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The Latest Breaking News from Hans Mosesmann

Nvidia Just Scored an AI Deal With Mistral. How Should You Play NVDA Stock Here?

Nvidia announced several partnerships with European businesses, including one with Mistral AI on Wednesday. Rosenblatt sees upside in NVDA shares to $200.

Barchart

Can AMD Stock Hit $200 in 2025?

Analyst Hans Mosesmann at Rosenblatt Securities believes the chip giant’s stock can reach $225 this year.

Barchart

Is Nvidia Stock Already Due for More Post-Split Price-Target Hikes?

Nvidia stock has been on an absolute tear over the last 20 months, and is now the third-largest company in the world, after Microsoft and Apple. Is the Big Tech stock still a good buy?

Barchart

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Here's How High Wall Street Thinks Super Micro Computer Stock Can Rise

Shares of SMCI stock have nearly tripled so far in 2024, and they've delivered returns of 4,115% over the past decade. Can SMCI stock continue to march higher?

Barchart

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

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

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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

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

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 Price Target Slashed By As Much As 33% Following Downward Revision In Outlook

On August 8, Nvidia Corp (NASDAQ: NVDA)

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.

Benzinga

AMD Q2 May Show Share Gains At Intel's Expense: Q2 Earnings Preview

Chipmaker Advanced Micro Devices Inc’s (NASDAQ: AMD) second-quarter earnings are on tap on Tuesday after the market close.

Benzinga

6 Micron Analysts On Q3 Earnings: 'The Reset Was Generally Expected'

Micron Technology, Inc. (NASDAQ: MU) reported third-quarter results after the closing bell on Thursday. Here's what the Street has to say.

Benzinga

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Benzinga

Rosenblatt Points Out How Intel's Price War Could Prove Costly For AMD

Rosenblatt analyst Hans Mosesmann shared salient articles in the last week specific to AI, Bandwidth, and Compute that are important and merely interesting regarding key secular themes.

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.

Benzinga

Here's How Analysts View Nvidia Ahead Of Its Quarterly Results

Wells Fargo analyst Aaron Rakers maintained NVIDIA Corp (NASDAQ: NVDA) with an Overweight

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.

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Benzinga

Rosenblatt Analyst Explains How AMD Stock Weakness Is Buying Opportunity

Competitor downgrade on 2023 cyclical issues, potential consumer weakness in PCs and mobile, and a possible price war with Intel Corp (NASDAQ:INTC) drove Advanced Micro Devices Inc (NASDAQ:AMD) shares' weakness, Rosenblatt analyst Hans Mosesmann said. Barclays recently downgraded the rating on AMD, citing looming cyclical risks in 2023 across several end markets. However, Mosesmann contends that AMD is…

Benzinga

5 Nvidia Analysts On AI Inflection, A $1-Trillion Opportunity, Silicon-Software Split And Sky-High Valuation

At the Nvidia Corporation (NASDAQ: NVDA) GTC 2022 virtual keynote event, CEO Jensen Huang announced several breakthrough, inno

Benzinga

Here's How Analysts View Marvell Post Q4

Most analysts slashed their price targets on Marvell Technology Inc (NASDAQ:MRVL) post Q4 results. Wells Fargo analyst Gary Mobley lowered the price target to $70 from $80 (7.5% upside) and maintained an Equal-Weight following the "respectable" beat and raise quarter. Considering the upbeat results and the pullback in the equity markets & chip sector, Mobley says…

Benzinga

Read How Analysts Reacted To Broadcom's Q1 Results

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…

Benzinga

Why Nvidia Bulls Laud The Stock As 'Tough Not To Own' After Q4 Print

NVIDIA Corporation (NASDAQ: NVDA) reported forecast-beating fourth-quarter results and issued upbeat guidance for the first quarter.

Benzinga

4 AMD Analysts Boost Price Targets Following Chipmaker's Stellar Q4, Predict Continued Share Gains

Advanced Micro Devices Inc (NASDAQ: AMD) reported forecast-beating fourth-quarter results and issued an upbeat guidance.

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