The Latest Breaking News from Vivek Arya

Ambarella Bets on Edge AI as Auto Sales Head for Record and Hanwha Deal Builds

Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the company’s edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products. Speaking with BofA semiconductor analyst Vivek Arya at

MarketBeat · Jun 2

Stocks Hit Highs as Trump Eases Iran Worries: Stock Market Today

Nvidia sparked a rally in several tech stocks Monday after the AI bellwether debuted a new chip for PCs.

Kiplinger · Jun 1

Should You Buy the Dip in Nvidia Stock Today?

Nvidia stock is sinking as Google and Amazon tout in-house chips on thier Q1 earnings calls. BofA still recommends buying the dip in NVDA shares today.

Barchart · Apr 30

3 Key Things Analysts Are Watching for Nvidia Stock Before GTC 2026

Bank of America maintains its bullish view on NVDA ahead of GTC next week. Here's what to watch.

Barchart · Mar 14

It’s ‘Time to Shine’ for Applied Materials Stock, According to Analysts. Should You Buy AMAT Here?

The semiconductor equipment maker crushed expectations and delivered guidance that has Wall Street buzzing about a multi-year growth cycle.

Barchart · Feb 18

The tech stock free fall doesn’t make any sense, BofA says in rebuke to investors while doubling down on the sector’s longevity

Investors see weak ROI ahead as they also see AI adoption so pervasive that it makes whole business models obsolete. Both can’t be true, BofA says.

Fortune · Feb 4

Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks

Analysts at big banks are bullish on Broadcom in 2026. At least three have named the stock a "top pick" for the new year.

MarketBeat · Jan 14

Nvidia Open-Sources AI That Helps Self-Driving Cars Think Like Humans

Nvidia Corp. (NASDAQ:NVDA) is expanding its open-source artificial intelligence portfolio with a sweeping set of new models, datasets, and development tools designed to accelerate progress in both digital and physical AI.

Benzinga · Dec 2, 2025

Competition Is Heating Up, But Bank of America Still Thinks AMD Stock Is a Buy Here

While competition in the AI chip race accelerates, Bank of America remains faithful in AMD’s future.

Barchart · Dec 1, 2025

Broadcom's New Google Chips Could Be 40% Cheaper To Run Than Nvidia's, Analyst Says

Broadcom Inc (NASDAQ:AVGO) is gaining momentum in the artificial intelligence accelerator race thanks to Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) Google's push to scale Tensor Processing Unit-powered computing across both internal systems and future external customers.

Benzinga · Dec 1, 2025