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semiconductor: Archive

Anirudha Bhagat

Texas Instruments' CapEx Moderates: Can Cash Flow Improve Further?

TXN's lower 2026 capital spending is likely to lift free cash flow and expand flexibility for dividends, buybacks and future growth.

TXNPositive Net Change ADIPositive Net Change NXPIPositive Net Change

Sanghamitra Saha

Is Massive AI Spending Favoring Chip ETFs More Than Big Tech?

AI spending is boosting chipmakers' cash flows before Big Tech sees returns, keeping semiconductor ETFs like SMH, XLK and DRAM in focus.

XLKPositive Net Change SMHPositive Net Change MAGSPositive Net Change DRAMPositive Net Change

Shaun Pruitt

3 Portfolio-Worthy Stocks to Consider as Q2 Earnings Approach: GE, TSM, UNH

Three stocks that stand out ahead of their upcoming Q2 reports on Thursday, July 16 are GE Aerospace (GE), Taiwan Semiconductor (TSM), and UnitedHealth Group (UNH).

GENegative Net Change UNHPositive Net Change TSMPositive Net Change BANegative Net Change AAPLPositive Net Change AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change EADSYPositive Net Change

Aniruddha Ganguly

ON Jumps 67% Year to Date: Buy, Sell or Hold the Stock?

onsemi's 67% YTD rally reflects AI growth and portfolio gains, but auto volatility, competition and valuation may cap near-term upside.

ONPositive Net Change ADIPositive Net Change TXNPositive Net Change MCHPPositive Net Change

Subhasish Mukherjee

AXTI Falls Below 50-Day SMA: Is It Time to Hold or Exit the Stock?

AXT's drop below its 50-day SMA reflects export delays and cash-flow risks, but record InP backlog and AI demand support retaining the stock.

AXTIPositive Net Change LRCXPositive Net Change MRVLPositive Net Change AMKRPositive Net Change

Shreya Majumder

Onto Innovation vs. Camtek: Which Inspection Stock is a Smarter Buy?

ONTO offers broader AI and semiconductor exposure, while its lower valuation and rising earnings estimates make it stand out over Camtek.

CAMTPositive Net Change ONTOPositive Net Change

Subham Roy

Qnity Electronics Rises 73% YTD: Time to Buy, Sell or Hold the Stock?

Q stock rides on booming AI semiconductor demand with strong growth, capacity expansion and key partnerships - but can its momentum continue?

NVDAPositive Net Change QPositive Net Change ENTGPositive Net Change AMKRPositive Net Change

Anirudha Bhagat

NVIDIA's AI Partnerships Expand: Can This Keep NVDA Ahead of Rivals?

NVDA's expanding AI partnerships deepen its ecosystem across cloud, networking, autos and telecom as rivals intensify AI investments.

NVDAPositive Net Change AMDPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Why You Must Buy These 4 Memory Stocks After the Recent Sell-Off

SanDisk, Micron, Seagate and Western Digital look attractive after a steep sell-off, supported by AI demand, improving pricing and lower valuations.

WDCPositive Net Change STXPositive Net Change MUPositive Net Change SNDKPositive Net Change

Ritujay Ghosh

The AI Boom Isn't Over: 3 Stocks to Buy for 2H 2026

MU, AMAT and CSCO are expanding AI products, partnerships and infrastructure to capitalize on strong demand in 2H 2026.

CSCOPositive Net Change MUPositive Net Change NVDAPositive Net Change AMATPositive Net Change