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The Latest Breaking News from John Vinh

Analysts revisit AMD stock price targets after earnings

AMD CEO Lisa Su said the total addressable market for AI accelerators would rise to $500 billion by 2028.

The Street

These Chipmakers Called Biggest Beneficiaries Of iPhone 16

Apple’s iPhone 16 handsets will provide a business lift for component suppliers, especially Cirrus Logic and Broadcom, according to KeyBanc Capital Markets.

Investors Business Daily

Analyst tweaks AMD stock price target ahead of Q2 earnings

AMD is looking to challenge Nvidia in the surging global market for AI computing chips.

The Street

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Nvidia Investors Cautious As Analysts Stay Bullish On AI Chipmaker

Wall Street analysts are ringing the bell for Nvidia stock but investors are taking a wait-and-see approach to the highflying AI chipmaker.

Investors Business Daily

Analyst resets Nvidia stock price target in chip-sector overhaul

AI demand has driven chip stocks to record levels, and one Wall Street analyst weighs in on the trend.

The Street

Analysts revise Micron stock price targets after earnings

Micron's latest earnings report delivered mixed messages.

The Street

Nvidia earnings will be crucial to stock market zeitgeist this week

The S&P 500 has powered to an all-time high and faces a key test.

The Street

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Nvidia, IBD Stock Of The Day, Hits Buy Point Ahead Of Earnings Report

Nvidia stock is the IBD Stock Of The Day as anticipation builds for the AI leader's quarterly earnings report next week.

Investors Business Daily

Analysts revise AMD stock price targets after earnings shock

AMD's new MI300X processor is expected to challenge Nvidia's AI market dominance.

The Street

Analyst revises Nvidia stock price target on China update

Here's what could happen next to Nvidia's shares.

The Street

Semiconductor Stocks Arm, TSMC Advance On Positive News

Semiconductor stocks moving on news Monday included Arm Holdings, Micron Technology and Taiwan Semiconductor Manufacturing.

Investors Business Daily

Analysts revamp Nvidia price targets as stock tests $2 trillion

Analysts weigh in as Nvidia shares take aim at $2 trillion market value.

The Street

Qualcomm In Catbird Seat For Edge AI Shift, CEO Says

Qualcomm is well positioned to capitalize on the shift to edge AI as generative artificial intelligence comes to smartphones, PCs and automobiles.

Investors Business Daily

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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Investors Business Daily

Broadcom's VMware Acquisition Removes Overhang On AVGO Stock

Broadcom stock is poised to move higher now that the chipmaker has completed its purchase of VMware, analysts say.

Zenger

Nvidia Analysts Hail ‘Jaw Dropper’ Q3, But Downplay China Setback To Focus On Bigger Picture: ‘This Is A 1995 Moment’

Nvidia Corp.’s third-quarter earnings report may not have wowed investors but it has struck a chord with sell-side analysts.

Zenger

Intel Shares Surge As Analysts React To Healthy Q3 Results

Bank of America maintains Underperform rating, while Goldman Sachs reaffirms Sell rating.

The Street

Keybanc analyst justifies Nvidia price target increase

The technology company still has plenty of room to run, according to Keybanc.

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news in one place.

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The Street

Analysts expect fireworks when Nvidia reports earnings

Wall Street expects big news from the Godfather of AI when it reports quarterly financials.

Investors Business Daily

'Godfather Of AI' To Offer Quarterly Results; Can Investors Refuse?

Wall Street has high expectations for Nvidia's earnings report on Wednesday but production constraints could be a spoiler for the fabless chipmaker.

Zenger

AMD Q2 Results Beat Expectations, Guidance Disappoints

Analysts maintain mixed ratings as AI chip uptake remains uncertain

Zenger

Intel’s Q2 Results Get Mixed Reactions From 4 Analysts: ‘AI Contribution Remains Modest’

Analysts are diving into second quarter financial results reported by Intel Corporation (NASDAQ: INTC) Thursday after market close

Zenger

Semiconductor Earnings Preview: Analysts Optimistic Despite Soft Chip Demand, AI Expected To Shine

KeyBanc Capital's John Vinh identifies Nvidia, Marvel Tech, On Semiconductor as top picks; cautions on AMD, Texas Instruments.

Benzinga

Why These AMD Analysts Are Cutting Price Targets As Stock Rallies Off Q3 Earnings

Advanced Micro Devices, Inc. (NASDAQ: AMD) Tuesday reported downbeat third-quarter revenues and earnings.

Benzinga

7 Intel Analysts Focus On Q3 Earnings, Cost-Cutting Plan

Intel Corporation (NASDAQ: INTC) reported Thursday its third-quarter results, with revenue of

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