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semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights Microsoft, Amazon, Oracle and Alphabet

Microsoft's cloud momentum, expanding enterprise AI adoption and investment outlook support its stock after a 31.2% three-month surge.

AMZNPositive Net Change MSFTPositive Net Change ORCLNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Credo Technology and NVIDIA

Credo Technology and NVIDIA post strong AI-driven growth, but differences in scale, profitability and exposure set them apart.

NVDAPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Cracker Barrel Old Country Store and Qualcomm have been highlighted as Zacks Bull and Bear of the Day

Cracker Barrel's earnings estimates are improving, while Qualcomm faces weaker handset demand, falling estimates and Apple's modem shift.

GSPositive Net Change QCOMPositive Net Change CBRLNegative Net Change IBKRNegative Net Change TALONegative Net Change

David Bartosiak

Bear of the Day: Qualcomm (QCOM)

With Apple making the s\wi

QCOMPositive Net Change FORMPositive Net Change AXTIPositive Net Change

Shaun Pruitt

Intel vs. SK Hynix: Which Chip Stock Is Worth Chasing After This Week's Surge?

Intel (INTC) and SK Hynix (SKHY) have been among this week's hottest semiconductor stocks as investors react to reports that the companies are exploring partnership opportunities.

INTCNegative Net Change SKHYPositive Net Change AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth?

GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.

GFSPositive Net Change MRVLPositive Net Change TSMNegative Net Change UMCPositive Net Change

Derek Lewis

These Magnificent Seven Members Still Look Cheap

Microsoft's accelerating cloud growth and NVIDIA's unmatched hardware dominance in the AI era mean investors are getting rock-solid earnings power at multiples that look very reasonable relative to their long-term growth trajectories.

AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change

Yashwardhan Jain

BofA Sees Global Chip Market Nearly Doubling: Semiconductor ETFs to Buy

BofA expects the global semiconductor market to nearly double by 2030. Here are a few semiconductor ETFs to consider.

BACPositive Net Change PSIPositive Net Change SMHPositive Net Change SOXXPositive Net Change XSDPositive Net Change SOXQPositive Net Change

Debanjana Dey

TRT vs. ASYS: Which Semiconductor Equipment Stock Is the Better Buy?

Trio-Tech and Amtech serve distinct semiconductor equipment markets, but which stock is better positioned to create long-term shareholder value? Let's dive in.

ASYSPositive Net Change TRTNegative Net Change

Sanghamitra Saha

What Lies Ahead of DRAM ETF as Memory Crisis May Intensify in 2027?

Memory supply constraints could intensify in 2027, potentially benefiting memory chipmakers and ETFs such as DRAM and DISK.

DRAMPositive Net Change DISKPositive Net Change MUPositive Net Change SKHYPositive Net Change