The Latest Breaking News from Tristan Gerra

The juggernaut that controls 90% of AI-critical semiconductors passed Apple and Microsoft to be worth $3.23 trillion.

Thanks to promising DRAM market trends, this semiconductor stock is poised for a potential surge amid an anticipated 'super cycle' upswing this year.

Investors have Nvidia priced for perfection. Wednesday's earnings will indicate whether they're right to do so.

A sharp drop in graphic chip prices could presage an unexpectedly quick ending to a global chip crunch that has crippled manufacturing from smartphones to cars, and the issue will be a central one for companies reporting results this week. As Intel, Qualcomm and others report, investors will weigh how…

The semiconductor maker is going through a tough time as recession fears persist.

Baird analyst Tristan Gerra downgraded NVIDIA Corp (NASDAQ:NVDA) to Neutral from Outperform with a price target of $225, down from $360.  The price target implied a downside of 2.7%. Gerra contended that order cancellations recently started in consumer GPUs due to excess inventories, a slowdown in consumer demand and PC demand, and the Russia embargo. Also…

Analysts boosted their price targets on Broadcom Inc (NASDAQ:AVGO) post Q1 FY22 results. Baird analyst Tristan Gerra raised the price target on Broadcom from $690 to $700 (21% upside) and kept an Outperform.  The analyst said strong demand continues and will likely accelerate year-over-year this quarter, driven by enterprise IT, hyper-scale and cloud, switches upgrades…