earnings estimates as strong Analog, industrial and data center demand drives 28% revenue growth and sharp margin expansion.

TXNPositive Net Change ADIPositive Net Change CSCONegative Net Change AMATPositive Net Change

Zacks Equity Research

LRCX Q1 Earnings Call Highlights $200B-Plus WFE Outlook for 2027

Lam Research sees wafer fabrication equipment spending topping $200 billion in 2027, fueled by AI demand, memory upgrades and advanced semiconductor manufacturing.

LRCXPositive Net Change

Zacks Equity Research

TXN Q3 Earnings Call Highlights Broad Demand and Capacity Plans

Texas Instruments' Q3 earnings beat, surging industrial and data center demand, and capacity expansion plans reinforce its long-term cash flow growth strategy.

TXNPositive Net Change

Vasundhara Sawalka

Top China Tech Stocks to Add to Your Portfolio for Impressive Returns

China tech soars in 2025 as AI, EVs and AR lead the way. Investors can buy ATHM, GCT, TSM and BEKE as they capitalize on this opportunity.

TSMNegative Net Change ATHMPositive Net Change BEKEPositive Net Change GCTNegative Net Change

Zacks Equity Research

Lam Research Q1 Earnings Beat on Systems Sales and Margin Gains

LRCX beats Q1'27 estimates as NAND-led systems sales surge, foundry revenues hit a record, and margins widen ahead of higher December earnings.

LRCXPositive Net Change MUNegative Net Change NVDANegative Net Change ASXPositive Net Change

Sanghamitra Saha

Will Chip Boom Last Through 2027? ETFs in Focus

The semiconductor boom could extend through 2027, but oversupply risks and China's growing chipmaking capabilities raise questions. Explore five semiconductor ETFs to watch.

SMHNegative Net Change XSDNegative Net Change SHOCNegative Net Change CHPSNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: CoreWeave and Nvidia

CRWV and NVDA face AI financing concerns as market volatility rises, but favorable Q4 seasonality and strong earnings growth could support stocks.

NVDANegative Net Change CRWVNegative Net Change

Urmimala Biswas

5 Strong Buy Growth Stocks With High Margins to Grab Before Earnings

Five Strong Buy stocks stand out ahead of earnings, combining high operating margins, revenue growth and exposure to AI, healthcare, energy and digital payments.

SNDKNegative Net Change TERNegative Net Change HALOPositive Net Change CHRDNegative Net Change SEZLPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Taiwan Semiconductor Manufacturing, ASML and BWX Technologies

Taiwan Semiconductor, ASML and BWX Technologies are positioned to benefit from AI-driven chip demand and rising electricity needs, backed by strong quarterly results and growth outlooks.

ASMLPositive Net Change TSMNegative Net Change BWXTPositive Net Change

Bryan Hayes

Don't Get Spooked: Stocks Could Still Soar in Q4

The most favorable nine-month stretch of the four-year presidential cycle opened this month.

DIANegative Net Change