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semiconductor: Archive

Ritujay Ghosh

Buy These 5 Semiconductor Stocks as Sales Skyrocket on Solid AI Demand

ADI, TSM, TXN, NVDA and ACMR could benefit as surging semiconductor sales and solid AI demand fuel optimism for chip stocks.

ADIPositive Net Change TXNNegative Net Change NVDAPositive Net Change ACMRPositive Net Change TSMPositive Net Change

Anirudha Bhagat

NVIDIA's Hugging Face Buyout: Can It Further Strengthen AI Dominance?

NVDA's $12.93B Hugging Face deal is likely to deepen its AI moat by combining chip leadership with a vast open-model platform and developer ecosystem.

NVDAPositive Net Change INTCPositive Net Change AMDPositive Net Change

Anirudha Bhagat

Lam Research Nearly Triples in a Year: Is the Stock Still Worth Buying?

LRCX nearly triples in a year, yet AI chip demand, record revenues, margin gains and strong earnings forecasts point to further upside potential.

LRCXNegative Net Change AMATNegative Net Change AVGOPositive Net Change AMKRNegative Net Change

Shaun Pruitt

Broadcom (AVGO) Stock Is Down After Q3 Earnings: Is It Too Soon to Buy the Dip?

Despite posting strong quarterly results this week, Broadcom stock is down almost 15% over the last month and more than 25% below its all-time high reached in June.

AVGOPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Mark Vickery

Top Research Reports for Apple, Broadcom & Shell

Apple, Broadcom and Shell show long-term strengths, but rising costs, AI execution risks and market volatility cloud their near-term outlooks.

AAPLPositive Net Change AVGOPositive Net Change KVHINegative Net Change SHELNegative Net Change WTSNegative Net Change MDBNegative Net Change HOODNegative Net Change

Shaun Pruitt

Don't Overlook These 2 AI-Driven Tech Stocks After Earnings: CIEN, NTAP

While mega-cap AI stocks tend to grab most of the attention, investors shouldn't overlook Ciena (CIEN) and NetApp (NTAP) following record earnings reports this week.

CIENPositive Net Change NTAPPositive Net Change

Aritra Chatterjee

Intel Witnesses an Uptrend in Estimate Revisions: Is it Worth Buying?

INTC's estimate revisions point higher as AI demand, manufacturing gains and expanding custom silicon offset supply and competition risks.

INTCPositive Net Change AMDPositive Net Change ARMPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Fortinet, Brinker International, Lincoln Electric and Lam Research

Fortinet's 2026 growth outlook, AI security push and rising earnings estimates make it a standout GARP stock to watch.

EATPositive Net Change LRCXNegative Net Change LECOPositive Net Change FTNTNegative Net Change

Zacks Equity Research

Grid Dynamics and Turning Point Brands have been highlighted as Zacks Bull and Bear of the Day

Grid Dynamics' AI growth stands out, while Turning Point Brands faces falling earnings estimates and SK Hynix benefits from AI memory demand.

MUNegative Net Change NVDAPositive Net Change TPBPositive Net Change GDYNNegative Net Change SKHYPositive Net Change

Supriyo Bose

Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock?

SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.

SIMOPositive Net Change AMDPositive Net Change IBMNegative Net Change