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semiconductor: Archive

Sridatri Sarkar

Can QUBT's Commercial Growth Focus Maintain Momentum in Q2

Quantum Computing has entered Q2 with a $16 million backlog, manufacturing expansion and Dirac testing underway as it pushes to scale commercial quantum hardware.

QUBTNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

What Will it Take for Ouster to Reach Breakeven EBITDA?

OUST targets EBITDA breakeven through strong revenue growth, steady margins and cost discipline, with profitability milestones expected during 2027.

OUSTNegative Net Change INVZNegative Net Change INDINegative Net Change

Shreya Majumder

Can Onto Innovation Extend Its Winning Streak in Advanced Nodes Business?

ONTO is riding AI, HPC and advanced-node chip demand, with advanced-node revenues surging and 2026 growth set to outpace industry forecasts.

ONTONegative Net Change KLACNegative Net Change AMATNegative Net Change

Kashvi Chandgothia

SNDK vs. MU: Which AI Memory Stock is a Smarter Buy at Current Levels?

AI infrastructure spending is boosting memory demand as Sandisk and Micron compete to capitalize on the next wave of growth.

MUNegative Net Change SNDKPositive Net Change

Om Jaiswal

NVTS vs. VICR: Which AI Power Infrastructure Stock Has an Edge?

Vicor's strong AI infrastructure demand and lower valuation give it an edge over Navitas Semiconductor, which faces transition-related revenue risks.

VICRPositive Net Change NVTSNegative Net Change

Zacks Equity Research

ASML Holding's Q2 Earnings Beat Estimates, Revenues Rise Y/Y

ASML tops Q2 earnings and revenue estimates as stronger Installed Base Management sales and lithography shipments drive higher margins and a stronger 2026 outlook.

ASMLPositive Net Change FTNTNegative Net Change ASXPositive Net Change BANDNegative Net Change

Anirudha Bhagat

Vishay's Rising EV Exposure: Will it Aid Automotive Revenue Growth?

VSH is expanding its EV footprint with growing design wins, rising OEM demand and new production capacity that can fuel automotive growth through 2028.

VSHPositive Net Change ONPositive Net Change ALGMPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Neurocrine Biosciences and Ball

NVIDIA, Neurocrine Biosciences and Ball are highlighted for strong earnings growth, making them stocks to watch in the second half of 2026.

NVDAPositive Net Change NBIXNegative Net Change BALLNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Oracle, Analog Devices and Regis

NVIDIA, Oracle and Analog Devices highlight fresh analyst reports, with AI demand, cloud growth and industrial recovery shaping their outlooks.

ADIPositive Net Change NVDAPositive Net Change RGSNegative Net Change ORCLNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Alphabet, Microsoft, Apple and Amazon

Alphabet's AI-driven growth in Search and Cloud is fueling premium valuation debates as rising investment and enterprise demand reshape its outlook.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change