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semiconductor: Archive

Subhasish Mukherjee

Amtech's Healthy Backlog Builds: Is Revenue Visibility Improving?

ASYS' rising backlog and AI-driven packaging demand are sharpening revenue visibility as bookings outpace sales for a second straight quarter.

ASYSPositive Net Change ACLSPositive Net Change KLICPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for July 28th

ASAN, AFRM and CRDO made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 28, 2026.

ASANPositive Net Change AFRMNegative Net Change CRDOPositive Net Change

Zacks Equity Research

NVTS Q2 Earnings Call Highlights AI Power Shift And Growth Outlook

Navitas Semiconductor highlights its AI infrastructure shift, with high-power markets driving growth as the company advances Navitas 2.0 and expands product opportunities.

NVTSNegative Net Change

Zacks Equity Research

Rambus Q2 Results Highlight AI-Fueled Growth Strategy

Rambus posts record Q2 results as AI-driven memory demand, DDR5 momentum and expanding silicon IP opportunities support another quarter of projected growth.

RMBSPositive Net Change

Zacks Equity Research

AMKR Q2 Earnings Call Highlights AI Ramp and Margin Gains

Amkor highlights AI data center demand, advanced packaging growth, capacity shifts and margin gains after Q2 results.

AMKRPositive Net Change

Zacks Equity Research

Stock Market News for July 28, 2026

U.S. stocks ended mixed on Monday, with the Dow ending in positive territory as oil prices fell and investors awaited earnings reports and guidance from a batch of big tech companies scheduled to report quarterly results this week.

AMZNPositive Net Change AAPLNegative Net Change MSFTPositive Net Change ASMLNegative Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Nalak Das

Buy Texas Instruments as a Momentum Play After Solid Q2 2026 Earnings

TXN posted strong Q2 2026 results as AI-driven demand, expanding margins and upbeat guidance strengthen its momentum outlook.

FNegative Net Change TXNNegative Net Change AAPLNegative Net Change MDTNegative Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights MaxLinear, Marvell Technology and Broadcom

MXL is riding AI infrastructure demand with surging optical networking growth, but faces fierce competition from MRVL and AVGO.

MRVLPositive Net Change AVGOPositive Net Change MXLNegative Net Change

Tirthankar Chakraborty

Missed NVIDIA? This AI Infrastructure Stock Has More Room to Run

Western Digital is riding AI storage demand with rising revenues, expanding margins and bullish analyst targets. See why WDC could extend its rally.

WDCPositive Net Change NVDAPositive Net Change AMDNegative Net Change TSMPositive Net Change

Aritra Chatterjee

Is MPWR Stock a Smart Investment Option Before Q2 Earnings Release?

Monolithic Power is riding AI-driven demand and expanding manufacturing capacity, but can those strengths power another earnings beat this quarter?

MPWRPositive Net Change ADIPositive Net Change TXNNegative Net Change