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The Latest Breaking News from Tristan Gerra

Bank of America Says Nvidia Is Still the Top AI Compute Stock to Buy Despite YTD Underperformance. Here’s Why.

Even after NVIDIA’s another massive AI-driven quarter, investor expectations remain sky-high. Bank of America, however, says the AI chip king still has serious staying power.

Cautious Investors Should Wait for THIS Entry Point Before Buying Nvidia Stock

Cautious Investors Should Wait for THIS Entry Point Before Buying Nvidia Stock

Although analysts expect Nvidia to outperform when it reports fiscal Q4 earnings, the stock is still overvalued. Waiting for an entry point at $128 may be the smartest approach.

US gov't pushing TSMC and Intel to create joint venture in the US: Report

US gov't pushing TSMC and Intel to create joint venture in the US: Report

TSMC has made no official announcements about expanding in the U.S. at the board meetings this week, but the rumor mill points to quicker expansion in Arizona and a joint venture with Intel.

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Nvidia is now the most valuable company in the world. Here’s how it went from a Denny’s booth to cornering the AI chip market

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

1 Top Semiconductor Stock to Buy for 'Super Cycle' Upside

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

1 Semiconductor Stock That's a 'Hidden AI Gem,' According to Analysts

Uncover how Semtech is quietly positioning itself as a formidable force in the AI space, drawing analyst upgrades and investor interest in the wake of its latest earnings release.

Graphic Chip Price Drop Raises Questions on Whether End of Shortage Is in Sight

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…

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Nvidia Shares Drop As Baird Cuts Price Target By 38%; Downgrades To Neutral

Nvidia Shares Drop As Baird Cuts Price Target By 38%; Downgrades To Neutral

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…

Read How Analysts Reacted To Broadcom's Q1 Results

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…

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