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The Latest Breaking News from John Vinh

Marvell Technology Posts Solid Q3 Beat: Analysts Raise Forecasts, Expect 40%-50% Earnings Growth

Marvell Technology reported upbeat earnings amid exciting earnings season. Analysts raised their price targets, expecting strong growth.

Benzinga

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

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

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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

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

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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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.

Investors Business Daily

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.

Zenger

'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.

Investors Business Daily

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.

Zenger

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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

Benzinga

AMD Analysts Cut Price Targets After Chipmaker Lowers Guidance, But 'Long-Term Opportunity' Remains

Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) hit new 52-week lows on Friday after the company came out with lower third-quarter guidance Thursday after the m

Benzinga

AMD, Samsung's Warnings Underline Looming Tech Slowdown — But This Analyst Sees Pockets Of Strength

Advanced Micro Devices Inc. (NASDAQ: AMD) shares moved sharply to the downside in after-hours trading on Thursday after the chipmaker warned of a revenue shortfall.

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Benzinga

Micron Technology Earnings Were 'Materially Worse' Than Expected: 6 Analysts Comment

Micron Technology Inc. (NASDAQ: MU) released fiscal fourth-quarter results after the closing bell on Thursday. The Boise, Idaho-based company reported downbeat revenues of $6.64 billion and adjusted earnings of $1.45 per share, ahead of the consensus estimate.

Benzinga

Apple 'Selling Fear' With Focus On Safety In New Products; Analysts See More Reasons For Consumers To Upgrade To iPhone 14

The September event from Apple Inc (NASDAQ: AAPL) revealed details of the new iPhone 14, Apple Watch and Airpods. Here’s what analysts think of the updates and what it could mean for the future of the technology giant.

Benzinga

Ambarella's Inventory Rebalancing Delivers a Buying Opportunity As Demand Eases, Analysts Say While Slashing Price Targets

Ambarella, Inc (NASDAQ: AMBA) clocked 2

Benzinga

Marvell's Upside Is Only Limited By Supply, Analysts Say After Mixed Q2 Results

Marvell Technology Inc (NASDAQ: MRVL)

Benzinga

Nvidia's Unanswered Questions: 7 Analysts Break Down Tech Firm's Q2 Miss

Nvidia Corporation (NASDAQ: NVDA) reported second-quarter revenues of $6.7 billion, short of the consensus estimate of $8.1 billion, and net income of $656 million, significantly the Street market expectations of $1.25 per share.

Benzinga

6 Advanced Micro Devices Analysts React To Earnings Beat, Guidance Miss, Market Share Gains

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares traded lower by 4.3% on Wednesday after the semiconductor giant reported better-than-expected second-quarter numbers but disappointed Wall Street with its third-quarter guidance.

Investors Business Daily

These Chipmakers Have The Least Risk For Order Cancellations

Concerns about rising inventories in the semiconductor industry have led to worries about order cancellations.

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