Kevin Cassidy

The broad sell-off in semiconductor company shares has created an attractive buying opportunity in Marvell Technology Group Ltd. (NASDAQ: MRVL), according to Stifel. The Analyst Analyst Kevin Cassidy upgraded Marvell Tech from Hold to Buy and maintained a 12-month price target of $21,...

There’s a perfect storm brewing in the CPU market for Advanced Micro Devices, Inc. (NASDAQ: AMD), according to Stifel, and the firm is raising its expectations for the chipmaker's market share and earnings potential. The Analyst Stifel analyst Kevin Cassidy reiterated a Buy rating...

NVIDIA Corporation (NASDAQ: NVDA) unveiled its GeForce RTX product line Monday. The graphic cards are based on new and advanced Turing architecture, which creates realistic lighting and shadows. The products are the “holy grail of computer graphics,” Loup Ventures...

Qualcomm, Inc. (NASDAQ: QCOM) posted a strong earnings beat Wednesday, reflected in the stock’s 6.2-percent higher opening on Thursday. Earnings per share came in at $1.01 versus analysts’ 71-cent consensus estimate. Sales of $5.6 billion beat estimates by over $400 million....

Advanced Micro Devices, Inc.(NASDAQ: AMD) shares are up more than 11 percent Thursday after the company’s second-quarter earnings report topped lofty market expectations. A number of Wall Street analysts weighed in following the release. Voices From The Street KeyBanc analyst Michael...

Advanced Micro Devices, Inc. (NASDAQ: AMD) reported  Wednesday with second-quarter results that signal the company's "near-flawless execution" remains unchanged, according to Stifel. The Analyst Stifel's Kevin Cassidy maintained a Buy rating on Advanced Micro...

Advanced Micro Devices, Inc. (NASDAQ: AMD) is scheduled to report its fiscal second-quarter earnings in late July, and it shouldbe a positive print due to new product ramps, according to Stifel. The Analyst Stifel's Kevin Cassidy maintains a Buy on AMD's stock with a price target...

Micron Technology, Inc. (NASDAQ: MU) stock was trading 2.5 percent higher Thursday afternoon following a slew of bullish ratings from Wall Street. The company posted a third-quarter earnings beat and guidance for the fourth quarter above consensus estimates. The Street Weighs In Despite...

Ambarella Inc (NASDAQ: AMBA) stock crashed more than 13 percent Wednesday after the company’s first-quarter earnings report disappointed the market. Several Wall Street analysts have weighed in on Ambarella stock following the report. Here’s a sampling of what they had to say. Mixed...

Cisco Systems, Inc. (NASDAQ: CSCO) has unveiled a new line of Advanced Micro Devices, Inc. (NASDAQ: AMD) EPYC-powered servers, and one Wall Street analyst said Cisco’s new servers are just one of many reasons to like AMD stock. The Analyst Stifel analyst Kevin Cassidy reiterated a Buy...

The market certainly seemed to like what it heard from Micron Technology, Inc. (NASDAQ: MU) during its investor day event, sending the stock higher by more than 7 percent on Tuesday. Several Wall Street analysts have weighed in on Micron following the event. Here’s a rundown of what they had...

Micron Technology, Inc. (NASDAQ: MU) hosted its annual analyst and investor day Tuesday and delivered a "clear message," according to Stifel. The Analyst Stifel's Kevin Cassidy maintains a Buy rating on Micron's stock with a price target lifted from $101 to $106. The Thesis...

NVIDIA Corporation (NASDAQ: NVDA) reported another record quarter on Thursday, but the market wasn’t particularly impressed. Nvidia stock traded down more than 2 percent on Friday. Here’s what Wall Street analysts had to say about Nvidia following the report. Low-Quality Beat Deutsche...

Large-cap tech names posted strong quarterly results this earnings season, and Intel Corporation (NASDAQ: INTC) was no exception. The chip giant reported 13-percent revenue growth and a 32-percent increase in non-GAAP earnings per share Thursday; the company also raised its full-year revenue and...

Advanced Micro Devices, Inc. (NASDAQ: AMD) reported a "solid" first quarter with a beat-and-raise Wednesday afternoon that reinforced Stifel's bullish stance on the semiconductor stock.  The Analyst Stifel's Kevin Cassidy maintains a Buy rating on AMD with a price...