Vivek Arya

In the midst of AI’s rapid transformation, BofA Securities analyst Vivek Arya sees a significant opportunity for NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO) and Marvell Technology Inc (NASDAQ:MRVL). These companies are positioned at the heart of what Arya refers to as AI’s...

Semiconductor analyst Vivek Arya expects a "surprising broadening rally in semis” in 2025 compared to last year. What Happened: This year will mark a widening divide between “AI haves and cyclical have-nots,” Arya says. There are still several unresolved concerns for the...

NVIDIA Corporation (NASDAQ:NVDA) analysts are highlighting the company's upcoming product line and growth in segments like robotics and artificial intelligence after CEO Jensen Huang's keynote at the 2025 CES conference. The NVDA Analysts: Benchmark analyst Cody Acree reiterated a Buy rating on...

NVIDIA Corporation (NASDAQ:NVDA) stock hit new all-time highs Monday as investors and analysts size up the company's new products and growth opportunities that will be key storylines at this year's CES conference. The NVDA Analyst: Bank of America analyst Vivek Arya reiterated a Buy rating on...

Microchip Technology Inc (NASDAQ:MCHP) has put the brakes on its application for US semiconductor grants worth $162 million from the Chips Act. Microchip Technology is facing multiple headwinds into 2025, which are both industry and company-related, according to Bank of America Securities. Analyst...

Shares of Marvell Technology Inc (NASDAQ:MRV) climbed in early trading on Wednesday, after the company reported upbeat earnings for the third quarter. Bank of America Securities analyst Vivek Arya maintained a Buy rating, while raising the price target from $108 to $125. Stifel analyst Tore...

Credo Technology Group Holding Ltd (NASDAQ:CRDO) shares jumped almost 40% in early trading on Tuesday. The visibility into the company's growth inflection in the back half of the year improved significantly, according to BofA Securities. Analyst Vivek Arya upgraded the rating for Credo Technology...

Shares of Texas Instruments Inc (NASDAQ:TXN) spiked in early trading on Wednesday, after the company reported its third-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Bank of America Securities analyst Vivek Arya reiterated...

Intel 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...

Analysts see long-term strength for Broadcom Inc (NASDAQ:AVGO) after the company reported quarterly financial results. The Broadcom Analysts: Bank of America analyst Vivek Arya reiterated a Buy rating with a $215 price target. KeyBanc analyst John Vinh maintained an Overweight rating with a $210...

Advanced Micro Devices, Inc. (NASDAQ:AMD) saw its shares surge in its stock price following its second-quarter earnings report, which exceeded expectations. The semiconductor giant reported earnings of $0.69 per share, surpassing the consensus estimate of $0.68, and sales of $5.835 billion, also...

Semiconductor stocks, tracked by the IShares Semiconductor ETF (NASDAQ:SOXX), have taken a beating this week. BofA believes the heavy selling pressure on semis sets the sector up for outperformance into the end of the year. What To Know: BofA Securities senior analyst Vivek Arya reminded investors...

Micron Technology Inc (NASDAQ:MU) shares were climbing in early trading on Friday and are up more than 60% year to date on an AI rally. Management meetings with analysts were held in Boston and New York. Here are some takeaways. BofA Securities On Micron Technology Analyst Vivek Arya maintained a...

Nvidia Corp (NASDAQ:NVDA) became the most valuable company in the world by market cap this week. One analyst doesn’t see any signs of a slowdown for the chipmaker, given the significance of its role in the generative artificial intelligence (AI) boom. What To Know: Thursday on CNBC’s...

Broadcom Inc (NASDAQ:AVGO) shares were climbing on Thursday, after the company reported upbeat results for its fiscal second quarter. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. BofA Securities On Broadcom Analyst Vivek Arya...