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semiconductor: Archive

Subhasish Mukherjee

AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold?

AXT's AI-driven InP growth, $100M-plus backlog and capacity expansion boost its outlook, but valuation and China exposure keep investors cautious.

AXTIPositive Net Change LRCXPositive Net Change AAOIPositive Net Change GFSNegative Net Change

Subhasish Mukherjee

Amkor's Capital Spending Surges: Is the Growth Worth the Cost?

AMKR is ramping 2026 CapEx to $2.5-$3B as AI and advanced-packaging demand grows, but higher fixed costs and utilization risks raise the stakes.

AMKRPositive Net Change INTCPositive Net Change GFSNegative Net Change

Anirudha Bhagat

Should You Invest in Lam Research Stock Despite Its Premium Valuation?

LRCX's premium valuation is backed by surging earnings, improving margins and AI-driven demand across advanced packaging, HBM and chipmaking.

LRCXPositive Net Change ASMLPositive Net Change AMATPositive Net Change ONTOPositive Net Change

Rimmi Singhi

4 Top Chip Stocks With Dependable Earnings to Ride the AI Boom

NVIDIA, Applied Materials, TSMC and Lam Research pair strong EPS consistency with durable growth as AI fuels chip and equipment demand.

NVDAPositive Net Change LRCXPositive Net Change AMATPositive Net Change TSMPositive Net Change

Supriyo Bose

Sanmina Rides on Holistic Growth: Should You Bet on the Stock?

SANM's integrated manufacturing, 42Q platform and ZT Systems deal support growth, but supply-chain woes, tariffs and high R&D costs pose risks.

SANMPositive Net Change AMDPositive Net Change JBLPositive Net Change CLSNegative Net Change

Aritra Chatterjee

QCOM Lags Industry Year to Date: What's the Next Move for Investors?

Qualcomm faces handset weakness, a faster Apple revenue drop and margin pressure, while its data-center push remains unproven amid competition.

QCOMPositive Net Change INTCPositive Net Change AMDPositive Net Change

Zacks Equity Research

Best Momentum Stocks to Buy for October 7th

MU, EQNR and OII made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 7th, 2026.

MUPositive Net Change OIIPositive Net Change EQNRNegative Net Change

Om Jaiswal

Can NVTS' Acquisition of Claros Accelerate Its AI Growth Strategy?

Navitas Semiconductor's Claros acquisition adds IVR technology, strengthening its grid-to-xPU power portfolio and supporting its AI infrastructure strategy.

NVTSPositive Net Change STMPositive Net Change ONPositive Net Change

Ritujay Ghosh

4 Semiconductor Stocks to Grab as Sales Hit $1 Trillion for First Time

Semiconductor sales top $1 trillion, spotlighting TSM, ADI, NVDA and MTSI as AI investment fuels industry growth.

ADINegative Net Change NVDAPositive Net Change TSMPositive Net Change MTSIPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for October 7th

MU, EQNR, PR, SHEL and TIGO have been added to the Zacks Rank #1 (Strong Buy) List on October 7th, 2026.

MUPositive Net Change EQNRNegative Net Change TIGONegative Net Change SHELNegative Net Change PRPositive Net Change