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semiconductor: Archive

Aniruddha Ganguly

AMD Rides on Growing Data Center Footprint: Buy or Hold the Stock?

Advanced Micro Devices projects a $1T data center market by 2030 and over 80% AI revenue CAGR, but valuation and NVIDIA rivalry test investor conviction.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

Zacks Equity Research

MRVL's Custom Silicon Pipeline Expands Rapidly: What's Ahead?

Marvell Technology expands its custom silicon pipeline with new XPU sockets, advanced packaging and strong data center growth, pointing to rising AI demand.

AMDNegative Net Change MRVLNegative Net Change AVGONegative Net Change

Ethan Feller

Qualcomm vs. Nvidia and AMD: The Next Big AI Stock?

Qualcomm stock has picked up after a major announcement about entering the AI infrastructure space

QCOMNegative Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and RF Industries

Wi-Fi 7, 5G, and EV adoption are fueling fresh momentum for radio frequency chipmakers like Skyworks and RF Industries.

SWKSNegative Net Change RFILNegative Net Change

Supriyo Bose

Are Declining Earnings Estimates an Indication to Avoid INTC Stock?

Falling earnings estimates cloud Intel's outlook, even as AI chip launches and major investments aim to revive growth.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Microsoft, Nvidia, Palantir and Advanced Micro Devices

Despite bearish AI headlines, AMD, Nvidia, Microsoft and Palantir remain backed by strong demand and growth outlooks.

AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change PLTRNegative Net Change

Zacks Equity Research

Company News for Nov 13, 2025

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

ALCPositive Net Change LEGNNegative Net Change PLTRNegative Net Change ONONNegative 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.

KLACNegative Net Change LRCXNegative 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 SKILPositive 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 MSFTNegative Net Change MCOPositive Net Change NVDANegative Net Change ASMLNegative Net Change LRCXNegative 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 GLWNegative 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 SENegative Net Change SONYPositive 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 RFILNegative 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.

LRCXNegative Net Change MRVLNegative Net Change AMBANegative Net Change NVTSNegative 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.

ASMLNegative Net Change LRCXNegative 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 WDCNegative 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

LRCXNegative Net Change TERNegative Net Change DINONo 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.

MSFTNegative Net Change NVDANegative Net Change AVGONegative Net Change METANegative Net Change IONQNegative 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 ALABNegative 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.

TELNegative Net Change FNNegative Net Change NVTNegative 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.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change