Get all your news in one place.

100’s of premium titles.
One app.

Get all your news in one place.

100’s of premium titles. One news app.

The Latest Breaking News from John Vinh

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

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

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

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.

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

Read news from The Economist, FT, and more,
with one subscription

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

Nvidia Earnings Preview: Gaming Sector Outlook In Focus After Q2 Revenue Warning

“Our gaming product sell-through projections declined significantly as the quarter progressed,” CEO Jensen Huang cautioned on August 8.

The Street

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.

Benzinga

These Chipmakers Have The Least Risk For Order Cancellations

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

Investors Business Daily

KeyBanc Sees Steady Cloud Growth Resuming Led By Intel; Nvidia, AMD

The May results indicate cloud instances resumed solid sequential growth driven by computing processors as per KeyBanc analyst John Vinh.

Benzinga

Get all your
news in one place.

100’s of premium titles.
One news app.

Benzinga

Why This Qualcomm Analyst Is Raising Their Price Target For The Chipmaker

Qualcomm, Inc. (NASDAQ: QCOM) shares have shed close to 27% year-to-date amid a broader market sell-off led by tech stocks. An analyst at KeyBanc Capital Markets is bracing up for more upside in the stock over the next 12 months.

Benzinga

Why This Analyst Came Away 'Incrementally More Constructive' From AMD's Analyst Day

Advanced Micro Devices, Inc. (NASDAQ: AMD) held its Analyst Day event on Thursday, when it issued commentary on financials and product pipeline.

Benzinga

Here's Why Analysts Slashed Price Targets On Ambarella Post Q1 Results

Analysts slashed their price targets on Ambarella, Inc (NASDAQ: AMBA)

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.

Get all your
news in one place.

100’s of premium titles.
One news app.

Benzinga

'Highest-Quality Growth Stock:' Nvidia Analyst Shrugs Off Gloomy Guidance

Nvidia Corporation (NASDAQ: NVDA) cast a pall of gloom on the tech sector on Wednesday by providing underwhelming guidance for the second quarter.

Benzinga

KeyBanc Remains Upbeat On Auto-Based Companies Like Microchip, Indie; Shares View On Semiconductor Stocks

KeyBanc analyst John Vinh said nine companies were under coverage (Advanced Micro Devices, Inc (NASDAQ: AMD), Cirrus Logic, Inc (NASDAQ:CRUS), Lattice Semiconductor Corporation (NASDAQ:LSCC), Monolithic Power Systems, Inc (NASDAQ: MPWR), NXP Semiconductors N.V. (NASDAQ:NXPI), ON Semiconductor Corporation (NASDAQ: ON), Qorvo, Inc (NASDAQ: QRVO), Skyworks Solutions, Inc (NASDAQ: SWKS), Synaptics Inc (NASDAQ:SYNA)) and reported positive results but mixed guidance. The broad-based analog (LSCC, MPWR, NXPI, ON) reported robust results/guidance, and China smartphone-exposed companies…

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

Why This AMD Analyst Is Lowering Price Target After Chipmaker's Stellar Q1

Advanced Micro Devices, Inc. (NASDAQ: NASDAQ) reported forecast-beating quarterly results on Tuesday and raised its full-year revenue guidance.

Benzinga

Qualcomm Rallies Off Q2 Earnings: Takeaways From 4 Analysts

Qualcomm, Inc. (NASDAQ: QCOM) reported second-quarter revenue of $11.16 billion Wednesday, a whopping 41% expansion driven by Android phone chip sales.

The Street

KeyBanc Sees Negative Trends for Nvidia

KeyBanc sees positive and mixed trends for other chipmakers. Demand remains 'healthy' in the industry, it said.

Benzinga

Why This Nvidia, Qualcomm Analyst Is Lowering Price Targets For These Chip Stocks

Nvidia Corporation (NASDAQ: NVDA) shares command a premium valuation, and sell-side's theses have all along justified its valuation due to the chipmaker's strong growth profile and optionality.

1 2 3

People

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

Organisations

Advanced Micro Devices

Read news from The Economist, FT, and more,
with one subscription

Topics

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.