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semiconductor: Archive

Anirudha Bhagat

Will Strong Cash Flows Support Lam Research's Buyback Strategy Ahead?

LRCX's strong cash flow powers share repurchase activities. About $4.3B is left authorized for buybacks as AI-led demand lifts revenues and margins.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Bryan Hayes

Broadcom Heads into Earnings as the Quiet Backbone of the AI Build-Out

Broadcom has beaten the Zacks Consensus EPS estimate in each of the trailing four quarters.

AVGONegative Net Change

Anindya Barman

Top Wide-Moat Stocks to Buy for Steady Long-Term Returns

EL, TER, LRCX and ASML use strong moats to fend off rivals and deliver consistent returns amid market shifts.

ASMLPositive Net Change LRCXPositive Net Change ELPositive Net Change TERNegative Net Change

Amit Kr Ram

Can GlobalFoundries' ARC Acquisition Strengthen Its Physical AI Push?

GFS boosts its Physical AI push by adding ARC Processor IP, expanding RISC-V offerings, design tools and custom silicon capabilities.

KLACPositive Net Change UMCNegative Net Change GFSNegative Net Change

Zacks Equity Research

Stock Market News for Jun 3, 2026

Wall Street ended higher on Tuesday, as investors watched moves by major tech companies and closely monitored developments surrounding U.S.-Iran negotiations.

NVDANegative Net Change MRVLNegative Net Change GOOGLPositive Net Change HPENegative Net Change

Amit Kr Ram

Can Rising Process Control Intensity Drive KLA's Next Growth Phase?

Can KLAC's rising process control intensity, market-share gains and growing yield-optimization demand fuel its next phase of semiconductor growth?

KLACPositive Net Change MKSIPositive Net Change AEISPositive Net Change

Shreya Majumder

CRDO Bets on Optical Boom to Drive 80%+ Explosive Sales Growth in FY27

Credo rode fiscal 2026 revenue past $1.3B as AI networking demand surged. Can its expanding optical portfolio power another year of outsized growth?

MRVLNegative Net Change AVGONegative Net Change CRDOPositive Net Change

Zacks Equity Research

CRDO Q4 Earnings Call Flags Optical Ramp as Next Leg

Credo pivots from a Q4 beat to a fiscal 2027 optical inflection, with a second-half ramp that management says could reshape the revenue mix.

CRDOPositive Net Change

Derek Lewis

NVIDIA Unveils RTX Spark: A Closer Look

NVIDIA and Microsoft are back in the headlines following the unveiling of a recent 'superchip', namely RTX Spark, which is designed to completely reinvent Windows PCs for the AI era.

MSFTNegative Net Change NVDANegative Net Change

Tirthankar Chakraborty

Micron & 2 Profitable Stocks to Buy in June for Explosive Upside

MU, CRDO and TER screened as profitable June stock picks, backed by strong net income ratios and robust earnings growth outlooks.

MUNegative Net Change TERNegative Net Change CRDOPositive Net Change