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The Latest Breaking News from John Vinh

If Apple Cuts iPhone Units in 2027, This Stock Could Be a Big Loser

KeyBanc has turned cautious on Cirrus Logic, citing potential iPhone unit cuts and delayed PC growth. Here’s why investors may want to pay attention.

Barchart · Oct 19

Wall Street Can’t Seem to Get Enough of Intel Stock

Intel’s stock has climbed over 200% over the past year due to AI-led demand.

Barchart · Apr 23

KeyBanc Taps INTC, AMD Stocks as Top Buys on CPU Demand. Should You Load Up Now?

One KeyBanc analyst believes that both Intel and AMD will benefit from higher CPU demand.

Barchart · Apr 13

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Why Is Micron (MU) Stock Higher Today?

Micron stock is gaining as KeyBanc reiterated its bullish view on the memory chip specialist on Monday. Here’s what could drive MU shares higher in 2026.

Barchart · Apr 6

Dow Soars 588 Points as Trump Retreats: Stock Market Today

Another up and down day ends on high notes for investors, traders, speculators and Greenland.

Kiplinger · Jan 21

Intel Stock Just Got a New Street-High Price Target. Should You Buy INTC Here?

Intel has been on an absolute tear in the past year, surging 50% during this period, as it inked partnerships with Nvidia, SoftBank, and others.

Barchart · Jan 15

AMD Is Almost Sold Out of CPUs for 2026. Does That Make AMD Stock a Buy Now?

AMD stock inches higher as KeyBanc issues a bullish note in its favor. Here’s why the investment firm is recommending sticking with AMD shares in 2026.

Barchart · Jan 14

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KeyBanc Says Intel Has Made ‘Significant Progress.’ Does That Make INTC Stock a Buy Here?

Intel stock pushes higher as KeyBanc issues a bullish note in its favor. Here’s what the investment firm believes will drive INTC shares higher in 2026.

Barchart · Jan 14

Visa Stamps the Dow's 398-Point Slide: Stock Market Today

It's as clear as ever that President Donald Trump and his administration can't (or won't) keep their hands off financial markets.

Kiplinger · Jan 13

Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

Benzinga · Nov 20, 2025

Nintendo Switch 3 Rumoured Release Date, Specs, Features and Price

Nintendo Switch 3 rumoured to feature Intel-powered technology, offering faster speeds, better graphics, and major system upgrades for gamers.

International Business Times UK · Oct 16, 2025

Why Is Broadcom Stock Surging Thursday?

Broadcom (NASDAQ:AVGO) capitalized on Wall Street’s artificial intelligence boom Thursday, fueled by billions in chip investments from Microsoft (NASDAQ:MSFT), Meta Platforms (NASDAQ:META), and other technology giants.

Benzinga · Oct 2, 2025

Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target

Shares of Micron Technology Inc (NASDAQ:MU) dipped in early trading on Wednesday despite a strong fiscal fourth quarter report.

Benzinga · Sep 24, 2025

Broadcom Bets Big On AI: Possible New Partnership With OpenAI Sparks Rally

Broadcom Inc (NASDAQ:AVGO) shares rallied in early trading on Friday on media reports of its possible partnership with OpenAI, which is gearing up to mass-produce its first proprietary AI chip.

Benzinga · Sep 5, 2025

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Benzinga · Aug 28, 2025

Nvidia Q2 Guidance Shows Demand Outstrips Supply For 'New Oil And Gold Of AI Revolution'

Nvidia Corporation (NASDAQ:NVDA) analysts are highlighting the company's growth in the second quarter and pending opportunity as China regulations become clear.

Barchart · Aug 20, 2025

Nvidia Stock Is Falling Hard for No Real Reason. Should You Buy the Dip in NVDA Here?

Nvidia stock sinks further amid a broader selloff in high-flying AI stocks. KeyBanc recommends loading up on NVDA shares on the recent weakness.

Benzinga · Aug 6, 2025

AMD Stock Has A Lot 'To Be Encouraged And Excited About': Analysts Are Cautious But Bullish

Advanced Micro Devices (NASDAQ:AMD) analysts break down the Q2 financial results and highlight what could happen in the second half of the fiscal year.

Benzinga · Jun 26, 2025

Micron Impresses Wall Street With Strong Q3 Earnings, 'Continued Strength In AI Data Center'

Micron Technology Inc (NASDAQ:MU) shares fell Thursday in early trading, despite the company on Wednesday reporting upbeat fiscal third-quarter earnings.

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Barchart · May 15, 2025

Trump’s New Deal Could Create 500,000 Reasons to Buy Nvidia Stock This Year

Nvidia stock remains in focus amidst reports of a preliminary chips deal between the U.S. and United Arab Emirates. KeyBanc issues a bullish note in favor of NVDA shares.

Benzinga · Dec 4, 2024

Marvell Technology Posts Solid Q3 Beat: Analysts Raise Forecasts, Expect 40%-50% Earnings Growth

Marvell Technology reported upbeat earnings amid exciting earnings season. Analysts raised their price targets, expecting strong growth.

Zenger · Nov 22, 2023

Nvidia Analysts Hail ‘Jaw Dropper’ Q3, But Downplay China Setback To Focus On Bigger Picture: ‘This Is A 1995 Moment’

Nvidia Corp.’s third-quarter earnings report may not have wowed investors but it has struck a chord with sell-side analysts.

Zenger · Oct 30, 2023

Intel Shares Surge As Analysts React To Healthy Q3 Results

Bank of America maintains Underperform rating, while Goldman Sachs reaffirms Sell rating.

Zenger · Aug 2, 2023

AMD Q2 Results Beat Expectations, Guidance Disappoints

Analysts maintain mixed ratings as AI chip uptake remains uncertain

Zenger · Jul 29, 2023

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 · Jul 17, 2023

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.

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