Back to top

semiconductor: Archive

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 SNDKPositive 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 CAMTNegative 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 NETPositive Net Change SPCXNegative Net Change METAPositive Net Change ALABPositive 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.

GEPositive 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.

QCOMNegative Net Change INTCNegative Net Change STMPositive Net Change

Zacks Equity Research

Stock Market News for Sep 23, 2026

U.S. stocks ended mixed on Tuesday, with the Nasdaq notching a record closing high, while the S&P 500 ended flat as investors closely monitored developments between the United States and Iran.

SNDKPositive Net Change METAPositive Net Change

Santanu Roy

5 Top-Ranked High-Efficiency Stocks With Strong Profit Potential

Five stocks stand out for high efficiency, with strong receivables, asset, inventory and operating margin metrics.

CIENPositive Net Change CLSPositive Net Change MTRNPositive Net Change MTSIPositive Net Change CDNAPositive Net Change

Shaun Pruitt

Micron vs. SanDisk: Comparing Two Red-Hot AI Memory Stocks

Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology (MU) and SanDisk (SNDK) delivering extraordinary rallies.

MUPositive Net Change SNDKPositive Net Change AMZNNegative Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Mark Vickery

Top Analyst Reports for NVIDIA, Berkshire Hathaway & GE Aerospace

NVIDIA's AI demand, Berkshire's diversified earnings and GE Aerospace's commercial and defense strength drive today's research focus.

GEPositive Net Change NVDAPositive Net Change BRK.BPositive Net Change MSNegative Net Change INTCNegative Net Change ARMPositive Net Change