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semiconductor: Archive
Zacks Investment Ideas feature highlights: Oracle, Amazon, Microsoft and Alphabet
by Zacks Equity Research
Oracle posted record Q4 results and strong AI-driven cloud growth, but shares slid as investors focused on massive capital spending plans.
AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change
computers semiconductor
Zacks Investment Ideas feature highlights: Concrete Pumping, Atlanticus and Credo Technology
by Zacks Equity Research
Concrete Pumping Holdings, Atlanticus and Credo Technology stand out with rising estimates, strong growth outlooks and bullish technical setups.
ATLCNegative Net Change BBCPPositive Net Change CRDOPositive Net Change
business-services finance semiconductor
NVIDIA's CPU Ambitions Expand: Can It Challenge x86 Giants Now?
by Anirudha Bhagat
NVDA's Vera CPU push targets agentic AI and AI factories as its platform strategy aims to carve out space in a market led by x86 giants.
INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change
artificial-intelligence computers semiconductor tech-stocks
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
by Anirudha Bhagat
MU's NAND revenues surge on AI-driven data center SSD demand, as disciplined supply and advanced SSD launches bolster its storage growth outlook.
STXPositive Net Change MUPositive Net Change SNDKPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Stock Market News for Jun 12, 2026
by Zacks Equity Research
U.S. stock markets closed sharply higher rebounding after two days of stiff losses.
INTCPositive Net Change AMDPositive Net Change MUPositive Net Change
artificial-intelligence semiconductor
Beyond Micron: 2 AI Stocks That Could Deliver Explosive Returns
by Tirthankar Chakraborty
MRVL and SNDK are emerging as AI growth plays alongside MU, driven by strong demand, rising revenues and expanding AI infrastructure roles.
MUPositive Net Change NVDANegative Net Change SNDKPositive Net Change MRVLNegative Net Change
artificial-intelligence semiconductor tech-stocks
VSH's $1.6B Backlog Sounds Bullish, But Can Export Risks Derail Growth?
by Indrajit Bandyopadhyay
Vishay Intertechnology opens 2026 with a record $1.6B backlog and AI-driven orders -- yet tariffs and export uncertainty loom over the Vishay 3.0 growth push.
AMKRPositive Net Change VSHNegative Net Change COHRPositive Net Change
artificial-intelligence semiconductor
Is Amphenol Strengthening Its Position in AI Power and Connectivity?
by Rajshree Sipani
APH is expanding across AI connectivity and power solutions as record sales, strong datacom growth and a key acquisition deepen data-center exposure.
APHPositive Net Change TELNegative Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
ASM International Rides on AI-Driven Semiconductor Boom: Worth a Buy?
by Supriyo Bose
ASMIY rides AI-driven chip spending with ALD leadership and growth in memory, packaging and services.
ASMLNegative Net Change AMATPositive Net Change ASMIYPositive Net Change
artificial-intelligence communications iot semiconductor tech-stocks
Zacks Investment Ideas feature highlights: Microchip Technology and Flex
by Zacks Equity Research
Microchip Technology and Flex are highlighted as AI-linked plays as cooling core inflation and improving business trends support growth expectations.
MCHPPositive Net Change FLEXPositive Net Change
computers semiconductor tech-stocks