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The Latest Breaking News from Vivek Arya

Analyst Downgrades Texas Instruments And Skyworks, Upgrades These 2 Semi Stocks

Semiconductor stocks have taken a big hit so far in 2022, and one Wall Street analyst just adjusted his ratings on six semis heading into the second half of the year. The Analyst: Bank of America analyst Vivek Arya made the following seven ratings changes on Wednesday:

Chip Design Firms Upgraded As Chipmakers Downgraded

Chip Design Firms Upgraded As Chipmakers Downgraded

A Wall Street firm downgraded several semiconductor stocks as the outlook for chip sales ebbs, but it upgraded two chip design firms.

Investors Business Daily

BofA Picks Nvidia As Top Pick; Expresses Bullishness On Marvell, AMD, ON Semiconductor

BofA Picks Nvidia As Top Pick; Expresses Bullishness On Marvell, AMD, ON Semiconductor

BofA analyst Vivek Arya believes chipmaker Nvidia Corp (NASDAQ: NVDA) could benefit from growth in several areas. Arya chose Nvidia as his top large-cap sector pick.

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Nvidia's 'Crypto Conundrum' Explained: How A Drop In Digital Currencies Could Impact The Stock

NVIDIA Corporation (NASDAQ: NVDA) shares have shown some uncharacteristic weakness so far in 2022, down 35.2% year-to-date.

5 Best Value Stocks To Buy With $100: Citigroup, General Motors And More

After more than a decade of growth stocks outperforming value stocks, that trend has reversed in the past year.

Another Analyst Sets Bullish Tone On NVIDIA, Sees Considerable Upside

New Street analyst Pierre Ferragu upgraded NVIDIA Corp (NASDAQ:NVDA) to Buy from Neutral with a price target of $280 (30.2% upside). Ferragu saw an attractive valuation, greater visibility on the "crypto-winter risk," and the company's robust data center outlook. Ethereum's hash rate quadrupled between October 2020 and January 2022, likely boosting Nvidia's FY22 gaming revenues…

Here's Why BofA Views Nvidia As Leading Growth Company In Semis

BofA analyst Vivek Arya reiterated a Buy rating and a $375 price target (71.1% upside) on NVIDIA Corp (NASDAQ:NVDA) and a Top Pick designation. Arya saw the Baird downgrade-related selloff as likely done. Truist also slashed the price targets on the chipmakers. Arya acknowledged that Nvidia's gaming business was vulnerable to weaker demand from Europe due to the Russia-Ukraine…

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BofA Coins New FANG Equivalent For Semiconductor Stocks, 'MANGO'

BofA Coins New FANG Equivalent For Semiconductor Stocks, 'MANGO'

BofA analyst Vivek Arya's recent discussions with investors about the U.S. Semiconductors sector have "overwhelmingly" been focused more on cycle worries such as peaking demand and rising Capex than company fundamentals.

Semiconductor Stock Analyst Sweet On MANGO Portfolio Of Top Chipmakers

Semiconductor Stock Analyst Sweet On MANGO Portfolio Of Top Chipmakers

With semiconductor stocks bouncing back, one analyst has assembled a portfolio of high-conviction names investors should consider.

Investors Business Daily

7 Dividend Growth Stocks That Analysts Love

7 Dividend Growth Stocks That Analysts Love

Dividends have been a major source of long-term stock market returns. From 1930 to 2017, dividends accounted for 42% of the S&P 500's total returns.

Here's Why BofA Is Bullish On AMD, Nvidia

Here's Why BofA Is Bullish On AMD, Nvidia

Advanced Micro Devices Inc (NASDAQ:AMD) and NVIDIA Corp (NASDAQ:NVDA) are likely to keep benefiting, BofA analyst Vivek Arya notes. The graphics chip market is "still early in the upgrade cycle." The second half of the year should grow more robust as supply and mix improve. Related Content: AMD Analyst Turns Bullish After 10 Years; 'Valuation Downright Attractive, Execution…

Credo Shares Pop As Multiple Analysts Initiate Coverage And See Sharp Upside

Credo Shares Pop As Multiple Analysts Initiate Coverage And See Sharp Upside

Multiple analysts initiated coverage on Credo Technology Group Holding Ltd (NASDAQ:CRDO) with a positive stance. Goldman Sachs analyst Toshiya Hari initiated coverage on Credo with a Buy rating and price target of $23 (51.3% upside). Stifel analyst Tore Svanberg initiated coverage on Credo with a Buy rating and price target of $20 (31.6% upside). BofA analyst Vivek…

Why Intel Shares Are Trading Lower Today

Why Intel Shares Are Trading Lower Today

Intel Corp (NASDAQ:INTC) shared its 2022 and long-term growth strategy at its investor meet. After attending Intel's analyst day, BofA analyst Vivek Arya said the company "laid out an ambitious plan" to drive double EPS growth through 2026. He expects bulls to focus on its commitment to process leadership, large and growing total addressable markets,…

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