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semiconductor: Archive
2 Quantum Hyperscaler Stocks With 30% Price Target to Watch in May
by Urmimala Biswas
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
artificial-intelligence earnings semiconductor tech-stocks
Missed NVIDIA? This AI Stock Up 600%+ Could Be the Biggest 2026 Winner
by Tirthankar Chakraborty
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
artificial-intelligence semiconductor tech-stocks
AXTI Surges More Than 650% YTD: What's Driving the Strong Uptrend?
by Indrajit Bandyopadhyay
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
artificial-intelligence semiconductor
ASML Expands Globally, Joins Tata for India Semiconductor Hub
by Tanuka De
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
computers semiconductor
How Big Could the AI Data Center Opportunity Be for Navitas?
by Rimmi Singhi
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
artificial-intelligence semiconductor tech-stocks
Applied Materials' Margin Reaches Historic High: Is it Sustainable?
by Zacks Equity Research
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
semiconductor
Should You Buy, Sell or Hold ADI Stock Before Q2 Earnings?
by Subham Roy
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
semiconductor
ON Semiconductor Stock Soars 60% in 3 Months: Still a Smart Bet?
by Harendra Ray
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
semiconductor
AI Datacenter Growth Likely to Power NVIDIA's Strong Q1 Revenues
by Zacks Equity Research
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
artificial-intelligence computers earnings semiconductor tech-stocks
The Zacks Analyst Blog Highlights NVIDIA, Intel, AMD and Broadcom
by Zacks Equity Research
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
computers semiconductor tech-stocks