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semiconductor: Archive
Bull of the Day: NVIDIA (NVDA)
by Kevin Cook
Another stellar beat-and-raise quarter didn't launch shares above $200, so there's still time for the well-informed
NVDANegative Net Change TSLANegative Net Change COHRPositive Net Change LITEPositive Net Change
artificial-intelligence automation autonomous-vehicles cloud-computing datacenter robotics self-driving-cars semiconductor
Buy the Dip in Nvidia Stock After Q4 Earnings, or is it Too Soon?
by Shaun Pruitt
Despite posting blowout quarterly results as usual, Nvidia stock is now down over 6% since its Q4 report on Wednesday amid AI sustainability concerns.
NVDANegative Net Change AMZNNegative Net Change AMDNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change BABAPositive Net Change METANegative Net Change
artificial-intelligence cloud-computing datacenter earnings investing large-cap magnificent-7 semiconductor tech-stocks
Top Stock Reports for NVIDIA, Microsoft & JPMorgan
by Mark Vickery
NVIDIA rides AI and data center demand, while Microsoft and JPMorgan navigate growth tailwinds and rising risks in shifting markets.
JPMPositive Net Change MSFTNegative Net Change NVDANegative Net Change CMSPositive Net Change SGUPositive Net Change JVAPositive Net Change ZTSPositive Net Change TPRNegative Net Change
computers consumer-staples finance semiconductor
ARM's Self-Reinforcing Ecosystem Strengthens Its Industry Dominance
by Zacks Equity Research
Arm Holdings' self-reinforcing ecosystem dominates mobile CPUs, embedding its IP in nearly every smartphone and challenging rivals like NVIDIA.
QCOMNegative Net Change NVDANegative Net Change ARMPositive Net Change
computers semiconductor tech-stocks
Zacks.com featured highlights include Sanmina, Astronics, Taiwan Semiconductor and Fluor
by Zacks Equity Research
Sanmina, Astronics, Taiwan Semiconductor and Fluor trade near 52-week highs, backed by strong earnings momentum and rising estimates.
FLRNegative Net Change ATRONegative Net Change SANMNegative Net Change TSMPositive Net Change
aerospace computers construction semiconductor
Will QCOM's Utility Market Expansion With Anterix Deal Boost Shares?
by Zacks Equity Research
Qualcomm partners with Anterix to boost private 4G/5G networks for U.S. utilities, enhancing smart grid and IoT deployment.
INTCPositive Net Change QCOMNegative Net Change AVGONegative Net Change ATEXNegative Net Change
artificial-intelligence computers iot mobile robotics semiconductor tech-stocks
Zacks Investment Ideas feature highlights: NVIDIA and Meta Platforms
by Zacks Equity Research
NVIDIA posts 82% EPS growth and record $68.1B sales as Data Center demand jumps 75%, fueled by Meta's massive AI infrastructure spending.
NVDANegative Net Change METANegative Net Change
computers semiconductor tech-stocks
ADI's AI-Based Data Center Products Gain Traction: What's Ahead?
by Subham Roy
Analog Devices' AI-driven data center surge is accelerating, with 50% growth and a $2 billion run-rate opportunity poised for double-digit gains.
ADINegative Net Change AMDNegative Net Change AVGONegative Net Change
semiconductor
Ambarella Q4 Earnings and Revenues Surpass Estimates, Increase Y/Y
by Zacks Equity Research
AMBA's Q4 revenues soar 20% on stronger edge AI demand, while efficient cost management leads to an 18% surge in earnings.
ADINegative Net Change APHPositive Net Change MPWRPositive Net Change AMBANegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
NVIDIA Earnings: Good or Bad?
by Derek Lewis
Record Data Center sales and lofty spending forecasts from fellow Mag 7 members keep the NVIDIA story bright. But should investors worry about the share reaction?
NVDANegative Net Change METANegative Net Change
artificial-intelligence datacenter earnings semiconductor tech-stocks