Back to top

semiconductor: Archive

Zacks Equity Research

MPWR Q3 Earnings Beat on AI Infrastructure and Communications Demand

MPWR delivered Q3 earnings beat, fueled by surging AI infrastructure and communications demand, while raising growth expectations and expanding capacity.

MPWRPositive Net Change CLSPositive Net Change LSCCPositive Net Change UIPositive Net Change

Anindya Barman

Top Wide-Moat Stocks to Buy for Steady Long-Term Returns

TSM, TXN, UNH and LMT use strong moats to fend off rivals and deliver consistent returns amid market shifts.

LMTNegative Net Change TXNNegative Net Change UNHNegative Net Change TSMPositive Net Change AAPLNegative Net Change NVDAPositive Net Change ASMLPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Apple, Qualcomm, AMD, BMW, Ferrari, Deutsche, Lufthansa and Ryanair

Apple, Qualcomm and AMD headline a pivotal week for global markets as U.S. midterm elections, October jobs data and central bank decisions test investor sentiment on AI, inflation and economic growth.

RYAAYPositive Net Change QCOMPositive Net Change AAPLNegative Net Change AMDPositive Net Change DLAKYPositive Net Change BAMXFNegative Net Change RACENegative Net Change

Supriyo Bose

ASML Surges 48% in the Past Year: How Should You Play the Stock Now?

ASML's 48.1% stock surge reflects robust AI demand, EUV leadership and rising earnings estimates, but capacity constraints and execution risks warrant caution.

ASMLPositive Net Change SIMOPositive Net Change AEISPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights AMD, NVIDIA, Broadcom and Intel

AMD heads into Q3 earnings with surging AI demand, expanding hyperscaler partnerships and strong EPYC adoption, but stiff competition and a stretched valuation raise concerns.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Supriyo Bose

Should You Trade SIMO Stock With Caution Despite Q3 Earnings Beat?

Silicon Motion's Q3 earnings beat and surging SSD demand signal strong growth, but stiff competition, high R&D costs and geopolitical risks warrant caution.

SIMOPositive Net Change AMDPositive Net Change IBMNegative Net Change

Shaun Pruitt

Why Free Cash Flow Matters More Than Ever: 5 Tech Stocks to Watch

Free cash flow (FCF) is becoming one of the most important metrics for evaluating technology stocks heading into 2027.

AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change ADBENegative Net Change AVGOPositive Net Change AMZNNegative Net Change GOOGLPositive Net Change

Shuvra Shankar Dey

ARM to Post Q2 Earnings: Should the Stock Be in Your Portfolio Now?

Arm Holdings' fiscal Q2 earnings outlook signals solid growth, but its steep valuation and uncertain earnings-beat prospects raise questions about buying the stock now.

ARMPositive Net Change INTCPositive Net Change NVDAPositive Net Change

Arijit Sarkar

Is UCTT Worth Buying as Growth Accelerates but Cash Flow Weakens?

UCTT's surging earnings, rising semiconductor demand and improving margins support growth, but weak cash conversion and customer concentration pose risks.

UCTTPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Arijit Sarkar

UCTT Fell 31.6% in the Past Month: Is the Sell-Off an Opportunity?

UCTT shares plunged 31.6% in four weeks despite surging earnings and rising estimates, as strong semiconductor demand faces cash flow and dilution risks.

UCTTPositive Net Change LRCXPositive Net Change AMATPositive Net Change