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semiconductor: Archive
How Much Impact Can AI & Cloud Demand Have on STM's Top Line?
by Harendra Ray
STMicroelectronics sees AI and cloud as major growth drivers, with data-center revenues set to top $500M in 2026 and exceed $1B in 2027.
STMPositive Net Change IFNNYPositive Net Change ONPositive Net Change
semiconductor
ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?
by Shreya Majumder
ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?
KLACPositive Net Change CAMTPositive Net Change NVMIPositive Net Change ONTOPositive Net Change
artificial-intelligence business-services cloud-computing communications computers emerging-markets robotics saas semiconductor tech-stocks
Centene and UFP Industries have been highlighted as Zacks Bull and Bear of the Day
by Zacks Equity Research
Centene's margin recovery, cash-flow surge and rising earnings estimates fuel a sharp rebound as Zacks names it Bull of the Day.
UFPIPositive Net Change NVDAPositive Net Change TSLANegative Net Change CNCPositive Net Change RKLBNegative Net Change
aerospace auto-tires-trucks construction medical semiconductor
NVIDIA Gets the Headlines, But Micron Could Offer More Upside
by Abhinab Dasgupta
MU has surged 232.7% in 2026 on booming AI memory demand, strong earnings and raised guidance, even as NVDA dominates AI headlines.
INTCPositive Net Change STMPositive Net Change MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change
computers semiconductor
Top Analyst Reports for Intel, CrowdStrike & Honeywell
by Mark Vickery
Intel, CrowdStrike and Honeywell lead today's analyst picks as AI demand, cybersecurity growth and aviation strength drive key outlooks.
INTCPositive Net Change CATPositive Net Change HONNegative Net Change CVENegative Net Change CVNAPositive Net Change CRWDNegative Net Change LVLUPositive Net Change CGEHNegative Net Change
alt-energy computers multi-sector-conglomerates retail semiconductor
2 Quantum Stocks With 45%+ Upside in June as OpenAI, SpaceX Eye IPO
by Urmimala Biswas
OpenAI, SpaceX and Anthropic IPO filings could channel fresh capital into quantum computing, with QUBT and QBTS carrying analyst targets implying 47%-71% upside.
QUBTPositive Net Change IONQNegative Net Change RGTIPositive Net Change QBTSPositive Net Change
artificial-intelligence semiconductor tech-stocks
Can Marvell Technology Sustain Its AI Data Center Growth Momentum?
by Subham Roy
MRVL is riding on AI data center demand with surging interconnect, switching and custom silicon growth, but can that momentum keep accelerating?
AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change
semiconductor
ADI Climbs 77.4% in a Year: Time to Buy, Sell or Hold the Stock?
by Subham Roy
Analog Devices' industrial rebound and AI-driven data center demand are lifting growth and margins, but can premium valuation still justify a long-term investment?
ADIPositive Net Change TXNPositive Net Change STMPositive Net Change NXPIPositive Net Change
semiconductor
4 Solid Stocks to Buy as S&P 500 Hits Fresh All-Time Closing High
by Ritujay Ghosh
As the S&P 500 logs a 24th record close, CSCO, ADI, AMAT and DDOG stand out with strong 2026 potential amid AI-driven momentum.
ADIPositive Net Change CSCOPositive Net Change AMATPositive Net Change DDOGNegative Net Change
finance semiconductor tech-stocks
The Zacks Analyst Blog Highlights SMH, QQQ, SPY, AIQ, EWY, SPY, NVIDIA and Microsoft
by Zacks Equity Research
SMH and other AI-focused funds plunged as chip stocks sold off, but strong semiconductor demand and long-term trends keep investors watching.
MSFTNegative Net Change NVDAPositive Net Change QQQPositive Net Change SPYPositive Net Change SMHPositive Net Change EWYPositive Net Change AIQPositive Net Change
computers etfs semiconductor tech-stocks