Timothy Arcuri

Micron Technology, Inc. (NASDAQ: MU) jumped 13% on Wednesday after the memory giant handily topped analyst expectations with big earnings and revenue beats on Tuesday. In addition to surprising to the upside, the report eased investor concerns about the impact of the U.S. blacklist of Huawei, which...

Intel Corporation (NASDAQ: INTC) shares dropped 5 percent Thursday after the company issued a cautious guidance update during a presentation to analysts on Wednesday. Intel said its transition from PCs to higher-growth fields such as logic, memory and data centers will eat into margins over the...

Apple, Inc. (NASDAQ: AAPL) stock jumped more than 6.5 percent Wednesday after the company reported a big March quarter earnings beat and issued better-than-expected guidance. For the fiscal second quarter, Apple reported $2.46 in EPS on revenue of $58 billion. Both numbers topped consensus analyst...

Texas Instruments Incorporated (NASDAQ: TXN) reported forecast-beating results Tuesday for the first quarter but issued cautious comments on the semiconductor industry cycle. The Analysts UBS analyst Timothy Arcuri reiterated a Sell rating on Texas Instruments with a $90 price target. Raymond James...

Apple, Inc. (NASDAQ: AAPL) had one of its most important new service unveilings in recent memory on Monday, giving fans their first glimpse at streaming service Apple TV+, subscription gaming service Apple Arcade and news service Apple News+. Unfortunately for investors, Apple didn't...

NVIDIA Corporation (NASDAQ: NVDA) is holding its GPU tech conference through Thursday, and CEO Jensen Huang delivered the keynote Monday. The chipmaker reported a fourth-quarter revenue drop Feb. 14 and announced the $6.9-billion purchase of Mellanox Technologies, Ltd. (NASDAQ: MLNX...

Broadcom Inc (NASDAQ: AVGO) shares are seeing a nice lift following the release of its fiscal first-quarter results. The Analysts UBS Securities analyst Timothy Arcuri maintained a Buy rating for Broadcom and raised the price target from $275 to $300. Raymond James analyst Chris Caso reiterated a...

NVIDIA Corporation (NASDAQ: NVDA) stock jumped 9 percent after hours Thursday after the company reported earnings and revenue beats. Nvidia reported fourth-quarter revenue of $2.21 billion, slightly above consensus estimates but down 24 percent from a year ago. Nvidia said it expects fiscal 2020...

Mobile chipmaker QUALCOMM, Inc. (NASDAQ: QCOM) reported Wednesday after the market close with mixed quarterly results and in-line second-quarter guidance. The Analysts Bank of America Merrill Lynch analyst Tal Liani reiterated a Neutral rating on Qualcomm shares and lowered the price target from...

Many Apple Inc. (NASDAQ: AAPL) investors are breathing a sigh of relief after the company's fiscal first-quarter results came in slightly better than expected and the stock initially jumped higher by more than 5 percent. Here is a summary of how some of the Street's top analysts reacted to...

NVIDIA Corporation (NASDAQ: NVDA) stock took a beating Monday after the company cut its guidance and said a weakening China market will have a significant impact on revenue growth. Nvidia lowered its revenue guidance due out Feb. 14 from $2.7 billion to just $2.2 billion, a move that tanked the...

NVIDIA Corporation (NASDAQ: NVDA) shares sold off Monday in reaction to a guidance cut by the chipmaker. The pullback is a buying opportunity, according to UBS. The Analyst Analyst Timothy Arcuri upgraded Nvidia from Neutral to Buy and lowered the price target from $190 to $180. The Thesis The...

Intel Corporation (NASDAQ: INTC) reported mixed fourth-quarter results, which fell short of expectations on the revenue line while management's first-quarter revenue guidance also fell short of expectations. Here is a summary of how some of the Street's top analysts reacted to the print....

Micron Technology, Inc. (NASDAQ: MU) stock dropped 2.7 percent Wednesday after the company reported fiscal first-quarter revenue of $7.91 billion, short of consensus Wall Street expectations of $8.02 billion. Micron said back in September President Trump’s ongoing trade war with China would...

Micron Technology, Inc. (NASDAQ: MU) could face the risk of rapidly deteriorating DRAM market fundamentals, according to UBS.  The Analyst UBS analyst Timothy Arcuri maintained a Neutral rating on Micron and reduced the price target from $52 to $41. The Thesis The decline in DRAM...