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semiconductor: Archive
Zacks Investment Ideas feature highlights: NVIDIA and Palantir
by Zacks Equity Research
NVIDIA and Palantir cool after big runs, but strong growth, AI demand, and rising contracts suggest the slowdown may be a pause, not a warning sign.
NVDANegative Net Change PLTRNegative Net Change
computers semiconductor tech-stocks
MU vs. LRCX: Which Semiconductor Stock Is the Better Bet Now?
by Anirudha Bhagat
Micron Technology stands out in the AI semiconductor race with stronger growth forecasts, surging HBM demand and a lower valuation than its rival Lam Research.
MUNegative Net Change LRCXNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Will AI Servers Keep Micron Technology's DRAM Demand Momentum Strong?
by Anirudha Bhagat
MU rides on AI server demand as DRAM sales surge and HBM supply tightens, boosting pricing power and revenue growth outlook.
INTCNegative Net Change MUNegative Net Change AVGONegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Stock Market News for Mar 20, 2026
by Zacks Equity Research
U.S. stock markets closed lower on Thursday after a choppy session.
MUNegative Net Change
artificial-intelligence semiconductor
AMD vs. Broadcom: Which Semiconductor Stock is a Buy Right Now?
by Aniruddha Ganguly
AVGO's AI revenue surge and strong hyperscaler demand outshine AMD's near-term headwinds, positioning AVGO as a stronger AI infrastructure play.
AMDNegative Net Change AVGONegative Net Change
artificial-intelligence semiconductor tech-stocks
Broadcom's AI Push Boosts Semiconductor Sales: More Upside Ahead?
by Aniruddha Ganguly
AVGO's semiconductor revenues surge 52% as AI sales jumped 106%, with XPU and AI networking strength driving a robust growth outlook into Q2.
AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change
artificial-intelligence semiconductor tech-stocks
Micron Q2 Earnings Crush Estimates, Q3 Guidance Above Street View
by Zacks Equity Research
MU's Q2 revenues jump 196%, while EPS soars 682% year over year, driven by strong demand for its high bandwidth memory products.
MUNegative Net Change LRCXNegative Net Change FORMNegative Net Change CRUSNegative Net Change
artificial-intelligence computers earnings semiconductor tech-stocks
Will AI-Driven Chip Demand Help TSM Meet 2026 Revenue Growth Goal?
by Anirudha Bhagat
Taiwan Semiconductor rides on the AI chip boom as surging demand and global fab expansion position it to chase a projected 30% revenue growth target in 2026.
INTCNegative Net Change TSMNegative Net Change GFSNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Can Lam Research's Systems Business Sustain Growth Amid AI Capex Boom?
by Anirudha Bhagat
LRCX rides on AI-driven chip demand as Systems revenues rise 28% and new tech gains traction, but can the company sustain momentum through 2026 growth targets?
KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Texas Instruments Introduces 800V Power Tech for AI Data Centers
by Zacks Equity Research
TXN rolls out 800V power architecture for AI data centers, aiming to boost efficiency and cut energy loss as demand for AI infrastructure surges.
TXNNegative Net Change NVDANegative Net Change ASYSNegative Net Change
semiconductor