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semiconductor: Archive

Aniruddha Ganguly

AVGO vs. CSCO: Which AI Infrastructure Stock is a Buy Right Now?

Broadcom and Cisco are racing ahead in the AI infrastructure boom, fueled by soaring demand, bold innovation and strong earnings momentum. However, which one is leading?

CSCOPositive Net Change AVGONegative Net Change

Anirudha Bhagat

Should Lam Research Stock Be in Your Portfolio Post Solid Q1 Earnings?

LRCX's strong Q1 earnings, AI-driven demand and attractive valuation make it a standout in the semiconductor space.

KLACNegative Net Change ASMLNegative Net Change LRCXPositive Net Change AMATPositive Net Change

Aritra Chatterjee

Will QCOM's New AI Inference Solutions Boost Growth Prospects?

Qualcomm's new AI200 and AI250 cards promise powerful, efficient AI inference for next-gen data centers.

INTCPositive Net Change QCOMPositive Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Will Lower Revenues Adversely Impact Qorvo's Q2 Earnings?

QRVO eyes innovation and 5G growth to offset revenue pressure ahead of its fiscal Q2 earnings report.

QCOMPositive Net Change AMDNegative Net Change FTNTPositive Net Change QRVOPositive Net Change

Zacks Equity Research

Stock Market News for Oct 28, 2025

U.S. stock markets closed at record highs on Friday following positive developments on U.S.-China trade negotiations.

QCOMPositive Net Change

Ethan Feller

Bull of the Day: ASML Holding (ASML)

ASML Holdings stock has staged a sharp rebound in recent months, bolstered by analyst upgrades

ASMLNegative Net Change

Zacks Equity Research

ASML and Papa John's have been highlighted as Zacks Bull and Bear of the Day

ASML surges on earnings upgrades and breakout momentum, while Papa John's stumbles under weak growth and valuation strain.

XOMPositive Net Change EPDPositive Net Change ASMLNegative Net Change PZZAPositive Net Change

Zacks Equity Research

TEL Gears Up to Report Q4 Earnings: What's in Store for the Stock?

TE Connectivity eyes solid fiscal Q4 growth, driven by rising orders and strong demand across the Transportation and Industrial segments.

GLWPositive Net Change AMEPositive Net Change TELPositive Net Change METAPositive Net Change

Zacks Equity Research

KLAC Set to Report Q1 Earnings: What's in Store for the Stock?

KLA's fiscal Q1 results are expected to show double-digit growth as AI-driven demand and advanced packaging boost revenue momentum.

KLACNegative Net Change GLWPositive Net Change AMEPositive Net Change METAPositive Net Change

Zacks Equity Research

Can Higher Revenues Benefit Monolithic Power's Q3 Earnings?

MPWR's Q3 results may get a lift from strong automotive demand, IoT and AI traction, and diversified growth across key verticals.

QCOMPositive Net Change AMDNegative Net Change MPWRPositive Net Change FTNTPositive Net Change

Om Jaiswal

NVTS vs. ON: Which Power Chip Stock Has an Edge Right Now?

ON Semiconductor's rising China and AI demand, paired with lower valuation, gives it an edge over Navitas Semiconductor's high-priced rally.

ONPositive Net Change NVTSPositive Net Change

Aparajita Dutta

ETFs in Spotlight as Intel Beats Q3 Earnings on Lower Restructuring Costs

INTC's Q3 beat, aided by lower restructuring costs and rising AI demand, is putting ETFs like FTXL and FPEI with massive exposure to the chipmaker in focus.

INTCPositive Net Change NVDANegative Net Change VLUEPositive Net Change FTXLPositive Net Change FEPIPositive Net Change GPTYPositive Net Change

Aparajita Dutta

Buy These 5 Dividend Growth Stocks as U.S. Inflation Rate Hits 3%

As U.S. inflation hits 3%, dividend growth stocks like Vertiv, TSM, Oracle, Lam Research, and Elbit Systems shine.

LRCXPositive Net Change ORCLNegative Net Change TSMNegative Net Change ESLTPositive Net Change VRTPositive Net Change

Zacks Equity Research

Lam Research and Helen of Troy have been highlighted as Zacks Bull and Bear of the Day

Zacks names Lam Research as Bull of the Day on strong earnings momentum and growth outlook, while Helen of Troy earns Bear of the Day status amid weak guidance and tariff pressures.

INTCPositive Net Change MSFTNegative Net Change NVDANegative Net Change LRCXPositive Net Change HELEPositive Net Change

Tracey Ryniec

Bull of the Day: Lam Research (LRCX)

Looking for double digit revenue and earnings growth?

LRCXPositive Net Change

Zacks Equity Research

Company News for Oct 27, 2025

Companies In The News Are: INTC, SSNC, F, GD.

INTCPositive Net Change GDPositive Net Change FPositive Net Change SSNCPositive Net Change

Zacks Equity Research

Stock Market News for Oct 27, 2025

U.S. stock markets closed at record highs on Friday following the release of cooler-than-expected inflation data.

AMDNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Advanced Micro Devices and Vertiv

AMD hits a record high on an OpenAI partnership while Vertiv posts strong earnings, fueling optimism for a year-end rally.

AMDNegative Net Change VRTPositive Net Change

Shaun Pruitt

Buy Intel Stock After Favorable CPI Data & Q3 Earnings Beat?

Hitting a fresh one-year high of $41 a share in Friday's trading session, Intel stock has continued an attention-getting rebound from a 52-week and multi-year low of $17.

INTCPositive Net Change NVDANegative Net Change SFTBYNegative Net Change

Tirthankar Chakraborty

Intel's Strong Q3 Earnings Fuel Turnaround Hopes: Time to Buy?

INTC's return to profit, new deals with NVIDIA and Microsoft, and major U.S. investments fuel optimism for a lasting turnaround.

INTCPositive Net Change MSFTNegative Net Change NVDANegative Net Change TSMNegative Net Change

Aniruddha Ganguly

4 Top-Ranked Technology Stocks Set to Beat Q3 Earnings Expectations

Here, we have picked four technology stocks, META, RDDT, IDCC and AME, which are likely to pull off earnings surprises in the third quarter of 2025.

AMEPositive Net Change IDCCPositive Net Change METAPositive Net Change RDDTPositive Net Change

Bryan Hayes

Year-End Rally Odds Increase: Stocks to Watch

The start to the third-quarter earnings season has been very positive, bolstering the case for a sustained rally in the final months of the year.

AMDNegative Net Change VRTPositive Net Change

Om Jaiswal

ASYS vs. LRCX: Which Semiconductor Equipment Stock is the Better Buy?

Lam Research's strong AI chip exposure and robust growth make it a more compelling buy than Amtech Systems, which continues to face mature node weakness.

LRCXPositive Net Change ASYSPositive Net Change

Zacks Equity Research

Intel Outpaces Q3 Earnings Estimates on Solid Revenues

Intel's Q3 results topped estimates as AI PC demand, cost discipline and efficiency gains fueled margin growth and optimism.

INTCPositive Net Change AKAMPositive Net Change ANETNegative Net Change PINSPositive Net Change

Anirudha Bhagat

Is TSM's Global Fab Push a Wise Expansion Move or a Costly Overreach?

Taiwan Semiconductor's bold global fab expansion fuels soaring AI chip demand and supply-chain resilience, even as margins face short-term pressure.

INTCPositive Net Change TSMNegative Net Change GFSPositive Net Change