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Broadcom Q2 Earnings Preview: AI-Related Revenue In Focus, Will Partnerships With Meta, Google Shine Through In Results, Guidance?
Tuesday, June 11, 2024 - 12:04pm | 799Semiconductor company Broadcom Inc (NASDAQ:AVGO) is set to report second-quarter financial results after market close Wednesday, June 12. Here are the earnings estimates, what analysts are saying and key items to watch ahead of the report. Earnings Estimates: Analysts expect Broadcom to post second...
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Broadcom Could Report A Modest Beat For Q2, Says Bullish Analyst
Monday, June 10, 2024 - 12:41pm | 376Broadcom Inc (NASDAQ:AVGO) shares were climbing in trading on Monday, just days after JPMorgan analyst Harlan Sur named the company as the top AI semiconductor supplier behind NVIDIA Corp (NASDAQ:NVDA). The company is likely to report a modest beat when it releases its fiscal second-quarter results...
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Marvell Technology's Revenues To Recover On AI Demand; These 9 Analysts Dive Into Q1 Results
Friday, May 31, 2024 - 11:29am | 1084Shares of Marvell Technology Inc (NASDAQ:MRVL) tanked in early trading on Friday, after the company missed earnings for its fiscal first quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Oppenheimer analyst Rick Schafer maintained an Outperform rating...
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NVIDIA 'Marching Toward A Three-Trillion Market Cap': 11 Analysts Size Up Q1 Results As AI Leader 'Shows No Sign Of Slowing Down'
Thursday, May 23, 2024 - 3:12pm | 1251Semiconductor giant NVIDIA Corporation (NASDAQ:NVDA) reported first-quarter financial results after market close Wednesday. Analysts size up the results and the future of the company. The NVDA Analysts: Bank of America analyst Vivek Arya had a Buy rating and raised the price target from $1,100 to $...
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NVIDIA Q1 Earnings Preview: Analysts Anticipate Strong Results, Top AI Stock — 'Best Secular Idea In All Of Technology'
Monday, May 20, 2024 - 5:43pm | 894Semiconductor giant NVIDIA Corporation (NASDAQ:NVDA) will report first-quarter financial results after market close Wednesday. Here are the earnings estimates, what analysts are saying and key items to watch. Earnings Estimates: Analysts expect Nvidia to report first-quarter revenue of $24.60...
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Arm Holdings Poised To Challenge Qualcomm, Intel, AMD In AI, Analysts Predict Growth In Chip Design
Thursday, May 9, 2024 - 2:53pm | 957Arm Holdings Plc – ADR (NASDAQ:ARM) stock is trading lower Thursday as the company’s fiscal 2025 guidance disappointed the Street and raised concerns over a potential slowdown in artificial intelligence spending. Fiscal year 2025 revenue is expected of $3.8 billion...
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What Is The Most Undervalued MANGO (Semiconductor) Stock Right Now?
Tuesday, April 9, 2024 - 1:28pm | 891In a bid to mirror the success of FAANG stocks, BofA Securities analyst Vivek Arya introduced a novel grouping in the semiconductor sector known as MANGO. Comprising Marvell Technology Inc (NASDAQ:MRVL), Advanced Micro Devices (NASDAQ:AMD), Analog Devices Inc (NASDAQ:ADI), Broadcom Inc (NASDAQ:...
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Intel Stock Dives As Chipmaker Changes Reporting Structure: Takeaways From 6 Analysts
Wednesday, April 3, 2024 - 12:19pm | 739Intel Corp (NASDAQ: INTC) shares were tanking in early trading on Wednesday, amid news of the company’s foundry business facing a $7 billion loss. BofA Securities On Intel Analyst Vivek Arya reiterated a Neutral rating and price target of $50. At its new reporting structure event, Intel...
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Broadcom Rocks At AI Event: Here's What Got These Analysts Most Excited
Thursday, March 21, 2024 - 12:35pm | 831Broadcom Inc (NASDAQ: AVGO) recently announced projections for AI chip sales for 2024. The company is among the beneficiaries of massive AI investments by corporations. It hosted an “Enabling AI Infrastructure Investor Meeting” on Wednesday; here are some key analyst takeaways...
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Nvidia Shares Could Double Or Triple, Says Wharton Professor Drawing Parallels To Cisco's Dot-Com Boom: 'There Could Be 2-3X More Upside'
Wednesday, March 13, 2024 - 11:40pm | 750Wharton School finance professor, Jeremy James Siegel, has suggested that Nvidia (NASDAQ:NVDA) shares could double or even triple, mirroring the trajectory of Cisco (NASDAQ:CSCO) during the dot-com bubble, as Nvidia continues to drive the U.S. equity market to new heights. What Happened: Nvidia...
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Broadcom Is A Buy For 'AI, Dividends And M&A Benefits,' Analyst Says: Takeaways From Q4 Earnings
Friday, March 8, 2024 - 2:40pm | 785Broadcom Inc (NASDAQ: AVGO) shares were down on Friday, even after the company reported upbeat fourth-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. JPMorgan On Broadcom Analyst Harlan Sur maintained an Overweight rating...
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Nvidia Is Still 'Stepping On The AI Accelerator': 7 Analysts Size Up Q4 Results, Supply And Demand Dynamics
Thursday, February 22, 2024 - 12:50pm | 1097Technology giant NVIDIA Corporation (NASDAQ:NVDA) beat revenue and earnings per share estimates from analysts in its fourth quarter financial results, which they reported Wednesday. Here is what analysts are saying about the report and the future of Nvidia. The Nvidia Analysts: Goldman Sachs...
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Nvidia Stock Could Face Potential Pullback After Earnings Report, Warns Bank Of America Analyst
Tuesday, February 20, 2024 - 12:29am | 679NVIDIA Corp (NASDAQ:NVDA) could be in for a significant pullback following its upcoming earnings report, according to a Bank of America analyst. What Happened: Bank of America’s Vivek Arya, a research analyst, has highlighted the possibility of a substantial decline in Nvidia’s stock...
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Arm Holdings Benefits From 'Accelerated AI, Royalty Revenue': 6 Analysts Examine Q3 Print
Thursday, February 8, 2024 - 12:43pm | 812Shares of Arm Holdings PLC (NASDAQ: ARM) climbed in early trading on Thursday after rising in the premarket session. Arm Holdings announced its fiscal third-quarter results amid an exciting earnings season. Here are some key analyst takeaways from the release. Mizuho Securities analyst Vijay...
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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...