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semiconductor: Archive

Mark Vickery

Top Research Reports for Applied Materials, Mastercard & AbbVie

Applied Materials is riding AI-driven chip demand, but can record margins, new products and China-related risks shape its next phase of growth?

MANegative Net Change LOWNegative Net Change AMATPositive Net Change MPCPositive Net Change ABBVNegative Net Change TTEPositive Net Change VATENegative Net Change BOFPositive Net Change

Shuvra Shankar Dey

ARM Stock Soars 118% in a Year: Is the Buying Opportunity Gone?

Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.

ARMNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Subham Roy

MRVL Rallies 154% in 3 Months: Time to Hold or Fold the Stock?

Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?

MRVLPositive Net Change AMDPositive Net Change AVGOPositive Net Change ALABPositive Net Change

Subham Roy

Avnet Jumps 81.5% YTD: Should You Buy, Sell or Hold the Stock?

AVT is riding on the AI infrastructure demand, networking strength and expanding margins while still trading below industry valuation. Is there more upside?

AVTPositive Net Change ARWPositive Net Change SNXPositive Net Change CDWNegative Net Change

Zacks Equity Research

Best Momentum Stocks to Buy for July 2nd

ROK, AMAT, and BBCP made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 2, 2026.

ROKNegative Net Change AMATPositive Net Change BBCPNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: JPMorgan, Sandisk, Micron Technology, Nvidia, Broadcom, AMD, Taiwan Semiconductor, Arista Networks, Meta Platforms and Microsoft

JPMorgan and AI leaders are in focus as strong earnings fuel the market rally, but elevated valuations raise questions about future returns.

JPMNegative Net Change AMDPositive Net Change MSFTNegative Net Change MUPositive Net Change NVDAPositive Net Change SNDKPositive Net Change AVGOPositive Net Change TSMPositive Net Change ANETPositive Net Change METANegative Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Wrap Up a Record First Half

STRL, STX and SMTC show strong 52-week price momentum despite one-week pullbacks as markets hit records after a powerful first half.

STXPositive Net Change SMTCPositive Net Change STRLNegative Net Change

Anirudha Bhagat

Cohu Is Riding AI and HBM Trends But Execution Still Matters

COHU is gaining AI and HBM momentum as test demand recovers, but customer qualifications, ramps and execution remain key to the story.

COHUPositive Net Change TERPositive Net Change ATEYYPositive Net Change

Anirudha Bhagat

Is COHU Stock Still Worth Buying After Its Big 2026 Rally?

COHU's rally reflects AI and HPC momentum, but richer valuation and early profit recovery make execution risks harder to ignore.

COHUPositive Net Change TERPositive Net Change ATEYYPositive Net Change

Anirudha Bhagat

TXN Stock Soars 52% in Three Months: Is There More Upside Ahead?

Texas Instruments' 52% surge is backed by AI infrastructure demand, data center growth, internal manufacturing plans and strong cash generation.

TXNPositive Net Change QCOMPositive Net Change NVDAPositive Net Change AVGOPositive Net Change