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semiconductor: Archive

Aritra Chatterjee

Intel Rises 24% in Three Months: Should You Buy the Stock?

INTC's 24% rally masks deeper issues as supply constraints, foundry losses, rising competition, and falling estimates cloud its outlook.

INTCNegative Net Change QCOMPositive Net Change AMDPositive Net Change

Shuvra Shankar Dey

ARM to Post Q3 Earnings: Should the Stock Be in Your Portfolio Now?

ARM is set to report Q3 FY26 earnings on Feb. 4 after the bell, with the consensus mark indicating EPS of 41 cents and $1.24B in revenues as shares slide and valuation stays rich.

QCOMPositive Net Change NVDAPositive Net Change ARMPositive Net Change

Supriyo Bose

3 Semiconductor Stocks Set to Surpass Q4 Earnings Estimates

MCHP, LSCC and CRUS are poised to beat Q4 estimates as 5G rollout, fiber densification and AI-driven demand lift chip sales.

MCHPNegative Net Change LSCCPositive Net Change CRUSNegative Net Change

Zacks Equity Research

Cirrus Logic's Q3 Earnings Loom: Is a Beat in the Offing for CRUS?

CRUS heads into Q3 FY26 earnings with a $500-$560M revenue outlook and four straight beats, as smartphone and laptop demand support growth.

TRMBPositive Net Change CRUSNegative Net Change HUBBPositive Net Change UAAPositive Net Change

Nalak Das

Buy Amphenol on the Dip After Robust Q4 Earnings and Solid Guidance

APH posts strong Q4 results with big revenue growth, margin expansion and upbeat guidance, even as the stock pulls back sharply.

APHPositive Net Change NVDAPositive Net Change TELPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Taiwan Semiconductor Manufacturing, AMD and Alibaba

NVIDIA keeps powering higher as AI chip demand stays red-hot, eased trade tensions open China sales, and earnings growth outlook remains robust.

AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change BABAPositive Net Change

Urmimala Biswas

2026 Volatility Playbook: NVDA, B, NEM & More in AI, Gold & Power

Volatility in 2026 is driving rotations into AI capacity, gold miners and power- NVDA anchors AI spend as metals signal risk repricing.

NEEPositive Net Change MUNegative Net Change NVDAPositive Net Change NEMPositive Net Change BPositive Net Change

Tirthankar Chakraborty

Already Up Over 50% - These 2 AI Chip Stocks Are Just Getting Started

NVIDIA and TSMC are riding on relentless AI demand, easing trade tensions, and expanding data centers to boost revenue growth and profitability outlooks.

AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change BABAPositive Net Change

Zacks Equity Research

Will Higher Revenues Boost Monolithic Power's Q4 Earnings?

MPWR heads into Q4 earnings with revenues expected to jump on strength across Enterprise Data, automotive, storage and computing verticals.

AMDPositive Net Change MPWRNegative Net Change CRUSNegative Net Change GOOGLPositive Net Change

Mark Vickery

Top Analyst Reports for Applied Materials, Linde & Abbott

AMAT rides a semiconductor rebound as systems, services and ICAPS drive gains, even as China export curbs, memory lag and costs cloud near-term growth.

ABTPositive Net Change STXNegative Net Change VALEPositive Net Change VRTXNegative Net Change AMATPositive Net Change LINPositive Net Change BDLPositive Net Change