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semiconductor: Archive

Zacks Equity Research

Can Applied Materials Sustain Its Growth Amid AI-Driven Demand?

AMAT's AI-driven semiconductor equipment launches strengthen its advanced packaging position amid rising HBM demand and a memory production ramp-up.

AMATPositive Net Change LRCXPositive Net Change CAMTPositive Net Change

Zacks Equity Research

Micron's Surge: Here's Why $1,000 Mark Still Matters for ETFs

MU nears $1,000 as Apple's China memory stance could boost U.S. chip makers and memory ETFs.

MUNegative Net Change SOXXPositive Net Change VLUENegative Net Change SHOCPositive Net Change AAPLPositive Net Change

Zacks Equity Research

Analog Devices Q3 Earnings Call Highlights AI Power Growth Runway

ADI targets multiyear AI growth as data center power and optics surge, with Q4 guidance signaling momentum into fiscal 2027 and broader recovery.

ADIPositive Net Change

Anirudha Bhagat

Beyond Chipmakers: 4 Stocks to Buy That Power AI Data Center Expansion

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

DELLPositive Net Change CLSPositive Net Change LITEPositive Net Change VRTPositive Net Change

Zacks Equity Research

ADI Q3 Earnings Call Highlights AI Power & Margin Runway

Analog Devices sees AI infrastructure, grid-to-chip expansion and margin gains supporting a record Q4 outlook after stronger-than-expected Q3 results.

ADIPositive Net Change

Kevin Cook

Bull of the Day: Ceva (CEVA)

Brains of the semis that deliver connectivity, sensing, and edge inference is on a "royal" path to profits

CEVAPositive Net Change NVDAPositive Net Change NXPIPositive Net Change AMBAPositive Net Change OUSTPositive Net Change

Sheraz Mian

Tech & Energy Fuel S&P 500 Growth Engine

Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.

MUNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Sheraz Mian

Tech & Energy Fuel S&P 500 Growth Engine

Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.

MUNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Mark Vickery

Top Research Reports for NVIDIA, Applied Materials & ConocoPhillips

NVIDIA, Applied Materials and ConocoPhillips headline today's research, with AI demand, semiconductor spending and energy assets in focus.

COPNegative Net Change MCONegative Net Change NVDAPositive Net Change SNDKNegative Net Change AMATPositive Net Change UUUNegative Net Change LHXNegative Net Change OPTXPositive Net Change

Tirthankar Chakraborty

NVIDIA vs. Broadcom: The AI Stock You Should Buy Right Now

NVIDIA's lower financial risk and stronger profitability give it an edge over Broadcom as both benefit from AI demand.

NVDAPositive Net Change AVGOPositive Net Change