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semiconductor: Archive

Zacks Equity Research

Company News for Sep 22, 2026

Companies in The News Are: ACN,NVO,NVDA,AVGO

ACNPositive Net Change NVONegative Net Change NVDANegative Net Change AVGOPositive Net Change

Zacks Equity Research

Stock Market News for Sep 22, 2026

U.S. stocks closed sharply higher on Monday, led by a tech rally, while investors breathed a sigh of relief as Treasury yields slid from their recent highs and oil prices dropped to an 11-day low.

INTCNegative Net Change AMDNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Vertiv, Arista Networks, Broadcom and Hewlett Packard

Beyond NVIDIA, Vertiv and Arista Networks offer exposure to the AI data-center buildout through power, cooling and networking infrastructure.

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Rimmi Singhi

Chip Trillionaires Club: Only One Clear Buy Among NVDA, AVGO, MU, AMD

NVIDIA stands out among four trillion-dollar chipmakers with broad AI hardware, networking and software strength as rivals face valuation and cycle risks.

AMDNegative Net Change MUPositive Net Change NVDANegative Net Change AVGOPositive Net Change

Anirudha Bhagat

LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?

LRCX targets mid-40% operating margins as rising revenues, AI-driven demand and higher-margin services support expansion over several years.

LRCXPositive Net Change KLACPositive Net Change AMATPositive Net Change

Anirudha Bhagat

Texas Instruments vs. Cerebras Systems: Which Chip Stock Has the Edge?

TXN pairs broad chip-demand recovery, margin expansion and strong cash flow with a lower P/S multiple than fast-growing, loss-making CBRS.

TXNPositive Net Change CBRSNegative Net Change

Tracey Ryniec

Bull of the Day: NVIDIA Corp. (NVDA)

Are you a believer again?

NVDANegative Net Change

Shaun Pruitt

Should Investors Chase the AI-Fueled Rally in AMD or META Stock?

AMD and META were two of Monday's biggest mega-cap winners, with both stocks surging roughly 10% as enthusiasm around artificial intelligence returned in force.

AMDNegative Net Change METAPositive Net Change AAPLNegative Net Change NVDANegative Net Change

Mark Vickery

Top Stock Reports for Procter & Gamble, Sandisk & Analog Devices

Procter & Gamble, Sandisk and Analog Devices highlight strong brands, AI demand and recovery trends, while key risks could shape their outlook.

ADIPositive Net Change PGNegative Net Change SNDKPositive Net Change SUNENegative Net Change MCEMNegative Net Change HALNegative Net Change HEIPositive Net Change UIPositive Net Change

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 VRTPositive Net Change NVDANegative Net Change AVGOPositive Net Change HPENegative Net Change