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semiconductor: Archive

Anirudha Bhagat

NVDA vs. TSM: Which Stock Offers More Upside in Semiconductor Space?

NVDA's surging AI-driven growth, dominant data center revenues and strong product momentum make it a better investment option than TSM.

NVDANegative Net Change TSMPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, VanEck Semiconductor ETF, Strive U.S. Semiconductor ETF and VanEck Fabless Semiconductor ETF

NVDA jumps after a blockbuster quarter, with soaring AI demand and strong guidance renewing interest in semiconductor-focused ETFs.

NVDANegative Net Change SMHPositive Net Change SHOCPositive Net Change SMHXNo Net Change

Shaun Pruitt

Does Nvidia Stock Still Have Enough Mojo to Buy?

Despite posting blockbuster Q3 results yesterday evening, the post-earnings rally in Nvidia stock faded in Thursday's trading session from a +5% spike to a 3% dip.

NVDANegative Net Change AMDPositive Net Change UBERPositive Net Change

Zacks Equity Research

ARM's Dual-Sided Network Effect Solidifies Its Dominance

Arm Holdings' dual-sided network effect fuels a powerful developer???hardware flywheel that cements its dominance in mobile computing.

QCOMPositive Net Change NVDANegative Net Change ARMNegative Net Change

Zacks Equity Research

Jobless Claims Decreased More Than Expected

Jobless Claims Decreased More Than Expected

WMTPositive Net Change NVDANegative Net Change

Mark Vickery

BLS Jobs, Jobless Claims, Walmart Warnings All Up Slightly

September jobs reached +119K, new claims were low at +220K and WMT beat Q3 earnings by a penny.

WMTPositive Net Change NVDANegative Net Change

Zacks Equity Research

Stock Market News for Nov 20, 2025

U.S. stocks rebounded on Wednesday after suffering in the past few sessions, triggered by a tech slump, while investors also looked forward to NVIDIA's upcoming quarterly results.

NVDANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

NVIDIA Stock Soars 6% as Q3 Earnings and Revenues Crush Estimates

NVDA jumps 6% as Q3 earnings and revenues surge on broad market strength and soaring demand for Blackwell-driven data center systems.

NVDANegative Net Change LRCXPositive Net Change FORMPositive Net Change CRUSPositive Net Change

Mark Vickery

A Tale of Two Tech Giants: NVDA and PANW

Non-GAAP gross margins for NVIDIA reached an astounding +73.6%, with an outperformance in its Blackwell chips that not all analysts expected.

NVDANegative Net Change PANWNegative Net Change

Mark Vickery

Top Stock Reports for Walmart, Intuitive Surgical & Lam Research

Walmart's omnichannel strength, delivery gains and newer ventures like advertising and membership underscore its solid momentum in Zacks' latest review.

APANo Net Change WMTPositive Net Change ISRGNegative Net Change LRCXPositive Net Change KKRNegative Net Change ORAPositive Net Change BVFLNegative Net Change

Zacks Equity Research

U.S. Trade Deficit Narrowed in August

U.S. Trade Deficit Narrowed in August

TGTPositive Net Change TJXPositive Net Change LOWPositive Net Change NVDANegative Net Change

Zacks Equity Research

Stock Market News for Nov 19, 2025

U.S. stocks ended sharply lower for the second straight session, with the S&P 500 recording its fourth straight day of losses, as investors continued to offload tech stocks on growing concerns over the valuation of artificial intelligence (AI) stocks.

AMZNPositive Net Change MSFTPositive Net Change TGTPositive Net Change WMTPositive Net Change NVDANegative Net Change HDPositive Net Change

Supriyo Bose

Qualcomm vs. Intel: Which Chip Stock is the Better Buy Now?

INTC edges out QCOM as valuation, price momentum and growth prospects give it a slight lead in the latest chip stock comparison.

INTCNegative Net Change QCOMPositive Net Change NVDANegative Net Change AVGOPositive Net Change

Anirudha Bhagat

ASML Holding Soars 45% YTD: Is the Stock Still Worth Buying?

ASML's YTD surge, and expanding EUV and High-NA momentum raise questions on whether the stock's powerful run still has room to grow.

ASMLPositive Net Change FORMPositive Net Change MKSIPositive Net Change CRUSPositive Net Change

Shaun Pruitt

Bear of the Day: Entegris (ENTG)

Semiconductor-related stocks have taken the brunt of the pullback in correlation with AI bubble fears, and Entegris (ENTG) has been one to avoid in particular.

ENTGPositive Net Change MUPositive Net Change LRCXPositive Net Change ARMNegative Net Change CRWVNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include NVIDIA, Alphabet and JPMorgan Chase

NVIDIA leads a tight Zacks screen as rising earnings estimates spotlight three stocks showing standout growth momentum.

JPMPositive Net Change NVDANegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Taiwan Semiconductor, Nvidia, Apple and Vertiv

Taiwan Semi's beat-and-raise quarter, surging AI demand and discounted valuation spotlight its appeal as investors eye opportunities in the pullback.

AAPLPositive Net Change NVDANegative Net Change TSMPositive Net Change VRTPositive Net Change

Zacks Equity Research

Markets Await Factory Orders Report

Markets Await Factory Orders Report

ADPPositive Net Change NVDANegative Net Change HDPositive Net Change

Mark Vickery

Pre-markets Stay Red Ahead of NVIDIA Earnings, Jobs Data

Until one or both of these brings a sigh of relief to market participants, we'll likely see a "risk-off" trading environment.

ADPPositive Net Change NVDANegative Net Change HDPositive Net Change

Zacks Equity Research

Stock Market News for Nov 18, 2025

U.S. stocks ended sharply lower on Monday, dragged down once again by tech stocks, as investors awaited the key September jobs report and quarterly results from semiconductor giant NVIDIA later this week.

TGTPositive Net Change WMTPositive Net Change NVDANegative Net Change HDPositive Net Change

Anirudha Bhagat

ASML's Mistral AI Investment: Is It a Catalyst for Next Growth Phase?

ASML Holding's investment in Mistral AI aims to fuse generative AI into its EUV systems, boosting innovation speed and strengthening its competitive edge.

KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change

Subham Roy

MRVL's Optics Portfolio: How Relevant is it for the AI Networks?

Marvell Technology's expanding optics portfolio powers faster, lower-latency AI networks as demand surges and revenue growth accelerates.

MRVLNegative Net Change AVGOPositive Net Change COHRNegative Net Change

Aparajita Dutta

Should You Buy Nvidia-Heavy ETFs Before Q3 Earnings Release?

NVDA's recent slump and strong pre-earnings setup may fuel investor interest in ETFs that heavily weight the chipmaker ahead of its Q3 results.

NVDANegative Net Change SMHPositive Net Change SHOCPositive Net Change SMHXNo Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Nvidia, Las Vegas Sands, Take Two Interactive and Gold Fields

Nvidia's earnings take center stage in a data-heavy global week as Zacks spotlights up-trending picks Las Vegas Sands, Take-Two Interactive and Gold Fields.

NVDANegative Net Change LVSPositive Net Change TTWOPositive Net Change GFINegative Net Change

Zacks Equity Research

New Strong Sell Stocks for Nov. 18th

DIOD, ARDT and FFIV have been added to the Zacks Rank #5 (Strong Sell) List on November 18, 2025.

FFIVPositive Net Change DIODPositive Net Change ARDTPositive Net Change