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semiconductor: Archive

Sanghamitra Saha

A Guide to Semiconductor ETFs

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

SMHPositive Net Change SOXXPositive Net Change XSDPositive Net Change SOXQPositive Net Change SHOCPositive Net Change CHPXPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Marvell Q2 Earnings Call Highlights Faster AI Data Center Growth

Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.

MRVLPositive Net Change

Nalak Das

4 High-Flying Memory & Storage Giants to Gain More Amid NVDA's Solid Q2

NVDA's strong second-quarter and AI demand could fuel further gains for MU, SNDK, STX and WDC.

WDCPositive Net Change STXPositive Net Change MUPositive Net Change SNDKPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Stock Market News for Aug 28, 2026

U.S. stocks ended higher on Thursday, led by a tech rally after semiconductor giant NVIDIA issued a robust revenue forecast, reassuring investors about the potential of artificial intelligence (AI).

INTCPositive Net Change CRMNegative Net Change NVDAPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Will Strong Demand and Pricing Help MU Reach 86% Gross Margin in Q4?

MU's record Q3 gross margin, sharp DRAM and NAND pricing gains, and tight AI-related demand set the stage for its 86% Q4 gross margin target.

MUPositive Net Change SNDKPositive Net Change SKHYPositive Net Change

Derek Lewis

NVIDIA Earnings Wrap Up Strong Mag 7 Reporting Cycle

With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.

AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change

Urmimala Biswas

NVIDIA's $108B AI Forecast Boosts Quantum: QNT, QUBT to Gain?

NVIDIA's $108B forecast highlights AI-quantum convergence, putting Quantinuum and QUBT in focus as hybrid computing commercialization advances.

QUBTPositive Net Change QNTPositive Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Tirthankar Chakraborty

NVIDIA vs. AMD: Only One AI Stock Is a Solid Buy Now

NVIDIA's blowout results, stronger profitability and CUDA advantage give it an edge over AMD as AI spending accelerates.

AMDPositive Net Change NVDAPositive Net Change

Shaun Pruitt

Nvidia Stock Soars After Q2 Earnings: Is NVDA Still a Buy?

Nvidia stock has surged more than 7% on Thursday after the AI chip giant delivered another blockbuster quarterly report yesterday evening.

NVDAPositive Net Change GSPositive Net Change BXNegative Net Change BLKNegative Net Change KKRNegative Net Change BAMPositive Net Change APONegative Net Change

Ethan Feller

Nvidia $100 Billion Historic Quarter Confirms the AI Boom

Nvidia shares are rallying on the back of another incredible quarterly earnings report.

NVDAPositive Net Change