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The Latest Breaking News from Vivek Arya

Applied Materials Analysts Flag $600 Million Guidance Shortfall, China Slowdown

What happens when a tech giant’s impressive earnings report can’t shield it from a market nosedive? As Applied Materials Inc. (NASDAQ:AMAT) experiences a surprising slump, analysts weigh in on the forces at play behind the scenes. Shares of Applied Materials declined in early trading on Friday, despite the company’s upbeat fiscal third-quarter results…

Benzinga

Beijing Asks Alibaba, ByteDance Why They Need Nvidia H20 Chips Instead Of Local Alternatives

Beijing is pressuring major Chinese tech companies, including Alibaba Group (NYSE:BABA) and ByteDance, to justify their purchases of Nvidia's (NASDAQ:NVDA) H20 artificial intelligence chips instead of opting for domestic alternatives.

Benzinga

DRAM Prices Soar As Chinese Manufacturers Shift Focus To AI Chips

Standard DRAM (dynamic random access memory) prices remain high after doubling in just one month, as speculation grows that Chinese manufacturers are phasing out production to prioritize AI chips and strengthen the country’s semiconductor self-reliance.

Benzinga

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Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst

BofA Securities analyst Vivek Arya maintained a Buy rating on NVIDIA Corp (NASDAQ:NVDA) with a price target of $220 on Monday.

Benzinga

Broadcom Stock Is Trending - What's Going On

Broadcom (NASDAQ:AVGO) stock is trending along with its peers, Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD), as major tech companies rapidly upgrade their chip capabilities to meet soaring global demand for artificial intelligence and strengthen their market positions.

Benzinga

Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years

Shares of Intel Corp (NASDAQ:INTC) tanked in early trading on Friday, after the company on Thursday reported disappointing earnings for the second quarter.

Benzinga

Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally

Shares of Texas Instruments Inc (NASDAQ:TXN) tanked in early trading on Wednesday, despite the company reporting upbeat second-quarter results.

Benzinga

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Why Lam Research Outpaced Market With 40% Gain In 2025

Semiconductor manufacturing equipment giant Lam Research (NASDAQ:LRCX) has seen its stock surge a remarkable 40% year-to-date, significantly outperforming the Nasdaq 100 index’s nearly 9% gain.

Benzinga

Nvidia Just Became the First $4 Trillion Company in the World. Should You Buy NVDA Stock?

Nvidia extended gains to become the world’s first $4 trillion company on Wednesday. BofA analyst still sees further upside in NVDA shares.

Barchart

Why Is Nvidia Stock Going Up? Analysts Say an 'AI Golden Wave' Is Just Beginning

Nvidia's stock is soaring, driven by an 'AI Golden Wave,' say analysts. Loop Capital's Ananda Baruah predicts Nvidia's market cap will reach $6 trillion, citing surging demand for AI chips from governments and Big Tech.

International Business Times UK

The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia

The artificial intelligence rally that made Nvidia Corp. (NASDAQ:NVDA) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform the AI front-runner.

Benzinga

Intel’s Market Share Just Sunk to a 20-Year Low. Should You Sell INTC Stock Now?

Intel’s CPU share slid to 65.3%, its weakest since 2002, and any comeback is likely to be uphill.

Barchart

Stock Market Today: Nasdaq Outperforms as Big Tech Rallies

The Dow Jones Industrial Average closed lower for a second day as Amgen and Merck fell.

Kiplinger

Can Intel Stock Hit $62 in 2025?

Intel’s strategies may help turn around its fortunes in the coming years.

Barchart

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Barchart

Should You Buy Nvidia Stock Now?

NVDA stock is nearly 40% off its all-time high, and Wall Street analysts are divided on what comes next.

Barchart

Dear Nvidia Stock Fans, Mark Your Calendars for May 15

The stock may experience volatility until this catalyst passes.

Barchart

As Investors Cheer Nvidia Supplier Foxconn’s Earnings, Should You Buy NVDA Stock?

Nvidia stock is gaining today after Foxconn issued guidance that reinvigorated the AI trade. Analysts expect significant further upside in NVDA shares.

Barchart

Is Intel Stock a Buy, Sell, or Hold After Naming Lip-Bu Tan as New CEO?

Intel names industry veteran Lip-Bu Tan as its new chief executive. 3 analysts weigh in on what it means for INTC.

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Kiplinger

Stock Market Today: Stocks Gain to Start the Short Week

Stocks struggled for direction Tuesday, though Intel made a beeline higher on M&A buzz.

Barchart

Bank of America: Nvidia Stock Will Face Outlook ‘Headwinds’ on February 26

A Bank of America analyst expects Nvidia to beat Q4 estimates but believes near-term headwinds could lead to some softness in guidance.

Barchart

3 Best AI Chip Stocks to Buy for 2025

As we enter 2025, here are three top-notch chip giants that analysts believe are well-equipped to capitalize on AI-driven momentum.

Barchart

Bank of America Is Losing Faith in This AI Semiconductor Stock. Should You Sell?

This semiconductor stock has taken a tumble after a flying start to the year, and was just hit with a downgrade from analysts at BofA.

Benzinga

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.

Barchart

Is It Too Late to Buy Nvidia Stock Near Record Highs?

With Nvidia soaring to new highs this October, has the window to buy this standout AI chip stock already closed?

Fortune

Nvidia shares continue to fall. Should you buy the dip?

Nvidia's stock has fallen over 10% in the last two days, but the world's most dominant chipmaker is still up 115% year to date.

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Stanley Druckenmiller

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