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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights Qualcomm, Intuitive Surgical, Stryker, Frequency Electronics and Good Times Restaurants

Qualcomm, Intuitive Surgical and Stryker lead today's top analyst reports, spotlighting growth drivers, strategic initiatives and ongoing challenges.

QCOMNegative Net Change SYKPositive Net Change ISRGPositive Net Change GTIMPositive Net Change FEIMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, AMD, Micron Technology and Taiwan Semiconductor Manufacturing

Micron Technology and Taiwan Semiconductor Manufacturing are highlighted as AI infrastructure plays with strong growth driven by rising AI demand.

AMDNegative Net Change MUNegative Net Change NVDAPositive Net Change TSMNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Google, Palantir, ServiceNow and Super Micro Computer

Dell is riding the AI infrastructure buildout with surging AI server growth, expanding partnerships and strong earnings momentum.

DELLNegative Net Change NVDAPositive Net Change SMCINegative Net Change NOWPositive Net Change GOOGLPositive Net Change PLTRNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Skyworks and RF Industries

AI-driven devices, 5G and next-gen wireless standards are boosting RF demand, putting Skyworks among the semiconductor stocks to watch.

SWKSPositive Net Change RFILNegative Net Change

Bryan Hayes

Is Intel (INTC) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

The company delivered a staggering 997% average earnings surprise over the prior four quarters.

INTCNegative Net Change

Anirudha Bhagat

Vishay vs. Microchip: Which Semiconductor Stock Is the Better Buy?

MCHP's stronger earnings momentum, higher margins, expanding AI exposure and lower valuation make it the better semiconductor stock to buy.

MCHPNegative Net Change VSHNegative Net Change

Om Jaiswal

NVTS Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?

Navitas Semiconductor heads into second-quarter earnings on strong AI data center momentum, amid near-term revenue transition risks and a rich valuation.

NVTSNegative Net Change LRCXNegative Net Change FORMNegative Net Change AMATNegative Net Change

Zacks Equity Research

STMicroelectronics Q2 Earnings & Revenues Top Estimates, Both Up Y/Y

STM's Q2 beat and stronger AI data center demand point to accelerating growth, with management targeting more than $2B in 2027 data-center revenues.

STMNegative Net Change DELLNegative Net Change APHNegative Net Change HUBSPositive Net Change

Zacks Equity Research

Texas Instruments Q2 Earnings Call Signals Broad Demand Recovery

TXN highlights broad demand recovery across industrial, data center and automotive markets, with capacity investments supporting growth.

TXNNegative Net Change

Subham Roy

4 Networking Semiconductor Stocks to Watch in August 2026

AI data center networking demand is surging as AI clusters grow. See why Marvell, Broadcom, Credo and Astera Labs are stocks to watch in August.

MRVLNegative Net Change AVGONegative Net Change CRDONegative Net Change ALABNegative Net Change