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semiconductor: Archive

Urmimala Biswas

2 Quantum Hyperscaler Stocks With 30% Price Target to Watch in May

Oracle and IBM offer up to 34% upside as hyperscalers expand AI and quantum infrastructure amid a volatile macro backdrop.

IBMPositive Net Change ORCLPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Tirthankar Chakraborty

Missed NVIDIA? This AI Stock Up 600%+ Could Be the Biggest 2026 Winner

Micron hit record highs as AI memory demand and HBM shortages fueled pricing power, with revenue and margin outlook signaling more upside.

MUNegative Net Change NVDANegative Net Change

Indrajit Bandyopadhyay

AXTI Surges More Than 650% YTD: What's Driving the Strong Uptrend?

AXT's 657% YTD surge is tied to booming AI optical-network demand, record backlog growth and major capacity expansion plans.

AMKRNegative Net Change COHRNegative Net Change AXTIPositive Net Change

Tanuka De

ASML Expands Globally, Joins Tata for India Semiconductor Hub

ASML teams up with Tata Electronics to help ramp a $11B Dholera 300mm fab, boosting its India footprint and future DUV-to-EUV sales.

KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change

Rimmi Singhi

How Big Could the AI Data Center Opportunity Be for Navitas?

NVTS sees AI data centers as a multibillion-dollar growth driver as demand rises for GaN and SiC chips in next-gen power-hungry racks.

STMPositive Net Change ONPositive Net Change NVTSPositive Net Change

Zacks Equity Research

Applied Materials' Margin Reaches Historic High: Is it Sustainable?

AMAT hits its highest gross margin in 25 years as AI chip demand, premium products and services fuel profitability growth.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Subham Roy

Should You Buy, Sell or Hold ADI Stock Before Q2 Earnings?

Analog Devices heads into Q2 FY26 earnings results with AI data center growth, robotics demand and optical networking trends driving momentum.

ADIPositive Net Change TXNPositive Net Change STMPositive Net Change NXPIPositive Net Change

Harendra Ray

ON Semiconductor Stock Soars 60% in 3 Months: Still a Smart Bet?

ON stock has surged nearly 60% in three months as AI data-center demand and automotive growth boost investor confidence.

ADIPositive Net Change TXNPositive Net Change ONPositive Net Change

Zacks Equity Research

AI Datacenter Growth Likely to Power NVIDIA's Strong Q1 Revenues

NVDA eyes about $78B in Q1 revenues as booming AI datacenter chip demand fuels surging earnings expectations.

APHPositive Net Change MUNegative Net Change NVDANegative Net Change LRCXPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Intel, AMD and Broadcom

NVIDIA heads into earnings with strong AI-driven demand, while Intel, AMD and Broadcom continue rallying in semiconductors.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change AVGONegative Net Change