Author: Shaun Pruitt, Zacks

With inflation pressures resurfacing and commodity markets reacting to geopolitical developments, these two names may be well positioned to navigate the current macroeconomic environment.

Despite delivering another blowout quarter, the stock dropped 15% yesterday. Here’s why investors may want to remain disciplined regarding valuation and near-term volatility.

Surging nearly 70% year to date and more than 250% in the last three years, it’s one of the standout winners in the broader semiconductor rally.

The market is undervaluing a business whose core ecosystems are simultaneously scaling, integrating, and accelerating.

They may not be your household names, but they stand out as they are benefiting from a positive trend of earnings estimate revisions, suggesting more upside is likely ahead.