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semiconductor: Archive

Urmimala Biswas

2 Quantum Stocks With 45%+ Upside in June as OpenAI, SpaceX Eye IPO

OpenAI, SpaceX and Anthropic IPO filings could channel fresh capital into quantum computing, with QUBT and QBTS carrying analyst targets implying 47%-71% upside.

QUBTNegative Net Change IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Subham Roy

Can Marvell Technology Sustain Its AI Data Center Growth Momentum?

MRVL is riding on AI data center demand with surging interconnect, switching and custom silicon growth, but can that momentum keep accelerating?

AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Subham Roy

ADI Climbs 77.4% in a Year: Time to Buy, Sell or Hold the Stock?

Analog Devices' industrial rebound and AI-driven data center demand are lifting growth and margins, but can premium valuation still justify a long-term investment?

ADINegative Net Change TXNNegative Net Change STMNegative Net Change NXPINegative Net Change

Ritujay Ghosh

4 Solid Stocks to Buy as S&P 500 Hits Fresh All-Time Closing High

As the S&P 500 logs a 24th record close, CSCO, ADI, AMAT and DDOG stand out with strong 2026 potential amid AI-driven momentum.

ADINegative Net Change CSCONegative Net Change AMATPositive Net Change DDOGNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights SMH, QQQ, SPY, AIQ, EWY, SPY, NVIDIA and Microsoft

SMH and other AI-focused funds plunged as chip stocks sold off, but strong semiconductor demand and long-term trends keep investors watching.

MSFTNegative Net Change NVDANegative Net Change QQQNegative Net Change SPYNegative Net Change SMHPositive Net Change EWYPositive Net Change AIQNegative Net Change

Anirudha Bhagat

NVIDIA's 12% YTD Gain Underperforms Peers: Should You Still Hold It?

NVDA's 11.9% YTD gain trails chip peers, but AI data center demand, the Blackwell ramp-up and a lower P/E keep the upside case alive, backed by strong quarterly results.

INTCPositive Net Change AMDPositive Net Change NVDANegative Net Change MRVLPositive Net Change

Zacks Equity Research

Ultra Clean and Thor Industries have been highlighted as Zacks Bull and Bear of the Day

UCTT is highlighted as Zacks' Bull of the Day on rising AI-driven chip demand and surging earnings estimates, while a cautious industry backdrop weighs on peers.

UCTTPositive Net Change THONegative Net Change NVDANegative Net Change SNDKNegative Net Change MRVLPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in FormFactor Stock?

Investors need to pay close attention to FORM stock based on the movements in the options market lately.

FORMNegative Net Change

Zacks Equity Research

Stock Market News for Jun 9, 2026

Wall Street closed mixed on Monday following a rebound in AI trade.

AMDPositive Net Change MUPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Shaun Pruitt

Bull of the Day: Ultra Clean Holdings (UCTT)

Ultra Clean (UCTT) offers exposure to one of the most important themes in technology today: the infrastructure components required to build the next generation of AI chips.

UCTTPositive Net Change INTCPositive Net Change MUPositive Net Change LRCXPositive Net Change AMATPositive Net Change TSMPositive Net Change