Semiconductor Sales Continue to Grow on AI Optimism: 4 Stocks to Grab

MU and semiconductor sales surge as AI demand supports chip growth, with four stocks highlighted for potential upside.

Zacks Investment Research • Aug 7, 2026

Semiconductor Rally Powers S&P 500 to Fresh Record High

MRVL, AMD and MU rallied as AI optimism, earnings anticipation and strong memory demand powered a semiconductor surge that helped lift the S&P 500 to a record high.

Zacks Investment Research • Aug 5, 2026

Cadence Design Systems (CDNS) is a Top-Ranked Growth Stock: Should You Buy?

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Zacks Investment Research • Aug 4, 2026

Semiconductor ETFs Surge up to 19% in Huge Rally as the AI Trade Ramps Back Up

Semiconductor ETFs staged a violent rebound Tuesday as

24/7 Wall Street • Aug 4, 2026

Semiconductor Sell-Off: 1 Chip Stock to Buy, 1 to Hold, and 1 to Sell

Nvidia is a great company with a cheap stock price. AMD should have massive growth in front of it as it rides two powerful trends.

The Motley Fool • Aug 2, 2026

Semiconductor stocks SOAR as strong Microsoft outlook revives AI trade

Key Advisors Wealth Management co-founder and CEO Eddie Ghabour discusses the surge in semiconductor stocks, including NVIDIA, and Microsoft's strong cloud-driven earnings outlook on ‘The Claman Countdown.'

Fox Business • Jul 31, 2026

Cadence Design Systems, Inc. (CDNS) is Attracting Investor Attention: Here is What You Should Know

Cadence (CDNS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • Jul 31, 2026

Semiconductor ETFs Draw Cash This Week as Chip Stocks Rally

Chip stocks rallied this week on a wave of strong tech earnings, and investors rewarded semiconductor ETFs with a rush of new cash. Three funds tracking the chip sector ranked among those pulling in the most new money, according to FactSet flow data.

ETF Trends • Jul 31, 2026

Cadence Q2 Earnings Top Estimates on AI Demand, Backlog Hits $8.1B

CDNS beats Q2 2026 estimates as AI-fueled demand lifted revenues 24.2% and backlog to a record $8.1 billion, prompting a higher full-year outlook.

Zacks Investment Research • Jul 30, 2026

Cadence Design Systems: Broader Growth Can Drive The Next Earnings Leg

I maintain my buy rating on Cadence Design Systems (CDNS) as Q2 results affirm a robust, diversified growth trajectory. Recurring revenue is accelerating, now less dependent on hardware, with high-teens to ~20% growth excluding Hexagon. Agentic AI licenses and Intel's DTCO partnership provide new monetization layers and multi-year expansion opportunities.

Seeking Alpha • Jul 29, 2026