Exchange: NASDAQ·Updated 07:51 PM EDT

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Zacks Industry Outlook Highlights MACOM Technology, Monolithic Power and Semtech
MACOM Technology, Monolithic Power and Semtech benefit from AI demand, semiconductor recovery and rising earnings estimates despite macro risks.
Zacks
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Buy Analog-Mixed Signal Players MACOM, Monolithic & Semtech
AI strength, recovery in auto and industrial are driving growth in the Analog/Mixed-signal industry. MTSI, MPWR and SMTC are riding these trends.
Zacks
Monolithic Surges 54% in Past Year: Should You Jump on the Bandwagon?
MPWR has surged 53.9% in a year as AI infrastructure demand, portfolio expansion and rising estimates bolster its long-term growth outlook.
Zacks
Macro Takeaways from Apple Earnings
This AI Semi Chip Craze Will Cause Product Inflation
Zacks
TSM Rides on AI, Advanced Nodes & Capacity Expansion: Worth a Buy?
Taiwan Semiconductor is riding on surging AI demand, advanced-node adoption and global capacity expansion as revenues and earnings maintain strong growth momentum.
Zacks
STMicroelectronics-NUS Lab Strengthens Low-Power Edge AI Push
STM and NUS launch a four-year lab to advance low-power edge AI for robots, humanoids and drones using local processing and P18 FD-SOI technology.
Zacks
The Zacks Analyst Blog Highlights Nvidia's, Valero, Lumentum and Monolithic Power
Nvidia's results, inflation data and central-bank decisions set up a pivotal week as markets weigh AI demand, rates and bond-market jitters.
Zacks
Can STMicroelectronics Become a Bigger AI Datacenter Winner?
STM expects datacenter revenues above $1B in 2026 and well above $2B in 2027 as optical and power wins expand its AI footprint.
Zacks
Vicor Stock Is Overvalued at 21.88X EV/Sales: Should You Still Buy It?
VICR's AI-driven demand, surging backlog and rising royalties support growth, but its premium valuation leaves little room for execution missteps.
Zacks
Monolithic Power (MPWR) Recently Broke Out Above the 50-Day Moving Average
Is it a good or bad thing when a stock surpasses resistance at the 50-day simple moving average?
Zacks

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