Vivek Arya

Semiconductor giant NVIDIA Corporation (NASDAQ:NVDA) will report first-quarter financial results after market close Wednesday. Here are the earnings estimates, what analysts are saying and key items to watch. Earnings Estimates: Analysts expect Nvidia to report first-quarter revenue of $24.60...

Arm Holdings Plc – ADR (NASDAQ:ARM) stock is trading lower Thursday as the company’s fiscal 2025 guidance disappointed the Street and raised concerns over a potential slowdown in artificial intelligence spending.  Fiscal year 2025 revenue is expected of $3.8 billion...

In a bid to mirror the success of FAANG stocks, BofA Securities analyst Vivek Arya introduced a novel grouping in the semiconductor sector known as MANGO. Comprising Marvell Technology Inc (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), Analog Devices Inc (NASDAQ:ADI), Broadcom Inc (NASDAQ:...

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. BofA Securities On Intel Analyst Vivek Arya reiterated a Neutral rating and price target of $50. At its new reporting structure event, Intel...

Broadcom Inc (NASDAQ: AVGO) recently announced projections for AI chip sales for 2024. The company is among the beneficiaries of massive AI investments by corporations. It hosted an “Enabling AI Infrastructure Investor Meeting” on Wednesday; here are some key analyst takeaways...

Wharton School finance professor, Jeremy James Siegel, has suggested that Nvidia (NASDAQ:NVDA) shares could double or even triple, mirroring the trajectory of Cisco (NASDAQ:CSCO) during the dot-com bubble, as Nvidia continues to drive the U.S. equity market to new heights. What Happened: Nvidia...

Broadcom Inc (NASDAQ: AVGO) shares were down on Friday, even after the company reported upbeat fourth-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. JPMorgan On Broadcom Analyst Harlan Sur maintained an Overweight rating...

Technology giant NVIDIA Corporation (NASDAQ:NVDA) beat revenue and earnings per share estimates from analysts in its fourth quarter financial results, which they reported Wednesday. Here is what analysts are saying about the report and the future of Nvidia. The Nvidia Analysts: Goldman Sachs...

NVIDIA Corp (NASDAQ:NVDA) could be in for a significant pullback following its upcoming earnings report, according to a Bank of America analyst. What Happened: Bank of America’s Vivek Arya, a research analyst, has highlighted the possibility of a substantial decline in Nvidia’s stock...

Shares of Arm Holdings PLC (NASDAQ: ARM) climbed in early trading on Thursday after rising in the premarket session. Arm Holdings announced its fiscal third-quarter results amid an exciting earnings season. Here are some key analyst takeaways from the release. Mizuho Securities analyst Vijay...

Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) declined in early trading on Wednesday, after the Santa Clara, California-based company reported its quarterly results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Northland Capital...

Semiconductor stocks have fallen in the first two trading sessions of 2024. Is this a sign of a strained market with valuations running too hot and prompting investors to take profits? Bank of America said it remained bullish on the Philadelphia Semiconductor Index (SOX) for 2024, despite its 65%...

Teradyne Inc (NASDAQ: TER) shares have gained close to 16% over the past month. While the company expects mobility to support future growth, this may not materialize, while it faces competition in the data center market from Advantest Corp (OTC: ATEYY), which is better positioned, according to...

Shares of NXP Semiconductors NV (NASDAQ: NXPI) jumped in early trading on Tuesday, after the company reported its third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Check out other analyst stock ratings. KeyBanc...

Shares of Intel Corporation (NASDAQ: INTC) continued to climb in early trading on Friday, after the company reported healthy third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Bank of America Securities analyst...