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semiconductor: Archive

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 BBCPNo 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 AMDNegative 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

Zacks Equity Research

Stock Market News for July 2, 2026

U.S. stocks ended lower on Wednesday to start the second half, as tech stocks pulled back, weighing on the S&P 500 and the Nasdaq.

ADPNegative Net Change SNDKPositive Net Change AMATPositive Net Change

Santanu Roy

5 High-Efficiency Stocks With Strong Profit Potential to Buy Now

Efficiency-focused screening highlights five stocks with above-industry operating and turnover metrics that may offer strong profit potential.

CIENPositive Net Change TILENegative Net Change CZFSNegative Net Change PDLBNegative Net Change CRDOPositive Net Change

Aritra Chatterjee

INTC Outpaces Industry in a Year: How to Play the Stock?

Intel's AI PC, networking and foundry advances, plus rising earnings estimates and a lower valuation, are fueling its strong industry outperformance.

INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change

Shaun Pruitt

Stocks Surged in Q2 2026, but Is the Market Getting Too Expensive?

While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.

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