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Should Astera Labs Investors Worry About DeepSeek?
Tuesday, January 28, 2025 - 1:16pm | 409Astera Labs Inc (NASDAQ:ALAB) shares recovered in early trading on Tuesday, after having tanked in the previous session amid a broader downturn in AI stocks. The tech majors are unlikely to shelve their capital expenditure plans following the launch of China’s open-source AI model DeepSeek,...
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QuickLogic Analyst Sees 'Cold War 2.0' As Growth Catalyst
Tuesday, December 17, 2024 - 1:20pm | 357Shares of QuickLogic Corp (NASDAQ:QUIK) have lost almost 40% year to date. The company supplies niche hardware and critical infrastructure in the FPGA (Field-Programmable Gate Array) market, which is being driven by "Cold War 2.0 and the weaponization of outer space," according to Northland Capital...
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Intel Stock Rises On Multibillion Dollar AWS Deal, US Chip Grant Boost: What Do Analysts Think?
Tuesday, September 17, 2024 - 12:01pm | 635Intel Corp (NASDAQ:INTC) shares climbed in early trading on Tuesday, after the company reported a multi-billion-dollar deal with Amazon.com Inc's (NASDAQ:AMZN) cloud unit and received a U.S. semiconductor grant. Here are some key analyst takeaways. BofA Securities On Intel Analyst Vivek Arya...
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7 AMD Analysts Deep Dive Into Q4 Print: 'Expectations Are Reaching A Fever Pitch'
Wednesday, January 31, 2024 - 12:36pm | 809Shares of Advanced Micro Devices, Inc. (NASDAQ: AMD) declined in early trading on Wednesday, after the Santa Clara, California-based company reported its quarterly results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Northland Capital...
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After 130% Surge, AMD Faces Uncertain Road Ahead: Top Analyst Says Chipmaker's Future Shrouded In Doubt
Tuesday, January 23, 2024 - 4:03am | 701Advanced Micro Devices Inc. (NASDAQ:AMD) shares experienced a significant surge in 2023, driven by the increasing demand for graphics processing units (GPUs) used in artificial intelligence (AI) applications. However, the stock’s future trajectory has now been thrown into uncertainty as an...
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Advanced Micro Devices Gearing Up For Growth In AI Sector, Predicts Bullish Analyst
Wednesday, July 5, 2023 - 10:23am | 323Advanced Micro Devices, Inc. (NASDAQ: AMD) and other chipmakers have been in focus amid the China-US battle over AI tech. GPU revenues may grow in the back half of the year, driven by the MI 300 and El Capitan supercomputer, and Advanced Micro Devices’ stock will “get an AI multiple,...
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Why The Best Outcome For Intel Shareholders Is To Break Up The Chipmaker
Monday, November 2, 2020 - 12:50pm | 430Intel Corporation (NASDAQ: INTC), though retaining the pole position in many of the segments it operates in, has lost the aura of invincibility around it. An analyst at Northland Capital Markets is of the view the company is better off splitting its business units. The Intel Analyst: Gus Richard...
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Analyst Warns Of AMD Shares 'Melting Up' By Year's End, Says Stock Is 'Running Ahead Of Fundamentals'
Thursday, November 21, 2019 - 12:20pm | 380Advanced Micro Devices, Inc. (NASDAQ: AMD) shares have been on a tear, thanks to its strong product momentum. An analyst at Northland Capital Markets, however, thinks shares are ahead of the fundamentals. The Analyst Gus Richard downgraded AMD from Outperform to Market Perform and maintained his $...
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Northland Lifts New Age Beverages Price Target After Morinda Purchase, Eyes Nationwide CBD Opportunity
Monday, January 7, 2019 - 3:22pm | 460New Age Beverages Corporation (NASDAQ: NBEV) shares were trading slightly higher Monday after an analyst report from Northland Capital Markets focused on the company's latest acquisition and the passage of the federal Farm Bill. The Analyst Analyst Mike Grondahl reiterated an...
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Northland Downgrades AMD On 'Irrational Expectations'
Thursday, September 27, 2018 - 10:48am | 420Advanced Micro Devices, Inc. (NASDAQ: AMD) has been one of the biggest market winners of 2018, but one Wall Street analyst said Thursday that the AMD rally has finally run its course. The Analyst Northland Capital Markets analyst Gus Richard downgraded AMD from Outperform to Market...
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Northland Downgrades Tilray After Huge Run
Thursday, September 6, 2018 - 10:13am | 423On Thursday, yet another analyst joined the growing chorus saying marijuana stock valuations are getting overheated. The Analyst Northland Capital Markets analyst Mike Grondahl downgraded Tilray Inc (NASDAQ: TLRY) from Outperform to Market Perform and removed its $60 price target. The Thesis...
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Analyst: ZTE Ban Could Spark Consolidation In Optical Space
Wednesday, April 18, 2018 - 9:27am | 445The U.S. government banned U.S.-based telecom companies from selling hardware and software components to the Chinese company ZTE for seven years. The announcement had a ripple effect across the entire optics sector and could even trigger industrywide consolidation, according to Northland Capital...
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5 Reasons Finisar Is An Analyst's Top Pick For 2018
Friday, December 29, 2017 - 2:18pm | 3812017 was a challenging year for Finisar Corporation (NASDAQ: FNSR), with the stock losing more than 30 percent. But some on Wall Street are optimistic the coming year will be a profitable one for shareholders of the optical communications company. The Analyst Northland Capital Markets'...
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With Lumentum Down 20% Over 2 Weeks, This Analyst Just Upgraded The Stock
Monday, December 11, 2017 - 2:47pm | 406Lumentum Holdings Inc (NASDAQ: LITE), a supplier of optical components for the telecom transport and switching markets, has seen its stock fall 20 percent over the past two weeks and some on Wall Street are now encouraging investors to buy the dip. The Analyst Northland Capital Markets' Tim...
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Advanced Micro Devices Has A Slate Of Exciting Products Coming In 2017
Friday, October 21, 2016 - 11:19am | 377Advanced Micro Devices, Inc. (NASDAQ: AMD) reported better-than-anticipated Q3:16 results, driven by the strength of its gaming business, as well as the recent success of Polaris in the GPU market. Northland Capital’s Tom Sepenzis reiterated an Outperform rating on the company, with a price...