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semiconductor: Archive

Ritujay Ghosh

4 Stocks to Buy That Declared Dividend Hikes Amid Geopolitical Woes

PECO, NRIM, NDSN and LRCX raise dividends as geopolitical tensions fuel oil prices, inflation fears and market volatility.

LRCXNegative Net Change NDSNPositive Net Change NRIMNegative Net Change PECONegative Net Change

Zacks Equity Research

Implied Volatility Surging for Camtek Stock Options

Investors need to pay close attention to CAMT stock based on the movements in the options market lately.

CAMTPositive Net Change

Zacks Equity Research

Nvidia's $13 Billion Hugging Face Deal Expands Open-Source AI

NVDA's $12.9 billion Hugging Face deal expands its AI reach into open-source models, developers and software while boosting demand for computing.

NVDAPositive Net Change INTCNegative Net Change TXNNo Net Change

Zacks Equity Research

AVGO Q3 Earnings Beat Estimates, Revenues Rise on Strong AI Demand

Broadcom's fiscal Q3 earnings and revenues beat estimates as AI chip demand surges, with AI semiconductor sales up 221% and a higher fiscal 2026 outlook.

AVGONegative Net Change SNDKNegative Net Change TERPositive Net Change SIMOPositive Net Change

Zacks Equity Research

Can ARM's AGI CPU Push Unlock $15B in Revenues by FY'31?

Arm Holdings' AGI CPU push could create about $15B in revenues by FY'31, with meaningful sales starting in FY'28 and no expected hit to its IP and CSS businesses.

ARMPositive Net Change INTCNegative Net Change NVDAPositive Net Change

Subham Roy

AMAT Rides on AI-Led WFE Demand: Can it Sustain the Momentum?

Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.

AMATNegative Net Change KLACNegative Net Change LRCXNegative Net Change

Supriyo Bose

QCOM's Japan Robotics Outlay Targets Edge AI: Reason to Buy the Stock?

Qualcomm's Japan robotics push targets edge AI growth and diversification, but margin pressure, weak estimates and Apple's modem shift cloud the outlook.

QCOMPositive Net Change AVGONegative Net Change HPEPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Par Pacific, Amkor Technology, Kohl's, Avnet and Ecovyst

Five bargain stocks stand out for attractive EV-to-EBITDA ratios, strong earnings growth expectations and upwardly revised estimates.

AVTPositive Net Change KSSNegative Net Change AMKRNegative Net Change PARRPositive Net Change ECVTPositive Net Change

Maharathi Basu

Upbeat AI Data Centers Demand Propels SK Hynix: More Growth Ahead?

SKHY rides surging AI data-center demand, expands HBM capacity and U.S. production, and deepens its NVIDIA partnership as memory shortages persist.

SKHYNegative Net Change MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

AVGO Q3 Earnings Call Puts AI Supply and Scale in Focus

Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.

AVGONegative Net Change