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semiconductor: Archive

Urmimala Biswas

3 Growth Stocks to Buy as Treasury Yields Fall: MU, STX & VLO

Micron, Seagate and Valero stand out as Treasury yields fall, with earnings momentum and structural growth trends supporting their outlook.

STXNegative Net Change MUPositive Net Change VLOPositive Net Change

Aniruddha Ganguly

KLA Gains From Advanced Packaging: Can it Outpace ONTO & AMAT?

KLAC's advanced packaging growth is accelerating as AI, HPC and hybrid bonding drive demand, but Onto and Applied Materials are intensifying competition.

KLACPositive Net Change AMATNegative Net Change ONTONegative Net Change

Zacks Equity Research

Intel Sees Strong Cash Flow Growth: Will the Trend Persist?

INTC's cash flow surges in the first half of 2026, but heavy investment keeps free cash flow under pressure. Can the trend persist?

INTCPositive Net Change CLSNegative Net Change ANETNegative Net Change

Harendra Ray

STM vs. ON: Which EV Semiconductor Stock Is More Compelling?

STM and ON offer distinct EV semiconductor opportunities, with growth, earnings, SiC momentum, design wins and capacity trends shaping the debate.

STMPositive Net Change ONNegative Net Change

Zacks Equity Research

PCE Inflation Increased More Than Expected

PCE Inflation Increased More Than Expected

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Zacks Equity Research

Can Qualcomm Capitalize on Soaring Edge AI Demand With VENTUNO Q?

QCOM is expanding its edge AI footprint with Arduino VENTUNO Q, bringing real-time AI computing to robotics, automation and smart cities.

QCOMPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Mark Vickery

PCE Ticks Higher in July, NVIDIA Reports After the Close

While Q2 GDP stayed at a still-low +1.5%, PCE figures were mostly higher than expected. Will NVIDIA beat earnings and lay out a long-term game plan for AI development?

NVDAPositive Net Change AVGONegative Net Change

Zacks Equity Research

AMAT's AGS Business Gains Momentum: How Long Will it Sustain?

Applied Materials' AGS business achieves record revenues and expanding margins, with growth fueled by subscription services, parts demand and rising fab utilization.

AMATNegative Net Change ASMLPositive Net Change LRCXNegative Net Change

Anirudha Bhagat

Lam Research vs. Microchip: Which Chip Stock Is the Better Buy?

LRCX looks like the better chip-stock buy, supported by AI-driven growth, strong earnings momentum, recurring services and a robust balance sheet.

LRCXNegative Net Change MCHPPositive Net Change

Zacks Equity Research

SMTC Q2 Earnings Call Spotlights 1.6T Data Center Growth

Semtech's Q2 call spotlights a 1.6T data center ramp, record backlog, capacity expansion and a structural margin lift from its planned divestiture.

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