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Zacks Highlights Tech Stocks Amid Market Volatility
Micron, NVIDIA, Lumentum, Coherent, Marvell, and Nebius Group seen as strong buys despite recent market swings.
Apr. 1, 2026 at 10:45am
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Zacks Investment Ideas has featured several tech companies, including Micron, NVIDIA, Lumentum, Coherent, Marvell Technology, and Nebius Group, as strong investment opportunities despite recent market volatility. The article discusses how the underlying fundamentals for these AI-focused firms remain robust, even as broader market sentiment has turned bearish.
Why it matters
The tech sector has been hit hard by recent market turbulence, but Zacks' analysis suggests that leading AI and semiconductor companies may be well-positioned to weather the storm. As investors grow increasingly cautious, identifying stocks with solid fundamentals could be key to navigating the current market environment.
The details
The Zacks report highlights several factors supporting the featured tech stocks. Micron, for instance, has consistently beaten earnings estimates, while NVIDIA has been actively investing in complementary firms like Lumentum, Coherent, Marvell, and Nebius. Despite the broader market's volatility, the underlying data indicates the tech sector's AI-driven fundamentals remain strong.
- The S&P 500 Index has dropped nearly 8% since the U.S. attacked Iran on February 28th.
- Crude oil prices have soared more than 50% since the start of the conflict.
- On Tuesday, stocks rallied after Iran's president said the country is prepared to end the war if it receives security guarantees.
The players
Micron
A leading semiconductor company that produces memory and storage products.
NVIDIA
A pioneering AI and graphics processing unit (GPU) manufacturer.
Lumentum
A provider of optical and photonic products for the telecommunications industry.
Coherent
A manufacturer of lasers and laser-based technology for industrial, scientific, and medical applications.
Marvell Technology
A semiconductor company that designs, develops, and markets analog, mixed-signal, digital signal processing, and embedded and standalone integrated circuits.
Nebius Group
A technology company focused on developing advanced AI and machine learning solutions.
What’s next
Investors will be closely watching for any further developments in the conflict between the U.S. and Iran, as well as the market's reaction to any potential de-escalation or resolution. Additionally, the upcoming mid-term elections in the U.S. could also impact market sentiment and performance in the coming months.
The takeaway
Despite the recent market turbulence, leading tech companies with strong AI and semiconductor fundamentals may be well-positioned to weather the storm. Identifying these types of high-potential stocks could be key for investors looking to navigate the current volatile environment.
