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semiconductor: Archive

Anirudha Bhagat

Micron Rallies 123% in Six Months: Should You Still Buy the Stock?

MU surges 123% in six months, fueled by AI-driven memory demand and strong earnings growth, yet still trades at a deep valuation discount.

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Anirudha Bhagat

NVIDIA's Valuation Looks Attractive: Is it Time to Buy the Stock?

Discounted valuation, AI-driven surge and booming data center growth make NVDA a compelling buy as demand for GPUs and computing power accelerates.

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Shreya Majumder

Can Diversification Boost CRUS' Revenue Stability & Margin Profile?

Cirrus Logic bets on diversification beyond smartphones, targeting PCs, automotive, and AI interfaces to reduce reliance on a single customer.

ADIPositive Net Change MPWRPositive Net Change CRUSPositive Net Change

Tirthankar Chakraborty

Everyone's Buying NVIDIA - Here Are 2 Smarter AI Stocks for Q2 2026

NVIDIA's muted year shifts focus to Micron and Broadcom, as booming AI demand, pricing power, and strong growth forecasts position both for potential upside.

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Shuvra Shankar Dey

ARM Stock Up 32% YTD: Should You Wait for a Better Entry Point?

ARM stock surges 32% YTD as its chip architecture powers billions of devices, but a rich valuation and cyclical semiconductor demand cloud near-term outlook.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Alphabet, SK Telecom, NVIDIA, Amazon and Zoom

Alphabet (GOOGL) and peers gain spotlight as Anthropic's revenue surges to $30B, driven by booming enterprise AI demand and major backing from tech giants.

AMZNPositive Net Change NVDAPositive Net Change SKMPositive Net Change GOOGLPositive Net Change ZMPositive Net Change

Subham Roy

MRVL Appreciates 29% YTD: Time to Buy, Sell or Hold the Stock?

Marvell Technology rides on AI-driven data center demand and NVIDIA ties, but valuation, slowing growth and competitive pressures raise questions on whether to buy now.

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Zacks Equity Research

Stock Market News for Apr 8, 2026

U.S. stocks ended mixed on Tuesday, as investors remained hopeful that progress in negotiations would be made at the eleventh hour with Iran since President Donald Trump's deadline for Tehran to open the Strait of Hormuz neared.

AVGOPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Samsara and RH have been highlighted as Zacks Bull and Bear of the Day

Samsara (IOT) shines with strong ARR growth and upbeat guidance, while RH struggles with an earnings miss and weak outlook amid rising costs.

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Rimmi Singhi

Musk's Terafab Bet With Intel: Can it Challenge NVIDIA's AI Chip Lead?

Intel joins Musk's $25B Terafab push to build a massive AI chip hub. Could this bold move disrupt NVIDIA's dominance or face steep execution risks?

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