Vivek Arya

Applied Materials Posts Mixed Q2: Weaker Demand Expected Due To Tariff Dynamics, Analysts Cut Price Target
Nvidia Climbs On Saudi AI Investments: Analyst Estimates $15 Billion To $20 Billion In Revenue
Arm Holdings Posts Record Q4 Revenues, Q1 Guidance Lower As 'Indirect Tariff Impacts Loom': Analysts Cut Price Targets
Nvidia Climbs On Saudi AI Investments: Analyst Estimates $15 Billion To $20 Billion In Revenue
Arm Holdings Posts Record Q4 Revenues, Q1 Guidance Lower As 'Indirect Tariff Impacts Loom': Analysts Cut Price Targets
AMD Market Position Is 'The Best In The Company's History,' Says Analyst
Intel Shares Slide As Tariff Jitters Cloud Outlook, Analysts See More Challenges Despite New CEO Initiatives

Vivek Arya Recent News

7 Chipmaker Stocks Set To Gain As Trump Delays Tariff Blow On Key China Tech Imports: Bank Of America
The stocks of semiconductor companies rallied Monday; Among the top gainers are ENTG, INTC, MU, QRVO, MKSI, and OLED.
Nvidia Stock 'An Attractive Opportunity,' Analyst Says Valuation Cheap Despite China Restrictions
Restrictions on chips to China could be a negative for Nvidia in the future. An analyst breaks down the bear and bull cases.
Nvidia's 'Very Strong Roadmap' Wins Praise From 7 Analysts On Blackwell, Robotics, AI Growth
Nvidia analysts break down the key highlights from Jensen Huang's GTC keynote.
Analyst Sees 'Broadening Rally' In Semiconductors In 2025: 2 Top Stock Picks, 2 To Avoid
A semiconductor analyst sees a continued focus on AI growth for the sector in 2025 and highlights some winners and stocks to avoid.
Nvidia Stock Drops After Huang's CES Keynote: Analysts Dub It 'End-To-End AI Shop'
Nvidia stock fell Tuesday after Jensen Huang's CES keynote. Analysts share reasons why and look to what's ahead for the tech giant.
Nvidia 5000 Series, Product Updates Make It Top Semiconductor Pick Ahead Of Jensen Huang's CES Keynote: Analyst
A push into robotics and the unveiling of the Nvidia 5000 Series GPUs are items to watch at CES. An analyst questions how quick the items will turn into revenue.
Marvell Technology Posts Solid Q3 Beat: Analysts Raise Forecasts, Expect 40%-50% Earnings Growth
Marvell Technology reported upbeat earnings amid exciting earnings season. Analysts raised their price targets, expecting strong growth.
Credo Technology Analyst Double Upgrades AI Play, Raises Forecast By Almost 200%
Credo Technology Group's stock is skyrocketing. BofA Securities upgraded rating and raises price target by almost 200%.
Texas Instruments Beats Q3 Expectations, But Analysts 'Don't Yet See The Lift-Off In Sales Growth'
Texas Instruments provided "sluggish" guidance for Q4; the stock rose after-hours on expectations of an end to inventory correction.
Broadcom Analysts Highlight Long-Term Potential: 'High-Quality AI Franchise' Could Provide Upside In 2025
Broadcom analysts remain bullish on the future of the company with a strong AI product and the potential recovery of its non-AI products.
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.
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.
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.
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.

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