-
Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?
Monday, November 17, 2025 - 3:08pm | 1297Read More...Semiconductor giant NVIDIA Corp (NASDAQ:NVDA) could provide the ultimate bellwether for the stock market and tech sector when the company reports third-quarter financial results on Wednesday after market close. • NVDA is lagging behind market performance. Get the inside scoop here. Here are...
-
Arm Posts Q3 Beat, Analyst Tips Hat To 'Multiple Accelerating Industry Themes'
Thursday, November 6, 2025 - 12:55pm | 673Read More...Shares of Arm Holdings (NASDAQ:ARM) rose in early trading on Tuesday, after it reported upbeat fiscal second-quarter results. Management did not provide full-year guidance. Here are some key analyst takeaways: BofA Securities analyst Vivek Arya maintained a Buy rating and price target of $205....
-
AMD 'Exceptionally Positioned' Ahead Of Q3: Chipmaker Is Just Getting Started In AI Supercycle That Could Run Through 2030, Says BofA's Vivek Arya
Tuesday, November 4, 2025 - 5:12am | 919Read More...Several prominent analysts are weighing in on Advanced Micro Devices Inc. (NASDAQ:AMD) ahead of the company’s third-quarter results on Tuesday. ‘Exceptionally Positioned’ For The AI Supercycle According to Bank of America analyst Vivek Arya, AMD is among the top beneficiaries of...
-
Intel Returns To Profitability On Stronger AI-Driven Demand, These Analysts Raise Price Targets
Friday, October 24, 2025 - 10:50am | 792Read More...Shares of Intel Corp (NASDAQ:INTC) climbed in early trading on Friday, after the company reported upbeat third-quarter results. Here are some key analyst takeaways: Rosenblatt Securities analyst Kevin Cassidy reiterated a Sell rating, and raisd the price target from $14 to $25. Wedbush analyst...
-
Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst
Monday, October 13, 2025 - 1:25pm | 616Read More...BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble. The analyst noted that large-scale AI infrastructure deployments carry inherent risks of overbuilding, as companies...
-
Nvidia, Broadcom, Marvell Poised To Gain Big From $1.2 Trillion AI Spending Wave By 2030: Analyst
Friday, October 3, 2025 - 11:49am | 790Read More...U.S. chipmakers including NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Advanced Micro Devices Inc (NASDAQ:AMD), Marvell Technology Inc (NASDAQ:MRVL), and Credo Technology Holding Ltd. (NASDAQ:CRDO) are set to benefit from a massive wave of artificial intelligence infrastructure spending...
-
Marvell Technology Adds $5 Billion To Share Buyback Plan, Strong Growth Outlook For Datacenter, AI
Thursday, September 25, 2025 - 10:56am | 490Read More...Shares of Marvell Technology Inc. (NASDAQ: MRVL) came under pressure in early trading on Thursday, despite the company announcing a big share buyback authorization. Here are some key analyst takeaways from the JPMorgan Fireside Chat with Marvell Technology's CEO on Wednesday: BofA Securities...
-
Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target
Wednesday, September 24, 2025 - 11:15am | 793Read More...Shares of Micron Technology Inc (NASDAQ:MU) dipped in early trading on Wednesday despite a strong fiscal fourth quarter report. Key Analyst Takeaways RBC Capital Markets analyst Matt Bryson reiterated an Outperform rating, while raising the price target from $200 to $220. KeyBanc Capital Markets...
-
Synopsys Analysts Flag Restructuring Needs, China Headwinds After Q3 Miss
Wednesday, September 10, 2025 - 11:56am | 475Read More...Tech giants grapple with volatile market shifts as geopolitical tensions and competitive pressures reshape the semiconductor landscape. Shares of Synopsys Inc (NASDAQ:SNPS) tanked in early trading on Wednesday, after the company reported downbeat fiscal third-quarter results. Here are some...
-
Broadcom Bets Big On AI: Possible New Partnership With OpenAI Sparks Rally
Friday, September 5, 2025 - 11:13am | 946Read More...Broadcom Inc (NASDAQ:AVGO) shares rallied in early trading on Friday on media reports of its possible partnership with OpenAI, which is gearing up to mass-produce its first proprietary AI chip. AVGO stock is at important technical levels. Check out the latest moves here. Here are some analyst...
-
Applied Materials Analysts Flag $600 Million Guidance Shortfall, China Slowdown
Friday, August 15, 2025 - 11:53am | 665Read More...What happens when a tech giant’s impressive earnings report can’t shield it from a market nosedive? As Applied Materials Inc. (NASDAQ:AMAT) experiences a surprising slump, analysts weigh in on the forces at play behind the scenes. Shares of Applied Materials declined in early trading...
-
Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years
Friday, July 25, 2025 - 11:31am | 677Read More...Shares of Intel Corp (NASDAQ:INTC) tanked in early trading on Friday, after the company on Thursday reported disappointing earnings for the second quarter. Here are some key analyst takeaways. BofA Securities analyst Vivek Arya reiterated a Neutral rating and price target of $25. Rosenblatt...
-
Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally
Wednesday, July 23, 2025 - 11:53am | 643Read More...Shares of Texas Instruments Inc (NASDAQ:TXN) tanked in early trading on Wednesday, despite the company reporting upbeat second-quarter results. Here are some key analyst takeaways. JPMorgan analyst Harlan Sur reiterated an Overweight rating, while raising the price target from $195 to $225....
-
What Is Going On With Nvidia Stock?
Monday, June 30, 2025 - 2:19pm | 614Read More...NVIDIA Corp (NASDAQ:NVDA) stock surged 44% in the previous three months while the PHLX Semiconductor Sector Index (SOX), which Nvidia is part of, gained 29.41% during the period. The stock is currently trading near its 52-week high of $158.71. Also Read: Microsoft’s Next-Gen AI Chip Still...
-
Bank Of America Hikes Nvidia Price Target To $180, Sees Annual Earnings Per Share To Hit $10
Thursday, May 29, 2025 - 3:05pm | 743Read More...Despite delivering a staggering 1,100% return since October 2022, Nvidia Corp (NASDAQ:NVDA) may still have meaningful upside ahead. On Thursday, Bank of America's top semiconductor analyst Vivek Arya reiterated a Buy rating on the stock. He lifted his earnings forecasts and boosted the price target...















