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semiconductor: Archive

Kevin Cook

AMD Gets Some Respect

The #2 in the GPU duopoly is finally getting recognized as the alternative solution for accelerated computing

AMDPositive Net Change NVDANegative Net Change ORCLPositive Net Change METANegative Net Change AMDLPositive Net Change

Shuvra Shankar Dey

Arm Holdings Stock Before Q2 Earnings: To Buy or Not to Buy?

ARM's Q2 results are expected to show strong royalty and licensing gains, but after a 38% rally, investors may want to wait for a better entry point.

QCOMPositive Net Change AAPLNegative Net Change ARMPositive Net Change

Zacks Equity Research

Lattice's Q3 Earnings Meet Estimates on Higher Revenues

LSCC delivers in-line Q3 results as AI server strength lifts revenues, offsetting softness in industrial and consumer markets.

AKAMPositive Net Change LSCCPositive Net Change WDAYNegative Net Change ANETPositive Net Change

Bryan Hayes

Astera Labs Pops Ahead of Earnings: Here's What to Know

The company has emerged as a critical player in next-generation data center connectivity.

ALABPositive Net Change

Zacks Equity Research

Navitas Stock Declines 9% on Q3 Loss, Revenues Fall Y/Y

NVTS shares fall 9% as Q3 revenues plunge 53% and guidance points to further declines despite narrower losses.

APHNegative Net Change NVTSPositive Net Change CRDONegative Net Change RDDTPositive Net Change

Zacks Equity Research

Company News for Nov 4, 2025

Companies in The News Are: SPR,ON,III,IDXX

SPRPositive Net Change IDXXNegative Net Change IIIPositive Net Change ONPositive Net Change

Zacks Equity Research

Stock Market News for Nov 4, 2025

Wall Street ended mostly higher, with the Nasdaq and the S&P 500 finishing in positive territory, as investors once again flocked to artificial intelligence (AI) stocks following the announcement of a spate of new deals.

AMZNNegative Net Change MSFTNegative Net Change UNHPositive Net Change MRKPositive Net Change NVDANegative Net Change IRENPositive Net Change

Zacks Equity Research

nLIGHT Gears Up to Report Q3 Earnings: What's in Store for the Stock?

Surging aerospace and defense demand is likely to have boosted LASR's Q3 revenues, while margins are expected to have benefited from a favorable product mix.

QCOMPositive Net Change FICONegative Net Change LASRPositive Net Change STNENegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Advanced Micro Devices, ServiceNow, Sony Group and EVI Industries

AMD, ServiceNow, Sony, and EVI Industries earn fresh Zacks coverage, each showing unique growth drivers despite industry challenges.

AMDPositive Net Change NOWPositive Net Change EVIPositive Net Change SONYNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Nvidia, ASML Holding, Morgan Stanley and Micron

Nvidia hits a $5T milestone as investors brace for a volatile November, with ASML, Morgan Stanley, and Micron topping Zacks' Strong Buy list.

MSPositive Net Change MUNegative Net Change NVDANegative Net Change ASMLPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Micron Technology and Vertiv

NVIDIA, Micron, and Vertiv top Zacks' list of November's most profitable AI stocks, each boasting strong net income ratios.

MUNegative Net Change NVDANegative Net Change VRTNegative Net Change

Zacks Equity Research

Can Strong Data Center Revenues Boost AMD's Top Line in Q3 Earnings?

AMD's Data Center strength, fueled by EPYC and Instinct momentum, is expected to drive solid Q3 results amid fierce competition from NVIDIA and Broadcom.

AMDPositive Net Change NVDANegative Net Change ORCLPositive Net Change AVGONegative Net Change

Zacks Equity Research

Kimball Electronics to Report Q1 Earnings: What's in the Cards?

KE eyes improved Q1 earnings on medical manufacturing gains and cost cuts despite automotive softness.

FICONegative Net Change LITENegative Net Change KEPositive Net Change STNENegative Net Change

Zacks Equity Research

Pre-Markets Mixed to Start November

Pre-Markets Mixed to Start November.

WMBPositive Net Change SPGPositive Net Change KMBNegative Net Change CLXPositive Net Change LSCCPositive Net Change ONPositive Net Change PLTRPositive Net Change KVUENegative Net Change

Mark Vickery

Pre-markets Mixed on Big Staples Acquisition

The blue-chip Dow and the small-cap Russell 2000 are both down at this hour, but the Nasdaq and S&P 500 are up.

WMBPositive Net Change SPGPositive Net Change KMBNegative Net Change CLXPositive Net Change LSCCPositive Net Change ONPositive Net Change PLTRPositive Net Change KVUENegative Net Change

Supriyo Bose

QCOM Stock Before Q4 Earnings Release: Smart Buy or Risky Move?

QCOM readies its Q4 earnings with steady estimates, new AI chip launches and 5G momentum, but faces fierce competition and market headwinds.

QCOMPositive Net Change AVGONegative Net Change HPEPositive Net Change

Zacks Equity Research

Qualys to Report Q3 Earnings: What's in Store for the Stock?

Rising demand for cybersecurity solutions is likely to have boosted QLYS' Q3 revenues, while increased expenses may have weighed on the bottom line.

FICONegative Net Change QLYSPositive Net Change LITENegative Net Change STNENegative Net Change

Anirudha Bhagat

NVIDIA Hits $5T Market Cap Mark: Can the Stock Sustain Momentum?

NVDA's $5T milestone cements its AI dominance as soaring chip demand fuels record sales and investor confidence.

QCOMPositive Net Change TXNPositive Net Change NVDANegative Net Change MRVLPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Lattice, Magnachip, Navitas and ON

Chipmakers like Lattice, Magnachip, Navitas, and ON may ride strong semiconductor demand, but forecasts hint at mixed Q3 outcomes.

LSCCPositive Net Change ONPositive Net Change NVTSPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Nov. 3

SKIL, MU and UGP made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Nov. 3, 2025.

MUNegative Net Change UGPPositive Net Change SKILNegative Net Change

Subham Roy

Will These 4 Semiconductor Stocks Beat Forecasts in Q3 Earnings?

Strong global chip demand and easing inflation set the stage as LSCC, MX, NVTS and ON gear up to report Q3 results.

LSCCPositive Net Change MXPositive Net Change ONPositive Net Change NVTSPositive Net Change

Om Jaiswal

NVTS Pre-Q3 Earnings Analysis: Should You Hold or Fold the Stock?

Navitas Semiconductor's Q3 results are likely to reflect strong AI and chip production gains, partially offsetting the negative impacts of China's weakness and tariff risks.

LRCXPositive Net Change MRVLPositive Net Change AMBANegative Net Change NVTSPositive Net Change

Zacks Equity Research

ON Gears Up to Report Q3 Earnings: What's in the Cards for the Stock?

ON Semiconductor's Q3 results may reflect demand stabilization and Treo platform gains amid margin pressure.

EPAMPositive Net Change FICONegative Net Change ONPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Monolithic Power Surpasses Q3 Earnings Estimates on Record Revenues

MPWR posts record Q3 revenues and beats earnings estimates, driven by strength across Automotive, Storage and Computing, and Industrial markets.

AKAMPositive Net Change MPWRNegative Net Change ANETPositive Net Change PINSPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Oct. 31st

UGP, LRCX and WDC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 31, 2025

WDCNegative Net Change LRCXPositive Net Change UGPPositive Net Change