C.J. Muse

Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline
Qualcomm Reports Q4 Beat, Analysts Divided Over Prospects Of The Handset Market
Qualcomm Q4 Earnings Preview: Analysts Expect Beat And Raise; Smartphone Demand, Lost Apple Revenue Bring Cautious Outlook
Qualcomm Reports Q4 Beat, Analysts Divided Over Prospects Of The Handset Market
Qualcomm Q4 Earnings Preview: Analysts Expect Beat And Raise; Smartphone Demand, Lost Apple Revenue Bring Cautious Outlook
AMD Stock Drops On Q4 Outlook As 10 Analysts Highlight 'Long-Term AI Growth Opportunity,' Nvidia Rivalry
Western Digital Shares Jump Despite Revenue Miss, Ready To Spin Off NAND Business: Q4 Guidance 'Much Better Than Feared,' Analyst Says

C.J. Muse Recent News

Marvell Technology Posts First Beat-And-Raise In 5 Quarters: Analysts Focus On 'Solid AI Story'
Marvell Technology reports upbeat FQ2 sales. Analysts express optimism around the company's AI prospects and ability to beat AI revenue targets.
Nvidia Stock, Semiconductor Sector Split Between AI Winners And Losers: Analyst Says 'Stick With AI First And Foremost'
Nvidia stock gets top headlines for the week with second-quarter earnings coming Wednesday. An analyst breaks out the top semiconductor stocks.
AMD's Q2 Earnings: 9 Analysts Remain Positive On Long-Term Prospects, AI Optimism Tempered By Cost Concerns
AMD's Q2 earnings surpasses expectations and analysts from top firms maintain positive outlook for its strong data center growth, AI investments, and market position.
AMD Q2 Earnings Preview: Microsoft Impact, Data Center Guidance On Watch, Analyst Warns Of 'Substantial Downside Risk'
A look ahead at AMD's Q2 earnings shows analysts centered on guidance and the potential loss of business with Microsoft.
Marvell Technology's Revenues To Recover On AI Demand; These 9 Analysts Dive Into Q1 Results
Marvell Technology stock drops after Q1 earnings miss. The company's revenues are expected to ramp in 2H, driven by demand for AI infrastructure.
Applied Materials Sees Strong China Sales, Advanced Technology Driving Analyst Optimism
AMAT shares volatile after better-than-expected Q2 results. Analysts raise price targets, expect company to gain market share in chip equipment.
5 Qualcomm Analysts Highlight Q2 Results, Q3 Guidance: 'Solid Beat And Raise Amid Carnage Elsewhere In Smartphone Land'
Qualcomm's second quarter financial results are sized up by analysts along with the company's Q3 guidance.
AMD Falls On Q1 Earnings, Q2 Guidance: Why '1,000% Growth' From AI Stock Is Not Enough For Investors
AMD raised its guidance for AI segment growth, but it wasn't enough to send shares higher after Q1 results. Analysts size up the results and guidance.
Intel Stock Dives As Chipmaker Changes Reporting Structure: Takeaways From 6 Analysts
Intel Corp (NASDAQ: INTC) shares were tanking in early trading on Wednesday, amid news of the company’s foundry business facing a $7 billion loss.
Marvell Technology's Q4 Had 'More Bad Than Good': 7 Analysts Explore Earnings As Shares Slip
Shares of Marvell Technology Inc (NASDAQ: MRVL) declined by 9.35% to $77.13 at the time of publication on Friday, after the company reported its fourth-quarter results an
Qualcomm Beat Q1 Expectations: Why One Analyst Flags Huawei As A 'Key Risk Factor'
Shares of Qualcomm Inc (NASDAQ: QCOM) tanked in early trading on Thursday, even after the company reported strong quarterly results and the exte
Texas Instruments Reset 'Not A Shocker,' Analysts Lower Guidance After Q4 Earnings
Shares of Texas Instruments Inc (NASDAQ: TXN) tanked in premarket trading on Thursday, after the company reported its fourth-quarter results.
ASML Stock: Top Analyst Pick As A 'FIFO' Beneficiary With 21% Upside Ahead Of Q4 Earnings
ASML reports Q4 earnings on Jan. 24. Expected EPS of $5.27 and revenues of $7.53B. Cantor analyst sees it as a top SPE pick, a FIFO beneficiary.
'Data As The New Oil': Semiconductors 'Catching Up' With GDP In 2024, Says Analyst
The 2024 outlook for semiconductors and equipment industry shows a dip in revenues, but a strong recovery is expected.
Why Nvidia Is Much More Than Just A Chip Stock
Investors who think of NVIDIA Corp (NASDAQ: NVDA) as a chip stock are missing the point, Ritholtz Wealth Management CEO Josh Brown said Thursday on CNBC's "Fast Money Halftime Report."
'Significant Win': Wall Street Weighs In On Qualcomm-Apple Deal
Broadcom Shares Plummet After Wall Street Questions Sudden Acquisition Strategy
Analyst: Marvell Technology Is An Attractive AI, Big Data And Storage Play
Evercore: Nvidia Can 'Power Through' Bitmain Ethereum Mining Tailwinds
Evercore Sees Light At The End Of The Tunnel For PCs, Upgrades Intel To Buy
UPDATE: ISI Upgrades SanDisk, Sees Cost Improvements And Advantages
ISI Bullish on Semi-Conductors, Offers Top Picks

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