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Intel Analysts Aren't Totally Impressed By Q3 Results: Nvidia May Be A Customer 'At Some Point'
Friday, October 27, 2023 - 11:46am | 715Shares of Intel Corporation (NASDAQ: INTC) continued to climb in early trading on Friday, after the company reported healthy third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Bank of America Securities analyst...
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In NVDA Vs. AMD, One Stock Has Emerged Clear Winner — But What Can You Expect Next In Chipmakers' AI Race?
Tuesday, October 10, 2023 - 8:49am | 1848Nvidia Corp. (NASDAQ:NVDA) stock has been a runaway winner this year, thanks to the company’s head start in the field of artificial intelligence. But Advanced Micro Devices, Inc. (NASDAQ:AMD) has shown intent to catchup and create its own space in the hot-and-happening technology area....
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What 7 Analysts Think of Micron Technology's Q4: Excess Inventory, Product Demand
Thursday, September 28, 2023 - 12:45pm | 812Shares of Micron Technology Inc (NASDAQ: MU) tanked in early trading on Thursday, despite the company delivering upbeat fourth-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from Micron Technology’s earnings release. BMO Capital Markets...
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Nvidia Impresses Analysts With 'Back-To-Back Miraculous Quarters': Are Estimates Too Modest?
Thursday, August 24, 2023 - 11:30am | 1024Semiconductor and technology company NVIDIA Corporation (NASDAQ: NVDA) reported second quarter financial results after market close Wednesday that beat analysts’ estimates. Analysts reacted to the quarter beat and updated guidance from the company. The NVDA Analysts: Goldman Sachs analyst...
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Applied Materials' DRAM Revenues May Hit Record High: Analysts' Takeaways On FQ3 Print, Outlook
Friday, August 18, 2023 - 11:14am | 556Shares of Applied Materials, Inc. (NASDAQ: AMAT) were rising in early trading on Friday, after the company reported its fiscal third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Mizuho Securities On Applied...
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Wolfspeed Faces Margin Pressure As Analysts Express Concern Over Mixed Q4 Results
Thursday, August 17, 2023 - 11:41am | 472Shares of Wolfspeed Inc (NYSE: WOLF) tanked in pre-market trading on Thursday, after the company reported mixed results for its fiscal fourth quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley analyst Joseph...
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Why Nvidia Shares Are Climbing Premarket Today
Tuesday, August 15, 2023 - 6:48am | 235Nvidia Corp. (NASDAQ:NVDA) shares were higher in premarket trading on Tuesday following Monday’s 7% rally. The positive sentiment reflects optimism over the uptake of its high-performance chips for AI software and applications. On Monday, Morgan Stanley analyst Joseph Moore issued an upbeat...
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Nvidia Flooded With AI Chip Orders From Oil-Rich Saudi Arabia, UAE In Race For Computational Sovereignty: Report
Tuesday, August 15, 2023 - 5:52am | 515Nvidia Corp.'s (NASDAQ:NVDA) AI chips have reportedly found takers in the Middle East, with Saudi Arabia and UAE bulking up on these high-performance chips that power AI software and applications. What Happened: Saudi Arabia has bought at least 3,000 of Nvidia's H100 chips, priced at $40,000...
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Good Entry Point To Buy Into Nvidia Stock, Says Analyst Ahead Of Q2 Results: 'We See Numbers Are Going Up'
Monday, August 14, 2023 - 8:17am | 407Nvidia Corp. (NASDAQ:NVDA) has been a high-flier this year and has been the best-performing S&P 500 stock for the year-to-date period. The Nvidia Analyst: Morgan Stanley analyst Joseph Moore maintained an Overweight rating and a $500 price target for Nvidia shares. The analyst said the stock...
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AMD's AI Bet A 2024 Opportunity, But Near-Term Outlook Leaves Analysts Wary After Q2 Print
Wednesday, August 2, 2023 - 12:37pm | 927Advanced Micro Devices, Inc. (NASDAQ:AMD) reported Tuesday after the close better-than-expected second-quarter results, but the guidance came in light. The AMD Analysts: Bernstein analyst Stacy Rasgon maintained a Market Perform rating and $95 price target for AMD shares. Susquehanna Financial...
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Ahead Of Semiconductor Earnings, Analysts Expect AI To Serve As 'Shining Pillar' To Guide Through Muted Chip Demand
Monday, July 24, 2023 - 12:25pm | 1267The tech earnings season gets started in earnest this week and besides AI-levered bellwether stocks such as Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Microsoft Corp (NASDAQ:MSFT), the Street's focus will also rest on a few large and mid-cap semiconductor and semi-equipment earnings on tap....
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Morgan Stanley Crowns Nvidia As Top AI Stock Pick, Warns Of Potential Market Headwind Amid AI-Driven Rally
Friday, June 16, 2023 - 11:15am | 512Morgan Stanley revised its ranking of AI stocks on Friday, telling investors in a note that it is positioning Nvidia Corporation (NASDAQ:NVDA) as its new top pick, as the firm sees the Santa Clara, California-based tech giant’s potential for near-term growth in the AI sector. Although...
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Why Nvidia Stock Is Surging Premarket Today
Friday, June 16, 2023 - 7:11am | 283Nvidia Corp. (NASDAQ:NVDA) shares rose solidly in premarket trading, outperforming the Invesco QQQ Trust (NASDAQ:QQQ), an exchange-traded fund tracking the performance of large-cap non-financial tech stocks, and the iShares Semiconductor ETF (NASDAQ:SOXX). In premarket trading on Friday, Nvidia...
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Marvell Technology AI Sales To Double: 5 Analysts Take A Look At Q1 Print
Friday, May 26, 2023 - 12:22pm | 676Shares of Marvell Technology Inc (NASDAQ: MRVL) climbed in early trading on Friday, after the company reported upbeat quarterly results. The report came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley On Marvell Technology Analyst...
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NVIDIA Analysts Praise Company Hitting The 'Mother of All Cycles': 'To $1 Trillion And Beyond For The AI Leader'
Thursday, May 25, 2023 - 12:12pm | 1110Technology giant NVIDIA Corporation (NASDAQ: NVDA) reported first quarter results that came in ahead of Street consensus estimates. Analysts are raising price targets after the company's blowout quarter and updated guidance. The NVDA Analysts: Needham analyst Rajvindra Gill has a Buy rating and...