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semiconductor: Archive

Zacks Equity Research

Company News for Oct 9, 2026

Companies in The News Are: TLRY,PEP,LEVI,MU

MUPositive Net Change PEPPositive Net Change TLRYNegative Net Change LEVIPositive Net Change

Zacks Equity Research

Stock Market News for Oct 9, 2026

U.S. stocks ended mostly lower on Thursday as tensions in the Middle East escalated, sparking inflation and rate hike fears while semiconductor and AI stocks took a beating.

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Urmimala Biswas

2 AI and Quantum Stocks Set for Strong Q3 Earnings Growth

Semtech and D-Wave Quantum display strong catalysts, from surging AI infrastructure demand to rising quantum bookings and government funding.

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Shuvra Shankar Dey

ARM Stock Rebounds 11.5% in a Month: Is it a Buy Right Now?

ARM Holdings' 11.5% monthly rebound reflects AI and data-center growth, but its 43.54X forward sales multiple raises entry-point concerns.

ARMPositive Net Change INTCPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change

Ethan Feller

Synopsys (SNPS): The Next Big AI Stock Breakout?

After several years where the stock languished, Synopsys now has multiple bullish catalysts.

AMZNNegative Net Change SNPSPositive Net Change

Supriyo Bose

Silicon Motion Boosts AI Infrastructure Capabilities: Reason to Buy?

SIMO's AI storage expansion, led by MonTitan, fuels growth prospects, but supply-chain constraints and stiff competition pose risks. Is it a buy?

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Rimmi Singhi

5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX

TSLA and SPCX's $16.8B Terafab project could fuel demand for chip equipment, packaging, materials and power suppliers. Explore five ways to invest.

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Zacks Equity Research

Can Applied Materials Sustain Momentum in Its AGS Business?

AMAT' AGS business is gaining momentum as AI-enabled services, recurring revenues and fab demand support growth through 2030.

AMATPositive Net Change ASMLPositive Net Change LRCXNegative Net Change

Zacks Equity Research

ETFs to Benefit as Nasdaq's Breakthrough Still Matters

Nasdaq hits record highs as AI stocks power the rally despite elevated Treasury yields, putting tech and semiconductor ETFs in focus.

QQQPositive Net Change QQQMPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change TSLAPositive Net Change SMHPositive Net Change SOXXPositive Net Change SPCXPositive Net Change METAPositive Net Change

Anirudha Bhagat

Micron's DRAM Sales Reach $40B: Can AI Demand Drive Growth?

MU's DRAM revenues soar 343% to a record $39.8B in Q4'26. Can surging AI demand, tight memory supply and higher HBM prices fuel growth?

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