The Latest Breaking News from Vivek Arya

Intel Corporation (NASDAQ:INTC) has several key areas to address, including new products and growth plans, ahead of its third-quarter financial report, which is scheduled to be released on Thursday after the market closes.

The index is "statistically expensive on everything" and is trading above Tech Bubble levels on nine different metrics, according to Bank of America.

Texas Instruments (NASDAQ:TXN) faces mounting pressure as macroeconomic headwinds collide with a rich valuation, signaling tighter near-term growth prospects for the semiconductor giant.

BofA Securities analyst Vivek Arya highlighted key considerations for the U.S. semiconductor sector amid the artificial intelligence frenzy and potential concerns about a bubble.

Intel (NASDAQ:INTC) struggled to maintain its moat across its central processing unit (CPU) and artificial intelligence businesses. The chipmaker also grappled with market share losses to Advanced Micro Devices (NASDAQ:AMD) and Arm Holdings (NASDAQ:ARM) in both the PC and server markets, as well as limited integration with AI accelerators, despite…

“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.

Paul Tudor Jones also got far out and sci-fi, talking to CNBC. “We’re kind of boldly going where no man has ever gone before.”

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.

Advanced Micro Devices’ (NASDAQ:AMD) multi-year partnership with OpenAI could generate over $100 billion in revenue over the next four to six years, as the chipmaker prepares to supply up to six gigawatts of computing capacity using its next-generation Instinct MI450X GPUs starting in late 2026.