Back to top

semiconductor: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Interactive Brokers and Talos Energy

NVIDIA, Interactive Brokers and Talos Energy offer distinct ways to navigate a higher-for-longer Fed stance amid diverging market trends.

IBKRPositive Net Change NVDAPositive Net Change TALOPositive Net Change

Sheraz Mian

Earnings Outlook Remains Upbeat: A Closer Look

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Sheraz Mian

Earnings Outlook Remains Upbeat: A Closer Look

Earnings revisions remain positive, sustaining a trend that's been in place for a year now. Q3 earnings are currently expected to grow 23.9% year-over-year, reflecting the eighth consecutive quarter of double-digit growth for the S&P 500 index.

MUNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Mark Vickery

Top Research Reports for Micron, Costco & Interactive Brokers

Micron, Costco and Interactive Brokers highlight today's research, with AI demand, membership growth and product expansion shaping their outlooks.

IBKRPositive Net Change MUNegative Net Change COSTPositive Net Change CPHCPositive Net Change SWAGPositive Net Change STXNegative Net Change PAGPositive Net Change ENTGPositive Net Change

Tirthankar Chakraborty

Sandisk vs. NVIDIA: Which AI Stock Is the Better Buy Now?

NVIDIA's broader AI exposure and stronger profitability contrast with Sandisk's rapid growth and memory-market risks as AI demand surges.

NVDAPositive Net Change SNDKNegative Net Change

Rimmi Singhi

3 Top Chip Equipment Stocks to Buy as AI Demand Fuels BofA Optimism

Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Supriyo Bose

ATEYY Up 111.7% in a Year: Should Investors Bet on the Stock Now?

Advantest's AI-driven chip testing demand, memory expansion and rising fiscal 2026 estimates support growth after a 111.7% one-year surge.

ATEYYPositive Net Change CAMTPositive Net Change KEYSPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Astera Labs, SpaceX, Cloudflare, NVIDIA and Meta Platforms

Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising connectivity demand.

NVDAPositive Net Change NETNegative Net Change SPCXPositive Net Change METAPositive Net Change ALABNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Berkshire Hathaway and GE Aerospace

NVIDIA, Berkshire Hathaway and GE Aerospace face distinct growth drivers and risks, from AI infrastructure demand to insurance exposure and supply-chain challenges.

GENegative Net Change NVDAPositive Net Change BRK.BPositive Net Change

Aritra Chatterjee

QCOM Launches Next-Gen Snapdragon SoCs: Will Agentic AI Drive Growth?

Qualcomm's new 2nm Snapdragon chips target agentic AI, faster on-device processing and premium smartphones, but handset pressures remain.

QCOMPositive Net Change INTCNegative Net Change STMPositive Net Change