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What Wall Street Thinks Of Micron's Investor Day
Tuesday, May 22, 2018 - 12:21pm | 527Read More...The market certainly seemed to like what it heard from Micron Technology, Inc. (NASDAQ: MU) during its investor day event, sending the stock higher by more than 7 percent on Tuesday. Several Wall Street analysts have weighed in on Micron following the event. Here’s a rundown of what they had...
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Wall Street Reacts To Nvidia's Quarter
Friday, May 11, 2018 - 1:19pm | 742Read More...NVIDIA Corporation (NASDAQ: NVDA) reported another record quarter on Thursday, but the market wasn’t particularly impressed. Nvidia stock traded down more than 2 percent on Friday. Here’s what Wall Street analysts had to say about Nvidia following the report. Low-Quality Beat Deutsche...
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Morgan Stanley Lifts Nvidia Price Target After Strong Q1
Friday, May 11, 2018 - 11:23am | 400Read More...NVIDIA Corporation (NASDAQ: NVDA) reported first-quarter results Thursday that turned Morgan Stanley incrementally bullish. The Analyst Morgan Stanley's Joseph Moore maintains an Overweight rating on Nvidia's stock with a price target lifted from $258 to $273. The Thesis Nvidia's...
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Morgan Stanley Previews Semi Earnings, Expects Strong Nvidia Results Despite Crypto Concerns
Friday, May 4, 2018 - 10:33am | 705Read More...Notwithstanding stellar results from semiconductor companies, sentiment toward the sector has yet to see an uplift. The Philadelphia Semiconductor Index has largely been flat since the start of the tech reporting season. Against this backdrop, Morgan Stanley previewed the upcoming week's...
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Analysts Applaud Intel's Beat-And-Raise Q1 Earnings
Friday, April 27, 2018 - 4:26pm | 791Read More...Large-cap tech names posted strong quarterly results this earnings season, and Intel Corporation (NASDAQ: INTC) was no exception. The chip giant reported 13-percent revenue growth and a 32-percent increase in non-GAAP earnings per share Thursday; the company also raised its full-year revenue and...
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12 Semiconductor Stocks Morgan Stanley Is Watching This Week
Monday, April 23, 2018 - 11:38am | 853Read More...It’s a huge week for semiconductor stocks, with no less than 13 major companies reporting first-quarter earnings. Morgan Stanley analyst Joseph Moore gave his take Monday on the companies that are reporting and how traders should be playing the stocks. Here’s a rundown of what Moore had...
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Morgan Stanley Upgrades Nvidia As The Data Era Is Now 'Investable'
Tuesday, April 10, 2018 - 8:26am | 558Read More...The future of technology requires more advanced semiconductor technologies, faster networks and cloud-based data centers, according to Morgan Stanley. At the front of it all is NVIDIA Corporation (NASDAQ: NVDA). The Analyst Morgan Stanley's Joseph Moore upgraded Nvidia's stock ...
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Analyst: Bitmain's New Ethereum Mining Chip Could Spell A Little Bit Of Trouble For AMD And Nvidia
Wednesday, April 4, 2018 - 9:52am | 407Read More...Bitmain officially announced its highly anticipated application-specific integrated circuit (ASIC) for cryptocurrency mining. The company said the new ASIC will hit the market in July, and it could be bad news for the GPU sales of Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (...
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How Intel Might Be Affected If It Loses Apple As A Customer
Tuesday, April 3, 2018 - 12:19pm | 698Read More...Intel Corporation (NASDAQ: INTC) stock tanked Monday following a report by Bloomberg that Apple Inc. (NASDAQ: AAPL) intends to start producing its own PC chips as soon as 2020. It didn’t take long for Wall Street to react to the latest threat to Intel’s business. Here’s a look at...
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AMD, Nvidia Cut GPU Prices As Crypto Slump Saps Demand
Monday, April 2, 2018 - 10:35am | 413Read More...The decline in cryptocurrency mining demand could finally be impacting the semiconductor market, according to a new report from Morgan Stanley. What Happened In the firm's latest weekly semiconductor report, analyst Joseph Moore said February Semiconductor Industry Association data suggests...
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After Nvidia Analyst Day, Wall Street Talks AV Testing, Artificial Intelligence, GPUs
Wednesday, March 28, 2018 - 2:48pm | 619Read More...NVIDIA Corporation (NASDAQ: NVDA) investors didn’t seem to get what they were hoping for at the tech company's analyst day Tuesday. The stock is now down more than 10 percent in the past two days. Here’s a sampling of what analysts had to say about Nvidia after the company'...
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Wall Street Analysts Remain Bullish On Micron
Friday, March 23, 2018 - 1:00pm | 571Read More...Micron Technology, Inc. (NASDAQ: MU), despite a top and bottom line Q2 earnings beat, couldn't live up to lofy earnings expectations, and the stock is trading down by more than 7 percent Friday. Here’s a rundown of what a handful of Wall Street analysts have to say about Micron’s...
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Semi Execs Present Optimistic View At Morgan Stanley's TMT Conference
Tuesday, February 27, 2018 - 4:37pm | 696Read More...Morgan Stanley is hosting its annual Tech, Media & Telecom conference in San Francisco this week, and the firm's semiconductor analyst Joseph Moore has compiled a summary report on what investors need to know from the first day of the conference. Here’s an overview of what Moore had...
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Analysts Remain Divided On AMD After Earnings Beat
Wednesday, January 31, 2018 - 5:16pm | 566Read More...Advanced Micro Devices, Inc.(NASDAQ: AMD) shares were up 5.8 percent Wednesday after the company’s fourth-quarter earnings report topped lofty market expectations. A number of Wall Street analysts weighed in following the report. Voices From The Street Bernstein analyst Stacy...
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AMD's Earnings Aren't Enough To Support Its Valuation, Analyst Says
Wednesday, January 31, 2018 - 2:37pm | 519Read More...Advanced Micro Devices, Inc. (NASDAQ: AMD) reported fourth-quarter non-GAAP earnings of 8 cents per share compared to a 1-cent per share loss a year-ago. Revenues were up 33 percent year-over-year to $1.48 billion in the earnings report, issued after the close Tuesday. The results exceeded...
















