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semiconductor: Archive

Anirudha Bhagat

Can NVIDIA's $150B Repurchase Plan Enhance Shareholder Value?

NVDA's $150 billion buyback expansion lifts its remaining authorization to $235 billion, backed by strong cash flow and rapid AI-driven growth.

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Kevin Cook

Bull of the Day: Onto Innovation (ONTO)

Key provider of testing technology for semi foundries accelerates in AI demand for memory, photonics, packaging

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Shaun Pruitt

Buy Micron Stock After AI Memory Demand Fuels Record Q4 Results?

Micron's Q4 results reinforce one of the strongest growth stories in the semiconductor industry, with AI-driven memory demand fueling extraordinary revenue, earnings, and cash-flow expansion.

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Supriyo Bose

Intel Surges 222% in a Year: Should Investors Join the Bandwagon?

INTC's 222% surge reflects AI momentum, stronger manufacturing execution and rising estimates, though margin and China risks persist.

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Anirudha Bhagat

NVIDIA Soars 17% in Three Months: Should Investors Buy the Stock?

NVIDIA's 17% three-month rally is backed by surging AI infrastructure demand, strong Q2 growth, rising cash flow and a still-reasonable valuation.

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Zacks Equity Research

Micron Q4 Earnings Beat Estimates on Strong Pricing and AI Demand

MU's Q4 earnings surge as stronger DRAM and NAND pricing, AI demand and data center growth drive record revenues and margins.

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Sheraz Mian

Q3 Earnings on Track for 8th Consecutive Quarter of Double-Digit Growth

The Q3 earnings season is shaping up to be the most broad-based growth performance in recent times, with 14 of the 16 Zacks sectors expected to enjoy higher earnings and six sectors producing double-digit growth.

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Sheraz Mian

Q3 Earnings on Track for 8th Consecutive Quarter of Double-Digit Growth

The Q3 earnings season is shaping up to be the most broad-based growth performance in recent times, with 14 of the 16 Zacks sectors expected to enjoy higher earnings and six sectors producing double-digit growth.

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Mark Vickery

Top Analyst Reports for Apple, Microsoft & Broadcom

Apple, Microsoft and Broadcom face contrasting growth drivers and risks, from AI and cloud demand to capacity constraints and customer concentration.

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Rajshree Sipani

AEHR vs. CAMT: Which Semiconductor Equipment Stock Is the Better Bet?

Aehr's AI-driven burn-in demand, record backlog and sharp fiscal 2027 growth outlook strengthen its case over Camtek despite a richer valuation.

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