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semiconductor: Archive
Top Analyst Reports for NVIDIA, Oracle & Home Depot
by Mark Vickery
Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corporation (NVDA), Oracle Corporation (ORCL) and The Home Depot, Inc. (HD), as well as two micro-cap stocks, Catalyst Bancorp, Inc. (CLST) and Hour Loop, Inc. (HOUR).
CEGNegative Net Change NVDANegative Net Change HDPositive Net Change ORCLNegative Net Change SPGIPositive Net Change EQNRNegative Net Change
computers retail semiconductor
TSM at $426: Bubble Territory or a Buy for the Next AI Supercycle?
by Urmimala Biswas
TSM has nearly doubled in a year, but AI-driven growth, tight capacity and a 30%+ 2026 revenue outlook raise questions about how far it can run.
AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change TSMNegative Net Change
consensus-outlook earnings-outlook semiconductor tech-stocks
Micron & Another AI Memory Stock to Buy Now for Big Upside
by Tirthankar Chakraborty
MU and STX have surged on AI-driven demand, with strong revenue growth, pricing power and expanding profitability supporting further momentum.
STXNegative Net Change MUNegative Net Change
artificial-intelligence semiconductor tech-stocks
AVGO's Gross Margin Contracts Y/Y: Is Growth Getting Harder?
by Zacks Equity Research
Broadcom's gross margin slips as semiconductor mix surges, but AI chip demand and 84% revenue growth keep momentum strong heading into the Q3 outlook.
AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change
artificial-intelligence semiconductor tech-stocks
Here's How IonQ's Commercialization and Cost Discipline Drive Growth
by Sridatri Sarkar
IONQ advances commercialization with a presold 256-qubit system and cost-efficiency goals, even as heavy R&D spending keeps EBITDA losses elevated.
IONQNegative Net Change RGTINegative Net Change QBTSPositive Net Change
internet semiconductor
Are Industrial Markets Likely to Drive Strong Growth for VSH in 2026?
by Indrajit Bandyopadhyay
Vishay's industrial segment gains momentum in Q1 2026, with AI infrastructure, smart-grid demand, and power investments emerging as key growth drivers.
STMNegative Net Change VSHNegative Net Change ONNegative Net Change
artificial-intelligence semiconductor
ADI vs. ALAB: Which AI Semiconductor Stock is a Better Buy?
by Subham Roy
Analog Devices combines AI-driven communications growth with diversified end markets, while Astera Labs' rapid expansion faces premium valuation and rising competition.
ADINegative Net Change ALABNegative Net Change
semiconductor
Can AMAT's Semiconductor Systems Segment Sustain Momentum in 2026?
by Subham Roy
Applied Materials' Semiconductor Systems business is benefiting from AI-driven chip investments, with record revenues and advanced packaging momentum fueling growth.
ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change
semiconductor
TXN's Manufacturing Expansion Continues: Can It Strengthen Margins?
by Anirudha Bhagat
Texas Instruments' 300-millimeter wafer expansion lifts factory efficiency and margins as demand recovers in industrial and data center markets.
ADINegative Net Change TXNNegative Net Change NXPINegative Net Change
artificial-intelligence computers semiconductor tech-stocks
RFIL Q2 Earnings Call Signals Margin-Led Growth Path
by Zacks Equity Research
RF Industries' Q2 call showed margin-led growth, stronger bookings, rising backlog and sequential Q3 sales expectations as diversification gains traction.
RFILPositive Net Change
earnings semiconductor