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semiconductor: Archive

Shreya Majumder

CRUS Falls 12.2% in the Past Month as Growth Risks Pressure Outlook

Cirrus Logic's 12.2% monthly slide lowers the entry price, but softer PC growth, margin pressure and weak EPS expectations keep the setup cautious.

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Sridatri Sarkar

Should You Buy, Hold or Sell QUBT Stock Amid Semiconductor Boom?

Quantum Computing pairs rising customer traction and $1.3 billion in liquidity with heavy losses, leaving shareholders advised to stay put while new buyers wait.

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Anirudha Bhagat

Micron vs. NVIDIA: Which AI Chip Stock Is the Better Buy Now?

MU's surging HBM demand, explosive earnings growth and lower valuation give it the edge over NVDA as the better AI chip stock to buy today.

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Shivangi Deora

Will Credo Maintain Strong Margins Despite Higher R&D Spending in FY27?

CRDO's fiscal 2027 outlook points to 80%+ revenue growth, strong margins and rising R&D investment, led by optical and copper portfolios.

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Derek Lewis

AI Infrastructure Stocks: Billions of Reasons to Stay Bullish

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.

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Shaun Pruitt

Applied Materials (AMAT) Stock: A Top AI Pick After Record Q3 Results

Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.

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Sridatri Sarkar

Here's How QUBT Retains Financial Flexibility Amid Strategic Expansion

Quantum Computing retains strong financial flexibility with $1.3 billion in liquidity after deploying $180 million on three strategic acquisitions.

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Zacks Equity Research

Can Optical Connectivity Strengthen STMicroelectronics' AI Strategy?

Can STM's optical connectivity push strengthen its AI strategy as demand rises for faster data transmission and higher-speed optical solutions?

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Supriyo Bose

SIMO vs. LSCC: Which Semiconductor Stock is the Better Buy Today?

Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.

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Subhasish Mukherjee

AMKR Stock Slides 18% in Three Months: Is the Dip Worth Buying?

Amkor Technology's 18% slide highlights near-term pressure, but advanced packaging, AI demand and rising earnings estimates strengthen the buy case.

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