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semiconductor: Archive

Shaun Pruitt

Apple vs. Broadcom: Is Either Stock a Buy After Their $30 Billion Chip Partnership?

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

Tirthankar Chakraborty

Beyond Micron: 2 AI Infrastructure Stocks With Massive Upside Ahead

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

Zacks Equity Research

D-Wave Quantum Stock Surges 42.9% in a Year: What's Driving the Rally?

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

Anirudha Bhagat

Is ALGM Stock a Buy After a Big Run and Richer Valuation?

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

Anirudha Bhagat

Allegro MicroSystems Stock Story Hinges on EVs, AI and Margins

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

Anirudha Bhagat

Allegro MicroSystems Trends Point to Higher Chip Content Ahead

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

Anirudha Bhagat

Can TXN's Embedded Business Extend Its Double-Digit Growth Run?

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

Aritra Chatterjee

Monolithic vs. Qualcomm: Which Semiconductor Stock Has More Upside?

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

Anirudha Bhagat

ASML Q2 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?

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

Subham Roy

Can MRVL's AI-Infrastructure Engines Deliver Its Promised Growth?

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