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The Latest Breaking News from Vivek Arya

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

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

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

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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

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

The AI Race Is a Marathon, Not a Sprint. Here Is How AMD Stock Could Still Finish First.

Despite short-term turbulence and fears over potential competitive setbacks, AMD remains well-positioned in the multi-phase AI race.

Barchart

Nvidia's Dominance Tested — Is Alphabet Stealing The AI Spotlight?

The AI chip war is intensifying, and it's no longer just about speed. Alphabet Inc. (NASDAQ:GOOGL) just delivered one of its strongest stock performances in years, riding a wave of investor excitement over next-gen AI models and a powerful in-house chip that now threatens Nvidia Corp.‘s (NASDAQ:NVDA) once-uncontested dominance in…

Benzinga

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Why Is Everyone Worried About Nvidia’s Days Sales Outstanding? What That Means, and Why It Matters for NVDA Stock.

Concerns over Nvidia’s rising Days Sales Outstanding have sparked debate among investors, but a closer look shows the metric is far less alarming and far more explainable than the bearish narrative suggests.

Barchart

Nvidia Stock Breaks 100-Day Moving Average on Q3 Earnings Selloff. Should You Buy the NVDA Dip?

Nvidia shares continue to sink despite strong earnings amid a broader tech stocks rout. Analysts explain why NVDA stock is worth owning on the pullback.

Barchart

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

Nvidia's Big Test Is Here — And It Could Save Or Sink The AI Rally

Wall Street is holding its breath as Nvidia Corp. (NASDAQ:NVDA) prepares to release third-quarter earnings after the bell Wednesday, a moment that could either recharge the AI rally or accelerate the recent pullback in tech stocks.

Benzinga

AMD And Arm Are Quietly Pulling Ahead In US Chip Shipments — While Intel Battles Shortages

U.S. chip demand is increasingly shifting toward Advanced Micro Devices, Inc (NASDAQ:AMD) and Arm Holdings plc (NASDAQ:ARM), with new market data showing both outpacing Intel Corp (NASDAQ:INTC) in key personal computer (PC) and server shipments despite Intel's higher pricing gains.

Benzinga

Peter Thiel Just Ditched Nvidia Stock. Should You?

Nvidia stock extends losses as regulatory filings confirm Peter Thiel has sold his stake in the AI darling. But Bank of America doesn’t agree with Thiel’s cautious stance on NVDA shares.

Barchart

Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?

Semiconductor giant NVIDIA Corp (NASDAQ:NVDA) could provide the ultimate bellwether for the stock market and tech sector when the company reports third-quarter financial results on Wednesday after market close.

Benzinga

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Benzinga

Gene Munster Warns Nvidia Faces 'Catch-22' Ahead Of Earnings, But Remains Bullish: 'I Remain Positive On Shares'

Gene Munster says Nvidia Corp.'s (NASDAQ:NVDA) growth story remains intact despite short-term risks as investors brace for a "Catch-22" scenario around next week's earnings.

Benzinga

Nvidia Quashes Talk Of $1 Billion AI Data Center In Mexico After Governor's Announcement Sparks Confusion

On Wednesday, Nvidia Corporation (NASDAQ:NVDA) denied reports that it plans to invest $1 billion in northern Mexico after the state's governor announced the tech giant would build a major artificial intelligence data center there.

Benzinga

AMD Sets Ambitious AI, Earnings Goals Through 2030

Advanced Micro Devices, Inc’s (NASDAQ:AMD) 2025 Financial Analyst Day in New York outlined aggressive growth targets powered by soaring demand for artificial intelligence graphics processing units (GPUs) and Datacenter central processing units (CPUs).

Benzinga

AMD's Earnings Could Rocket By 2030, Bank Of America Says Ahead Of Analyst Day

Advanced Micro Devices, Inc. (NASDAQ:AMD) may be gearing up for its most explosive growth yet, with artificial intelligence poised to drive a multi-year earnings boom.

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Benzinga

Nvidia Stock 'Particularly Compelling,' Could See 70% Earnings Growth In 2026, Analyst Says

Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable but overstated, calling it a healthy correction within a long-term growth cycle. The analyst reiterated Buy ratings on leading data center and semiconductor capital equipment stocks — including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO),…

Benzinga

AMD 'Exceptionally Positioned' Ahead Of Q3: Chipmaker Is Just Getting Started In AI Supercycle That Could Run Through 2030, Says BofA's Vivek Arya

Several prominent analysts are weighing in on Advanced Micro Devices Inc. (NASDAQ:AMD) ahead of the company’s third-quarter results on Tuesday.

Benzinga

AMD's November Magic Returns—Earnings Could Be The Spark Again

Advanced Micro Devices Inc. (NASDAQ:AMD) is heading into its third-quarter earnings report with powerful seasonal tailwinds, a surging AI narrative, and fresh Wall Street optimism that could set the stage for a breakout November.

Benzinga

Intel Boss Vows To Fix Years Of Bureaucracy And Mismanagement

Intel Corp (NASDAQ:INTC) CEO Lip-Bu Tan said he is working to refocus the company on engineering excellence after years of complacency and mismanagement weakened its leadership in the semiconductor industry.

Benzinga

What Is Going On With AMD Stock On Friday?

Advanced Micro Devices, Inc (NASDAQ:AMD) stock gained on Friday as it solidified its role across the high-performance computing landscape, as its new Extreme Performance Yield Computing (EPYC) processors power Super Micro Computer, Inc’s (NASDAQ:SMCI) latest AI servers while its hardware enables a breakthrough in International Business Machines Corporation’s (NYSE:IBM) quantum…

Benzinga

Intel Returns To Profitability On Stronger AI-Driven Demand, These Analysts Raise Price Targets

Shares of Intel Corp (NASDAQ:INTC) climbed in early trading on Friday, after the company reported upbeat third-quarter results.

Benzinga

Lam Research Remains Top Pick Despite China Risks, Says Analyst

Lam Research Corporation (NASDAQ:LRCX) is poised for robust growth in 2026 despite China-related challenges, driven by strong demand for advanced foundry, DRAM, and NAND upgrades, with AI-related investments further boosting its wafer fabrication opportunities and long-term earnings potential.

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