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semiconductor: Archive

Rimmi Singhi

SpaceX Earnings Reignite Tesla-SpaceX Merger Buzz as Tesla Q3 Nears

SPCX's blockbuster earnings reignite Tesla merger speculation as Musk touts AI synergies, while TSLA faces a tough Q3 earnings test amid rising costs.

TSLANegative Net Change SPCXNegative Net Change

Urmimala Biswas

AI, Semiconductors & Quantum Computing: What Lies in Store for 2027?

AI spending, semiconductor demand and quantum computing are set to shape 2027, but investors will focus on revenue growth, earnings and returns on investment.

MSFTNegative Net Change MUPositive Net Change LRCXPositive Net Change PLTRNegative Net Change IONQNegative Net Change

Derek Lewis

3 Stocks Set to Benefit From Long-Term AI Tailwinds

The AI revolution continues to create opportunities, with Taiwan Semiconductor (TSM), BWX Technologies (BWXT), and ASML Holding (ASML) each positioned to continue benefiting.

ASMLPositive Net Change TSMPositive Net Change BWXTPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing shares have dipped 14% from record highs despite surging earnings, rising advanced-chip demand and upgraded guidance, creating renewed investor interest.

TSMPositive Net Change

Zacks Equity Research

Can GFS' Manufacturing Expansion Boost Its Future Growth Prospects?

GLOBALFOUNDRIES is set to operate two new semiconductor plants in New York under a U.S.-Japan initiative worth up to $21 billion, boosting U.S. chip capacity.

GFSNegative Net Change MRVLPositive Net Change TSMPositive Net Change UMCNegative Net Change

Om Jaiswal

Will ASE Technology's CPO Roadmap Create a New Growth Opportunity?

ASX explores co-packaged optics as AI data centers demand faster data transfer, with initial low-volume launches potentially beginning by late 2026.

ASXPositive Net Change INTCPositive Net Change AMKRPositive Net Change

Zacks Equity Research

2 ETFs to Watch for Outsized Volume in Semiconductor Trading

SOXS and SOXL see trading volumes surge to 1.53 and 1.48 times their averages, respectively, as semiconductor ETFs post sharply divergent daily moves.

SOXLPositive Net Change SOXSNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Meta Platforms, Lam Research, Texas Instruments, Tesla, Netflix, Procter & Gamble and GE Aerospace

Meta Platforms and other major companies report Q3 results as AI spending, shifting stock-bond correlations, China's economic data and Brazil's election shape global markets.

GEPositive Net Change TXNPositive Net Change NFLXNegative Net Change PGNegative Net Change LRCXPositive Net Change TSLANegative Net Change METANegative Net Change

Benjamin Rains

Buy Top-Ranked Tech Stock TSMC Now on the Dip and Hold

Taiwan Semiconductor's beat-and-raise Q3 report on October 15 helps earn the chip maker a Zacks Rank #1 (Strong Buy) right now. TSMC has slipped ~14% from its early October records and is finding technical support.

NVDANegative Net Change TSMPositive Net Change

Anirudha Bhagat

LRCX to Report Q1 Earnings: Should You Buy, Hold or Sell the Stock?

Lam Research gears up for Q1 earnings, with surging AI and memory chip demand, rising DRAM spending and advanced packaging technologies expected to fuel growth.

LRCXPositive Net Change KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change