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semiconductor: Archive

Shaun Pruitt

Buy These Top AI Stocks for Higher Highs: HPE, NVDA, TSM

These three top-ranked AI stocks are hitting new highs, but rising earnings estimates suggest their rallies may still have room to run.

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Derek Lewis

These 3 Red-Hot Stocks Have Benefited From AI Tailwinds

Taiwan Semiconductor Manufacturing (TSM), Entegris (ENTG), and MACOM Technology Solutions (MTSI) have all posted notable gains over the last month, with AI-related demand continuing to provide a strong industry-wide tailwind.

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Urmimala Biswas

TSMC Q3 Earnings: Strong AI Demand Sets the Bar High for Growth

Strong AI demand, rising earnings estimates and the 2nm ramp increase expectations for TSMC's Q3 results as July-August sales stay on track.

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Subhasish Mukherjee

Amkor Surges 84% in a Year: Should You Hold or Fold the Stock?

AMKR's 84% rally in a year reflects AI-driven advanced-packaging growth, but premium valuation and capital-heavy expansion support a Hold stance.

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Zacks Equity Research

MRVL's Alliance With NVDA & MSFT: Can It Challenge ALAB & AVGO ?

Marvell Technology is deepening its ties with NVIDIA and Microsoft to expand AI infrastructure and cloud security as it takes on Broadcom and Astera Labs.

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Subham Roy

Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X?

Applied Materials' AI-driven WFE exposure, record AGS growth and capacity expansion support its outlook.

AMATNegative Net Change KLACNegative Net Change LRCXNegative Net Change CAMTNegative Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Ambarella Stock?

Investors need to pay close attention to AMBA stock based on the movements in the options market lately.

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Zacks Equity Research

Is the Options Market Predicting a Spike in Applied Materials Stock?

Investors need to pay close attention to AMAT stock based on the movements in the options market lately.

AMATNegative Net Change

Aparajita Dutta

ETFs to Buy as NVIDIA Marches Toward $6 Trillion Market Cap

NVIDIA's march toward $6 trillion highlights four ETFs offering heavy exposure to its AI-fueled growth while providing diversification.

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Sridatri Sarkar

Here's How QBTS Exited Third Quarter With Key Growth Catalysts

D-Wave Quantum entered Q3 with surging bookings, CHIPS funding, a Nature research advance and expanded AT&T use, supporting key growth catalysts.

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