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semiconductor: Archive
Apple vs. Broadcom: Is Either Stock a Buy After Their $30 Billion Chip Partnership?
by Shaun Pruitt
Apple and Broadcom have expanded their long-standing partnership with a multiyear agreement expected to exceed $30 billion.
AAPLNegative Net Change AVGOPositive Net Change NVDAPositive Net Change
artificial-intelligence computers earnings electronics investing large-cap semiconductor tech-stocks
Beyond Micron: 2 AI Infrastructure Stocks With Massive Upside Ahead
by Tirthankar Chakraborty
Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.
WDCPositive Net Change STXPositive Net Change MUPositive Net Change
artificial-intelligence semiconductor tech-stocks
D-Wave Quantum Stock Surges 42.9% in a Year: What's Driving the Rally?
by Zacks Equity Research
QBTS has surged 42.9% in a year as bookings soar and its quantum roadmap expands, but revenue timing could still drive quarterly volatility.
QBTSNegative Net Change TEAMPositive Net Change COMPNegative Net Change BILLPositive Net Change
internet semiconductor
Is ALGM Stock a Buy After a Big Run and Richer Valuation?
by Anirudha Bhagat
Allegro's revenue rebound, earnings leverage and margin recovery bolster the bull case, but a richer valuation leaves less room for execution missteps.
ALGMNegative Net Change NVMINegative Net Change ICHRPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Allegro MicroSystems Stock Story Hinges on EVs, AI and Margins
by Anirudha Bhagat
ALGM's growth story now spans EVs, AI data centers and robotics, but margins, auto exposure and execution remain key to the stock.
ALGMNegative Net Change TXNPositive Net Change IFNNYNegative Net Change
artificial-intelligence computers investing investment semiconductor tech-stocks
Allegro MicroSystems Trends Point to Higher Chip Content Ahead
by Anirudha Bhagat
ALGM is gaining from rising chip content in smarter vehicles, AI data centers and robotics, while margin gains could support earnings growth.
ALGMNegative Net Change TXNPositive Net Change IFNNYNegative Net Change
artificial-intelligence computers semiconductor tech-stocks
Can TXN's Embedded Business Extend Its Double-Digit Growth Run?
by Anirudha Bhagat
Texas Instruments' embedded processing unit posts 12% revenue growth as industrial demand improves, but can the rebound hold amid uneven markets?
TXNPositive Net Change MCHPNegative Net Change NXPIPositive Net Change
artificial-intelligence computers semiconductor tech-stocks
Monolithic vs. Qualcomm: Which Semiconductor Stock Has More Upside?
by Aritra Chatterjee
QCOM and MPWR are expanding AI-focused semiconductor portfolios as both pursue growth in data centers, servers and emerging AI markets.
QCOMNegative Net Change MPWRPositive Net Change
artificial-intelligence semiconductor tech-stocks
ASML Q2 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?
by Anirudha Bhagat
ASML Holding's Q2 outlook points to strong growth, but a lofty valuation, China export curbs and rising competition warrant caution ahead of results.
ASMLNegative Net Change KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change
artificial-intelligence computers earnings-preview earnings-report earnings-streak earnings-surprise semiconductor tech-stocks
Can MRVL's AI-Infrastructure Engines Deliver Its Promised Growth?
by Subham Roy
Marvell Technology's five AI infrastructure growth engines underpin plans for 40% revenue growth in fiscal 2027 and 45% in fiscal 2028.
MRVLPositive Net Change AMDPositive Net Change AVGOPositive Net Change
semiconductor