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Recent
Markets
Toshiya Hari
Applied Materials Reports Solid Q4 Beat, Analysts Express Concern Around High Exposure To China Spending Decline
Arm Holdings Beats Q2 Expectations, Analysts See Growth In Cloud, Automotive Markets
Intel Struggles With Market Share, Profitability: Q3 Analyst Insights
Arm Holdings Beats Q2 Expectations, Analysts See Growth In Cloud, Automotive Markets
Intel Struggles With Market Share, Profitability: Q3 Analyst Insights
AMD Stock Drops On Q4 Outlook As 10 Analysts Highlight 'Long-Term AI Growth Opportunity,' Nvidia Rivalry
ON Semiconductor's Q3 Solid, Analysts Highlight L-Shaped Recovery
AMD Stock Drops On Q4 Outlook As 10 Analysts Highlight 'Long-Term AI Growth Opportunity,' Nvidia Rivalry
ON Semiconductor's Q3 Solid, Analysts Highlight L-Shaped Recovery
Nvidia Analyst Praises Huang's Insight That Hyperscale Customers Earn '$5 In Rental Revenue For Every $1 Spent'
Broadcom Analysts Highlight Long-Term Potential: 'High-Quality AI Franchise' Could Provide Upside In 2025
Read More...
Toshiya Hari 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.
Goldman Sachs Is Bullish On Nvidia Ahead Of Earnings: Risk-Reward For AI Stock 'Favorable'
Goldman Sachs reaffirmed a bullish stance on Nvidia ahead of the company's earnings release, scheduled for Aug. 28.
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.
ON Semiconductor Manages Profitability Against Odds, 5 Analysts Raise Forecasts As 'Inventory Health Slowly Improves'
Shares of ON Semiconductor tanked in early trading on Tuesday, despite the company reporting upbeat second-quarter earnings.
Goldman Sachs Turns Bearish On Chipmakers, Advises Hedge Through Put Options: China Remains 'A Major Risk For The Sector'
Goldman Sachs advises investors to hedge their exposure to chipmakers by purchasing put options. Geopolitical risks and earnings pose a downside risk.
Nvidia To Remain AI Industry's 'De Facto Standard': Goldman Sachs
NVIDIA (NASDAQ: NVDA) remains the AI market leader with no signs of slowing, according to Goldman Sachs. Analyst Toshiya Hari sees potential for significant gains with a 12-month price target of $135.
Micron Technology Analysts Remain Bullish After Management Meetings, 'AI ... Could Become An Incremental Driver'
Micron's stock has climbed on an AI rally. Management meetings have very bullish takeaways, including an expanding HBM market.
Broadcom Continues Upside To AI: 'Uniquely Positioned' To Grow, Says Analyst After Q2 Results
Broadcom reported strong Q2 results and raised full-year outlook, with analysts praising its potential in AI. AVGO shares climb.
Goldman Sachs Expects Nvidia To 'Sustain Competitive Lead,' Raises Price Forecast To $1,200 Following Stellar Q1 Earnings
Goldman Sachs analysts say Nvidia is driven by remarkable earnings and strong growth potential, bringing the price forecast to $1,200.
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.
Arm Holdings Poised To Challenge Qualcomm, Intel, AMD In AI, Analysts Predict Growth In Chip Design
Arm Holdings stock drops after disappointing fiscal 2025 guidance, but analysts remain optimistic about AI and revenue growth.
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.
5 Micron Technology Analysts Raise Forecasts After Blockbuster Q2 Results
Shares of Micron Technology Inc (NASDAQ: MU) were climbing in early trading on Thursday, after the company reported upbeat results for its fiscal second quarter.
Broadcom Rocks At AI Event: Here's What Got These Analysts Most Excited
Broadcom Inc (NASDAQ: AVGO) recently announced projections for AI chip sales for 2024.
Nvidia Stock Will Ride AI Wave To $1,000, Goldman Sachs Says After GTC 2024
Goldman Sachs bullish on Nvidia, raises target to $1,000. Blackwell platform to revolutionize data centers, expand partnerships and market reach.
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
Broadcom Is A Buy For 'AI, Dividends And M&A Benefits,' Analyst Says: Takeaways From Q4 Earnings
Broadcom Inc (NASDAQ: AVGO) shares were down on Friday, even after the company reported upbeat fourth-quarter results.
Nvidia Is Still 'Stepping On The AI Accelerator': 7 Analysts Size Up Q4 Results, Supply And Demand Dynamics
Nvidia stock is sized up by seven analysts after Q4 revenue and earnings per share beat estimates. Here's a look at what could be next.
Arm Holdings Benefits From 'Accelerated AI, Royalty Revenue': 6 Analysts Examine Q3 Print
Shares of Arm Holdings PLC (NASDAQ: ARM) climbed in early trading on Thursday after rising in the premarket session.
Micron Technology Guidance Reflects Strong Pricing Rebound: 10 Analysts Deep Dive Into Q1 Earnings
Micron Technology Inc (NASDAQ: MU) shares climbed in early trading on Thursday, after the company reported better-than-expected revenues for its fiscal first quarter.
Advanced Micro Devices Projects $45B AI Chip Market In 2023: Analysts Say Chipmaker 'Maturing Fast' After GPU Launch
Advanced Micro Devices, Inc. (NASDAQ: AMD) shares rallied Thursday after the company announced the launched of its new GenAI chip. Raymond James On Advanced Micro Devices
Marvell's AI Approach Wins Over 6 Analysts, 1 Projects AI Data Center Revenue Over $800M In 2024
Third quarter results for Marvell Technology showed strength in artificial intelligence and weakness in other segments.
5 Nvidia Analysts Size Up Q3 Results, Forward Guidance: 'Increased Conviction,' Minimal Concern Over China
Demand for artificial intelligence products continues to benefit Nvidia based on third quarter results, forward guidance and commentary from analysts.