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semiconductor: Archive

Zacks Equity Research

Does Credo's $525M-$535M Revenue Outlook Signal Further Upside?

CRDO's surging AI connectivity demand, record revenues and expanding optical business fuel growth, with fiscal 2027 revenues projected to rise more than 85%.

CRDOPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

ASML Q3 Earnings Beat on Strong Upgrade Demand, Revenues Miss

ASML's Q3 2026 earnings beat estimates despite a revenue miss, as AI-driven lithography demand, surging upgrade sales and higher margins fueled growth.

ASMLPositive Net Change AKAMPositive Net Change ANETPositive Net Change GFSPositive Net Change

Zacks Equity Research

Company News for Oct 14, 2026

Companies in The News Are: ACI, DPZ, VLO, AMAT

DPZNegative Net Change VLOPositive Net Change ACIPositive Net Change AMATPositive Net Change

Andrew Rocco

Bull of the Day: Micron (MU)

Amid critical DRAM bottlenecks, surging gross margins, and expanding enterprise agreements, Micron is well positioned to continue benefiting from the ongoing AI infrastructure boom.

MUPositive Net Change SPCXNegative Net Change

Subhasish Mukherjee

AXT's Inventory Rises Sharply: Will Working Capital Pressure Grow?

AXTI's inventory rises 18% to $96.3 million, raising working-capital concerns despite strong InP demand, a $100 million-plus backlog and robust liquidity.

AXTIPositive Net Change WOLFPositive Net Change COHRPositive Net Change

Zacks Equity Research

Can Intel's New GPU and Xeon Technologies Enhance its AI Capabilities?

INTC is advancing its AI infrastructure with Xeon systems exceeding 46,000 cores per rack, powerful Crescent Island GPUs and open software to scale agentic AI workloads.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change

Zacks Equity Research

Company News for Oct 13, 2026

Companies in The News Are: CMG, OKE, INTC, IONQ

INTCPositive Net Change SBUXPositive Net Change CMGPositive Net Change OKEPositive Net Change IONQNegative Net Change

Supriyo Bose

Intel vs. Sanmina: Which AI Infrastructure Stock is a Better Buy Now?

INTC and SANM are expanding their AI infrastructure presence, but differences in stock performance, growth prospects and valuation make one a better pick.

INTCPositive Net Change SANMPositive Net Change AMDPositive Net Change NVDAPositive Net Change JBLPositive Net Change

Anirudha Bhagat

NVIDIA Begins Vera Rubin Production: Can It Extend NVDA's AI Lead?

NVDA's Vera Rubin production ramp-up promises major AI performance gains and revenue growth, but supply constraints and rising memory costs pose challenges.

NVDAPositive Net Change INTCPositive Net Change AMDPositive Net Change

Anirudha Bhagat

Micron's HBM4 Ramp-Up: Can Higher Pricing Lift Margins Further?

MU's HBM4 ramp-up and higher 2027 contract prices are likely to fuel further margin gains as AI demand grows, though production costs and yields remain critical.

MUPositive Net Change SNDKPositive Net Change SKHYPositive Net Change