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semiconductor: Archive

Derek Lewis

Bull of the Day: Photronics (PLAB)

PLAB continues to play a critical role in the broader AI frenzy, with its photomasks reflecting the foundation of wafer manufacturing.

PLABPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Broadcom, Walmart and Palladyne AI

NVDA anchors Zacks' latest Analyst Blog as AI-driven demand lifts chip leaders while Walmart executes and a micro-cap faces pressure.

WMTPositive Net Change NVDANegative Net Change AVGONegative Net Change PDYNPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Lattice Semiconductor, Microchip Technology and STMicroelectronics

LSCC highlights how post-quantum cryptography is becoming a near-term growth driver as regulations turn security mandates into revenue.

STMNo Net Change MCHPNegative Net Change LSCCNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA and Palantir Technologies

NVDA stands out over Palantir as easing China chip restrictions and booming data center demand strengthen its AI growth outlook.

NVDANegative Net Change PLTRPositive Net Change

Zacks Equity Research

Kimball Electronics Q2 Earnings Match Estimates, Revenues Decline Y/Y

KE reports Q2 FY26 earnings in line with estimates as revenues decline year over year, while margins expand, and full-year sales guidance is raised.

ADIPositive Net Change AMKRNegative Net Change AEISPositive Net Change KEPositive Net Change

Aparajita Dutta

ETFs to Buy as AMD Shares Sink Post Poor Q1 View Amid Q4 Earnings Beat

AMD shares sink 17% despite a Q4 earnings beat as a softer Q1 outlook spooks investors, pushing ETFs with heavy AMD exposure into focus.

INTCPositive Net Change AMDPositive Net Change MUNegative Net Change NVDANegative Net Change LRCXPositive Net Change AVGONegative Net Change PSIPositive Net Change GOOGLNegative Net Change SOXXPositive Net Change SOXQPositive Net Change IGPTPositive Net Change

Zacks Equity Research

Qualcomm Surpasses Q1 Earnings Estimates on Record Revenues

Qualcomm beats on Q1 earnings courtesy of record automotive and handset revenues, fueled by IoT demand, even as total sales narrowly missed estimates.

QCOMPositive Net Change AKAMPositive Net Change ANETPositive Net Change PINSNegative Net Change

Anirudha Bhagat

NVIDIA Trades at a Premium Valuation: Should You Still Buy the Stock?

NVDA trades at a rich valuation, but booming AI demand, surging data center sales and strong earnings growth suggest the premium may be justified.

AMDPositive Net Change NVDANegative Net Change MRVLPositive Net Change AVGONegative Net Change

Zacks Equity Research

Vishay Intertechnology Stock Falls 4% as Q4 Earnings Miss Estimates

VSH shares slide 4% after Q4 earnings lag estimates despite revenues beating expectations and rising 12% year over year.

ADIPositive Net Change APHPositive Net Change MUNegative Net Change VSHNegative Net Change

Zacks Equity Research

Stock Market News for Feb 5, 2026

U.S. stock markets closed mixed on Wednesday as sector rotation by market participants continued.

AMDPositive Net Change ADPPositive Net Change AMGNPositive Net Change