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semiconductor: Archive

Mark Vickery

Top Analyst Reports for Texas Instruments, RTX & Marvell

Today's Research Daily features new research reports on 16 major stocks, including Texas Instruments Incorporated (TXN), RTX Corporation (RTX) and Marvell Technology, Inc. (MRVL), as well as two micro-cap stocks, Air T, Inc. (AIRT) and GSI Technology, Inc. (GSIT).

TXNPositive Net Change UBSPositive Net Change ROSTNegative Net Change MRVLPositive Net Change WELLPositive Net Change RTXNegative Net Change

Subham Roy

MRVL Stock Skyrockets 221% YTD: Should Investors Buy, Sell or Hold?

Marvell Technology's AI-driven growth is accelerating, but its premium valuation, customer concentration and fierce competition warrant caution.

MRVLPositive Net Change AMDPositive Net Change AVGOPositive Net Change ALABNegative Net Change

Subhasish Mukherjee

Can Surging InP Demand Strengthen AXT's Long-Term Growth Potential?

AXTI's record InP sales, $100M-plus backlog, capacity expansion and multi-year deals position it to benefit from AI-driven optical demand.

AXTIPositive Net Change SMTCPositive Net Change LITENegative Net Change

Anirudha Bhagat

AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?

LRCX sees NAND upside as AI boosts storage demand, with its served market per wafer set to double from 128 to 500-plus layers.

LRCXNegative Net Change KLACNegative Net Change AMATNegative Net Change

Shreya Majumder

ONTO Stock Up 126% in a Year: Is More Upside on the Horizon?

Onto Innovation's record results, $1B-plus backlog and Dragonfly G5 momentum fuel its AI-driven growth, despite valuation risks.

ONTONegative Net Change KLACNegative Net Change CAMTNegative Net Change NVMINegative Net Change

Sheraz Mian

Soft Labor Data Meets Solid Earnings: The Bullish Setup for the Market

Market participants reacted favorably to the soft labor data as it reduces the odds of an October rate hike, with continued strength in the earnings picture providing another reason to stay positive.

NKENegative Net Change MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Urmimala Biswas

AI and Oil Shape Market Leadership in the First Nine Months of 2026

AI investment and surging oil prices position Technology and Energy as key market leaders in 2026, despite higher yields and persistent inflation.

CVXPositive Net Change XOMPositive Net Change MUNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron and NVIDIA

Micron's blowout earnings, AI-driven demand and long-term revenue visibility fuel the case for further growth despite its huge stock gains.

MUNegative Net Change NVDAPositive Net Change

Anirudha Bhagat

Can NVIDIA's $150B Repurchase Plan Enhance Shareholder Value?

NVDA's $150 billion buyback expansion lifts its remaining authorization to $235 billion, backed by strong cash flow and rapid AI-driven growth.

NVDAPositive Net Change TXNPositive Net Change AVGOPositive Net Change

Kevin Cook

Bull of the Day: Onto Innovation (ONTO)

Key provider of testing technology for semi foundries accelerates in AI demand for memory, photonics, packaging

ONTONegative Net Change MUNegative Net Change FORMNegative Net Change AMATNegative Net Change TSMPositive Net Change VIAVNegative Net Change LITENegative Net Change