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semiconductor: Archive

Zacks Equity Research

ASML Holding Q4 Earnings Miss Expectations, Revenues Rise Y/Y

ASML posts Q4 earnings miss despite 4.9% Y/Y revenue growth, with EUV-driven Systems sales offset by weaker Services and higher costs.

ADINegative Net Change ASMLPositive Net Change AMKRPositive Net Change AEISPositive Net Change

Zacks Equity Research

AMD Gears Up to Report Q4 Earnings: Here's Why the Stock is a Buy

Advanced Micro Devices eyes 25% revenue growth in Q4, driven by data center gains and rising demand for EPYC chips and Instinct GPUs.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change ORCLPositive Net Change

Zacks Equity Research

NXPI Likely to Beat Q4 Earnings Estimates: How to Play the Stock

NXP Semiconductors heads into Q4 with stabilizing auto demand and strong Industrial, IoT and mobile momentum, setting up another potential earnings beat.

MCHPNegative Net Change AMEPositive Net Change NXPIPositive Net Change IPGPPositive Net Change

Anirudha Bhagat

NVIDIA's Robotics Push: Will AI Robotics Drive a New Growth Phase?

NVDA is pushing beyond data centers into robotics, building full-stack AI platforms as adoption grows and its Automotive segment posts strong growth.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Shaun Pruitt

These AI Cloud Stocks Are Starting to Soar Again Thanks to Nvidia: ANET, CRWV

Arista Networks (ANET) and CoreWeave (CRWV) stock have been on a tremendous rally again as investors rotate back into AI infrastructure plays.

ANETPositive Net Change CRWVPositive Net Change MSFTPositive Net Change NVDAPositive Net Change METANegative Net Change

Tirthankar Chakraborty

Up 30%+ in 2025 - 2 Profitable Semiconductor Stocks to Buy in 2026

NVIDIA stands out in 2026 as a top profitable semiconductor pick, boasting a 53% net income ratio as investors favor companies with strong bottom lines.

MUPositive Net Change NVDAPositive Net Change

Urmimala Biswas

Quantum's Next Winners? 3 Enablers With 10%+ Projected Growth in 2026

IONQ's $1.8B SkyWater deal signals a shift to vertically integrated quantum, spotlighting three enablers, NOC, NET & ARQQ, set for 10%+ earnings growth in 2026.

NOCPositive Net Change NETPositive Net Change ARQQPositive Net Change IONQPositive Net Change

Sanghamitra Saha

Tap the Super-Hot Memory Market With These ETFs

Micron stands to benefit as AI demand drives a memory chip crunch through 2027, pushing prices higher and steering investors toward targeted ETFs.

SOXXPositive Net Change EWYPositive Net Change FTXLPositive Net Change FCLDPositive Net Change IGPTPositive Net Change

Zacks Equity Research

ADI's Communications Segment Surges 26% in FY25: What's Next?

Analog Devices' communications segment rebounds in FY25, surging 26% on wireline growth tied to AI data centers and setting the pace for expected momentum in 2026.

ADINegative Net Change TXNNegative Net Change AVGOPositive Net Change

Nalak Das

3 Top-Ranked U.S. Behemoths Witnessing Initial Breakthrough in 2026

MU, IBKR and MCHP are posting double-digit gains as early 2026 breakthroughs take shape.

IBKRPositive Net Change MUPositive Net Change MCHPNegative Net Change