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The Latest Breaking News from Vijay Rakesh

Analysts Abandon Super Micro After Negative Quarterly Update

More Wall Street analysts downgraded or pulled their ratings on Super Micro Computer stock after the beleaguered company's business update.

Investors Business Daily

Dell Poised To Gain Market Share Amid Super Micro's Troubles

Dell Technologies likely will be a major beneficiary of troubles at rival Super Micro Computer, analysts say. Dell stock jumped Wednesday.

Investors Business Daily

Super Micro Computer Stock Plummets After Accounting Firm Resigns

Super Micro Computer stock plunged after the data center specialist revealed that its accounting firm had resigned over financial reporting concerns.

Investors Business Daily

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Up 89% in a Month, Is It Too Late to Buy This Surging Semiconductor Stock?

After a jaw-dropping recovery of 89% in just the past month, is it too late to grab a piece of Wolfspeed stock?

Barchart

Broadcom 2025 Forecast: Will This AI Semiconductor Stock Top $1 Trillion?

With demand for AI chips skyrocketing, chip giant Broadcom is tantalizingly close to the milestone of crossing the $1 trillion mark.

Barchart

Analyst resets Broadcom stock price target, citing AI outlook

Here’s what could be next for Broadcom stock.

The Street

Analysts revisit Dell, Super Micro stock price targets on AI capabilities

Here's what could happen next to shares of Dell and Super Micro.

The Street

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Rivian shares tumble after first quarter delivery report

Electric vehicle makers are facing challenges in the current market.

The Street

Analyst revamps Tesla, Rivian, Nio price targets on electric vehicle demand

Here's what could happen next to shares of three electric vehicle makers.

The Street

Analysts revamp Nvidia, Micron price targets as new business model grows

Chipmakers continue to pace broader tech gains, while Nvidia looks set to benefit from a new business focus.

The Street

Nvidia Stock Tumbles On New U.S. Trade Restrictions With China

Nvidia stock fell after the U.S. Commerce Department tightened its restrictions on the export of AI chips to China.

Investors Business Daily

ON Semiconductor Surges On Upbeat Q2 Earnings, Analysts Boost Price Targets

Automotive and Industrial Growth Drive Strong Results, SiC Production Exceeds Expectations.

Zenger

Nvidia Jumps Higher as Mizuho Analysts See $300 Billion AI Chip Potential

Nvidia's 'dominating' presence in the expanding AI chip market could peg its market value near $2 trillion by 2027.

The Street

Tesla Slumps Despite Earnings Beat, Rivian Bullish, Nikola Sells Hydrogen Project: EV Stock Roundup

Tesla underperforms as investors focus on Musk's comments; Rivian bullish, Nikola sells hydrogen project, Fisker targets Indian market.

Zenger

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Investors Business Daily

Nio Stock Eyes Return To Glory. Its EV Sales Are Set To Accelerate.

Nio is ramping up after investors bet new and revamped models will spur a big acceleration in the China EV maker's sales in the latter half of 2023.

Investors Business Daily

Lam Research Passes Buy Point Despite Chip-Gear Spending Drop

Semiconductor equipment maker Lam Research looks to benefit from rising complexity in the chipmaking process, and shares are on the move.

Investors Business Daily

Lam Research, IBD Stock Of The Day, Nears Buy Point From Bottoming Base

Lam Research is the IBD Stock Of The Day after the chip equipment maker offered a decks-clearing earnings report and cost-cutting plan.

Investors Business Daily

Here's What's Likely To Drive Semiconductor Stocks In 2023

After a miserable performance in 2022, semiconductor stocks are looking for a comeback in 2023.

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Investors Business Daily

China Restrictions Kneecap U.S. Chipmakers

U.S. government restrictions on selling advanced chip technology to China could lead to retaliatory moves. Here's how they might play out.

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

Tesla And Other EV Makers From Benzinga's Most Accurate Analysts

The U.S. is reportedly in discussions to subject Elon Musk’s companies to national security reviews . Tesla Inc’s (NASDAQ: TSLA) CEO has also been locked in a battle over buying Twitter Inc. (NYSE: TWTR).

Benzinga

Why These 5 Tesla Analysts Have Mixed Views On Q3: 'We Were Prepared For An Earnings Miss'

Tesla Inc (NASDAQ: TSLA) reported record revenue, operating margins and free cash flow in the third quarter.

Benzinga

Mizuho Analyst Remains Bullish On The EV Sector; Finds Rivian Better Positioned

Mizuho analyst Vijay Rakesh reiterated his Buy ratings on Rivian Automotive, Inc (NASDAQ:RIVN) and the $65 price target. He saw RIVN as a pure play and a strong early mover in the EV market, focusing on the higher-growth SUV and light truck market and a robust commercial vehicle roadmap beginning with Amazon.Com, Inc. (NASDAQ:AMZN). Rivian is…

Investors Business Daily

Onsemi, IBD Stock Of The Day, Earns 'Blue Dot' On MarketSmith Chart

ON Semiconductor is the IBD Stock Of The Day as the chipmaker outperforms the broader market and sets a new buy point.

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.

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