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semiconductor: Archive

Tirthankar Chakraborty

Intel Stock Hits 5-Year High on Musk Deal - Is It Too Late to Buy?

Intel surges 58.9% YTD as Musk's Terafab tie-up and fab buyback fuel optimism around its AI chip ambitions and long-term growth outlook.

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Nalak Das

3 Top-Ranked AI Semiconductor Giants to Tap Huge Short-Term Upside

MU, NVDA and AVGO are set to ride a $650B AI capex wave, with booming chip demand, and new launches pointing to sizable near-term upside.

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Subham Roy

Marvell Technology's AI XPU Product Gains Traction: What's Ahead?

MRVL's AI XPU wins surge as hyperscaler demand drives a $75B pipeline and deeper NVIDIA ties, fueling growth in custom silicon and data centers.

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Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Micron Technology and Broadcom

NVDA lags as AI investors pivot to Micron and Broadcom, whose surging demand, strong growth outlooks, and pricing power position them for Q2 gains.

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Zacks Equity Research

Stock Market News for Apr 9, 2026

U.S. stocks ended sharply higher on Wednesday, with investors' sentiment getting a boost as President Donald Trump halted attacks on Iran, following the announcement of a two-week ceasefire that also signaled the reopening of the Strait of Hormuz.

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Anirudha Bhagat

Micron Rallies 123% in Six Months: Should You Still Buy the Stock?

MU surges 123% in six months, fueled by AI-driven memory demand and strong earnings growth, yet still trades at a deep valuation discount.

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Anirudha Bhagat

NVIDIA's Valuation Looks Attractive: Is it Time to Buy the Stock?

Discounted valuation, AI-driven surge and booming data center growth make NVDA a compelling buy as demand for GPUs and computing power accelerates.

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Shreya Majumder

Can Diversification Boost CRUS' Revenue Stability & Margin Profile?

Cirrus Logic bets on diversification beyond smartphones, targeting PCs, automotive, and AI interfaces to reduce reliance on a single customer.

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Tirthankar Chakraborty

Everyone's Buying NVIDIA - Here Are 2 Smarter AI Stocks for Q2 2026

NVIDIA's muted year shifts focus to Micron and Broadcom, as booming AI demand, pricing power, and strong growth forecasts position both for potential upside.

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Shuvra Shankar Dey

ARM Stock Up 32% YTD: Should You Wait for a Better Entry Point?

ARM stock surges 32% YTD as its chip architecture powers billions of devices, but a rich valuation and cyclical semiconductor demand cloud near-term outlook.

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