Vivek Arya

Microchip Technology Faces 'Multiple Headwinds' Heading Into 2025, Analyst Turns Bearish
Marvell Technology Posts Solid Q3 Beat: Analysts Raise Forecasts, Expect 40%-50% Earnings Growth
Credo Technology Analyst Double Upgrades AI Play, Raises Forecast By Almost 200%
Marvell Technology Posts Solid Q3 Beat: Analysts Raise Forecasts, Expect 40%-50% Earnings Growth
Credo Technology Analyst Double Upgrades AI Play, Raises Forecast By Almost 200%
Texas Instruments Beats Q3 Expectations, But Analysts 'Don't Yet See The Lift-Off In Sales Growth'
Intel Stock Rises On Multibillion Dollar AWS Deal, US Chip Grant Boost: What Do Analysts Think?

Vivek Arya Recent News

Semiconductor Stocks Historically Outperform Following 5% Selloff In A Day: Bank Of America
Semiconductor stocks, tracked by the IShares Semiconductor ETF, have taken a beating this week. BofA believes the selling pressure on semis sets the sector up for outperformance into the end of the year.
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.
Nvidia Analyst: Stock Still 'Quite Inexpensive,' Expects Chipmaker To Maintain 80%-Plus Share As AI Market 'Triples' Over Coming Years
This Nvidia analyst doesn't see any signs of a slowdown for the chipmaker, given the significance of its role in the generative AI boom.
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.
Broadcom Q2 Earnings Preview: AI-Related Revenue In Focus, Will Partnerships With Meta, Google Shine Through In Results, Guidance?
Broadcom's AI-related revenue is a key area of focus in the Q2 earnings according to analysts. Here's a look at what analysts are saying about the company.
Broadcom Could Report A Modest Beat For Q2, Says Bullish Analyst
Bullish analyst expects modest beat for Broadcom in Q2 earnings, citing strength in AI. Price target at $1,680.
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.
NVIDIA 'Marching Toward A Three-Trillion Market Cap': 11 Analysts Size Up Q1 Results As AI Leader 'Shows No Sign Of Slowing Down'
Nvidia stock is up over 200% in the last year. Analysts see more upside and a $3 trillion market capitalization coming after the company's Q1 results and guidance.
NVIDIA Q1 Earnings Preview: Analysts Anticipate Strong Results, Top AI Stock — 'Best Secular Idea In All Of Technology'
Analysts expect a beat and raise for Nvidia's first quarter. Here are the key items to watch according to analysts.
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.
What Is The Most Undervalued MANGO (Semiconductor) Stock Right Now?
MANGO stocks seek to replicate FANG success in semiconductor sector, with Nvidia leading (+220.78%) and ON Semiconductor most undervalued (+16.05 P/E, 3.72 EV/Sales).
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.
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 Shares Could Double Or Triple, Says Wharton Professor Drawing Parallels To Cisco's Dot-Com Boom: 'There Could Be 2-3X More Upside'
The finance professor at the Wharton School, Jeremy James Siegel, has indicated that Nvidia's stock has the capacity to reach unprecedented levels. The ongoing AI boom, coupled with the company's high-end chips, has propelled Nvidia into the limelight as the primary driver of the latest stock market rally.
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.
Nvidia Stock Could Face Potential Pullback After Earnings Report, Warns Bank Of America Analyst
Analysis suggests that the chipmaker's stock could face an 11% implied post-earnings move, based on bullish buy-side estimates for Nvidia's Q4 earnings, which are 9% above consensus.
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.
7 AMD Analysts Deep Dive Into Q4 Print: 'Expectations Are Reaching A Fever Pitch'
Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) declined in early trading on Wednesday, after the Santa Clara, California-based company repo
Chip Stocks At 'Premium Valuations': Why Bank Of America Is Bullish On Semiconductors In 2024
Historically, large annual gains for the Philly Semi index have been followed by a further rally.
Why This Teradyne Analyst Is Turning Bullish
Teradyne Inc (NASDAQ: TER) shares have gained close to 16% over the past month.
Why These NXP Semiconductors Analysts Are Not Disappointed With Q4 Guidance Miss
Shares of NXP Semiconductors NV (NASDAQ: NXPI) jumped in early trading on Tuesday, after the company reported its third-quarter results.
Intel Analysts Aren't Totally Impressed By Q3 Results: Nvidia May Be A Customer 'At Some Point'
Shares of Intel Corporation (NASDAQ: INTC) continued to climb in early trading on Friday, after the company reported healthy third-quarter results.

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