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semiconductor: Archive

Anirudha Bhagat

4 Hardware Tech Stocks to Buy Ahead of the 2026 Gadget Boom

NVDA, MU, LRCX and APH are some of the hardware-focused stocks that are positioned to benefit from the growing demand for consumer electronics.

Anirudha Bhagat

Can NVIDIA's Networking Business Power the Next Phase of Growth?

NVDA's fast-growing networking business gains traction as AI clusters expand, driving record revenue growth and boosting margins.

Kevin Cook

Bull of the Day: Credo Technology (CRDO)

Massive beat-and-raise quarter vaults estimates but shares on sale as demand shifts in copper vs optical

Zacks Equity Research

Stock Market News for Dec 26, 2025

U.S. stock markets closed higher on Wednesday.

Zacks Equity Research

Company News for Dec 26, 2025

Companies In The News Are: NVDA, NKE, AAPL, DVAX, SNY, INTC.

Bryan Hayes

Santa Claus Rally Begins Today: Stocks to Watch

The calendar is on the side of the bulls as the next week of trading tends to lean quite bullish.

Zacks Equity Research

Intel Rides on Strong Gross Margin Expansion: Will it Sustain?

INTC's Q3 2025 non-GAAP gross margin jumped to 40% on higher revenue, favorable product mix and cost optimization, as PC upgrade cycle and AI PC momentum lift results.

Aniruddha Ganguly

Broadcom's Semiconductor Growth Picks Up: A Sign of More Upside?

AVGO's AI chip momentum accelerates as XPU demand lifts Q4 AI revenue 74% to $6.5B and drives a swelling order backlog and 2026 outlook.

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Advanced Micro Devices, Intel, Micron Technology and BigBear.ai

Zacks' Analyst Blog says investors may look past NVIDIA as Micron and BigBear.ai outperform in 2025 and offer more upside from AI demand.

Ritujay Ghosh

Buy 3 Tech Stocks as Santa Rally Begins With a Record High S&P 500

Tech stocks rebound as the S&P 500 hits a record close, putting ADI, AMZN and FTV in focus as investors eye growth potential into 2025.