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semiconductor: Archive

Zacks Equity Research

Monolithic Power Systems and Las Vegas Sands have been highlighted as Zacks Bull and Bear of the Day

Monolithic Power Systems is benefiting from surging AI demand, while Las Vegas Sands faces earnings pressure and a prolonged downtrend.

CAHPositive Net Change LVSPositive Net Change MPWRNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Seagate Technology and NVIDIA

Seagate's AI-driven storage boom is fueling sharp revenue and margin growth, with strong fiscal 2027 guidance pointing to more momentum ahead.

STXPositive Net Change NVDANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: CoreWeave, Nebius and NVIDIA

CoreWeave and Nebius Group are riding explosive AI infrastructure demand, huge backlogs and expanding margins as NVIDIA's newest chips drive growth.

NVDANegative Net Change NBISPositive Net Change CRWVNegative Net Change

Derek Lewis

Bull of the Day: Monolithic Power Systems (MPWR)

Strong growth has been driven by higher sales of power management solutions for AI and server applications, keeping the stock's EPS outlook bullish.

MPWRNegative Net Change

Aniruddha Ganguly

KLA Drops 9% in a Month: Should You Buy the Stock on the Dip?

KLAC's 9.3% monthly drop highlights near-term margin and supply risks, even as AI demand, HBM and advanced packaging support its long-term growth outlook.

KLACNegative Net Change LRCXPositive Net Change MKSINegative Net Change ENTGNegative Net Change

Rajshree Sipani

Can Aehr's $22M AI Order Unlock a Bigger WLBI Opportunity?

AEHR's $22M AI order underscores rising WLBI demand as chip complexity and costs increase, while backlog and bookings point to strong growth.

AEHRNegative Net Change FORMNegative Net Change TERNegative Net Change

Subham Roy

Should Investors Buy ADI Stock Despite its Premium Valuation?

Analog Devices' industrial and data center growth, strong margins and AI exposure may justify its premium valuation despite near-term volatility.

ADIPositive Net Change TXNNegative Net Change STMPositive Net Change NXPIPositive Net Change

Anirudha Bhagat

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

MU's AI memory push drives surging revenues and faster HBM4 execution as it battles SK Hynix in HBM and Sandisk in data-center storage.

MUNegative Net Change SNDKNegative Net Change SKHYPositive Net Change

Anirudha Bhagat

TXN's $5.8B Shareholder Returns: Can FCF Support Bigger Payouts Ahead?

Texas Instruments' surging free cash flow, lower capital spending and stronger growth boost its capacity for dividends and share buybacks.

TXNNegative Net Change ADIPositive Net Change ONNegative Net Change

Bryan Hayes

Zacks Model Flashes Green for Applied Materials Ahead of Earnings

Our proven model predicts another earnings beat, and the company's track record supports the setup.

AMATNegative Net Change