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semiconductor: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: Oracle, Amazon, Microsoft and Alphabet

Oracle posted record Q4 results and strong AI-driven cloud growth, but shares slid as investors focused on massive capital spending plans.

AMZNNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Concrete Pumping, Atlanticus and Credo Technology

Concrete Pumping Holdings, Atlanticus and Credo Technology stand out with rising estimates, strong growth outlooks and bullish technical setups.

ATLCNegative Net Change BBCPPositive Net Change CRDOPositive Net Change

Anirudha Bhagat

NVIDIA's CPU Ambitions Expand: Can It Challenge x86 Giants Now?

NVDA's Vera CPU push targets agentic AI and AI factories as its platform strategy aims to carve out space in a market led by x86 giants.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change

Anirudha Bhagat

AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?

MU's NAND revenues surge on AI-driven data center SSD demand, as disciplined supply and advanced SSD launches bolster its storage growth outlook.

STXPositive Net Change MUPositive Net Change SNDKPositive Net Change

Zacks Equity Research

Stock Market News for Jun 12, 2026

U.S. stock markets closed sharply higher rebounding after two days of stiff losses.

INTCPositive Net Change AMDPositive Net Change MUPositive Net Change

Tirthankar Chakraborty

Beyond Micron: 2 AI Stocks That Could Deliver Explosive Returns

MRVL and SNDK are emerging as AI growth plays alongside MU, driven by strong demand, rising revenues and expanding AI infrastructure roles.

MUPositive Net Change NVDANegative Net Change SNDKPositive Net Change MRVLNegative Net Change

Indrajit Bandyopadhyay

VSH's $1.6B Backlog Sounds Bullish, But Can Export Risks Derail Growth?

Vishay Intertechnology opens 2026 with a record $1.6B backlog and AI-driven orders -- yet tariffs and export uncertainty loom over the Vishay 3.0 growth push.

AMKRPositive Net Change VSHNegative Net Change COHRPositive Net Change

Rajshree Sipani

Is Amphenol Strengthening Its Position in AI Power and Connectivity?

APH is expanding across AI connectivity and power solutions as record sales, strong datacom growth and a key acquisition deepen data-center exposure.

APHPositive Net Change TELNegative Net Change AVGONegative Net Change

Supriyo Bose

ASM International Rides on AI-Driven Semiconductor Boom: Worth a Buy?

ASMIY rides AI-driven chip spending with ALD leadership and growth in memory, packaging and services.

ASMLNegative Net Change AMATPositive Net Change ASMIYPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Microchip Technology and Flex

Microchip Technology and Flex are highlighted as AI-linked plays as cooling core inflation and improving business trends support growth expectations.

MCHPPositive Net Change FLEXPositive Net Change