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semiconductor: Archive

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.

INTCNegative Net Change AKAMPositive Net Change ANETNegative Net Change PINSPositive 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.

INTCNegative Net Change TSMNegative Net Change GFSNegative 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.

LRCXNegative Net Change AMATNegative Net Change AEISPositive 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.

QCOMNegative Net Change GLWNegative 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.

MRVLNegative Net Change AVGONegative Net Change CRDONegative 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.

KLACNegative Net Change ASMLNegative Net Change AMATNegative 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

ASMLNegative Net Change INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change LRCXNegative Net Change TSMNegative 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.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATNegative 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?

KLACNegative Net Change ASMLNegative Net Change AMATNegative Net Change MKSINegative 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.

WDCNegative Net Change MUNegative Net Change URBNPositive 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.

INTCNegative Net Change NVDANegative Net Change ARMNegative 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.

INTCNegative Net Change QCOMNegative Net Change IDCCNegative Net Change MPWRNegative 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.

INTCNegative Net Change QCOMNegative Net Change IDCCNegative Net Change MPWRNegative 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.

AEISPositive 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.

AZNPositive Net Change AMATNegative 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 NXPINegative Net Change ONNegative 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.

LRCXNegative Net Change UGPPositive Net Change SKILPositive 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.

AZNPositive Net Change LHNegative Net Change RSGPositive Net Change AMATNegative Net Change EMEPositive Net Change PKEPositive Net Change NTWKPositive Net Change RTXNegative Net Change

Sejuti Banerjea

Analog Devices, onsemi & NXP Ride Semiconductor Growth Wave

ADI, ON and NXPI look poised for long-term upside as AI, EV and industrial tailwinds keep analog chip demand growing despite tariff headwinds.

ADIPositive Net Change NXPINegative Net Change ONNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Stryker, NVIDIA, ResMed and Ralph Lauren

Zacks highlights four GARP (Growth at a Reasonable Price) stocks Stryker, NVIDIA, ResMed, and Ralph Lauren combining strong growth prospects with attractive valuations for maximum returns.

SYKNegative Net Change NVDANegative Net Change RMDPositive Net Change RLPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Red Robin Gourmet Burgers, 10x Genomics, Norwegian Cruise Line, Electromed and Analog Devices

Zacks spotlights five efficient stocks Red Robin, 10x Genomics, Norwegian Cruise Line, Electromed, and Analog Devices that excel in turning assets and operations into profits.

ADIPositive Net Change RRGBPositive Net Change ELMDNegative Net Change NCLHPositive Net Change TXGNegative Net Change

Anirudha Bhagat

Should You Buy Lam Research Stock Before Q1 Earnings Release?

AI-driven chip demand and rising DRAM spending are likely to help LRCX deliver another strong earnings beat in the first quarter of fiscal 2026.

KLACNegative Net Change ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Aparajita Dutta

The AI Gold Rush: Do Semiconductor ETFs Hold the Key Opportunities?

AI's explosive growth is powering semiconductor stocks. Could ETFs like SMH or SOXX be the stronger plays in this tech rally?

GOOGNegative Net Change AMZNNegative Net Change AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change ASMLNegative Net Change AVGONegative Net Change TSMNegative Net Change SMHNegative Net Change SOXXNegative Net Change SOXQNegative Net Change METANegative Net Change SHOCNegative Net Change

Abhinab Dasgupta

Take the Zacks Approach to Beat the Market: UnitedHealth, Ovid, Micron in Focus

Zacks' winning streak continues as UnitedHealth, Ovid and Micron deliver standout gains across key model portfolios.

GSPositive Net Change UNHNegative Net Change PSAPositive Net Change MUNegative Net Change PEPPositive Net Change XOMAPositive Net Change HCAPositive Net Change MNSTPositive Net Change NTLANegative Net Change OVIDPositive Net Change HTCRNegative Net Change

Zacks Equity Research

Can ASYS' AI Packaging Growth Offset Weak Mature Node Demand?

Strong AI-related demand is emerging as a growth driver for Amtech Systems amid persistent mature node semiconductor weakness.

LRCXNegative Net Change AMATNegative Net Change ASYSPositive Net Change