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The Latest Breaking News from Aaron Rakers

What Verizon's Low Smartphone Upgrades Mean For Apple

Analysts have differing views on what record low smartphone upgrades at Verizon in the second quarter mean for iPhone sales.

Investors Business Daily

Analysts compute new HP stock price target after earnings

This is what could happen next to HP Inc. shares.

The Street

Analysts revamp Nvidia price targets as Blackwell tightens AI market grip

One analyst called Nvidia's Blackwell launch 'the most ambitious project Silicon Valley has ever witnessed.'

The Street

From analysis to the latest developments in health,
read the most diverse news in one place.

Up 750% in the Last Year, Can This Growth Stock Go Any Higher?

Despite the AI stock's parabolic ride this year, bullish Wall Street analysts expect SMCI to climb even higher.

Barchart

Does Nvidia Stock Still Have Gas In The Tank After Its Massive Rally?

Nvidia stock rocketed 239% in 2023 but the party is far from over for the AI-chip maker, Wall Street analysts say.

Investors Business Daily

Is Micron Stock a Buy for 2024?

With a robust start to fiscal 2024, Micron showcased its strategic advancements toward profitability, making Wall Street optimistic about its long-term potential.

Barchart

Micron Raises Outlook On Improved Memory-Chip Demand

Memory-chip maker Micron Technology raised its guidance for revenue and earnings in the current quarter.

Investors Business Daily

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Intel's Planned Spinoff Is A Sign The Chipmaker Needs Cash

Intel's plan to separate its programmable chip business into a stand-alone company signals that the iconic chipmaker needs cash.

Investors Business Daily

AMD Q2 Results Beat Expectations, Guidance Disappoints

Analysts maintain mixed ratings as AI chip uptake remains uncertain

Zenger

Nvidia Stock Hits $1 Trillion Market Cap On AI Supercomputer News

Nvidia stock jumped on the company's latest artificial intelligence and supercomputer announcements, made at a trade show in Taiwan.

Investors Business Daily

Super Micro Computer Stock Tumbles After Warning Of Sales Shortfall

Super Micro Computer on Monday warned that its fiscal third-quarter revenue will fall well short of expectations. SMCI stock plunged on the news.

Investors Business Daily

Semiconductor Stocks Brace For Chip Cycle Downturn

Semiconductor stocks are showing signs of bottoming. But investor sentiment remains negative ahead of third-quarter earnings season.

Investors Business Daily

New Export Restrictions Threaten 7% Of Nvidia's Sales

Nvidia stock and AMD stock fell on Thursday after the U.S. government imposed new export restrictions on chips to China and Russia.

Investors Business Daily

4 Analyst Takeaways Of Seagate Technology's Q1 Earnings

Seagate Technology Holdings PLC (NASDAQ: STX) reported its quarterly revenue at $2.6 billion, down 13% year-on-year, and non-GAAP profits at $1.59 per share, with both metrics below Street expectations. The company’s projection was $1.90 a share.

Benzinga

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news in one place.

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Investors Business Daily

Super Micro Computer Jumps On Raised Guidance Amid Strong Server Demand

Computer server maker Super Micro Computer raised June-quarter profit and revenue guidance, pointing to expected upside from customer design wins.

Benzinga

6 Micron Analysts On Q3 Earnings: 'The Reset Was Generally Expected'

Micron Technology, Inc. (NASDAQ: MU) reported third-quarter results after the closing bell on Thursday. Here's what the Street has to say.

Benzinga

Here's Why Wells Fargo Suggested Buying AMD Shares Before Analyst Day

Wells Fargo analyst Aaron Rakers recommended buying shares of Advanced Micro Devices, Inc (NASDAQ: AMD) ahead of this week's Analyst Day.

Benzinga

Here's What Analysts Had To Say About HP Post Q2 Results

Analysts remained cautious about HP Inc (NYSE: HPQ) post Q2 r

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news in one place.

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Benzinga

7 Nvidia Analysts Break Down Long-Term Story, New Products, Data Center Growth After Q1 Print

Several NVIDIA Corporation (NASDAQ: NVDA) reacted to the chipmaker's first-quarter report with lower price targets. Here's what they had to say.

Benzinga

Here's How Analysts View Nvidia Ahead Of Its Quarterly Results

Wells Fargo analyst Aaron Rakers maintained NVIDIA Corp (NASDAQ: NVDA) with an Overweight

Benzinga

5 AMD Analysts Weigh In On Blowout Q1 Earnings: Why 2 Reduced Price Targets

Advanced Micro Devices, Inc. (NASDAQ: AMD) reported first-quarter earnings after the bell on Tuesday.

Benzinga

Apple Analysts See Production Issues As Transitory, Recommend Buying On Weakness Following Q2 Results

Apple Inc (NASDAQ: AAPL) reported better-than-expected second-quarter earnings and revenues.

Benzinga

Is Nvidia A Software Play? What This Analyst Sees As 'Software-Only Monetization Opportunities'

Nvidia Corporation (NASDAQ: NVDA) held its GTC 2022 earlier this month, where it announced a slew of products and services. An analyst

The Street

Semiconductor Watchlist: Micron, Nvidia Applied Materials

Chips rebound as long-term plant construction plans take shape

Benzinga

Why Pure Storage Shares Are Soaring Today

Analysts raised their price targets on Pure Storage Inc (NYSE: PSTG) post a solid Q4 beat. Barclays analyst Tim Long raised the firm's price target on Pure Storage to $39 from $35 (47.3% upside) and kept an Overweight rating on the shares. The company beat Q4 estimates and released better than expected guidance for fiscal 2023, Long…

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