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semiconductor: Archive

Sanghamitra Saha

Should You Buy AMD Post-World Labs Deal or Still Favor NVIDIA ETFs?

AMD's World Labs deal strengthens its long-term AI story, but valuation, growth and price targets favor NVIDIA for now.

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Aparajita Dutta

Bet on These ETFs as AMD Agrees to Buy World Labs for $8.2B

AMD's $8.2B World Labs deal expands its AI ambitions, while AMD-heavy ETFs offer diversified exposure to the broader physical AI shift.

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Zacks Equity Research

NVIDIA's Stock Gains 1.7% as It Unveils Historic Buyback

NVDA gains 1.7% after unveiling a record $150 billion buyback expansion, lifting remaining repurchase capacity to $235 billion through fiscal 2028.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Micron, Nvidia and Philadelphia Semiconductor Index

MU, NVDA and SOXX face a pivotal week as Micron earnings, U.S. jobs data and inflation readings test AI spending and rate expectations.

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Derek Lewis

Use This Zacks Tool to Find Strong AI Stocks

For investors with confidence in a specific market niche, Zacks Thematic Investment Screens has you covered with over 30 dynamic investment themes.

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Tirthankar Chakraborty

Should You Buy, Hold, or Sell Micron Stock Ahead of Q4 Earnings?

Micron heads into fiscal Q4 earnings with $50B revenue guidance, 86% gross margin expectations and strong AI-driven memory demand.

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Zacks Equity Research

Do Options Traders Know Something About Rambus Stock We Don't?

Investors need to pay close attention to RMBS stock based on the movements in the options market lately.

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Supriyo Bose

SKHY Likely to Gain From a Potential Intel Partnership: Worth a Buy?

SK hynix could expand U.S. memory-chip production through a potential Intel partnership, supporting supply-chain resilience and its AI-memory growth strategy.

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Mark Vickery

Big Week of Jobs & Inflation Data, Micron Earnings

With oil and bond prices climbing again, market indexes are lower ahead of a big week of data.

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Subham Roy

4 Memory Semiconductor Stocks to Watch in October 2026

AI demand is reshaping the memory market, with Seagate, Western Digital, Micron and Sandisk expanding high-performance storage.

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