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semiconductor: Archive

Mark Vickery

Top Stock Reports for Berkshire Hathaway, Micron & Chevron

Berkshire Hathaway, Micron and Chevron headline today's top stock research reports, highlighting AI-driven demand, capital allocation and operational strength.

CVXPositive Net Change MUNegative Net Change BRK.BPositive Net Change ORBTPositive Net Change CIENNegative Net Change EMENegative Net Change CRCLNegative Net Change

Subhasish Mukherjee

Should You Buy, Sell or Hold AXTI Stock After Its Strong Q3 Results?

AXT's 162% Q3 revenue jump and $500 million-plus backlog point to booming InP demand. Yet its 191% rally and valuation premium raise the stakes for investors.

AXTINegative Net Change FORMNegative Net Change MRVLNegative Net Change AMKRNegative Net Change

Subham Roy

AMAT Shares Plunge 30% in a Month: Should You Buy, Sell or Hold?

Applied Materials' stock declines amid semiconductor industry concerns, but AI-driven equipment demand and advanced packaging growth are tailwinds.

AMATNegative Net Change KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change

Subham Roy

MRVL's Networking Business Grows on the Back of AI: What's Ahead?

Marvell Technology's AI networking business is gaining momentum on the back of AI data center demand for efficient connectivity solutions.

MRVLNegative Net Change AMDNegative Net Change AVGONegative Net Change

Zacks Equity Research

Qnity Q3 Earnings Call Highlights AI Demand and Higher Outlook

Qnity raises its 2026 outlook as AI demand, advanced packaging and semiconductor materials fuel growth, while margin gains and capacity expansion support its outlook.

QNegative Net Change

Zacks Equity Research

Arm Holdings' Q2 Earnings Call Centers on AGI CPU Expansion

ARM's Q2 earnings beat spotlights stronger AGI CPU demand, up to $2 billion in fiscal 2027-28 revenue potential, data center gains and growing licensing.

ARMNegative Net Change

Anirudha Bhagat

4 Stocks With Solid Net Profit Margins to Maximize Portfolio Returns

Here we present four stocks, VNCE, ASX, OBT and GEO, with solid net profit margins that can contribute to making a strong portfolio.

ASXNegative Net Change GEOPositive Net Change VNCEPositive Net Change OBTNegative Net Change

Zacks Equity Research

Qnity's Q3 Earnings Beat Estimates on AI Demand, Outlook Raised

Q's Q3 earnings surge 55% as AI demand fuels semiconductor and interconnect growth, driving margin expansion and a higher 2026 revenue and profit outlook.

QNegative Net Change AMEPositive Net Change ASXNegative Net Change AEISNegative Net Change

Shreya Majumder

SONY Q2 Earnings & Revenues Rise on Gaming & Pictures Strength

Sony's fiscal Q2 earnings surge 47.9% as gaming and Pictures drive profit growth, prompting higher fiscal 2026 sales and operating income forecasts.

SONYPositive Net Change SNPSNegative Net Change CDNSNegative Net Change PRGSPositive Net Change

Zacks Equity Research

Zacks Earnings Trends Highlights: Nvidia, Micron and Alphabet

Nvidia, Micron and Alphabet are driving Tech earnings growth as Q3 results show strong beats, rising estimates and broad-based gains across the S&P 500.

MUNegative Net Change NVDANegative Net Change GOOGLNegative Net Change