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semiconductor: Archive

Zacks Equity Research

Micron Technology and Harley-Davidson have been highlighted as Zacks Bull and Bear of the Day

Micron rides AI-driven memory demand to record results and sold-out capacity, while Harley-Davidson struggles with tariffs and weakening demand.

BPNegative Net Change HOGNegative Net Change ENegative Net Change MUPositive Net Change EQNRNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Analog Devices, NXP Semiconductors and ACM Research

NVIDIA leads semiconductor rally as AI-driven demand fuels soaring global chip sales and boosts growth outlook for key industry players.

ADINegative Net Change NVDAPositive Net Change NXPIPositive Net Change ACMRPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Broadcom and Marvell

Broadcom leads semiconductor breakout as AI chip deals, networking growth, and rising estimates fuel strong gains alongside Marvell rally.

MRVLNegative Net Change AVGOPositive Net Change

Andrew Rocco

Bull of the Day: Micron (MU)

With its HBM capacity sold out and EPS expected to soar over 600%, this semiconductor giant is positioning itself to dominate the next wave of physical and Agentic AI.

MUPositive Net Change NVDAPositive Net Change

Derek Lewis

3 Quarterly Reports to Watch This Week: NFLX, PEP, TSM

Outside of the big banks, several notable companies, including Netflix, PepsiCo, and Taiwan Semiconductor are on the reporting docket. What can investors expect?

NFLXNegative Net Change PEPNegative Net Change TSMPositive Net Change

Ritujay Ghosh

4 Solid Semiconductor Stocks to Grab as AI Powers Robust Sales

NVDA, ADI, NXPI and ACMR gain momentum as AI-driven demand, easing supply fears and soaring global semiconductor sales fuel strong growth prospects.

ADINegative Net Change NVDAPositive Net Change NXPIPositive Net Change ACMRPositive Net Change

Subham Roy

ASML Holding Before Q1 Earnings: How Should Investors Play the Stock?

ASML heads into Q1 2026 earnings with strong growth forecasts as EUV demand, AI-driven chip complexity and a hefty backlog boost revenue visibility.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

New Launches & Announcements From Partners Drive ARM: Here's How

ARM is expanding its AI footprint across edge, cloud and physical segments, with partner launches boosting demand and strengthening its growth outlook.

QPositive Net Change ARMPositive Net Change CRDOPositive Net Change

Supriyo Bose

SIMO vs. MU: Which Semiconductor Stock is the Better Buy Now?

Micron's AI-fueled HBM momentum, soaring 2026 estimates and lower valuation metrics give it a slight edge in today's chip duel against Silicon Motion.

MUPositive Net Change SIMOPositive Net Change

Bryan Hayes

Semiconductors Lead Rally: Broadcom, Marvell Breakout

When a group of high-quality semiconductor companies breaks out together, it signals the underlying secular drivers are reasserting themselves.

MRVLNegative Net Change AVGOPositive Net Change