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semiconductor: Archive

Om Jaiswal

NVTS Shifts to 8-Inch GaN: Will it Help Return to Growth Trajectory?

Navitas's shift to 8-inch GaN wafers aims to cut costs, boost margins and reposition the company toward high-growth AI and energy markets.

WOLFNegative Net Change ONNegative Net Change NVTSNegative Net Change

Aniruddha Ganguly

3 Electronics Stocks to Watch From a Challenging Industry

The Zacks Electronics - Manufacturing Machinery industry participants, such as ENTG, KLIC, and ACLS, are benefiting from strong demand for high-performance computing, advanced packaging and AI-driven demand amid challenging macroeconomic conditions.

ENTGPositive Net Change ACLSPositive Net Change KLICPositive Net Change

Zacks Equity Research

Big Banks Gear Up to Report Q3 Earnings

Big Banks Gear Up to Report Q3 Earnings

GSNegative Net Change WFCNo Net Change JPMPositive Net Change CNegative Net Change JNJNegative Net Change DPZPositive Net Change NVDAPositive Net Change AVGONegative Net Change GOOGLNegative Net Change METAPositive Net Change

Zacks Equity Research

Stock Market News for Oct 10, 2025

U.S. stocks retreated from their previous all-time highs on Thursday, with investors scrambling for direction as they remained deprived of economic data owing to the ongoing government shutdown.

NVDAPositive Net Change ORCLNegative Net Change

Nalak Das

5 Growth Stocks to Strengthen Your Portfolio in Q4 After a Fabulous Q3

After a stellar Q3 for Wall Street, five growth picks - MU, WDAY, EXAS, EVR, and CDE - stand out with rising earnings estimates.

MUNegative Net Change EVRPositive Net Change WDAYPositive Net Change CDEPositive Net Change EXASNegative Net Change

Zacks Equity Research

Arm Holdings' Lofty Valuation Raises Short-Term Caution

ARM's towering valuation and rising R&D costs spark short-term caution, even as its AI and mobile chip dominance stay intact.

QCOMNegative Net Change NVDAPositive Net Change ARMNegative Net Change

Subham Roy

Marvell Technology Expands its AI Portfolio: Will it Deliver Growth?

MRVL deepens its AI lineup with networking and memory solutions, eyeing growth amid rising data center demand.

AMDNegative Net Change MRVLNegative Net Change AVGONegative Net Change

Anirudha Bhagat

Will NVIDIA's Data Center Business Unit Keep Beating Sales Records?

NVDA's data center business keeps smashing records as AI demand and Blackwell-powered systems drive explosive growth.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Anirudha Bhagat

Micron vs. Texas Instruments: Which Chip Stock Is the Better Buy Now?

MU's surging AI memory demand, soaring earnings and cheaper valuation give it an edge over TXN in the chip race.

TXNNegative Net Change MUNegative Net Change

Zacks Equity Research

Stock Market News for Oct 9, 2025

U.S. stocks rebounded on Wednesday after declining in the previous session as investors, deprived of economic data due to the government shutdown, parsed through the minutes of the Federal Open Market Committee's (FOMC) meeting for a clearer picture of the future rate cut path.

NVDAPositive Net Change ORCLNegative Net Change

Nalak Das

5 Momentum Stocks to Buy for October After a Solid September

Momentum remains hot this October with five standout picks - ADI, WDC, CCL, DOCU and WDAY - each showing strong growth and rising estimates.

ADINegative Net Change CCLPositive Net Change WDCNegative Net Change WDAYPositive Net Change DOCUNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Vertiv, Arista Networks and Oklo

Zacks spotlights Nvidia, Vertiv, Arista Networks and Oklo as core AI infrastructure leaders driving the ongoing boom elevated, but not in bubble territory.

NVDAPositive Net Change ANETPositive Net Change VRTNegative Net Change OKLOPositive Net Change

Shaun Pruitt

Keeping Track of the Soaring "White House" Stocks: INTC, LAC, MP, TMQ

The Trump trade has taken on a literal connotation, with the White House recently investing in several mining and technology companies that have publicly traded stocks.

INTCPositive Net Change MPPositive Net Change TMQPositive Net Change LACPositive Net Change NVDAPositive Net Change GMPositive Net Change SFTBYNegative Net Change

Zacks Equity Research

Markets Gear Up for Q3 Earnings Season

Markets Gear Up for Q3 Earnings Season

DALPositive Net Change NVDAPositive Net Change

Om Jaiswal

Micron Expands AI PC Memory Portfolio: Is it a New Growth Engine?

MU expands its AI PC lineup with new LPCAMM2 memory, aiming to power next-generation laptops and fuel stronger revenue growth.

INTCPositive Net Change WDCNegative Net Change MUNegative Net Change

Anirudha Bhagat

LRCX vs. TSM: Which Semiconductor Stock Is the Better Bet Right Now?

Lam Research outshines Taiwan Semiconductor with stronger earnings momentum, fewer geopolitical risks and rising demand from AI-driven chip innovation.

LRCXNegative Net Change TSMNegative Net Change

Anirudha Bhagat

ASML Holding vs. Texas Instruments: Which Semi Stock Has an Edge?

TXN edges past ASML with steadier growth and a balanced valuation amid semiconductor market shifts.

TXNNegative Net Change ASMLNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Advanced Energy Industries, Analog Devices and RF Industries

Surging semiconductor sales, fueled by AI and global demand, are boosting prospects for Analog Devices, Advanced Energy Industries, and RF Industries.

ADINegative Net Change AEISNegative Net Change RFILNegative Net Change

Shaun Pruitt

Buy the Surge in AMD Stock After Striking Partnership with OpenAI?

Joining Broadcom and Nvidia, AMD is the latest major chip supplier to strike a multibillion-dollar deal with artificial intelligence pioneer OpenAI.

AMDNegative Net Change BCSPositive Net Change NVDAPositive Net Change AVGONegative Net Change

Subham Roy

AMAT vs. KLAC: Which Stock Has an Edge in Semiconductor Equipment Space?

KLA Corporation's dominance in process control and booming advanced packaging growth give it a clear edge over Applied Materials in the AI-fueled chip equipment race.

KLACNegative Net Change AMATNegative Net Change

Zacks Equity Research

Pre-Markets in the Green Despite Government Shutdown

Pre-Markets in the Green Despite Government Shutdown

AMDNegative Net Change NVDAPositive Net Change ORCLNegative Net Change

Zacks Equity Research

Stock Market News for Oct 7, 2025

Wall Street closed mixed on Monday, with the S&P 500 and the Nasdaq closing at record highs as investors' sentiment got a boost from the announcement of two major acquisitions and merger deals despite the U.S. government shutdown entering its second week.

AMDNegative Net Change FITBPositive Net Change CMAPositive Net Change NVDAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, AMD and NVIDIA

Zacks Analyst Blog spotlights Intel's 88% rally amid leadership shifts, AI chip momentum, and heavy capital infusions from NVIDIA, SoftBank and the U.S. government.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Ritujay Ghosh

3 Stocks Backed by Soaring Semiconductor Sales to Boost Your Portfolio

Soaring semiconductor sales driven by AI are boosting the prospects for AEIS, ADI and RFIL, making them standout picks for growth-focused investors.

ADINegative Net Change AEISNegative Net Change RFILNegative Net Change

Zacks Equity Research

Best Growth Stocks to Buy for October 7th

URBN, MU and PATH made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 7, 2025.

MUNegative Net Change URBNPositive Net Change PATHPositive Net Change