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semiconductor: Archive
Can NVIDIA's $150B Repurchase Plan Enhance Shareholder Value?
by Anirudha Bhagat
NVDA's $150 billion buyback expansion lifts its remaining authorization to $235 billion, backed by strong cash flow and rapid AI-driven growth.
NVDANegative Net Change TXNNegative Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Bull of the Day: Onto Innovation (ONTO)
by Kevin Cook
Key provider of testing technology for semi foundries accelerates in AI demand for memory, photonics, packaging
ONTONegative Net Change MUNegative Net Change FORMNegative Net Change AMATNegative Net Change TSMNegative Net Change VIAVNegative Net Change LITENegative Net Change
artificial-intelligence datacenter electronics semiconductor
Buy Micron Stock After AI Memory Demand Fuels Record Q4 Results?
by Shaun Pruitt
Micron's Q4 results reinforce one of the strongest growth stories in the semiconductor industry, with AI-driven memory demand fueling extraordinary revenue, earnings, and cash-flow expansion.
MUNegative Net Change AMDNegative Net Change NVDANegative Net Change
artificial-intelligence computers datacenter earnings investing semiconductor tech-stocks
Intel Surges 222% in a Year: Should Investors Join the Bandwagon?
by Supriyo Bose
INTC's 222% surge reflects AI momentum, stronger manufacturing execution and rising estimates, though margin and China risks persist.
INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change
artificial-intelligence communications computers iot mobile semiconductor tech-stocks telecom
NVIDIA Soars 17% in Three Months: Should Investors Buy the Stock?
by Anirudha Bhagat
NVIDIA's 17% three-month rally is backed by surging AI infrastructure demand, strong Q2 growth, rising cash flow and a still-reasonable valuation.
NVDANegative Net Change INTCNegative Net Change MRVLNegative Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Micron Q4 Earnings Beat Estimates on Strong Pricing and AI Demand
by Zacks Equity Research
MU's Q4 earnings surge as stronger DRAM and NAND pricing, AI demand and data center growth drive record revenues and margins.
MUNegative Net Change NVDANegative Net Change FORMNegative Net Change HPENegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Q3 Earnings on Track for 8th Consecutive Quarter of Double-Digit Growth
by Sheraz Mian
The Q3 earnings season is shaping up to be the most broad-based growth performance in recent times, with 14 of the 16 Zacks sectors expected to enjoy higher earnings and six sectors producing double-digit growth.
MUNegative Net Change NVDANegative Net Change GOOGLPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
Q3 Earnings on Track for 8th Consecutive Quarter of Double-Digit Growth
by Sheraz Mian
The Q3 earnings season is shaping up to be the most broad-based growth performance in recent times, with 14 of the 16 Zacks sectors expected to enjoy higher earnings and six sectors producing double-digit growth.
MUNegative Net Change NVDANegative Net Change GOOGLPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
Top Analyst Reports for Apple, Microsoft & Broadcom
by Mark Vickery
Apple, Microsoft and Broadcom face contrasting growth drivers and risks, from AI and cloud demand to capacity constraints and customer concentration.
AAPLPositive Net Change MSFTPositive Net Change AVGONegative Net Change CCLPositive Net Change MRKNegative Net Change ULTANegative Net Change
computers semiconductor tech-stocks
AEHR vs. CAMT: Which Semiconductor Equipment Stock Is the Better Bet?
by Rajshree Sipani
Aehr's AI-driven burn-in demand, record backlog and sharp fiscal 2027 growth outlook strengthen its case over Camtek despite a richer valuation.
CAMTNegative Net Change AEHRNegative Net Change
artificial-intelligence earnings-outlook earnings-surprise electronics semiconductor tech-stocks