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semiconductor: Archive

Harendra Ray

How Much Impact Can AI & Cloud Demand Have on STM's Top Line?

STMicroelectronics sees AI and cloud as major growth drivers, with data-center revenues set to top $500M in 2026 and exceed $1B in 2027.

STMPositive Net Change IFNNYPositive Net Change ONPositive Net Change

Shreya Majumder

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?

KLACPositive Net Change CAMTPositive Net Change NVMIPositive Net Change ONTOPositive Net Change

Zacks Equity Research

Centene and UFP Industries have been highlighted as Zacks Bull and Bear of the Day

Centene's margin recovery, cash-flow surge and rising earnings estimates fuel a sharp rebound as Zacks names it Bull of the Day.

UFPIPositive Net Change NVDAPositive Net Change TSLANegative Net Change CNCPositive Net Change RKLBNegative Net Change

Abhinab Dasgupta

NVIDIA Gets the Headlines, But Micron Could Offer More Upside

MU has surged 232.7% in 2026 on booming AI memory demand, strong earnings and raised guidance, even as NVDA dominates AI headlines.

INTCPositive Net Change STMPositive Net Change MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change

Mark Vickery

Top Analyst Reports for Intel, CrowdStrike & Honeywell

Intel, CrowdStrike and Honeywell lead today's analyst picks as AI demand, cybersecurity growth and aviation strength drive key outlooks.

INTCPositive Net Change CATPositive Net Change HONNegative Net Change CVENegative Net Change CVNAPositive Net Change CRWDNegative Net Change LVLUPositive Net Change CGEHNegative Net Change

Urmimala Biswas

2 Quantum Stocks With 45%+ Upside in June as OpenAI, SpaceX Eye IPO

OpenAI, SpaceX and Anthropic IPO filings could channel fresh capital into quantum computing, with QUBT and QBTS carrying analyst targets implying 47%-71% upside.

QUBTPositive Net Change IONQNegative Net Change RGTIPositive Net Change QBTSPositive Net Change

Subham Roy

Can Marvell Technology Sustain Its AI Data Center Growth Momentum?

MRVL is riding on AI data center demand with surging interconnect, switching and custom silicon growth, but can that momentum keep accelerating?

AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Subham Roy

ADI Climbs 77.4% in a Year: Time to Buy, Sell or Hold the Stock?

Analog Devices' industrial rebound and AI-driven data center demand are lifting growth and margins, but can premium valuation still justify a long-term investment?

ADIPositive Net Change TXNPositive Net Change STMPositive Net Change NXPIPositive Net Change

Ritujay Ghosh

4 Solid Stocks to Buy as S&P 500 Hits Fresh All-Time Closing High

As the S&P 500 logs a 24th record close, CSCO, ADI, AMAT and DDOG stand out with strong 2026 potential amid AI-driven momentum.

ADIPositive Net Change CSCOPositive Net Change AMATPositive Net Change DDOGNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights SMH, QQQ, SPY, AIQ, EWY, SPY, NVIDIA and Microsoft

SMH and other AI-focused funds plunged as chip stocks sold off, but strong semiconductor demand and long-term trends keep investors watching.

MSFTNegative Net Change NVDAPositive Net Change QQQPositive Net Change SPYPositive Net Change SMHPositive Net Change EWYPositive Net Change AIQPositive Net Change