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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights AMD, NVIDIA, Broadcom and Intel

AMD heads into Q3 earnings with surging AI demand, expanding hyperscaler partnerships and strong EPYC adoption, but stiff competition and a stretched valuation raise concerns.

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Supriyo Bose

Should You Trade SIMO Stock With Caution Despite Q3 Earnings Beat?

Silicon Motion's Q3 earnings beat and surging SSD demand signal strong growth, but stiff competition, high R&D costs and geopolitical risks warrant caution.

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Shaun Pruitt

Why Free Cash Flow Matters More Than Ever: 5 Tech Stocks to Watch

Free cash flow (FCF) is becoming one of the most important metrics for evaluating technology stocks heading into 2027.

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Shuvra Shankar Dey

ARM to Post Q2 Earnings: Should the Stock Be in Your Portfolio Now?

Arm Holdings' fiscal Q2 earnings outlook signals solid growth, but its steep valuation and uncertain earnings-beat prospects raise questions about buying the stock now.

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Arijit Sarkar

Is UCTT Worth Buying as Growth Accelerates but Cash Flow Weakens?

UCTT's surging earnings, rising semiconductor demand and improving margins support growth, but weak cash conversion and customer concentration pose risks.

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Arijit Sarkar

UCTT Fell 31.6% in the Past Month: Is the Sell-Off an Opportunity?

UCTT shares plunged 31.6% in four weeks despite surging earnings and rising estimates, as strong semiconductor demand faces cash flow and dilution risks.

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Zacks Equity Research

Pre-Markets in Green to Start a Fresh Week

Pre-Markets in Green to Start a Fresh Week

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Zacks Equity Research

INTC Q3 Earnings Call Highlights AI Demand and PC Weakness

Intel's Q3 earnings beat estimates as AI-driven server demand grew, but PC weakness, supply constraints and rising capital spending cloud its near-term outlook.

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Zacks Equity Research

Best Momentum Stock to Buy for November 2nd

ENTG, CNXN and BLCO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on November 2, 2026.

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Zacks Equity Research

Stock Market News for Nov 2, 2026

U.S. stocks ended sharply lower on Friday, with the Nasdaq suffering its worst single-day percentage drop in nearly five months, as investors dumped stocks related to artificial intelligence (AI) and took shelter in defensive assets.

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