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semiconductor: Archive

Tanuka De

Here's How Artificial Intelligence Powers ASML's Growth Story

ASML's EUV dominance and High-NA leadership position it to benefit as AI drives demand for advanced chips and boosts internal productivity.

ASMLPositive Net Change KLACPositive Net Change AMATPositive Net Change

Subham Roy

Can Marvell Technology's Record Cash Flow Fuel Future Growth?

MRVL nearly doubles Q1 fiscal 2027 operating cash flow to a record $638.8M, even as it completes major acquisitions and boosts investment spending.

AMDPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Subham Roy

Can AMAT's Investment Strategy Lift Future Cash Flow Growth?

Applied Materials' cash flow falls after strategic capacity and supply chain investments as AI-driven chip demand supports growth through 2027 and beyond.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Harendra Ray

GFS vs. UMC: Which Semiconductor Foundry Stock Should You Buy Now?

GlobalFoundries and UMC are benefiting from AI, automotive and specialty chip demand as investors compare semiconductor foundry growth.

UMCPositive Net Change GFSPositive Net Change

Zacks Equity Research

Stock Market News for Jun 26, 2026

Wall Street closed mixed on Thursday, pulled down by consumer and communication stocks.

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Mark Vickery

Top Stock Reports for JPMorgan, Novartis & Qualcomm

JPMorgan, Novartis and Qualcomm headline today's top stock reports, highlighting growth drivers, competitive pressures and key catalysts ahead.

JPMPositive Net Change NVSNegative Net Change QCOMPositive Net Change GPCNegative Net Change JLLNegative Net Change GNENegative Net Change ICCCPositive Net Change OKLONegative Net Change

Urmimala Biswas

A Quantum Stock Gaining Ground Amid Microsoft's Majorana Controversy

Microsoft's Majorana dispute is shifting quantum focus toward proven progress, putting D-Wave Quantum's bookings growth and roadmap in the spotlight.

MSFTNegative Net Change QBTSPositive Net Change IBMPositive Net Change IONQPositive Net Change RGTIPositive Net Change

Tirthankar Chakraborty

Missed NVIDIA's 900% Run? Micron Could Be AI's Next Big Winner

MU is approaching record highs as booming AI-driven HBM demand, surging revenues and a new Anthropic partnership fuel growth.

MUPositive Net Change NVDAPositive Net Change

Shrabana Mukherjee

onsemi vs. STMicroelectronics: Which EV Chip Stock Is the Better Buy?

Is ON the better EV chip buy as SiC leadership, AI data center growth, stronger ROIC and lower valuation give it an edge over STM?

STMPositive Net Change ONPositive Net Change TXNPositive Net Change MCHPPositive Net Change

Zacks Equity Research

Can Qualcomm's Extended Hugging Face Deal Boost Its AI Momentum?

QCOM's expanded Hugging Face partnership aims to speed open AI deployment across devices and cloud, from Snapdragon platforms to Dragonfly data centers.

QCOMPositive Net Change AAPLPositive Net Change AMDPositive Net Change