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semiconductor: Archive

Kevin Cook

Bull of the Day: NVIDIA (NVDA)

Another stellar beat-and-raise quarter didn't launch shares above $200, so there's still time for the well-informed

NVDANegative Net Change TSLANegative Net Change COHRPositive Net Change LITEPositive Net Change

Shaun Pruitt

Buy the Dip in Nvidia Stock After Q4 Earnings, or is it Too Soon?

Despite posting blowout quarterly results as usual, Nvidia stock is now down over 6% since its Q4 report on Wednesday amid AI sustainability concerns.

NVDANegative Net Change AMZNNegative Net Change AMDNegative Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change BABAPositive Net Change METANegative Net Change

Mark Vickery

Top Stock Reports for NVIDIA, Microsoft & JPMorgan

NVIDIA rides AI and data center demand, while Microsoft and JPMorgan navigate growth tailwinds and rising risks in shifting markets.

JPMPositive Net Change MSFTNegative Net Change NVDANegative Net Change CMSPositive Net Change SGUPositive Net Change JVAPositive Net Change ZTSPositive Net Change TPRNegative Net Change

Zacks Equity Research

ARM's Self-Reinforcing Ecosystem Strengthens Its Industry Dominance

Arm Holdings' self-reinforcing ecosystem dominates mobile CPUs, embedding its IP in nearly every smartphone and challenging rivals like NVIDIA.

QCOMNegative Net Change NVDANegative Net Change ARMPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Sanmina, Astronics, Taiwan Semiconductor and Fluor

Sanmina, Astronics, Taiwan Semiconductor and Fluor trade near 52-week highs, backed by strong earnings momentum and rising estimates.

FLRNegative Net Change ATRONegative Net Change SANMNegative Net Change TSMPositive Net Change

Zacks Equity Research

Will QCOM's Utility Market Expansion With Anterix Deal Boost Shares?

Qualcomm partners with Anterix to boost private 4G/5G networks for U.S. utilities, enhancing smart grid and IoT deployment.

INTCPositive Net Change QCOMNegative Net Change AVGONegative Net Change ATEXNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA and Meta Platforms

NVIDIA posts 82% EPS growth and record $68.1B sales as Data Center demand jumps 75%, fueled by Meta's massive AI infrastructure spending.

NVDANegative Net Change METANegative Net Change

Subham Roy

ADI's AI-Based Data Center Products Gain Traction: What's Ahead?

Analog Devices' AI-driven data center surge is accelerating, with 50% growth and a $2 billion run-rate opportunity poised for double-digit gains.

ADINegative Net Change AMDNegative Net Change AVGONegative Net Change

Zacks Equity Research

Ambarella Q4 Earnings and Revenues Surpass Estimates, Increase Y/Y

AMBA's Q4 revenues soar 20% on stronger edge AI demand, while efficient cost management leads to an 18% surge in earnings.

ADINegative Net Change APHPositive Net Change MPWRPositive Net Change AMBANegative Net Change

Derek Lewis

NVIDIA Earnings: Good or Bad?

Record Data Center sales and lofty spending forecasts from fellow Mag 7 members keep the NVIDIA story bright. But should investors worry about the share reaction?

NVDANegative Net Change METANegative Net Change