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semiconductor: Archive

Kevin Cook

Taiwan Semi (TSM): 3 Equations to Launch the Stock

Sales, margins, and profits surge as insatiable demand for advanced node chips creates shortages until 2028

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Zacks Equity Research

Jobless Claims Decreased More Than Expected

Jobless Claims Decreased More Than Expected

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Bryan Hayes

Nasdaq Plays Catch-Up: Is the Tech-Heavy Index Ready to Breakout?

The themes we saw last year appear to be carrying over into 2026, a positive sign that this multi-year rally still has legs.

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Zacks Equity Research

Can Intel's Upgradation in AI PCs Strengthen Its Business Growth?

INTC is pushing deeper into AI with next-gen AI PCs, pairing powerful on-device processing, new Core Ultra chips, and key partnerships to reshape everyday computing.

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Zacks Equity Research

Applied Materials FY25 HBM Revenues Hit $1.5B: A New Growth Driver?

AMAT aims to double its HBM business from $1.5 billion to $3 billion, leaning on hybrid bonding leadership and its Kinex system as demand ramps.

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Mark Vickery

Pre-Markets Positive on Healthy Economic Prints

Weekly Jobless Claims are now near historic lows, bank stocks and TSMC reported positive surprises, and Imports/Exports and Manufacturing data was all better than expected.

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Zacks Equity Research

The Zacks Analyst Blog Highlights AbbVie, Intel, Boeing and Tandy Leather Factory

AbbVie leads a Zacks Analyst Blog roundup highlighting strong pharma execution, AI-driven chip gains and an aviation rebound.

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Zacks Equity Research

The Zacks Analyst Blog Highlights Qualcomm Technologies, Advanced Micro Devices, Intel and NVIDIA

Qualcomm takes a slight edge in a Zacks Analyst Blog comparison as chipmakers race to capitalize on AI-driven demand.

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Zacks Equity Research

Stock Market News for Jan 15, 2026

U.S. stocks ended lower on Wednesday for the second straight session, led by a decline in tech and chip stocks, while financial stocks continued to suffer following some mixed earnings reports.

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Supriyo Bose

INTC vs. AVGO: Which Chip Stock is a Better Buy for AI Infrastructure?

Broadcom edges ahead of Intel in the AI chip race with stronger growth, despite Intel???s strides in AI PCs and manufacturing.

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