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semiconductor: Archive

Subham Roy

MRVL's Optics Portfolio: How Relevant is it for the AI Networks?

Marvell Technology's expanding optics portfolio powers faster, lower-latency AI networks as demand surges and revenue growth accelerates.

MRVLNegative Net Change AVGOPositive Net Change COHRPositive Net Change

Aparajita Dutta

Should You Buy Nvidia-Heavy ETFs Before Q3 Earnings Release?

NVDA's recent slump and strong pre-earnings setup may fuel investor interest in ETFs that heavily weight the chipmaker ahead of its Q3 results.

NVDAPositive Net Change SMHPositive Net Change SHOCPositive Net Change SMHXPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Nvidia, Las Vegas Sands, Take Two Interactive and Gold Fields

Nvidia's earnings take center stage in a data-heavy global week as Zacks spotlights up-trending picks Las Vegas Sands, Take-Two Interactive and Gold Fields.

NVDAPositive Net Change LVSNegative Net Change TTWOPositive Net Change GFIPositive Net Change

Zacks Equity Research

New Strong Sell Stocks for Nov. 18th

DIOD, ARDT and FFIV have been added to the Zacks Rank #5 (Strong Sell) List on November 18, 2025.

FFIVNegative Net Change DIODPositive Net Change ARDTNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include QuantumScape, Silicon Laboratories and Affiliated Managers

QuantumScape stands out as rising earnings acceleration spotlights three stocks showing powerful profit momentum.

SLABPositive Net Change AMGPositive Net Change QSPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron Technology and Western Digital

Micron Technology's soaring demand, surging EPS estimates and strong rally keep it a standout buy-the-dip tech play.

WDCPositive Net Change MUPositive Net Change

Kevin Cook

AI Bubble Talk is Cheap -- How to Navigate the Worry

Skeptics and journalists just need to do more homework, and listen to AI wizards like Coatue and Baillie Gifford

NVDAPositive Net Change TSMPositive Net Change TSLANegative Net Change METANegative Net Change CRWVPositive Net Change

Zacks Equity Research

Empire State Manufacturing Index Rose More Than Expected

Empire State Manufacturing Index Rose More Than Expected

TGTNegative Net Change TJXNegative Net Change WMTNegative Net Change NVDAPositive Net Change HDNegative Net Change

Subham Roy

ADI Climbs 10.5% YTD: Should Investors Buy, Sell or Hold the Stock?

Analog Devices' broad segment gains, margin strength and solid growth prospects raise the question of whether its recent 10.5% YTD climb makes it a hold.

ADINegative Net Change TXNPositive Net Change STMPositive Net Change NXPIPositive Net Change

Mark Vickery

Econ Data Comes Out This Week, Along with NVDA, WMT Earnings

New jobs data joins Trump's food tariff exemptions on the last big earnings week of Q3.

TGTNegative Net Change TJXNegative Net Change WMTNegative Net Change NVDAPositive Net Change HDNegative Net Change

Zacks Equity Research

Stock Market News for Nov 17, 2025

U.S. stocks ended mixed on Friday, with the Nasdaq ending higher after tech stocks tried to stage a rebound from the previous session's losses, while investors worried that the Federal Reserve may not go for another interest rate cut in December.

NVDAPositive Net Change ORCLPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Datacenter and AI Chip Demand to Boost NVIDIA's Q3 Earnings

Soaring datacenter and AI chip demand set up NVDA for a robust Q3, with revenues and earnings poised for sharp gains on broad AI adoption.

NVDAPositive Net Change LRCXPositive Net Change FORMPositive Net Change CRUSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights BigBear.ai, Palantir and C3.ai

BigBear.ai draws attention as a discounted AI-defense play with cash strength and long-term optionality, even as near-term earnings pressures persist, Zacks notes.

AIPositive Net Change PLTRPositive Net Change BBAIPositive Net Change

Shaun Pruitt

Nvidia Stock Highlights Buy the Dip Targets from the Tech Sector

Here are three primary reasons why this looks like an appealing time to buy Nvidia (NVDA) stock amid recent market volatility.

NVDAPositive Net Change

Ethan Feller

3 Top AI Stocks Push Record Highs Again (NVDA, ANET, VRT)

Nvidia, Arista Networks and Vertiv stocks continue to surge amid the AI boom. But if there is a market correction, investors should watch these levels to consider buying shares

NVDAPositive Net Change ANETPositive Net Change VRTPositive Net Change

Benjamin Rains

Buy This Top AI Stock Down 20% After Nvidia Confirms AI Boom

Buy chipmaker Micron stock down 20% for great value and long-term artificial intelligence (AI) growth.

MUPositive Net Change NVDAPositive Net Change

Aniruddha Ganguly

Broadcom Rises 106% in a Year: Buy, Sell or Hold the AVGO Stock?

AVGO's surging XPU demand, record AI revenues and expanding portfolio fuel momentum despite margin pressure and premium valuation.

AMDPositive Net Change NVDAPositive Net Change MRVLNegative Net Change AVGOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Micron Technology and Thermo Fisher Scientific

Zacks spotlights NVIDIA, Micron and Thermo Fisher in its latest Analyst Blog, highlighting AI-driven tailwinds, memory-market momentum and ongoing innovation across life sciences.

MUPositive Net Change NVDAPositive Net Change TMOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Dell Technologies, Palantir Technologies, Fair Isaac and Guidewire Software

Zacks spotlights five Big Data leaders NVIDIA, Dell, Palantir, Fair Isaac, and Guidewire each carrying a Zacks Rank #2 (Buy) and positioned to capitalize on accelerating AI, cloud and analytics spending heading into 2026.

DELLPositive Net Change NVDAPositive Net Change FICONegative Net Change GWREPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Applied Materials Q4 Earnings Beat Estimates, Revenues Fall Y/Y

AMAT tops Q4 estimates with higher revenues and strong cash returns, even as year-over-year earnings and key segments decline.

DELLPositive Net Change NVDAPositive Net Change AMATPositive Net Change BLSHPositive Net Change

Aritra Chatterjee

QCOM Expands Portfolio for Industrial PCs: Will It Boost Prospects?

QCOM rolls out its first industrial-grade PC processor, aiming to power smart manufacturing with high AI performance, durability and flexibility.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: IWM, CoreWeave, Astera Labs, Nebius, Expand Energy, Eli Lilly and Nvidia

Zacks Investment Ideas tracks market shifts as IWM strength, AI stock rotation and Nvidia's key support test shape year-end positioning.

LLYPositive Net Change NVDAPositive Net Change IWMPositive Net Change ALABPositive Net Change NBISPositive Net Change EXEPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron Technology, Nvidia and Taiwan Semiconductor

Zacks Investment Ideas spotlights Micron as its AI-fueled surge, record growth and upbeat outlook put the chipmaker in the spotlight.

MUPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Ritujay Ghosh

Watch These 3 Stocks That Recently Hiked Dividends Amid Market Turmoil

PAAS, AMKR and ALV raise dividends amid market volatility, offering investors fresh income boosts amid renewed uncertainty.

ALVPositive Net Change AMKRPositive Net Change PAASPositive Net Change

Anirudha Bhagat

NVIDIA Poised for a Q3 Earnings Surprise: Buy Before the Beat?

NVDA eyes a potential Q3 beat as soaring data center demand and broad segment recoveries fuel expectations ahead of its results.

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