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semiconductor: Archive

Mark Vickery

Top Analyst Reports for Advanced Micro Devices, Goldman Sachs and Lam Research

AMD, LRCX and GS headline Zacks Research Daily, which spotlights 16 analyst-picked stocks selected from roughly 70 reports.

GSNegative Net Change AMDPositive Net Change PHNegative Net Change ISRGNegative Net Change CBPositive Net Change LRCXNegative Net Change

Zacks Equity Research

Uncover 4 Undervalued Tech Giants Before They Skyrocket in 2026

Four mega-cap tech stocks still trade at discounts despite a strong 2025 rally, with AI infrastructure and data center demand setting the stage for 2026 upside.

CRMNegative Net Change CSCONegative Net Change MUPositive Net Change AMATNegative Net Change

Zacks Equity Research

QCOM Rides on Strength in Premium Handset Market: Will it Sustain?

Qualcomm's handset revenues surge 14% on strong Snapdragon demand, even as competition, trade tensions, and in-house chips challenge its smartphone business.

QCOMNegative Net Change AAPLNegative Net Change AVGONegative Net Change

Subham Roy

MRVL vs. SNDK: Which AI Infrastructure Stock is a Better Bet?

Sandisk's AI-driven storage surge, soaring data center demand and triple-digit earnings growth put it ahead in the AI infrastructure race.

SNDKPositive Net Change MRVLNegative Net Change

Zacks Equity Research

FUJIFILM Unveils LTO Ultrium 10 (40TB) for Secure, High-Capacity Storage

FUJIY launches LTO Ultrium 10 (40TB), shipping January 2026, delivering up to 100TB per cartridge while staying compatible with existing LTO-10 drives.

ERICNegative Net Change FUJIYNegative Net Change CLFDNegative Net Change UIPositive Net Change

Anirudha Bhagat

4 Hardware Tech Stocks to Buy Ahead of the 2026 Gadget Boom

NVDA, MU, LRCX and APH are some of the hardware-focused stocks that are positioned to benefit from the growing demand for consumer electronics.

APHNegative Net Change MUPositive Net Change NVDANegative Net Change LRCXNegative Net Change

Anirudha Bhagat

Can NVIDIA's Networking Business Power the Next Phase of Growth?

NVDA's fast-growing networking business gains traction as AI clusters expand, driving record revenue growth and boosting margins.

NVDANegative Net Change AVGONegative Net Change ANETNegative Net Change

Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical

CRDOPositive Net Change NVDANegative Net Change ORCLNegative Net Change ARMPositive Net Change COHRPositive Net Change

Zacks Equity Research

Company News for Dec 26, 2025

Companies In The News Are: NVDA, NKE, AAPL, DVAX, SNY, INTC.

INTCPositive Net Change SNYNegative Net Change AAPLNegative Net Change DVAXPositive Net Change NKENegative Net Change NVDANegative Net Change

Zacks Equity Research

Stock Market News for Dec 26, 2025

U.S. stock markets closed higher on Wednesday.

MUPositive Net Change

Bryan Hayes

Santa Claus Rally Begins Today: Stocks to Watch

The calendar is on the side of the bulls as the next week of trading tends to lean quite bullish.

INTCPositive Net Change NVDANegative Net Change AEMPositive Net Change

Zacks Equity Research

Intel Rides on Strong Gross Margin Expansion: Will it Sustain?

INTC's Q3 2025 non-GAAP gross margin jumped to 40% on higher revenue, favorable product mix and cost optimization, as PC upgrade cycle and AI PC momentum lift results.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change

Aniruddha Ganguly

Broadcom's Semiconductor Growth Picks Up: A Sign of More Upside?

AVGO's AI chip momentum accelerates as XPU demand lifts Q4 AI revenue 74% to $6.5B and drives a swelling order backlog and 2026 outlook.

NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Advanced Micro Devices, Intel, Micron Technology and BigBear.ai

Zacks' Analyst Blog says investors may look past NVIDIA as Micron and BigBear.ai outperform in 2025 and offer more upside from AI demand.

INTCPositive Net Change AMDPositive Net Change MUPositive Net Change NVDANegative Net Change BBAINegative Net Change

Ritujay Ghosh

Buy 3 Tech Stocks as Santa Rally Begins With a Record High S&P 500

Tech stocks rebound as the S&P 500 hits a record close, putting ADI, AMZN and FTV in focus as investors eye growth potential into 2025.

AMZNNegative Net Change ADINegative Net Change FTVNegative Net Change

Zacks Equity Research

Nvidia and Bath & Body Works have been highlighted as Zacks Bull and Bear of the Day

Nvidia is named Zacks Bull of the Day on surging AI demand and earnings momentum, while Bath & Body Works lands Bear status as sales and estimates slide.

NVDANegative Net Change MSTRNegative Net Change MARANegative Net Change RIOTNegative Net Change BBWINegative Net Change

Ethan Feller

Bull of the Day: Nvidia (NVDA)

Nvidia shares breakout again as analysts upgrade the outlook on the world's leading AI stock

NVDANegative Net Change

Zacks Equity Research

Stock Market News for Dec 24, 2025

Wall Street closed higher on Tuesday for the fourth consecutive day supported by the strong momentum of AI trade.

MRVLNegative Net Change

Urmimala Biswas

Quantum Enablers Poised for 40% Plus Growth in 2026: INTC, AVGO & TER

INTC, AVGO and TER stand out as quantum enablers, already generating revenues and projected to deliver 40%+ earnings growth in 2026.

LMTNegative Net Change INTCPositive Net Change AMDPositive Net Change TERNegative Net Change AVGONegative Net Change

Om Jaiswal

NVTS Leans on Strategic Partnerships: Will This Fuel Long-Term Growth?

Navitas Semiconductor is doubling down on strategic partnerships to strengthen its global reach and prepare for scaling in high-power markets.

WOLFPositive Net Change ONNegative Net Change NVTSNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Micron Technology and Seagate Technology

NVIDIA tops a screen of profitable S&P 500 stocks, with Micron Technology and Seagate Technology also standing out for strong net income ratios.

STXNegative Net Change MUPositive Net Change NVDANegative Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Ralph Lauren, Expedia and Cencora

NVIDIA leads a group of stocks near 52-week highs, as Zacks highlights momentum-driven upside potential alongside Ralph Lauren, Expedia and Cencora.

NVDANegative Net Change EXPENegative Net Change RLNegative Net Change CORNegative Net Change

Zacks Equity Research

Stock Market News for Dec 23, 2025

U.S. stock markets closed higher on Monday to start the Christmas week.

NVDANegative Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Year-End Window Dressing? 3 Stocks Funds May Buy Late in 2025

Micron Technology is among the AI winners funds may chase into the year-end window dressing as institutional investors load up on 2025's top performers.

WDCPositive Net Change MUPositive Net Change NVDANegative Net Change AVGONegative Net Change PLTRNegative Net Change

Nalak Das

Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026

NVDA, MU and MRVL are three AI chip giants, with booming data center demand and heavy hyperscaler spending setting the stage for 2026.

MUPositive Net Change NVDANegative Net Change MRVLNegative Net Change