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semiconductor: Archive

Mark Vickery

Top Stock Reports for NVIDIA, ExxonMobil & HSBC

NVIDIA, ExxonMobil and HSBC see growth from AI demand, energy expansion and Asia wealth momentum, but face distinct execution and market risks.

XOMNegative Net Change NVDAPositive Net Change HSBCPositive Net Change SNYNegative Net Change TRVNegative Net Change WPCPositive Net Change

Tirthankar Chakraborty

Broadcom vs. AMD: Which AI Chip Stock Has the Better Risk-Reward?

Broadcom's stronger AI diversification and lower valuation give it an edge over AMD in risk-reward potential.

AMDPositive Net Change AVGOPositive Net Change NVDAPositive Net Change

Zacks Equity Research

ARM's Expanding AI Growth Opportunity Goes Beyond Market Hype

Arm Holdings' AI opportunity spans data centers, devices and custom silicon, supported by its royalty model and energy-efficient processor architecture.

ARMPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Sanghamitra Saha

A Guide to Semiconductor ETFs

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

SMHPositive Net Change SOXXPositive Net Change XSDPositive Net Change SOXQPositive Net Change SHOCPositive Net Change CHPXPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Markets Await Jobs Data

Markets Await Jobs Data

ADPNegative Net Change NVDAPositive Net Change

Zacks Equity Research

MRVL Q2 Earnings Beat on Data Center Strength, Outlook Raised

Marvell Technology's Q2 beat and stronger outlook reflect broad AI-driven data center demand, while custom silicon growth adds to its expansion.

MRVLPositive Net Change DELLPositive Net Change ACMRPositive Net Change ACIWPositive Net Change

Subham Roy

SNPS vs. PDFS: Which Semiconductor Software Stock Has an Edge?

PDF Solutions outpaces Synopsys with stronger revenue growth, improving margins, major customer wins and a 20% growth target.

SNPSNegative Net Change PDFSPositive Net Change

Sanghamitra Saha

A Guide to Semiconductor ETFs

AI infrastructure spending, soaring memory demand and strong chip sales are fueling semiconductor growth, putting these ETFs in focus.

SMHPositive Net Change SOXXPositive Net Change XSDPositive Net Change SOXQPositive Net Change SHOCPositive Net Change CHPXPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Marvell Q2 Earnings Call Highlights Faster AI Data Center Growth

Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.

MRVLPositive Net Change

Nalak Das

4 High-Flying Memory & Storage Giants to Gain More Amid NVDA's Solid Q2

NVDA's strong second-quarter and AI demand could fuel further gains for MU, SNDK, STX and WDC.

WDCPositive Net Change STXPositive Net Change MUPositive Net Change SNDKPositive Net Change NVDAPositive Net Change