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semiconductor: Archive

Zacks Equity Research

Stock Market News for Oct 27, 2025

U.S. stock markets closed at record highs on Friday following the release of cooler-than-expected inflation data.

AMDNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Advanced Micro Devices and Vertiv

AMD hits a record high on an OpenAI partnership while Vertiv posts strong earnings, fueling optimism for a year-end rally.

AMDNegative Net Change VRTPositive Net Change

Shaun Pruitt

Buy Intel Stock After Favorable CPI Data & Q3 Earnings Beat?

Hitting a fresh one-year high of $41 a share in Friday's trading session, Intel stock has continued an attention-getting rebound from a 52-week and multi-year low of $17.

INTCPositive Net Change NVDAPositive Net Change SFTBYPositive Net Change

Tirthankar Chakraborty

Intel's Strong Q3 Earnings Fuel Turnaround Hopes: Time to Buy?

INTC's return to profit, new deals with NVIDIA and Microsoft, and major U.S. investments fuel optimism for a lasting turnaround.

INTCPositive Net Change MSFTNegative Net Change NVDAPositive Net Change TSMPositive Net Change

Aniruddha Ganguly

4 Top-Ranked Technology Stocks Set to Beat Q3 Earnings Expectations

Here, we have picked four technology stocks, META, RDDT, IDCC and AME, which are likely to pull off earnings surprises in the third quarter of 2025.

AMEPositive Net Change IDCCPositive Net Change METANegative Net Change RDDTPositive Net Change

Bryan Hayes

Year-End Rally Odds Increase: Stocks to Watch

The start to the third-quarter earnings season has been very positive, bolstering the case for a sustained rally in the final months of the year.

AMDNegative Net Change VRTPositive Net Change

Om Jaiswal

ASYS vs. LRCX: Which Semiconductor Equipment Stock is the Better Buy?

Lam Research's strong AI chip exposure and robust growth make it a more compelling buy than Amtech Systems, which continues to face mature node weakness.

LRCXPositive Net Change ASYSPositive Net Change

Zacks Equity Research

Intel Outpaces Q3 Earnings Estimates on Solid Revenues

Intel's Q3 results topped estimates as AI PC demand, cost discipline and efficiency gains fueled margin growth and optimism.

INTCPositive Net Change AKAMNegative Net Change ANETPositive Net Change PINSNegative Net Change

Anirudha Bhagat

Is TSM's Global Fab Push a Wise Expansion Move or a Costly Overreach?

Taiwan Semiconductor's bold global fab expansion fuels soaring AI chip demand and supply-chain resilience, even as margins face short-term pressure.

INTCPositive Net Change TSMPositive Net Change GFSPositive Net Change

David Bartosiak

Bull of the Day: Advanced Energy Industries (AEIS)

A ton of tailwinds behind this company that's intricately involved in the chip-making process.

LRCXPositive Net Change AMATPositive Net Change AEISNegative Net Change

Supriyo Bose

GLW vs. QCOM: Which Tech-Materials Stock is the Better Buy Now?

Surging demand for optical solutions and stronger 2025 growth prospects place Corning ahead of Qualcomm in the tech race.

QCOMPositive Net Change GLWPositive Net Change

Subham Roy

Is MRVL's Connectivity Portfolio the Next Growth Catalyst?

Marvell Technology's expanding connectivity portfolio, led by next-generation DSPs and AI-focused switches, is emerging as a major growth engine for its data center business.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Anirudha Bhagat

Is ASML's 1.3B Euro AI Bet the Catalyst for Its Next Growth Cycle?

ASML's investment of 1.3B euros in Mistral AI deepens its integration of AI into lithography systems, setting the stage for faster, smarter chipmaking innovation.

KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change

Kevin Cook

Bull of the Day: ASML Holding (ASML)

NVIDIA and TSMC depend on this maker of photolithography machines for etching the AI boom at nanoscales

ASMLPositive Net Change INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change LRCXPositive Net Change TSMPositive Net Change

Subham Roy

AMAT Stock Rises 39% in 3 Months: Should You Buy, Sell or Hold?

Applied Materials gains from AI-driven demand and DRAM strength, but macro and China risks suggest a cautious hold.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Anirudha Bhagat

ASML Holding Rises 45% in Three Months: Should You Still Buy the Stock?

ASML's 43% surge in three months highlights its EUV dominance, AI-fueled growth and margin strength. Can the rally keep going?

KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change MKSIPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Oct. 22

URBN, MU and WDC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Oct. 22, 2025.

WDCPositive Net Change MUNegative Net Change URBNNegative Net Change

Zacks Equity Research

Arm Holdings: Powering the Future of Efficient AI Computing

ARM is redefining AI efficiency with RISC-based designs, Neoverse CPUs and a new chip division set to power sustainable intelligent computing.

INTCPositive Net Change NVDAPositive Net Change ARMPositive Net Change

Zacks Equity Research

Can Solid Processor Revenues Boost Intel's Q3 Earnings?

INTC's Q3 earnings may get a lift from solid Client Computing Group revenues and expanded chip collaborations with AWS.

INTCPositive Net Change QCOMPositive Net Change IDCCPositive Net Change MPWRPositive Net Change

Zacks Equity Research

Will Higher DataCenter Revenues Benefit Intel's Q3 Earnings?

INTC's Q3 results may get a lift from strong DataCenter and AI revenues powered by Gaudi 3 and Core Ultra 200V innovations.

INTCPositive Net Change QCOMPositive Net Change IDCCPositive Net Change MPWRPositive Net Change

Zacks Equity Research

Implied Volatility Surging for Advanced Energy Industries Stock Options

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

AEISNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights AstraZeneca, RTX, Applied Materials, Park Aerospace and NetSol Technologies

Zacks spotlights AstraZeneca, RTX, and Applied Materials for strong performance and growth potential, while microcap names Park Aerospace and NetSol Technologies show niche momentum.

AZNNegative Net Change AMATPositive Net Change PKEPositive Net Change NTWKPositive Net Change RTXNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Analog Devices, ON Semiconductor and NXP Semiconductor

Analog Devices, ON Semiconductor, and NXP Semiconductor stand out as Zacks spotlights steady growth across the resilient analog chip sector.

ADIPositive Net Change NXPIPositive Net Change ONPositive Net Change

Zacks Equity Research

Best Growth Stocks to Buy for Oct. 21

SKIL, LRCX and UGP made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Oct. 21, 2025.

LRCXPositive Net Change UGPNegative Net Change SKILNegative Net Change

Mark Vickery

Top Research Reports for AstraZeneca, RTX & Applied Materials

AstraZeneca, RTX, and Applied Materials stand out in today's Zacks Research Daily with strong performance drivers and key growth catalysts.

AZNNegative Net Change LHPositive Net Change RSGPositive Net Change AMATPositive Net Change EMENegative Net Change PKEPositive Net Change NTWKPositive Net Change RTXNegative Net Change