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AMD, Nvidia Bulls See Opportunity In The Chip Space After Morgan Stanley Goes Overweight: 'The Valuation Is Really Compelling'
Wednesday, June 22, 2022 - 2:47pm | 539Read More...Advanced Micro Devices Inc (NASDAQ: AMD) was featured as the call of the day Wednesday on CNBC's "Fast Money Halftime Report." What Happened: Morgan Stanley analyst Joseph Moore reinstated AMD with an Overweight rating and announced a $103 price target....
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9 Semiconductor Themes For 2022: Automotive Chip Shortage, Strong Cloud Demand, AI/ML Powering Metaverse And More
Friday, December 17, 2021 - 2:40pm | 1209Read More...Recent supply chain conditions set up the semiconductor sector for substantial revenue in 2022 with much of the growth coming from substantial restocking by customers, according to an analyst at Morgan Stanley. Here are the dominant themes for the sector in 2022, according to ...
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How Will The Intel Vs. AMD Rivalry Pan Out In 2022?
Friday, December 17, 2021 - 9:51am | 604Read More...The rivalry between Intel Corporation (NASDAQ: INTC), and Advanced Micro Devices (NASDAQ: AMD) has decidedly tilted in favor of the latter in recent years. With Intel going all out to turn things around, here is how the competitive dynamics in the industry are shaping up. PC Market Outlook...
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Why Micron Analysts Are Holding Bullish Bias Despite Weak Q1 Guidance
Wednesday, September 29, 2021 - 3:12pm | 938Read More...Micron Technology, Inc. (NASDAQ: MU) reported better-than-expected fourth-quarter earnings Tuesday, yet issued weak forward guidance. The Micron Analysts: Needham analyst Rajvindra Gill maintained a Buy rating and $130 price target for Micron shares. Wells Fargo Securities analyst Aaron...
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Ambarella Analysts Laud Accelerating Computer Vision Momentum Following Blowout Q2
Wednesday, September 1, 2021 - 3:46pm | 743Read More...Ambarella, Inc. (NASDAQ: AMBA), a provider of home security and professional surveillance solutions, reported Tuesday with better-than-expected second-quarter results and issued upbeat guidance for the third quarter. The Ambarella Analysts: Morgan Stanley analyst Joseph Moore maintained an...
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What 4 Nvidia Analysts Think About Its Q1 Print
Thursday, May 27, 2021 - 12:52pm | 1063Read More...NVIDIA Corporation (NASDAQ: NVDA) reported late Wednesday forecast-beating first-quarter results and issued above-consensus revenue guidance for the second quarter. The Nvidia Analysts: Reviewing the results, Rosenblatt Securities analyst Hans Mosesmann reiterated a Buy rating and $800 price target...
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Why Applied Materials Analysts Are Largely Bullish After Q2 Earnings
Friday, May 21, 2021 - 3:12pm | 565Read More...Chip equipment maker Applied Materials, Inc. (NASDAQ: AMAT) reported forecast-beating results for the fiscal year second quarter. The Applied Materials Analysts: Morgan Stanley analyst Joseph Moore maintained an Equal-weight rating on Applied Materials shares and increased the price target from...
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What Intel Investors Should Know About Chipmaker's Upcoming 'Unleashed' Event
Thursday, March 18, 2021 - 11:56am | 521Read More...Intel Corporation (NASDAQ: INTC), which is plotting its return to the dominant position in the chip industry, is hosting an event titled "Intel Unleashed: Engineering the Future" from 5-6 p.m. March 23. The Intel Analyst: Morgan Stanley analyst Joseph Moore maintained an...
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4 Qualcomm Analysts On 'Capacity-Constrained' Quarter, 2021 Outlook
Thursday, February 4, 2021 - 6:45pm | 800Read More...QUALCOMM, Inc. (NASDAQ: QCOM) shares pulled back Thursday in the wake of the company's first-quarter report. The Qualcomm Analysts: Rosenblatt Securities analyst Kevin Cassidy maintained a Buy rating on Qualcomm shares and upped the price target from $175 to $180. Morgan...
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4 Intel Analysts On What New CEO Means For Chipmaker's Market Share, Turnaround
Thursday, January 14, 2021 - 1:00pm | 894Read More...Intel Corporation (NASDAQ: INTC) announced a new CEO Wednesday, sending the chipmaker's shares higher by about 7%. The Intel Analysts: Needham analyst Quinn Bolton upgraded Intel from Hold to Buy and assigned a $70 price target. BMO Capital Markets analyst Ambrish Srivastava upgraded...
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Intel Analyst: Challenges In 2021 Look 'Substantial'
Wednesday, December 30, 2020 - 4:48pm | 480Read More...Intel Corporation (NASDAQ: INTC) came under activist pressure this week, and against this backdrop, a Morgan Stanley analyst looked at what's in store for the chipmaker in the New Year. The Intel Analyst: Joseph Moore has an Equal-weight rating on Intel shares and a $60 price target....
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Ambarella Analysts Boost Price Targets After Beat-And-Raise Q3
Tuesday, November 24, 2020 - 4:25pm | 814Read More...Ambarella Inc (NASDAQ: AMBA) shares were advancing Tuesday after the video processing chipmaker reported above-consensus quarterly results and issued an upbeat forecast. The Ambarella Analysts: Rosenblatt Securities analyst Kevin Cassidy has a Buy rating on Ambarella shares and increased the...
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Intel Falls On Q3 Results: 8 Analysts On Gross Margin Pressure, Manufacturing Challenges
Friday, October 23, 2020 - 11:02am | 1060Read More...Intel Corporation (NASDAQ: INTC) shares are retreating to a one-month low following the chipmaker's lukewarm third-quarter results. The Intel Analysts: BofA Securities analyst Vivek Arya downgraded Intel from Neutral to Underperform and reduced the price target from $60 to $45. Benchmark...
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AMD Analysts Bet On Continuing Momentum Amid Tailwinds, Execution, Intel Missteps
Wednesday, July 29, 2020 - 1:09pm | 1000Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) shares are trading in record territory after the chipmaker reported stellar quarterly results. The AMD Analysts Piper Sandler analyst Harsh Kumar reiterated an Overweight rating on AMD and increased the price target from $60 to $82. Rosenblatt...
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Intel Analysts See End Of 'Computing Dominance' Amid 7nm Node Delay, Competitive Threat
Friday, July 24, 2020 - 12:42pm | 1257Read More...Intel Corporation (NASDAQ: INTC) reported forecast-beating second-quarter results but painted a mixed picture for the current quarter, sending the chipmaker's shares sharply lower Friday. The Intel Analysts: BofA Securities analyst Vivek Arya downgraded Intel from Buy to...
















