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The Latest Breaking News from Aaron Rakers

How Should You Play NVDA Stock as Nvidia Agrees to China Chip Revenue Deal?

The U.S. government agreed to issue export licenses in exchange for 15% of Nvidia’s H20 sales to China. Wells Fargo says NVDA shares could rally to $220 on the back of this deal.

Barchart

What's Next For Nvidia As AI Powerhouse Navigates Trade, Demand Concerns?

Wall Street analysts predict a smoother ride for Nvidia stock starting this summer after recent trade and demand worries.

Investors Business Daily

1 Stand-Out Growth Stock to Buy Now for 80% Upside Potential

The Street-high price target suggests Micron has much more room to run.

Barchart

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Nvidia Stock Attempts Rebound As Bulls Pound The Table

After retreating 27% in the past three weeks, Nvidia stock is attempting a rebound, helped by positive analyst reports.

Investors Business Daily

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

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

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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

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

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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.

Benzinga

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.

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.

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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

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

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