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semiconductor: Archive

Shreya Majumder

AI Factory Partnership With Rebellions Sends Credo's Shares Up 8%

CRDO jumped 8.3% after teaming with Rebellions to integrate ZeroFlap cables into RebelPOD, targeting scalable AI factories for enterprise inference.

MRVLNegative Net Change AVGONegative Net Change CRDONegative Net Change

Sridatri Sarkar

IonQ's Diversified Quantum Strategy Fuels Q1 Momentum

IONQ's Q1 2026 shows platform pull-through: 60% commercial, 35% international and raised 2026 revenue outlook to $260-$270 million.

IONQPositive Net Change RGTINegative Net Change QBTSNegative Net Change

Sridatri Sarkar

IonQ's Diversified Quantum Strategy Fuels Q1 Momentum

IONQ's Q1 2026 shows platform pull-through: 60% commercial, 35% international and raised 2026 revenue outlook to $260-$270 million.

IONQPositive Net Change RGTINegative Net Change QBTSNegative Net Change

Zacks Equity Research

NVDA Q1 Earnings Call Flags a Wider AI Infrastructure Push

NVDA's Q1 call spotlights AI demand spreading beyond hyperscalers, with a new reporting structure, bigger CPU ambitions, and aggressive supply commitments.

NVDANegative Net Change

Mark Vickery

NVIDIA Beats Estimates After Market Session Surges

NVIDIA's earnings grew +140% year over year, +85% on revenues. An $80B share repurchase was also announced.

NVDANegative Net Change URBNNegative Net Change INTUPositive Net Change ELFPositive Net Change

Indrajit Bandyopadhyay

Can AXTI's Margins Continue to Improve as AXTI Nears Profitability in 2026?

AXTI's margins surge in Q1 as AI-driven indium phosphide demand, pricing actions and factory leverage push the company toward profitability in 2026.

MKSINegative Net Change ASXPositive Net Change AXTINegative Net Change

Vasundhara Sawalka

Top China Tech Plays in US Markets Amid Trade Deal Progress

Kingsoft Cloud and peers gain appeal as U.S.-China trade easing and policy shifts lift confidence in Chinese tech into 2026.

TCEHYNegative Net Change TSMPositive Net Change PDDNegative Net Change KCPositive Net Change

Zacks Equity Research

Can MRVL's AI Backlog Drive Revenues to Nearly $11B in FY27?

Marvell Technology's AI backlog, hyperscaler demand and custom silicon growth are driving forecasts for nearly $11 billion in fiscal 2027 revenues.

AMDNegative Net Change MRVLNegative Net Change AVGONegative Net Change

Subham Roy

Applied Materials Gains From Rising Operating Leverage: What's Ahead?

AMAT's operating leverage surges as AI demand, premium chip tools and recurring services lift margins to a 25-year high.

ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Zacks Equity Research

ON Gains Ground in China EV Market: What Does it Mean for Investors?

ON is gaining EV traction in China as its silicon carbide tech expands across new models and next-gen EV platforms.

STMNegative Net Change WOLFNegative Net Change ONNegative Net Change