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semiconductor: Archive

Tirthankar Chakraborty

Micron & 2 Momentum Stocks to Buy Now for Explosive Upside

MU, FIVE and MPC screened as top momentum stocks, combining strong earnings trends, positive price action and upbeat growth forecasts.

MUPositive Net Change MPCNegative Net Change FIVEPositive Net Change

Indrajit Bandyopadhyay

AXT's $100M Backlog Sounds Bullish, But Can Export Risks Derail Growth?

AXT's indium phosphide backlog tops $100M as AI-driven demand surges, but export approvals remain the key factor shaping growth.

AMKRPositive Net Change COHRPositive Net Change AXTINegative Net Change

Bryan Hayes

Don't Be Fooled: Today's CPI Is a Buy Signal in Disguise

When we actually look at what the Fed cares about, the picture inverts completely.

MCHPPositive Net Change FLEXPositive Net Change

Zacks Equity Research

Can Credo Technology Maintain Revenue Growth Amid the AI Boom?

CRDO's AI connectivity push fueled record fiscal 2026 revenue, with optical products poised for a major growth inflection in fiscal 2027.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Harendra Ray

Can Higher-Margin Businesses Fuel Further Earnings Growth at GFS?

GLOBALFOUNDRIES is boosting profits through silicon photonics, SiGe and technology services as AI demand and higher-margin revenue streams gain momentum.

SMTCPositive Net Change UMCPositive Net Change GFSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, CrowdStrike, Honeywell International , Capstone Energy+ and Lulu's Fashion Lounge

Intel, CrowdStrike and Honeywell headline Zacks research as product expansion, AI initiatives and aviation demand shape outlooks.

INTCPositive Net Change HONPositive Net Change CRWDPositive Net Change LVLUPositive Net Change CGEHNegative Net Change

Harendra Ray

How Much Impact Can AI & Cloud Demand Have on STM's Top Line?

STMicroelectronics sees AI and cloud as major growth drivers, with data-center revenues set to top $500M in 2026 and exceed $1B in 2027.

STMPositive Net Change IFNNYPositive Net Change ONPositive Net Change

Shreya Majumder

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?

KLACPositive Net Change CAMTPositive Net Change NVMIPositive Net Change ONTOPositive Net Change

Zacks Equity Research

Centene and UFP Industries have been highlighted as Zacks Bull and Bear of the Day

Centene's margin recovery, cash-flow surge and rising earnings estimates fuel a sharp rebound as Zacks names it Bull of the Day.

UFPIPositive Net Change NVDAPositive Net Change TSLAPositive Net Change CNCPositive Net Change RKLBNegative Net Change

Abhinab Dasgupta

NVIDIA Gets the Headlines, But Micron Could Offer More Upside

MU has surged 232.7% in 2026 on booming AI memory demand, strong earnings and raised guidance, even as NVDA dominates AI headlines.

INTCPositive Net Change STMPositive Net Change MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change