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semiconductor: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: ServiceNow, Bank of America and NVIDIA

ServiceNow shares surged this week after a Bank of America upgrade, AI optimism from NVIDIA, and strong free cash flow momentum.

BACPositive Net Change NVDANegative Net Change NOWNegative Net Change

Anirudha Bhagat

Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge?

AMAT's AIx software, diversified tools and cheaper valuation give it an edge over LRCX as AI chip spending accelerates.

LRCXPositive Net Change AMATPositive Net Change

Rimmi Singhi

Is Navitas Finally Building a Path Toward Operating Breakeven?

Navitas' AI infrastructure is scaling fast, lifting revenues and margins, but operating breakeven is likely to require quarterly sales in the high-$30 million range.

IFNNYPositive Net Change ONPositive Net Change NVTSPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for May 20th

HG, BFH, UCTT, SANM and MNR have been added to the Zacks Rank #1 (Strong Buy) List on May 20, 2026.

UCTTPositive Net Change SANMPositive Net Change MNRNegative Net Change BFHPositive Net Change HGPositive Net Change

Tirthankar Chakraborty

Profitable Picks: Why NVIDIA & Micron Stand Out

NVDA and Micron stand out for their strong net income ratios and upside potential amid market swings as investors seek profitable stocks.

MUPositive Net Change NVDANegative Net Change

Sridatri Sarkar

Here's How TSM Targets Growth With Strong Cash Position

Taiwan Semiconductor's $106B cash pile fuels AI and advanced chip expansion as it ramps up spending and forecasts up to $40.2 billion Q2 revenues.

ASMLNegative Net Change STPositive Net Change TSMPositive Net Change

Shivangi Deora

Cirrus Logic Up 39% in 6 Months: Should Investors Buy, Hold or Fold?

CRUS' smartphone, PC and power-chip momentum helped drive record revenue as investors weigh growth prospects against rising costs.

ADIPositive Net Change QCOMPositive Net Change MPWRPositive Net Change CRUSPositive Net Change

Rimmi Singhi

Why Grid Infrastructure Could Become NVTS' Next Big Growth Driver

NVTS sees grid infrastructure emerging as a major AI-driven growth market, with GaN and SiC adoption projected to surge through 2030.

WOLFPositive Net Change ONPositive Net Change NVTSPositive Net Change

Supriyo Bose

Kulicke & Soffa Rides on Multiple Growth Drivers: Should You Invest?

KLIC rides advanced packaging, AI infrastructure and auto chip demand as semiconductor spending rebounds after a 198.7% gain in the past year.

VECOPositive Net Change ACLSPositive Net Change KLICPositive Net Change

Supriyo Bose

SiTime Benefits From Holistic Growth Initiatives: Reason to Buy?

SITM pairs AI and data-center demand with a planned Renesas timing business buy to broaden products and fuel long-term growth.

FLEXPositive Net Change PLUGPositive Net Change SITMPositive Net Change