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semiconductor: Archive
LITE Stock Jumps 219% in a Year: Will the Momentum Continue in FY26?
by Aniruddha Ganguly
Lumentum soars 219% in a year, powered by strong AI-driven demand, earnings beats and surging revenue growth.
CIENNegative Net Change MRVLNegative Net Change COHRNegative Net Change LITENegative Net Change
artificial-intelligence semiconductor tech-stocks
NVTS Deepens Global Partnerships: Will This Fuel Long-Term Gains?
by Om Jaiswal
Navitas Semiconductor expands key global partnerships to bolster its supply chain and prep for rising high-power demand through 2026-27.
WOLFNegative Net Change ONNegative Net Change NVTSNegative Net Change
semiconductor tech-stocks
Do Rising Earnings Estimates Strengthen the Case for Qualcomm Stock?
by Supriyo Bose
QCOM's earnings estimates are rising on Snapdragon and auto strength, but China risks and margin pressure loom.
QCOMPositive Net Change AVGONegative Net Change HPENegative Net Change
artificial-intelligence communications iot mobile semiconductor tech-stocks telecom
Micron Technology Soars 178% YTD: Should You Still Buy the Stock?
by Anirudha Bhagat
Strong financial performance, AI-driven momentum and low valuation multiples spark fresh interest in MU stock despite a YTD surge of 178%.
AMDNegative Net Change MUNegative Net Change NVDANegative Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
The Zacks Analyst Blog Highlights Procter & Gamble, Lam Research, Texas Instruments, SandRidge Energy and Crown Crafts
by Zacks Equity Research
PG, LRCX, TXN, SD and CRWS headline Zacks' latest research, highlighting consumer resilience, semiconductor momentum and micro-cap contrasts.
TXNPositive Net Change PGPositive Net Change LRCXNegative Net Change SDPositive Net Change CRWSPositive Net Change
consumer-discretionary consumer-staples oil-energy semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Marvell Technology, Nvidia, Broadcom, Coherent and Lumentum
by Zacks Equity Research
MRVL jumps on a revenue and EPS beat as it moves to acquire Celestial AI, aiming to fuse silicon and photonics in next-gen data centers.
NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change COHRNegative Net Change LITENegative Net Change
business-services communications computers semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Alphabet, Meta Platforms, Nvidia, Microsoft, Cisco and MongoDB
by Zacks Equity Research
NVDA and peers gain focus as Zacks outlines five reasons the AI trade remains early, from liquidity tailwinds to rising software benefits.
MSFTNegative Net Change CSCONegative Net Change NVDANegative Net Change GOOGLPositive Net Change MDBNegative Net Change METANegative Net Change
artificial-intelligence computers internet semiconductor tech-stocks
Newmont and e.l.f. Beauty have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
NEM rides record free cash flow while ELF slumps on a growth cooldown, spotlighting sharp contrasts in Zacks' latest bull and bear picks.
IBKRNegative Net Change NVDANegative Net Change NEMNegative Net Change ELFPositive Net Change HOODNegative Net Change
consumer-staples finance gold semiconductor
A Review of the Major Chip ETF: Zacks DEC 2025 Strategy
by John Blank
All year long, stock market bulls have been trumpeting the AI data center trade. Let's look into the major semi-chip ETF, to see what the semi-chip returns status is.
EIXPositive Net Change DBPositive Net Change NVDANegative Net Change XLKNegative Net Change SMHNegative Net Change VGTNegative Net Change VRTNegative Net Change
semiconductor
Buy the Spike in Marvell Technology Stock After Q3 Earnings?
by Shaun Pruitt
Marvell Technology (MRVL) is making headlines after exceeding its Q3 expectations on Tuesday evening and announcing the acquisition of private semiconductor startup Celestial AI.
MRVLNegative Net Change NVDANegative Net Change AVGONegative Net Change
artificial-intelligence datacenter earnings electronics investing semiconductor tech-stocks
Top Stock Reports for Procter & Gamble, Lam Research & Texas Instruments
by Mark Vickery
New Zacks reports spotlight shifts in PG, LRCX and TXN as analysts assess market pressures, tech trends and growth drivers across key sectors.
TXNPositive Net Change PGPositive Net Change LRCXNegative Net Change VRTXNegative Net Change SDPositive Net Change PSXPositive Net Change WCNNegative Net Change CRWSPositive Net Change
consumer-discretionary consumer-staples oil-energy semiconductor tech-stocks
Earnings Beat: Marvell Technology Acquires Celestial AI
by Ethan Feller
Marvell Technology stock rallies on an earnings beat and news the of exciting acquisition of Celestial AI
NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change COHRNegative Net Change LITENegative Net Change
artificial-intelligence semiconductor
Marvell Technology Q3 Earnings Beat Estimates, Revenues Rise Y/Y
by Zacks Equity Research
MRVL beats Q3 earnings with surging data center demand and upbeat Q4 guidance despite auto/industrial softness.
APHNegative Net Change MRVLNegative Net Change AEISNegative Net Change ALLTNegative Net Change
semiconductor
The Zacks Analyst Blog Highlights NVIDIA and Palantir Technologies
by Zacks Equity Research
NVDA and PLTR shine as a balanced AI duo for 2026, with surging revenues, strong demand and bullish outlooks driving confidence.
NVDANegative Net Change PLTRNegative Net Change
semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Robinhood Markets, Celestica and and Nvidia
by Zacks Equity Research
HOOD and CLS earn top billing as Zacks spotlights standout tech names riding accelerating AI demand and rapid earnings growth.
NVDANegative Net Change CLSNegative Net Change HOODNegative Net Change
computers finance semiconductor
Intel Stock Surges on Apple Deal Buzz: Can INTC Sustain This Momentum?
by Supriyo Bose
INTC jumps 8.7% on buzz of a potential Apple chip deal, but margin pressure and fierce competition loom large.
INTCNegative Net Change AAPLNegative Net Change AMDNegative Net Change NVDANegative Net Change
artificial-intelligence communications computers iot semiconductor tech-stocks
Micron's HBM-Driven DRAM Demand Rises: Can AI Keep Lifting the Growth?
by Anirudha Bhagat
MU rides on the surging HBM-fueled DRAM demand as AI workloads boost shipments, pricing strength and growth momentum into 2026.
INTCNegative Net Change MUNegative Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Taiwan Semiconductor Trading at a Discount: How to Play the Stock?
by Anirudha Bhagat
TSM's lower P/E versus peers, booming AI chip demand and rising advanced-node revenues fuel a compelling but cautious hold case.
AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change TSMNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Why Policy Goals Will Make 2026 a Breakout Year for IONQ, RGTI, QBTS
by Urmimala Biswas
IONQ, RGTI, QBTS and QUBT head into 2026 with rising federal budgets and defense deals, as policy momentum turns into the key driver for quantum stocks.
QUBTPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSNegative Net Change
artificial-intelligence semiconductor tech-stocks
The Zacks Analyst Blog Highlights NVIDIA, Palantir Technologies and Micron
by Zacks Equity Research
Palantir's surging AIP demand and MU's HBM-fueled momentum put both stocks in focus as AI growth continues to reshape the tech landscape.
MUNegative Net Change NVDANegative Net Change PLTRNegative Net Change
computers semiconductor tech-stocks
Hims & Hers Health and F5 have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Cirrus Logic lands Bull of the Day as earnings beats and rising estimates contrast with pressure on peers like F5.
NOCPositive Net Change GDPositive Net Change FFIVPositive Net Change CRUSPositive Net Change RTXPositive Net Change
aerospace computers semiconductor
Can CRDO Tap a $10B+ Market With Record Q2 & New Growth Pillars?
by Shreya Majumder
Credo surges on record revenue growth as AI demand and new pillars like ZF optics, ALCs and OmniConnect gearboxes expand its multibillion-dollar reach.
MRVLNegative Net Change CRDOPositive Net Change ALABNegative Net Change
emerging-markets industrial-products semiconductor tech-stocks
NVIDIA's Q3 Data Center Sales Soar 56%: Can NVDA Sustain the Momentum?
by Anirudha Bhagat
NVDA's data center sales hit $51.22B as surging AI demand fuels record growth and expectations for a strong Q4.
INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change
artificial-intelligence computers semiconductor tech-stocks
NVIDIA Soars 27% in Six Months: Is the Stock Still Worth Buying?
by Anirudha Bhagat
NVDA's six-month surge and soaring AI-driven Data Center growth fuel a bullish case as revenues and liquidity strengthen.
QCOMPositive Net Change TXNPositive Net Change STMNegative Net Change NVDANegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Credo's Q2 Earnings and Sales Beat Estimates, Up Y/Y, Stock Gains
by Zacks Equity Research
CRDO's record quarter, fueled by surging product demand and AI-driven growth, sent shares soaring as revenue and margin strength pointed to robust momentum ahead.
QCOMPositive Net Change CRUSPositive Net Change NVTSNegative Net Change CRDOPositive Net Change
earnings semiconductor tech-stocks