Vivek Arya

With Intel Corporation (NASDAQ: INTC) reporting strong first-quarter results, the Street's focus now turns to its peer Advanced Micro Devices, Inc. (NASDAQ: AMD), which is scheduled to release its financial results Tuesday after the close. The AMD Analysts Credit Suisse analyst John Pitzer...

Intel Corporation (NASDAQ: INTC) reported robust results for the first quarter and announced second-quarter sales guidance ahead of expectations. Concerns around a peak in the demand for personal computers, in data center sales, in the company’s gross margins and its market share...

Intel Corporation’s (NASDAQ: INTC) shares came under pressure during Thursday’s after-hours trading session following the chipmaker's first-quarter report.  Any volatility in Intel’s stock represents an attractive buying opportunity, given the company’s exposure to...

COVID-19 has upset the earnings momentum of S&P companies, which were experiencing strong profit growth until the pandemic struck. Even in this bleak scenario, there are certain stocks that offer enhanced buying opportunities, according to BofA Securities analyst Vivek Arya. Semis Could Fill...

Tech stocks traded lower on Tuesday after Goldman Sachs predicted the U.S. economy would experience its fastest recovery in history following its current downturn. Two tech stocks in particular seemed to have the attention of some extremely large option traders. The Trades On Tuesday, Benzinga Pro...

Gaming console demand is likely to recover in the second half of 2020 or 2021 following a weak first half, and Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corporation (NASDAQ: NVDA) would be key beneficiaries, according to BofA Securities. The AMD, Nvidia Analyst Vivek Arya...

Advanced Micro Devices, Inc. (NASDAQ: AMD) stock has pulled back roughly around 23% from the record high of $59.27 it hit Feb. 19 amid the market-wide COVID-19-related pullback. Investors are likely to look ahead to the company's financial analyst day scheduled for Thursday for the stock's...

Coronavirus fears have investors searching for ways to get defensive by dialing back exposure to the volatile market. The decade-long bull market has expanded valuations, especially in the tech sector. Many tech companies have bloated balance sheets and negative cash flow and may struggle in an...

Apple Inc. (NASDAQ: AAPL) shares ended Tuesday's session lower after the company cut its second-quarter guidance due to the negative impact of the COVID-19 virus outbreak. Chinese iPhone production is reportedly back up and running, and Apple stores are once again open after both were closed in...

Semiconductor stocks were mixed on Wednesday after a rough week of trading as concerns have grown about the impact of the Wuhan coronavirus on the Chinese economy. But while the coronavirus scare is very real, a big earnings beat from Apple, Inc. (NASDAQ: AAPL) suggests the underlying market for...

Automotive semiconductor companies catering to electric vehicles (EV) and advanced driver assist systems (ADAS) appear poised to outperform over the next three years, according to BofA Securities. The Analyst BofA’s Vivek Arya named NXP Semiconductors NV (NASDAQ: NXPI) as the top pick,...

Almost two years to the day that U.S. President Donald Trump first imposed tariffs on imported washing machines and solar panels, the U.S. and China have officially completed a "phase one" trade deal. Since the deal was announced in mid-December, the S&P 500 has rallied 3.4% on hopes...

Semiconductor stocks were top performers in 2019, but Bank of America analyst Vivek Arya said Friday he remains bullish on top semis in 2020 as well. Arya named NVIDIA Corporation (NASDAQ: NVDA) his top large-cap semi stock pick of 2020 and Inphi Corporation (NYSE: IPHI) his top small- and mid-cap...

With reports of Broadcom Inc (NASDAQ: AVGO) engaging in discussions regarding a potential sale of its RF chip unit for $10 billion, an analyst at Bank of America Securities singled out RF chipmakers Qorvo Inc (NASDAQ: QRVO) and Skyworks Solutions Inc (NASDAQ: SWKS) as potential beneficiaries. The...

Suppliers of 5G technology are getting some love on Wall Street this week, with several experts saying any trade tariff-related weakness should serve as a long-term buying opportunity heading into 2020. Double Upgrade On Monday, Bank of America analyst Vivek Arya double-upgraded 5G Apple, Inc. (...