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semiconductor: Archive

Anirudha Bhagat

Buy These 3 Pure-Play Server Stocks to Benefit From AI Data Center Boom

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

DELLNegative Net Change SMCINegative Net Change HPENegative Net Change NVDANegative Net Change

Zacks Equity Research

Company News for Aug 24, 2026

Companies in The News Are: BJ,ROST,FLO,AVGO

BJPositive Net Change ROSTNegative Net Change AVGONegative Net Change FLOPositive Net Change

Bryan Hayes

Nvidia, PCE, and Warsh: The Week That Decides September

Three key events - arriving together this week - make this the most consequential stretch of the late summer.

NVDANegative Net Change

Mark Vickery

Top Analyst Reports for Dell, Marvell & Verizon Communications

Today's Research Daily features new research reports on 16 major stocks, including Dell Technologies Inc. (DELL), Marvell Technology, Inc. (MRVL) and Verizon Communications Inc. (VZ), as well as two micro-cap stocks, Tandy Leather Factory, Inc. (TLF) and Moving iMage Technologies, Inc. (MITQ).

VZPositive Net Change DELLNegative Net Change MOPositive Net Change MRVLNegative Net Change PSXPositive Net Change SONYPositive Net Change

Sheraz Mian

Q3 Earnings Preview: High Expectations, Positive Revisions, and Broad-Based Growth

The corporate earnings foundation remains exceptionally strong, as S&P 500 profits have now grown for 12 consecutive quarters. Continued positivity in the revisions trend sets up a powerful backdrop as we finalize the Q2 earnings season and turn our attention to Q3.

AMZNPositive Net Change MUNegative Net Change NVDANegative Net Change GOOGLPositive Net Change

Tirthankar Chakraborty

NVIDIA Earnings in 5 Days: Should You Buy, Hold, or Sell NVDA?

NVIDIA's strong AI demand, 91B revenue outlook and attractive valuation point to potential upside ahead of fiscal Q2 earnings.

NVDANegative Net Change AMDNegative Net Change

Subhasish Mukherjee

AXTI vs. ASYS: Which AI Semiconductor Stock Is the Better Buy Now?

AXT leads Amtech Systems on AI-driven InP demand, earnings growth and capacity expansion, despite a premium valuation and advanced-packaging momentum.

ASYSNegative Net Change AXTINegative Net Change

Anirudha Bhagat

Should You Add NVIDIA Stock to Your Portfolio Ahead of Q2 Earnings?

NVDA heads toward its Q2 earnings release with revenues expected near $91 billion as AI, Data Center and Blackwell demand fuel growth prospects.

NVDANegative Net Change INTCNegative Net Change AMDNegative Net Change AVGONegative Net Change

Zacks Equity Research

Implied Volatility Surging for Texas Instruments Stock Options

Investors need to pay close attention to TXN stock based on the movements in the options market lately.

TXNNegative Net Change

Subham Roy

ADI vs. TXN: Which Analog Processing Chip Stock Has an Edge Right Now?

Analog Devices' strong industrial and automotive growth contrasts with Texas Instruments' broader momentum and improving utilization. Which stock has the edge?

ADINegative Net Change TXNNegative Net Change