Matthew Ramsay

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares took a big hit in the aftermath of its quarterly results Wednesday, with the stock pulling back about 26 percent in three sessions. Following the "noisy" Q3 and "disappointing" Q4 guidance, an analyst at Cowen spent time with...

With QUALCOMM, Inc. (NASDAQ: QCOM)'s deal to buy NXP Semiconductors NV (NASDAQ: NXPI) falling through and the former announcing a $30-billion buyback program, Cowen is revisiting its thesis. The Analyst Analyst Matthew Ramsay upgraded Qualcomm from Market Perform to Outperform and...

Advanced Micro Devices, Inc. (NASDAQ: AMD) crossed above $20 per share Monday for the first time in more than a decade, and one Wall Street analyst said there’s plenty more upside ahead. The Analyst Cowen analyst Matthew Ramsay reiterated an Outperform rating on AMD and raised the price...

The earnings season is in full swing, and against this backdrop, Cowen analyst Matthew Ramsay previewed the earnings of large-cap semiconductor companies Advanced Micro Devices, Inc. (NASDAQ: AMD), Intel Corporation (NASDAQ: INTC) and QUALCOMM, Inc. (NASDAQ: QCOM). Earnings Schedule AMD:...

Cowen hosted Advanced Micro Devices, Inc. (NASDAQ: AMD) Chief Technology Officer Mark Papermaster at its technology, media and telecom conference, and the executive "conveyed a positive tone" on AMD's 7nm product designs. The Analyst Cowen's Matthew Ramsay maintains an...

Cowen started coverage of Nvidia (NASDAQ: NVDA) with a bullish note, saying the company's auto computing business is about to reach a positive turning point. The Analyst Analyst Matthew Ramsay initiated coverage of Nvidia with an Outperform rating and $325 price target. Ramsey also initiated...

Cowen analyst Matthew Ramsay initiated bullish coverage on several companies in the semiconductor space on Thursday afternoon. “We believe application-specific programming computing and artificial intelligence will combine to infuse growth in 4 key markets… keeping semiconductor growth...

NVIDIA Corporation (NASDAQ: NVDA) stock is up 1,760 percent in the past five years, but at least one Wall Street analyst says there’s even more upside ahead. The Analyst Canacord Genuity analyst Matthew Ramsay maintains a Buy rating for Nvidia stock and has raised his price target from $225...

A high profile name in the semiconductor space earlier this month jumped ship from Advanced Micro Devices, Inc. (NASDAQ: AMD) and joined Intel Corporation (NASDAQ: INTC), leaving investors to wonder how big of a hole he left in AMD’s business. The Analyst Canaccord Genuity analyst Matthew...

NVIDIA Corporation (NASDAQ: NVDA) reported yet another record quarter Thursday. Aside from top- and bottom-line beats in the third quarter, the tech company also showed growth across all platforms, a dividend raise and a commitment to return $1.25 billion to shareholders in fiscal 2019. The...

Advanced Micro Devices, Inc. (NASDAQ: AMD) may have some major upside ahead, and investors have a rival semiconductor company to thank. AMD announced a new semi-custom deal with Intel Corporation (NASDAQ: INTC) on Monday that could provide a boost for AMD investors. The Analyst Canaccord Genuity...

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares were at the receiving end of post-earnings backlash, as they pulled back by 13.47 percent Wednesday on fairly robust volume (roughly three times the average). The pullback took the stock to $12.33, the lowest since Sept. 14. Notwithstanding the...

The pullback that red-hot NVIDIA Corporation (NASDAQ: NVDA) experienced in last week, despite another record quarter, "will prove the entry point many investors have been looking for" according to Canaccord Genuity analyst Matthew Ramsay. With record-high gaming GPU and Professional...

Following a big first-quarter earnings beat, NVIDIA Corporation (NASDAQ: NVDA) held its analyst day event this week, and company management discussed the outlook for all of Nvidia’s business segments. Here’s a breakdown of what they had to say. Gaming Management sees a rapidly-growing $...

NVIDIA Corporation (NASDAQ: NVDA) shares jumped 14 percent after the company delivered huge Q1 earnings and revenue beats. While there was certainly plenty to like from Nvidia’s report, Wall Street analysts remain polarized on one of the hottest stocks on the market in the past several years...