C.J. Muse

Shares of Marvell Technology Inc (NASDAQ:MRVL) tanked in early trading on Friday, after the company missed earnings for its fiscal first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Oppenheimer analyst Rick Schafer maintained an Outperform rating...

Shares of Applied Materials, Inc. (NASDAQ:AMAT) were highly volatile in early trading on Friday, after the company reported better-than-expected results for its fiscal second quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Applied...

Technology company Qualcomm Inc (NASDAQ:QCOM) reported second-quarter financial results Wednesday that saw revenue and earnings per share beat estimates from analysts. Analysts share their takes on the quarter and what's ahead for the company. Cantor Fitzgerald analyst C.J. Muse has a Neutral...

Semiconductor giant Advanced Micro Devices (NASDAQ:AMD) reported first-quarter revenue and earnings Tuesday that beat analyst estimates. Here is how Wall Street analysts are reacting to the results and updated guidance. The AMD Analysts: Cantor Fitzgerlad analyst C.J. Muse has an Overweight...

Intel Corp (NASDAQ: INTC) shares were tanking in early trading on Wednesday, amid news of the company’s foundry business facing a $7 billion loss. BofA Securities On Intel Analyst Vivek Arya reiterated a Neutral rating and price target of $50. At its new reporting structure event, Intel...

Shares of Marvell Technology Inc (NASDAQ: MRVL) declined by 9.35% to $77.13 at the time of publication on Friday, after the company reported its fourth-quarter results and issued disappointing guidance. The results came amid an exciting earnings season. Here are some key analyst takeaways from the...

Shares of Qualcomm Inc (NASDAQ: QCOM) tanked in early trading on Thursday, even after the company reported strong quarterly results and the extension of its deal with Apple Inc (NASDAQ: AAPL). The results came amid an exciting earnings season. Here are some key analyst takeaways from the release....

Shares of Texas Instruments Inc (NASDAQ: TXN) tanked in premarket trading on Thursday, after the company reported its fourth-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Cantor Fitzgerald analyst C.J. Muse maintained a...

ASML Holding NV (NASDAQ:ASML) will be reporting its fourth-quarter earnings on Jan. 24. Wall Street expects $5.27 in EPS and $7.53 billion in revenues as the company reports before market hours. ASML is a semiconductor production equipment (SPE) manufacturer. It is known for being a leading...

A Cantor Fitzgerald report on its 2024 Outlook for the semiconductors and semiconductor equipment industry highlighted recent trends in semiconductor revenues. Per analyst C.J. Muse’s analysis, current semiconductor revenue figures are trailing below the GDP trend line. This dip serves as a...

Investors who think of NVIDIA Corp (NASDAQ: NVDA) as a chip stock are missing the point, Ritholtz Wealth Management CEO Josh Brown said Thursday on CNBC's "Fast Money Halftime Report." Nvidia is a platform company, Brown said: "They own the programming language that is going...

After years of legal disputes about patents and royalties, Apple, Inc. (NASDAQ: AAPL) and QUALCOMM, Inc. (NASDAQ: QCOM) finally reached an agreement on Tuesday. Apple agreed to pay Qualcomm an undisclosed amount of cash, and Qualcomm agreed to a chipset supply deal that presumably means Qualcomm...

Broadcom Inc (NASDAQ: AVGO) moved 15 percent lower Thursday on mixed reactions following the announcement it had reached a deal to acquire CA, Inc. (NASDAQ: CA). CA Inc. (also known as CA Technologies) jumped 18 percent higher, realizing most of the 20 percent premium to the July 11 closing price...

Marvell Techology Group Ltd. (NASDAQ: MRVL) shares are attractive at today's levels and poised to benefit from growth trends in the data sector, according to Evercore ISI.  The Analyst Evercore ISI analyst C.J. Muse initiated coverage of Marvell with an Outperform rating and $27 price...

NVDIA Corporation (NASDAQ: NVDA) fell about 2 percent Wednesday after Bitmain announced its highly anticipated application-specific integrated circuit (ASIC) for cryptocurrency mining. The company said the new ASIC will be available in July. This could be bad news for Nvidia and its GPU sales, but...