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semiconductor: Archive

Subham Roy

4 Memory Semiconductor Stocks to Watch in October 2026

AI demand is reshaping the memory market, with Seagate, Western Digital, Micron and Sandisk expanding high-performance storage.

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Santanu Roy

Take the Zacks Approach to Beat the Markets: Bloom Energy, Microsoft & Amgen in Focus

Microsoft, Bloom Energy and Amgen highlight Zacks' latest market moves, with strong gains across Focus List, recommendation and dividend portfolios.

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Supriyo Bose

SMCAY Rides on Healthy Semiconductor Demand Trends: Should You Buy?

SMC is poised to benefit from semiconductor investment, AI-driven manufacturing demand and Greater China automation as it expands global production capacity.

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Zacks Equity Research

AI Boom-Led Memory Chip Demand to Boost Micron's DRAM Revenues in Q4

MU's Q4 DRAM revenues are set to surge as AI spending, HBM demand, firmer memory pricing and key chip partnerships strengthen its growth outlook.

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Zacks Equity Research

Stock Market News for Sep 28, 2026

U.S. stock markets closed higher on Friday to close a volatile week.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Analog Devices, Semtech, Taiwan Semiconductor and ASM

ADI, SMTC, TSM and ASMIY are positioned to benefit from AI-driven semiconductor demand, spanning chips, connectivity, advanced packaging and ALD.

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Urmimala Biswas

Quantum Selloff: Should Investors Consider These 3 Hyperscalers?

As quantum stocks face a valuation reset, hyperscalers offer exposure through cloud, AI and investments in quantum capabilities.

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Tirthankar Chakraborty

Micron vs. NVIDIA: 1 AI Stock to Buy Now and 1 to Watch

NVIDIA's broader AI exposure, stronger margins and higher ROE give it an edge over Micron as memory and Data Center demand rise.

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Zacks Equity Research

Qualcomm Renews Apple Patent Deal: Can QTL Regain Momentum?

QCOM renews its Apple patent deal through 2027, offering licensing visibility as weaker smartphone demand pressures QTL revenue.

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Subham Roy

4 Top-Ranked Chip Stocks to Buy for Better Returns in October

AI-driven demand is boosting semiconductor stocks, with ADI, SMTC, TSM and ASMIY positioned for growth across chips and AI infrastructure.

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