Back to top

semiconductor: Archive

Bryan Hayes

Santa Claus Rally Begins Today: Stocks to Watch

The calendar is on the side of the bulls as the next week of trading tends to lean quite bullish.

INTCNegative Net Change NVDANegative Net Change AEMNegative Net Change

Zacks Equity Research

Intel Rides on Strong Gross Margin Expansion: Will it Sustain?

INTC's Q3 2025 non-GAAP gross margin jumped to 40% on higher revenue, favorable product mix and cost optimization, as PC upgrade cycle and AI PC momentum lift results.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change

Aniruddha Ganguly

Broadcom's Semiconductor Growth Picks Up: A Sign of More Upside?

AVGO's AI chip momentum accelerates as XPU demand lifts Q4 AI revenue 74% to $6.5B and drives a swelling order backlog and 2026 outlook.

NVDANegative Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Advanced Micro Devices, Intel, Micron Technology and BigBear.ai

Zacks' Analyst Blog says investors may look past NVIDIA as Micron and BigBear.ai outperform in 2025 and offer more upside from AI demand.

INTCNegative Net Change AMDPositive Net Change MUPositive Net Change NVDANegative Net Change BBAINegative Net Change

Ritujay Ghosh

Buy 3 Tech Stocks as Santa Rally Begins With a Record High S&P 500

Tech stocks rebound as the S&P 500 hits a record close, putting ADI, AMZN and FTV in focus as investors eye growth potential into 2025.

AMZNPositive Net Change ADINegative Net Change FTVNegative Net Change

Zacks Equity Research

Nvidia and Bath & Body Works have been highlighted as Zacks Bull and Bear of the Day

Nvidia is named Zacks Bull of the Day on surging AI demand and earnings momentum, while Bath & Body Works lands Bear status as sales and estimates slide.

NVDANegative Net Change MSTRPositive Net Change MARAPositive Net Change RIOTPositive Net Change BBWINegative Net Change

Ethan Feller

Bull of the Day: Nvidia (NVDA)

Nvidia shares breakout again as analysts upgrade the outlook on the world's leading AI stock

NVDANegative Net Change

Zacks Equity Research

Stock Market News for Dec 24, 2025

Wall Street closed higher on Tuesday for the fourth consecutive day supported by the strong momentum of AI trade.

MRVLPositive Net Change

Urmimala Biswas

Quantum Enablers Poised for 40% Plus Growth in 2026: INTC, AVGO & TER

INTC, AVGO and TER stand out as quantum enablers, already generating revenues and projected to deliver 40%+ earnings growth in 2026.

LMTPositive Net Change INTCNegative Net Change AMDPositive Net Change TERPositive Net Change AVGOPositive Net Change

Om Jaiswal

NVTS Leans on Strategic Partnerships: Will This Fuel Long-Term Growth?

Navitas Semiconductor is doubling down on strategic partnerships to strengthen its global reach and prepare for scaling in high-power markets.

WOLFPositive Net Change ONPositive Net Change NVTSPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Micron Technology and Seagate Technology

NVIDIA tops a screen of profitable S&P 500 stocks, with Micron Technology and Seagate Technology also standing out for strong net income ratios.

STXPositive Net Change MUPositive Net Change NVDANegative Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Ralph Lauren, Expedia and Cencora

NVIDIA leads a group of stocks near 52-week highs, as Zacks highlights momentum-driven upside potential alongside Ralph Lauren, Expedia and Cencora.

NVDANegative Net Change EXPENegative Net Change RLNegative Net Change CORNegative Net Change

Zacks Equity Research

Stock Market News for Dec 23, 2025

U.S. stock markets closed higher on Monday to start the Christmas week.

NVDANegative Net Change GOOGLNegative Net Change

Vasundhara Sawalka

Year-End Window Dressing? 3 Stocks Funds May Buy Late in 2025

Micron Technology is among the AI winners funds may chase into the year-end window dressing as institutional investors load up on 2025's top performers.

WDCNegative Net Change MUPositive Net Change NVDANegative Net Change AVGOPositive Net Change PLTRNegative Net Change

Nalak Das

Buy 3 AI Semiconductor Powerhouses Poised to Dominate 2026

NVDA, MU and MRVL are three AI chip giants, with booming data center demand and heavy hyperscaler spending setting the stage for 2026.

MUPositive Net Change NVDANegative Net Change MRVLPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Royal Gold, NVIDIA, Expedia and Powell

NVIDIA leads a fresh GARP screen as AI demand, data center growth and expanding platforms highlight why select growth stocks look compelling now.

NVDANegative Net Change EXPENegative Net Change RGLDPositive Net Change POWLPositive Net Change

Supriyo Bose

Can Completion of Qualcomm's Alphawave Buyout Deal Propel Its Shares?

QCOM completes $2.4B Alphawave Semi buyout, aiming to boost AI, data center and 5G chip capabilities for future growth.

INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change

Anirudha Bhagat

NVDA vs. AMAT: Which Semiconductor Stock Is the Better Buy Now?

NVDA's surging AI data center revenues and faster earnings growth outshine peers, positioning the stock as the stronger buy over rivals right now.

NVDANegative Net Change AMATPositive Net Change

Abhinab Dasgupta

Beat the Market the Zacks Way: Micron, Credo, Coca Cola in Focus

Micron, Credo and Coca-Cola headline Zacks' latest wins, with select portfolios and focus lists posting sharp gains despite a mixed market week.

KONegative Net Change AMGNPositive Net Change SBUXNegative Net Change NUNegative Net Change MUPositive Net Change TMONegative Net Change LRCXPositive Net Change DYPositive Net Change AERNegative Net Change CRDOPositive Net Change HGNegative Net Change

Anirudha Bhagat

Lam Research Hits 52-Week High: Is the Stock Still Worth Buying?

LRCX hits a 52-week high as AI-driven chip demand boosts shipments, earnings and margins, raising the question of whether the stock still offers upside.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Stock Market News for Dec 22, 2025

U.S. stock markets closed higher on Friday after artificial intelligence (AI) trade regained momentum.

MUPositive Net Change NVDANegative Net Change ORCLPositive Net Change

Mark Vickery

Top Research Reports for NVIDIA, Netflix & Merck

New research highlights NVIDIA's AI-driven growth, Netflix's ad-tier momentum and Merck's pipeline progress, while microcaps also make the cut.

MRKNegative Net Change NFLXNegative Net Change MDTNegative Net Change UBSNegative Net Change NVDANegative Net Change CPIXNegative Net Change SCCONegative Net Change MCEMNegative Net Change

Aparajita Dutta

Tech ETFs to Buy as Micron Rallies 10% Post Q1 Earnings Beat

Micron surged over 10% after a strong Q1 beat, making tech ETFs with high MU exposure an attractive way to tap gains while diversifying risk.

MUPositive Net Change SMHPositive Net Change SOXXPositive Net Change FTXLPositive Net Change SOXQPositive Net Change

Zacks Equity Research

Stock Market News for Dec 19, 2025

U.S. stocks rebounded on Thursday, snapping a four-day losing streak, as soft inflation data raised hopes of interest rate cuts by the Federal Reserve in 2026 and blowout guidance from Micron Technology hinted at robust demand for artificial intelligence (AI).

WDCNegative Net Change MUPositive Net Change SNDKPositive Net Change

Tirthankar Chakraborty

Micron's Blowout Earnings: The Best AI Stock for 2026?

MU's blowout fiscal Q1 2026, surging HBM demand, and upbeat Q2 outlook highlight strong AI-driven momentum after revenues jumped 56.8%.

AMDPositive Net Change MUPositive Net Change NVDANegative Net Change