Timothy Arcuri

Advanced Micro Devices, Inc. (NASDAQ: AMD) reported fairly robust first-quarter results Tuesday, although the second-quarter revenue guidance was below Street expectations at the low end.  The AMD Analysts UBS analyst Timothy Arcuri maintained a Neutral rating on AMD shares and ...

COVID-19 caused by the new coronavirus is having far-reaching consequences for individuals, corporations and the global economy at large. An analyst at UBS sifted through the semiconductor space to see how each of these companies will cope up under three potential macroeconomic scenarios. The...

Advanced Micro Devices, Inc. (NASDAQ: AMD) stock has pulled back roughly around 23% from the record high of $59.27 it hit Feb. 19 amid the market-wide COVID-19-related pullback. Investors are likely to look ahead to the company's financial analyst day scheduled for Thursday for the stock's...

NVIDIA Corporation (NASDAQ: NVDA) reported strong fourth-quarter results, sending shares sharply higher in Friday's session. The Nvidia Analysts Wedbush analyst Matthew Bryson reiterated an Outperform rating on Nvidia and lifted the price target from $295 to $311 Needham analyst Rajvindra Gill...

QUALCOMM, Inc. (NASDAQ: QCOM) reported fairly strong fiscal-year 2020 first-quarter results, but the stock moved lower, apparently due to the warning regarding the Chinese coronavirus causing supply chain disruption and a probe launched by the EU antitrust watchdog related to its 5G chipset...

The iPhone is back. Apple Inc. (NASDAQ: AAPL) posted record revenue on a return to strength in sales of its signature smartphone, returning to profit growth in the first quarter after several quarters of slumping sales that had many wondering whether the iPhone had peaked and Apple might need to...

Intel Corporation (NASDAQ: INTC) shares are sharply higher Friday after the company reported strong quarterly results. The Analysts Needham analyst Quinn Bolton maintained a Hold rating on Intel. Wells Fargo Securities analyst Aaron Rakers maintained an Equal-Weight rating and increased the price...

Micron Technology, Inc. (NASDAQ: MU) reported fiscal first-quarter results that exceeded estimates and suggested the second quarter may mark a bottom in terms of its financial performance. The Analysts Goldman Sachs analyst Mark Delaney reiterated a Buy rating on Micron and raised the price target...

NVIDIA Corporation (NASDAQ: NVDA) reported mixed quarterly numbers, with the third-quarter results exceeding expectations, while the fourth-quarter revenue guidance was light. The Analysts Bank of America analyst Vivek Arya reiterated a Buy rating on Nvidia and raised the price target from $250 to...

Qualcomm Inc's. (NASDAQ: QCOM) strong fourth-quarter results pleased sell-side analysts, but the driving factor in much of the bullishness is the ramp up of 5G, expected to bolster the company's bottom line starting next year. Investors were also bullish on the chip maker, buying its stock...

Even amid the not-so-optimistic outlook for Apple Inc. (NASDAQ: AAPL)'s flagship iPhone, UBS said demand remains decent. The Analyst Analyst Timothy Arcuri maintained a Buy rating on Apple with a $235 price target. The Thesis Apple iPhone sales aren't likely to see shortfalls as they...

Broadcom Inc's (NASDAQ: AVGO) slight miss on revenue, a semiconductor demand trough and trade difficulties with China had investors selling the stock off Friday, but sell-side analysts remained bullish, saying the trough has bottomed and the company can weather the international storm. While...

Chip stocks are being hit by the double whammy of trade tensions and a lackluster semiconductor industry cycle, although some in the sector did manage to report forecast-beating results. NVIDIA Corporation (NASDAQ: NVDA) is the last of the major chip companies to unveil its quarterly results, with...

Sell-side analysts remain mostly optimistic about the long-term possibilities for QUALCOMM, Inc. (NASDAQ: QCOM) once the switch to 5G cell phone technology gets really going, despite a drop in share price, short-term headwinds from 4G sales and questions about royalties and legal issues. The...

Applied Materials, Inc. (NASDAQ: AMAT) hosted its AI Design Forum Tuesday in San Francisco, during which the company introduced its Endura platforms for manufacturing the next-gen of memories. Although the market for these new products is likely to remain small in the near term, the launch...