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semiconductor: Archive

Rimmi Singhi

MU vs. SKHY: Which Memory Stock Should You Buy in the AI Selloff?

Shares of both Micron and SK Hynix dipped in the AI memory selloff, but one offers better visibility and a safer entry.

MUPositive Net Change SKHYPositive Net Change

Sanghamitra Saha

Buy the Dip in Semiconductor Stocks & ETFs?

Semiconductor stocks have pulled back despite strong AI demand and bullish revenue forecasts. Explore chip ETFs with relatively lower P/E ratios.

INTCPositive Net Change MUPositive Net Change AMPositive Net Change SMHPositive Net Change SOXXPositive Net Change FTXLPositive Net Change CHPXPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Philip Morris International, Home Depot and CPI Aerostructures

NVIDIA, Philip Morris and Home Depot face key growth drivers and risks as Q3 earnings season unfolds, while CPI Aerostructures benefits from rising defense orders.

PMPositive Net Change NVDAPositive Net Change HDNegative Net Change CVUPositive Net Change

Kevin Cook

Bull of the Day: ASE Technology Holding Co (ASX)

ASE Technology Holding Co (ASX) is the world's largest provider of outsourced semiconductor assembly and test (OSAT) services.

TSMPositive Net Change AMKRPositive Net Change ASXPositive Net Change

Shaun Pruitt

Micron & SanDisk Stocks Look Oversold: Time to Buy the Dip?

Despite concerns about rising Chinese competition, Micron (MU) and SanDisk (SNDK) stocks appear oversold.

MUPositive Net Change SNDKPositive Net Change NVDAPositive Net Change

Andrew Rocco

Memory & Neocloud Panic: Time to Buy?

While recent memory pressures, Chinese technological breakthroughs, and AI debt anxieties have pressured the semiconductor sector, history suggests this sharp pullback may be an overreaction.

MUPositive Net Change NVDAPositive Net Change SNDKPositive Net Change SOXXPositive Net Change CRWVPositive Net Change SKHYPositive Net Change

Tirthankar Chakraborty

Micron vs. NVIDIA: Which AI Stock Is the Better Buy After Earnings?

Micron's surging AI-driven revenue, expanding margins and lower valuation make it a more compelling buy than NVIDIA despite both chipmakers' strong growth outlooks.

MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Can ARM's 13% Contract Value Growth Sustain Momentum in Q2?

Arm Holdings' annualized contract value rose 13% to $1.73 billion, signaling licensing momentum ahead of fiscal Q2 earnings.

ARMPositive Net Change QCOMPositive Net Change NVDAPositive Net Change

Sheraz Mian

Q3 Earnings Season Scorecard and Analyst Reports for NVIDIA, Philip Morris & Home Depot

NVIDIA, Philip Morris and Home Depot headline today's top stock reports, in addition to a real-time update on the Q3 earnings season. Today's note discusses how AI demand, smoke-free growth and retail investments are shaping the outlook and risks for these stocks.

PMPositive Net Change NVDAPositive Net Change HDNegative Net Change CVUPositive Net Change HMCNegative Net Change SUNegative Net Change FLEXPositive Net Change

Rimmi Singhi

5 Value Stocks to Buy as Core Inflation Rises and Rate Hike Odds Climb

With core inflation picking up and further Fed rate hikes looming, HMC, MU, AVT, DK and PAGP emerge as value picks with strong earnings potential.

AVTPositive Net Change MUPositive Net Change HMCNegative Net Change DKNegative Net Change PAGPNegative Net Change