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semiconductor: Archive

Urmimala Biswas

Beyond NVIDIA: 2 AI Data Center Stocks to Buy for More Upside

Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.

ANETNegative Net Change VRTNegative Net Change NVDAPositive Net Change AVGONegative Net Change HPENegative Net Change

Zacks Equity Research

GlobalFoundries Drives Gross Margin Expansion: Can the Momentum Last?

GFS is expanding gross margins through a richer revenue mix, manufacturing gains and higher utilization, while future gains hinge on execution.

GFSNegative Net Change TSMPositive Net Change UMCNegative Net Change

Kaibalya Pravo Dey

AEHR at 18.59X Sales: Market Loves Its AI Story, But is Love Blind?

Aehr Test Systems' 363% 2026 surge and 18.59X sales multiple reflect AI optimism, but customer concentration and execution risks leave little room for error.

AEHRNegative Net Change COHUNegative Net Change TERPositive Net Change

Bryan Hayes

Tech Retakes Lead Heading into Q4: Stocks to Watch

The rotation back into tech stocks tells us that the earnings story continues to overwhelm slightly higher rates.

AMDNegative Net Change SNDKNegative Net Change

Subhasish Mukherjee

Amkor's AI and HPC Packaging Demand Grows: Can Growth Continue?

AMKR's AI and HPC packaging demand is climbing as data-center programs ramp, advanced packaging expands and Arizona investment rises to $12 billion.

AMKRNegative Net Change INTCNegative Net Change TSMPositive Net Change

Zacks Equity Research

Company News for Sep 21, 2026

Companies in The News Are: STLD,XENE,AMD,TXN

TXNPositive Net Change AMDNegative Net Change STLDNegative Net Change XENENegative Net Change

Zacks Equity Research

Stock Market News for Sep 21, 2026

Wall Street ended a volatile week, with the Dow closing sharply lower on Friday as oil prices continued to surge and Treasury yields rose after the Federal Reserve hiked interest rates earlier in the week for the first time in three years.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Microsoft, NVIDIA and Apple

Microsoft and NVIDIA combine strong cloud and AI growth with attractive valuations, while Apple offers a less AI-sensitive option within the Magnificent Seven.

AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Nvidia and Micron are part of Zacks Earnings Preview

Nvidia and Micron headline a Q3 earnings season marked by broad-based growth, with both companies expected to deliver major year-over-year gains.

MUNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Market Edge Highlights: ExxonMobil, JPMorgan Chase and NVIDIA

ExxonMobil, JPMorgan Chase and NVIDIA headline Zacks Market Edge's 500th episode, with earnings growth and market gains in focus.

JPMNegative Net Change XOMPositive Net Change NVDAPositive Net Change