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semiconductor: Archive

Zacks Equity Research

Do Options Traders Know Something About ACM Research Stock We Don't?

Investors need to pay close attention to ACMR stock based on the movements in the options market lately.

ACMRPositive Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Fall in the Last Leg of 2025

COMM, DDS and SANM show strong long-term momentum with recent pullbacks???an ideal setup for trend-savvy investors.

DDSPositive Net Change SANMPositive Net Change COMMNo Net Change

Anirudha Bhagat

Will EUV Adoption in Logic and DRAM Lift ASML's Margins Over Time?

ASML Holding's margins are increasingly tied to EUV adoption in logic and DRAM, as higher-priced tools and service revenues lift profitability over time.

KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change

Zacks Equity Research

Micron Technology Stock Soars 9% on Q1 Earnings Beat, Strong Guidance

MU shares jump 9% after Q1 FY26 earnings beat estimates, driven by strong HBM demand and upbeat Q2 guidance.

MUPositive Net Change NVDAPositive Net Change MRVLNegative Net Change LITEPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Dec. 18

MU, SANM and PAHC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Dec. 18, 2025.

MUPositive Net Change SANMPositive Net Change PAHCPositive Net Change

Zacks Equity Research

Markets Await More Economic Data

Markets Await More Economic Data

NFLXNegative Net Change GISNegative Net Change MUPositive Net Change ORCLNegative Net Change ABMPositive Net Change WBDNegative Net Change PSKYNegative Net Change

Anirudha Bhagat

Can AI-Driven Foundry Demand Drive LRCX's Systems Revenue Growth?

AI-driven foundry demand lifts Lam Research's systems revenues 48.3% YoY to $3.55B, with foundries comprising 60% of sales in the first quarter of fiscal 2026.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Shuvra Shankar Dey

ARM Stock Declines 13% in a Year: Should You Buy the Dip?

ARM shares are down 13% in a year, but strong network effects and solid growth outlook clash with a still-stretched valuation.

QCOMNegative Net Change NVDAPositive Net Change ARMPositive Net Change

Zacks Equity Research

Can Intel's AI Focus Restore Its Competitive Edge & Boost Shares?

INTC is in talks to buy AI start-up SambaNova for $1.6 billion, aiming to speed AI chip development and deliver full AI systems to customers.

INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change

Bryan Hayes

Micron Slips Ahead of Earnings: Is the AI Memory Demand Priced In?

Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.

MUPositive Net Change

Zacks Equity Research

MRVL Strengthens AI Connectivity Stack: More Upside Ahead?

Marvell Technology rolls out Golden Cable and ramps next-generation connectivity as AI data center demand lifts revenues, even as shares lag the broader semiconductor sector.

MRVLNegative Net Change AVGOPositive Net Change CRDONegative Net Change

Supriyo Bose

4 Tech Stocks That Doubled in 2025 With More Room to Run

MU, CLS, COMM and ASTS have more than doubled in 2025, powered by AI, 5G and space-based network innovations.

MUPositive Net Change CLSPositive Net Change COMMNo Net Change ASTSPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Dec. 16

MU, SANM and PAHC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Dec. 16, 2025.

MUPositive Net Change SANMPositive Net Change PAHCPositive Net Change

Shaun Pruitt

Buy the Drop in Broadcom or Oracle Stock After Earnings?

Despite exceeding earnings expectations, Broadcom (AVGO) and Oracle (ORCL) stock have now fallen more than 15% since their much-anticipated quarterly results last week.

ORCLNegative Net Change AVGOPositive Net Change NVDAPositive Net Change

Urmimala Biswas

Quantum Computing Enablers to Win in 2026: AMD, ORCL & More

Quantum's real 2026 winners may be enablers, not builders, as AMD, Oracle and others target early revenues from hybrid systems and security.

AMDPositive Net Change ORCLNegative Net Change AMATPositive Net Change TERNegative Net Change AVGOPositive Net Change

Ethan Feller

The Best AI Stocks to Buy for 2026 (LITE, COHR, FN)

Lumentum, Coherent Corporation and Fabrinet stocks are on fire as Wall Street recognizes the potential in photonics technology

FNPositive Net Change COHRPositive Net Change LITEPositive Net Change

Zacks Equity Research

Pre-Markets in the Green to Start Fresh Trading week

Pre-Markets in the Green to Start Fresh Trading week

NKENegative Net Change MUPositive Net Change FDXNegative Net Change KBHPositive Net Change LENPositive Net Change

Supriyo Bose

Can These 3 Semiconductor Stocks Lead the Next Tech Rally in 2026?

NVDA, AMD and MTSI are poised to ride the AI wave, chip demand surge and policy tailwinds into the next tech rally.

AMDPositive Net Change NVDAPositive Net Change MTSIPositive Net Change

Subham Roy

AMAT Gains From Traction in WFE Products: A Sign of More Upside?

Applied Materials sees rising demand for WFE tied to AI and HPC, with strength in leading-edge nodes and DRAM, though China restrictions remain a headwind.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Company News for Dec 15, 2025

Companies in The News Are: LULU,MITK,NX,MU

MUPositive Net Change LULUPositive Net Change NXPositive Net Change MITKNegative Net Change

Zacks Equity Research

Stock Market News for Dec 15, 2025

U.S. stocks ended lower on Friday, with investors dumping technology stocks and taking refuge in value assets as concerns grew over an AI bubble and Treasury yields rose after some Federal Reserve policymakers raised concerns over risks of lower borrowing costs.

AMDPositive Net Change AVGOPositive Net Change PLTRNegative Net Change

Nalak Das

Buy 5 High-Flying Mid-Cap Stocks of 2025 to Tap More Gains in 2026

FCFS, LYFT, IBP, LUMN and AEIS are high-flying mid-cap stocks that surged in 2025 and offer solid setups to tap more gains in 2026.

FCFSPositive Net Change AEISPositive Net Change IBPPositive Net Change LYFTNegative Net Change LUMNPositive Net Change

Zacks Equity Research

AI-Fueled Demand to Boost Micron Technology's DRAM Revenues in Q1

MU's DRAM revenues are likely to surge 58% year over year in Q1 as AI workloads boost demand for high-performance memory.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change MRVLNegative Net Change

Anirudha Bhagat

ASML Holding Stock Trades Near 52-Week High: Is It Still Worth Buying?

ASML trades near a 52-week high as EUV dominance, High-NA progress and AI-driven chip demand support its long-term case.

NVDAPositive Net Change ASMLPositive Net Change MRVLNegative Net Change AVGOPositive Net Change

Zacks Equity Research

Long-Awaited Employment Situation Report to be Out Next Week

Long-Awaited Employment Situation Report to be Out Next Week.

AVGOPositive Net Change