Blayne Curtis

The semiconductor stocks are the best-performing S&P 500 sector — and Barclays analyst Blayne Curtis said he expects to see a seventh consecutive period of positive earnings growth from the group. The most interesting segment in the sector is Apple Inc. (NASDAQ: AAPL)'s supply...

Barclays said in a note Wednesday it expects NVIDIA Corporation (NASDAQ: NVDA) and Advanced Micro Devices, Inc. (NASDAQ: AMD) to benefit from the extension of cryptocurrency tailwinds into 2018. Analyst Blayne Curtis said mining received a lifeline, as the largest mineable currency, Ethereum,...

The fact that Advanced Micro Devices, Inc. (NASDAQ: AMD)’s quarterly beat was driven almost entirely by the sale of the data-mining graphics processing units for the Ethereum cryptocurrency should be a cause for concern among investors, Barclay analysts said Tuesday. “This does not mean...

Semiconductor stocks have been on fire in 2017, and Q2 earnings season could be another good one for investors. However, with stock valuations already extremely stretched, investors may need to be selective about which semi stocks they own. In a new earnings preview out on Tuesday, Barclays analyst...

Heading into Q2 earnings season, one of the hottest stocks in the semiconductor space may be running out of steam. On Tuesday, Barclay’s downgraded Advanced Micro Devices, Inc. (NASDAQ: AMD) from Equal-Weight to Underweight after the stock has surged 160 percent in the past year. In the...

Cypress Semiconductor Corporation (NASDAQ: CY) is on a tear after Barclays upgraded its rating. The upgrade was premised on USB-C wins at Apple Inc. (NASDAQ: AAPL). Analysts Blayne Curtis and Christopher Hemmelgam said they are now including USB-C revenue at Apple for the upcoming IP8 cycle....

Advanced Micro Devices, Inc. (NASDAQ: AMD)'s earnings report on Monday sent shares plunging more than 17 percent on Tuesday. Here is a summary of what some of Wall Street's top analysts are saying after the print. Barclays: Company Needs To Smash Estimates Barclays' Blayne Curtis rates...

Shares of Micron Technology, Inc. (NASDAQ: MU) are set to open on a new 52-week high after strong first quarter results, driven by both resilient demand trends and improving DRAM pricing. Quarter Review Micron reported pro-forma EPS of $0.32, above Street and guidance of $0.28, and delivered...

Marvell Technology Group Ltd. (NASDAQ: MRVL) reported robust Q3 results, while issuing strong guidance, driven by the strength in storage and meaningful improvement in gross margins. Barclays’ Blayne Curtis maintained an Equal-Weight rating on the company, while raising the price target...

Barclays issued a rare post-earnings upgrade as it upped its rating on NVIDIA Corporation (NASDAQ: NVDA) shares to Equal Weight from Underweight following the company’s blowout quarterly results. Superb Quarter NVIDIA’s GAAP EPS of $0.83 handily beat Street view of $0.57 as revenue grew...

Intel Corporation (NASDAQ: INTC) guided for a soft fourth quarter, despite reporting better-than-expected third-quarter numbers. However, Barclays reiterated its Overweight rating with a price target of $45. Intel reported non-GAAP EPS of $0.80, higher than consensus’ $0.73 and generated...

Most U.S. semiconductor companies are likely to report strong Q3 results, Barclays' Blayne Curtis said in a report. He mentioned that data from the PC OEM/IDM channel had continued to reflect growth through September, while expressing concern over the handset and auto supply chains. Intel...

Barclays maintains its Overweight rating on Broadcom Ltd (NASDAQ: AVGO) after the company delivered another beat and raise quarter as rising dollar content in the upcoming Apple Inc. (NASDAQ: AAPL) iPhone launch led to a strong rebound in wireless segment. For the October quarter, Broadcom guided...