Vivek Arya

While the export restrictions on Nvidia Corp.‘s (NASDAQ:NVDA) H20 AI chip have dented its earnings estimates for the first quarter, the recently signed contracts in the Middle East could surprise the second quarter guidance on the upside. What Happened: According to T3 Live, Nvidia’s...

Applied Materials Inc (NASDAQ:AMAT) shares are down in early trading on Friday, after the company reported on Thursday its fiscal second-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. JPMorgan On Applied Materials Analyst Harlan Sur...

President Doanld Trump led a high-profile delegation of U.S. tech CEOs, including Nvidia's Jensen Huang, to an investment conference in Saudi Arabia on Tuesday. Trump and Saudi Crown Prince Mohammed bin Salman jointly announced a $600 billion investment package, which included massive AI...

Arm Holdings PLC (NASDAQ:ARM) shares tanked in early trading on Thursday, after the company on Wednesday reported its fiscal fourth-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Arm Holdings Analyst John Vinh...

Advanced Micro Devices, Inc. (NASDAQ:AMD) reported better-than-expected quarterly results on Tuesday in what CEO Lisa Su called "an outstanding start to 2025." Analysts are weighing in on the report.  Key Takeaways: Benchmark analyst Cody Acree emphasized AMD's market share gains as one of the...

Intel Corp (NASDAQ:INTC) shares dropped sharply after the company announced on Thursday disappointing second-quarter guidance. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Intel Analyst Kevin Cassidy maintained a Sell rating,...

Jim Cramer has told investors about Nvidia’s transformation into a “meme stock,” following a significant earnings hit due to U.S. export restrictions. What Happened: In a post on X on Wednesday, Cramer, a former hedge fund manager and host of CNBC’s Mad Money, expressed his...

A fresh round of U.S. export restrictions on China’s AI capabilities has caught NVIDIA Corp. (NASDAQ:NVDA) off guard, with ETFs with high exposure to the chip giant are feeling the pain (or gain, in some cases). While Nvidia plummeted 6.87% by market close Wednesday, some semiconductor-themed...

A temporary delay in new U.S. tariffs on tech imports from China sparked a broad semiconductor rally. What Happened: The iShares Semiconductor ETF (NASDAQ:SOXX) jumped 2.5% by 9:40 a.m. ET Monday, extending its rally to 19% from last week's lows. Monday’s top individual gainers within the...

Semiconductor giant NVIDIA Corporation (NASDAQ:NVDA) has an attractive valuation ahead, even with the potential impact of restrictions on China, says Bank of America analyst Vivek Arya. The Nvidia Analyst: Arya maintained a Buy rating on Nvidia with a $200 price target. Read Also: Nvidia Q4...

NVIDIA Corp (NASDAQ:NVDA) analysts highlight the positives from CEO Jensen Huang's Tuesday GTC keynote, including a focus on the company's roadmap and new products. The NVDA Analysts: Bank of America analyst maintained a Buy rating on Nvidia with a $200 price target. Stifel analyst Ruben Roy...

In the midst of AI’s rapid transformation, BofA Securities analyst Vivek Arya sees a significant opportunity for NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO) and Marvell Technology Inc (NASDAQ:MRVL). These companies are positioned at the heart of what Arya refers to as AI’s...

Semiconductor analyst Vivek Arya expects a "surprising broadening rally in semis” in 2025 compared to last year. What Happened: This year will mark a widening divide between “AI haves and cyclical have-nots,” Arya says. There are still several unresolved concerns for the...

NVIDIA Corporation (NASDAQ:NVDA) analysts are highlighting the company's upcoming product line and growth in segments like robotics and artificial intelligence after CEO Jensen Huang's keynote at the 2025 CES conference. The NVDA Analysts: Benchmark analyst Cody Acree reiterated a Buy rating on...

NVIDIA Corporation (NASDAQ:NVDA) stock hit new all-time highs Monday as investors and analysts size up the company's new products and growth opportunities that will be key storylines at this year's CES conference. The NVDA Analyst: Bank of America analyst Vivek Arya reiterated a Buy rating on...