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semiconductor: Archive

Aniruddha Ganguly

Lumentum Trades Near 52-Week High: Is the LITE Stock Still a Buy?

LITE has soared 326.9% in a year and trades near a 52-week high, powered by booming AI demand, record laser shipments, and bullish revenue growth.

Zacks Equity Research

Can Intel's Xeon 6900 Processors Drive Long-Term Growth?

INTC boosts server CPU leadership as Xeon 6900 powers SMCI's 6U SuperBlade, delivering up to 128 cores, faster DDR5, and built-in AI acceleration.

Zacks Equity Research

Company News for Jan 5, 2026

Companies in The News Are: INTC, BA, XOM, TSLA

Subham Roy

Is MRVL Stock a Buy, Sell or Hold at a P/S Multiple of 7.67X?

Marvell Technology trades at a 7.67X P/S premium, but booming AI-driven data center growth, custom silicon wins, and key partnerships argue for a buy.

Anirudha Bhagat

Will NVDA's Blackwell Platform Support Its Data Center Revenue Growth?

NVIDIA's Blackwell architecture boosts data center sales as GB300 systems ship at scale to power complex AI workloads.

Anirudha Bhagat

NVIDIA Soars 39% in 2025: Will the Stock Carry Momentum in 2026?

NVDA rises 38.8% in 2025 as AI-led data center demand drives revenues, earnings and cash flow, supporting a case to stay invested.

Supriyo Bose

Can Intel Stock Replicate Its Stellar 2025 Performance This Year?

INTC soared 84.1% in 2025, but margin pressures, trade tensions and legacy hurdles may test its 2026 momentum.

Subham Roy

MRVL's Custom Silicon Business Scales Up: What's Coming Next?

Marvell Technology's custom silicon gains hyperscaler traction, driving 37.8% data center growth as XPU wins scale and targets 20%+ growth next year.

Zacks Equity Research

Zacks Investment Ideas feature highlights: Sandisk, Western Digital and Micron

Sandisk topped the S&P 500 in 2025 after a February spin-off, soaring over 560% as NAND pricing and enterprise SSD demand powered a sharp rally.

Zacks Equity Research

New Strong Buy Stocks for January 2nd

NABL, RNR, PLTR, AAUC and ADI have been added to the Zacks Rank #1 (Strong Buy) List on January 2nd, 2026.