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semiconductor: Archive

Zacks Equity Research

AMAT Q3 Earnings Call Focuses on AI Demand & FY27 Growth

Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.

AMATNegative Net Change

Om Jaiswal

Can Strong LEAP Demand Help ASE Technology Challenge AMKR & INTC?

ASX's LEAP demand is driving revenue and margin gains as AI infrastructure needs fuel advanced packaging growth and capacity expansion.

ASXNo Net Change INTCNegative Net Change AMKRNegative Net Change

Subham Roy

Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?

Analog Devices enters Q3 earnings with broad-based demand, AI-driven Communications growth and a potential earnings beat despite a premium valuation.

ADIPositive Net Change TXNNegative Net Change STMPositive Net Change NXPIPositive Net Change

Zacks Equity Research

Monolithic Power Systems and Las Vegas Sands have been highlighted as Zacks Bull and Bear of the Day

Monolithic Power Systems is benefiting from surging AI demand, while Las Vegas Sands faces earnings pressure and a prolonged downtrend.

CAHPositive Net Change LVSPositive Net Change MPWRPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Seagate Technology and NVIDIA

Seagate's AI-driven storage boom is fueling sharp revenue and margin growth, with strong fiscal 2027 guidance pointing to more momentum ahead.

STXNegative Net Change NVDANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: CoreWeave, Nebius and NVIDIA

CoreWeave and Nebius Group are riding explosive AI infrastructure demand, huge backlogs and expanding margins as NVIDIA's newest chips drive growth.

NVDANegative Net Change NBISNegative Net Change CRWVNegative Net Change

Derek Lewis

Bull of the Day: Monolithic Power Systems (MPWR)

Strong growth has been driven by higher sales of power management solutions for AI and server applications, keeping the stock's EPS outlook bullish.

MPWRPositive Net Change

Aniruddha Ganguly

KLA Drops 9% in a Month: Should You Buy the Stock on the Dip?

KLAC's 9.3% monthly drop highlights near-term margin and supply risks, even as AI demand, HBM and advanced packaging support its long-term growth outlook.

KLACNegative Net Change LRCXPositive Net Change MKSINegative Net Change ENTGNegative Net Change

Rajshree Sipani

Can Aehr's $22M AI Order Unlock a Bigger WLBI Opportunity?

AEHR's $22M AI order underscores rising WLBI demand as chip complexity and costs increase, while backlog and bookings point to strong growth.

AEHRNegative Net Change FORMNegative Net Change TERNegative Net Change

Subham Roy

Should Investors Buy ADI Stock Despite its Premium Valuation?

Analog Devices' industrial and data center growth, strong margins and AI exposure may justify its premium valuation despite near-term volatility.

ADIPositive Net Change TXNNegative Net Change STMPositive Net Change NXPIPositive Net Change