John Vinh

Nvidia Corporation (NASDAQ: NVDA) cast a pall of gloom on the tech sector on Wednesday by providing underwhelming guidance for the second quarter. An Nvidia bull, however, chose to stick with his bullish stance. The Nvidia Analyst: KeyBanc Capital Markets analyst John Vinh ...

Advanced Micro Devices, Inc. (NASDAQ: AMD) reported first-quarter earnings after the bell on Tuesday. The chipmaker posted sales growth of 71% and year-over-year earnings growth of 117%.. The company raised its revenue guidance for the full year to about $26.3 billion, up about 60% from 2021,...

Advanced Micro Devices, Inc. (NASDAQ: NASDAQ) reported forecast-beating quarterly results on Tuesday and raised its full-year revenue guidance. Despite the all-round outperformance, an analyst at KeyBanc Capital Markets deemed it fit to lower the price target for AMD stock. The AMD Analyst:...

Qualcomm, Inc. (NASDAQ: QCOM) reported second-quarter revenue of $11.16 billion Wednesday, a whopping 41% expansion driven by Android phone chip sales. The company posted earnings of $3.21 per share, up 69% year-over-year, crushing Street expectations. KeyBanc Capital Markets On Qualcomm:...

Some high-profile semiconductor names are scheduled to report their quarterly results this week. An analyst at KeyBanc Capital Markets isn't quite upbeat about it. Challenging Setup:  Concerns of a correction will dominate over strong, broad-based near-term fundaments and...

NVIDIA Corp (NASDAQ: NVDA) shares are trading higher Wednesday following an analyst upgrade.  New Street Research analyst Pierre Ferragu upgraded Nvidia from a Neutral rating to a Buy rating and announced a $280 price target. According to several reports, Ferragu believes...

Nvidia Corporation (NASDAQ: NVDA) shares command a premium valuation, and sell-side's theses have all along justified its valuation due to the chipmaker's strong growth profile and optionality. An analyst at KeyBanc Capital Markets, however, deemed it fit to downwardly revise the price...

Cloud demand remained healthy in March, thanks to strong graphics processing unit (GPU) growth, an analyst at KeyBanc Capital Markets said. The Semiconductor Analyst: John Vinh has an Outperform rating and $165 price target for Advanced Micro Devices, Inc. (NASDAQ: AMD) shares. The analyst...

Advanced Micro Devices, Inc. (NASDAQ: AMD) announced Monday an agreement to buy distributed services platform company Pensando for $1.9 billion. The AMD Analyst: KeyBanc Capital Markets analyst John Vinh maintained an Overweight rating and $165 price target for AMD shares. The AMD Thesis: KeyBanc...

Despite supply chain challenges, an analyst at KeyBanc Capital Markets said he is constructive on the semiconductor cycle. Here's why.  Strong Demand Persists: Fourth-quarter IC unit shipments increased 15% year-over-year, slower than the third quarter's 15% growth but much...

At the Nvidia Corporation (NASDAQ: NVDA) GTC 2022 virtual keynote event, CEO Jensen Huang announced several breakthrough, innovative products. The company also hosted an analyst day along with the event. Here's what the Street has to say.  The Nvidia Analysts: Rosenblatt...

NVIDIA Corporation (NASDAQ: NVDA) reported forecast-beating fourth-quarter results and issued upbeat guidance for the first quarter. Notwithstanding the better-than-expected earnings report, the stock is pulling back sharply on Thursday. The Nvidia Analysts: Needham analyst Rajvindra Gill...

Advanced Micro Devices Inc (NASDAQ: AMD) reported forecast-beating fourth-quarter results and issued an upbeat guidance. The AMD Analysts: BofA Securities analyst Vivek Arya reiterated a Buy rating on AMD shares and increased the price target from $175 to $190. Raymond James analyst...

Advanced Micro Devices, Inc. (NASDAQ: AMD) appears well-positioned to benefit from the anticipated high-teens growth in cloud data center in 2022, according to KeyBanc Capital Markets. The Advanced Micro Devices Analyst: John Vinh upgraded Advanced Micro Devices from Sector Weight to...

NVIDIA Corporation (NASDAQ: NVDA) announced Wednesday strong quarterly results and guidance, sending the shares of the graphic processor titan up sharply. The Nvidia Analysts: Rosenblatt Securities analyst Hans Mosesmann reiterated a Buy rating and price target of $400. Needham analyst...