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semiconductor: Archive

Zacks Equity Research

Top 5 High-Yield S&P 500 Stocks to Buy for 2026

High-yield S&P 500 stocks are gaining traction for 2026 as AI investment accelerates and investors seek income amid trade and geopolitical uncertainty.

ADIPositive Net Change IBMPositive Net Change JNJNegative Net Change GAPPositive Net Change HPEPositive Net Change

Anirudha Bhagat

3 Semiconductor Stocks Well-Poised for a Comeback in 2026

Semiconductor stocks, such as NVDA, MU and APH, are positioned to gain momentum in 2026 as AI, memory and data center demand drive the next growth wave.

APHPositive Net Change MUPositive Net Change NVDAPositive Net Change SOXXPositive Net Change

Zacks Equity Research

NVIDIA Stock Gains on Strategic AI Licensing Deal, Caps a Strong 2025

NVDA rises after a non-exclusive AI licensing deal with Groq, integrating inference tech and leadership, capping a year of strong gains.

TXNPositive Net Change STMPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Broadcom, Vertiv and Alphabet

Nvidia sits at the heart of a $571B AI infrastructure buildout, with earnings upgrades, a major deal, and a bullish breakout setting the stage for 2026.

NVDAPositive Net Change AVGONegative Net Change GOOGLPositive Net Change VRTPositive Net Change

Ethan Feller

3 Leading AI Stocks Investors Can Buy for 2026 (NVDA, AVGO, VRT)

Nvidia, Broadcom and Vertiv stocks have all taken a pause over the last few months. Is it time to start accumulating shares?

NVDAPositive Net Change AVGONegative Net Change GOOGLPositive Net Change VRTPositive Net Change

Mark Vickery

Top Analyst Reports for Advanced Micro Devices, Goldman Sachs and Lam Research

AMD, LRCX and GS headline Zacks Research Daily, which spotlights 16 analyst-picked stocks selected from roughly 70 reports.

GSPositive Net Change AMDPositive Net Change PHPositive Net Change ISRGNegative Net Change CBNegative Net Change LRCXPositive Net Change

Zacks Equity Research

Uncover 4 Undervalued Tech Giants Before They Skyrocket in 2026

Four mega-cap tech stocks still trade at discounts despite a strong 2025 rally, with AI infrastructure and data center demand setting the stage for 2026 upside.

CRMPositive Net Change CSCOPositive Net Change MUPositive Net Change AMATPositive Net Change

Zacks Equity Research

QCOM Rides on Strength in Premium Handset Market: Will it Sustain?

Qualcomm's handset revenues surge 14% on strong Snapdragon demand, even as competition, trade tensions, and in-house chips challenge its smartphone business.

QCOMPositive Net Change AAPLPositive Net Change AVGONegative Net Change

Subham Roy

MRVL vs. SNDK: Which AI Infrastructure Stock is a Better Bet?

Sandisk's AI-driven storage surge, soaring data center demand and triple-digit earnings growth put it ahead in the AI infrastructure race.

SNDKPositive Net Change MRVLPositive Net Change

Zacks Equity Research

FUJIFILM Unveils LTO Ultrium 10 (40TB) for Secure, High-Capacity Storage

FUJIY launches LTO Ultrium 10 (40TB), shipping January 2026, delivering up to 100TB per cartridge while staying compatible with existing LTO-10 drives.

ERICPositive Net Change FUJIYNegative Net Change CLFDPositive Net Change UINegative Net Change

Anirudha Bhagat

4 Hardware Tech Stocks to Buy Ahead of the 2026 Gadget Boom

NVDA, MU, LRCX and APH are some of the hardware-focused stocks that are positioned to benefit from the growing demand for consumer electronics.

APHPositive Net Change MUPositive Net Change NVDAPositive Net Change LRCXPositive Net Change

Anirudha Bhagat

Can NVIDIA's Networking Business Power the Next Phase of Growth?

NVDA's fast-growing networking business gains traction as AI clusters expand, driving record revenue growth and boosting margins.

NVDAPositive Net Change AVGONegative Net Change ANETNegative Net Change

Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical

CRDONegative Net Change NVDAPositive Net Change ORCLNegative Net Change ARMPositive Net Change COHRPositive Net Change

Zacks Equity Research

Company News for Dec 26, 2025

Companies In The News Are: NVDA, NKE, AAPL, DVAX, SNY, INTC.

INTCPositive Net Change SNYPositive Net Change AAPLPositive Net Change DVAXNo Net Change NKEPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Stock Market News for Dec 26, 2025

U.S. stock markets closed higher on Wednesday.

MUPositive Net Change

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.

INTCPositive Net Change NVDAPositive 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.

INTCPositive Net Change AMDPositive Net Change NVDAPositive 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.

NVDAPositive Net Change MRVLPositive Net Change AVGONegative 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.

INTCPositive Net Change AMDPositive Net Change MUPositive Net Change NVDAPositive 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 ADIPositive Net Change FTVPositive 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.

NVDAPositive Net Change MSTRPositive Net Change MARAPositive Net Change RIOTNegative Net Change BBWIPositive 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

NVDAPositive 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 INTCPositive Net Change AMDPositive Net Change TERPositive Net Change AVGONegative 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.

WOLFNegative Net Change ONPositive Net Change NVTSNegative Net Change