Fastenal Co.’s (FAST) shares plunged 7.5% after reporting third-quarter 2025 adjusted earnings of $0.29 per share, missing the Zacks Consensus Estimate of $0.30 per share. Shares of Broadcom Inc. (AVGO) climbed 9.9% after entering into an agreement with OpenAI to jointly build and deploy custom artificial intelligence accelerators. Bloom Energy Corp.’s (BE) shares soared 26.5% after entering into a $5 billion deal with Brookfield Asset Management to install fuel cells in AI data centers. Shares of USA Rare Earth Inc. (USAR) jumped 18.6% following the escalation of U.S.-China trade and tariff conflicts with regards to rare earth minerals. 

Zacks Names #1 Semiconductor Stock

This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.

With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.

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Fastenal Company (FAST): Free Stock Analysis Report
 
Broadcom Inc. (AVGO): Free Stock Analysis Report
 
Bloom Energy Corporation (BE): Free Stock Analysis Report
 
USA Rare Earth Inc. (USAR): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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