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semiconductor: Archive

Anirudha Bhagat

Lam Research Stock's High P/E: Justified Premium or Too Pricey to Buy?

LRCX trades at a 38.14 forward P/E after a 175% rally, but AI-driven demand, strong margins and $5B-plus quarters fuel confidence in its growth.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change ONTONegative Net Change

Zacks Equity Research

Broadcom and Badger Meter have been highlighted as Zacks Bull and Bear of the Day

Broadcom earns Bull of the Day on AI data center demand and recurring software revenue, while Badger Meter faces rising costs and pressure.

CVXNegative Net Change XOMNegative Net Change BMINegative Net Change EOGNegative Net Change AVGONegative Net Change

Shreya Majumder

CRDO Up on Preliminary Q3 Revenue Beat: What it Signals for FY26 & FY27

Credo stuns with Q3 FY26 preliminary revenue of $404-$408M, crushing guidance and highlighting surging demand from hyperscale and AI networking.

AVGONegative Net Change CRDONegative Net Change ALABNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Broadcom, Lam Research and Amkor

Broadcom, Lam Research and Amkor stand out as AI demand, advanced packaging and hyperscaler spending fuel semiconductor growth.

LRCXPositive Net Change AVGONegative Net Change AMKRNegative Net Change

Andrew Rocco

Bull of the Day: Broadcom (AVGO)

Discover why Broadcom is the ultimate "pick and shovel" AI play, leveraging a massive $73 billion backlog and its dominant VMware software suite to challenge Nvidia's hardware throne.

AAPLPositive Net Change NVDAPositive Net Change AVGONegative Net Change GOOGLPositive Net Change METAPositive Net Change

Aniruddha Ganguly

3 Stocks to Buy From the Prospering Semiconductor Industry

The Zacks Electronics - Semiconductors industry players like AVGO, LRCX and AMKR gain from the growing proliferation of AI, ML and consumer electronic devices.

AVGONegative Net Change LRCXPositive Net Change AMKRNegative Net Change

Zacks Equity Research

Big Earnings Week Ahead

Big Earnings Week Ahead

FPositive Net Change KOPositive Net Change CSCOPositive Net Change MCDPositive Net Change NVDAPositive Net Change EXPEPositive Net Change CLFPositive Net Change SBHPositive Net Change SHOPPositive Net Change COINPositive Net Change

Vasundhara Sawalka

Top China Tech Plays in the US That Could Boost Returns in 2026

Chinese tech stocks like Tencent gain momentum in 2026 as a U.S.-China trade detente stabilizes tariffs and opens a window for AI, EV and chip advances.

TCEHYNegative Net Change APINegative Net Change KCPositive Net Change XPEVNegative Net Change

Mark Vickery

Big Week for Economic News, Q4 Earnings Reports

Earnings season has already seen many of its marquee names report so far, but the sheer number of companies reporting increases this week.

FPositive Net Change KOPositive Net Change CSCOPositive Net Change MCDPositive Net Change NVDAPositive Net Change EXPEPositive Net Change CLFPositive Net Change SBHPositive Net Change SHOPPositive Net Change COINPositive Net Change

Subham Roy

AMAT to Post Q1 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials heads into Q1 earnings with AI-driven chip demand and services strength in focus, even as revenues and EPS are expected to dip year over year.

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