Vivek Arya

Semiconductor stocks have fallen in the first two trading sessions of 2024. Is this a sign of a strained market with valuations running too hot and prompting investors to take profits? Bank of America said it remained bullish on the Philadelphia Semiconductor Index (SOX) for 2024, despite its 65%...

Teradyne Inc (NASDAQ: TER) shares have gained close to 16% over the past month. While the company expects mobility to support future growth, this may not materialize, while it faces competition in the data center market from Advantest Corp (OTC: ATEYY), which is better positioned, according to...

Shares of NXP Semiconductors NV (NASDAQ: NXPI) jumped in early trading on Tuesday, after the company reported its third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Check out other analyst stock ratings. KeyBanc...

Shares of Intel Corporation (NASDAQ: INTC) continued to climb in early trading on Friday, after the company reported healthy third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Bank of America Securities analyst...

Shares of Micron Technology Inc (NASDAQ: MU) tanked in early trading on Thursday, despite the company delivering upbeat fourth-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from Micron Technology’s earnings release. BMO Capital Markets...

Technology giant NVIDIA Corporation (NASDAQ: NVDA) reported first quarter results that came in ahead of Street consensus estimates. Analysts are raising price targets after the company's blowout quarter and updated guidance. The NVDA Analysts: Needham analyst Rajvindra Gill has a Buy rating and...

The iShares China Large-Cap ETF (NYSE: FXI) traded higher by 0.2% on Monday after China relaxed some of its COVID-19 shutdown rules. On Monday, Bank of America semiconductor analyst Vivek Arya said China's reopening could open the door for significant upside for top semiconductor stocks. Semis...

Advanced Micro Devices, Inc. (NASDAQ: AMD) Tuesday reported downbeat third-quarter revenues and earnings. Despite the chipmaker warning of a slowdown in PC sales, investors grew optimistic on its share gains from rival Intel Corporation (NASDAQ: INTC) in the data center market. BofA Securities On...

U.S.-listed Chinese stocks tumbled on Monday after the U.S. Department of Commerce announced a new set of rules restricting the sale of advanced computing semiconductors or related manufacturing equipment to China. What Happened? On Friday, the Commerce Department announced a new set of export...

Broadcom Inc (NASDAQ: AVGO) Thursday reported third-quarter earnings and revenues ahead of expectations. BofA Securities On Broadcom Analyst Vivek Arya reiterated a Buy rating and $625 price target. The company delivered another beat-and-raise quarter, “with FQ3 sales up 25% YoY (despite YoY...

Applied Materials, Inc. (NASDAQ: AMAT) reported adjusted earnings of $1.94 a share on sales of $6.52 billion for the second quarter, surpassing Street expectations of $1.78 a share in earnings on sales of $6.27 billion. The company also raised its guidance for fiscal 2023. Morgan Stanley On Applied...

Advanced Micro Devices, Inc. (NASDAQ: AMD) shares traded lower by 4.3% on Wednesday after the semiconductor giant reported better-than-expected second-quarter numbers but disappointed Wall Street with its third-quarter guidance. AMD reported second-quarter adjusted EPS of $1.05 on revenue of $6.55...

Semiconductor stocks have taken a big hit so far in 2022, and one Wall Street analyst just adjusted his ratings on six semis heading into the second half of the year. The Analyst: Bank of America analyst Vivek Arya made the following seven ratings changes on Wednesday: Downgraded Skyworks...

NVIDIA Corporation (NASDAQ: NVDA) shares have shown some uncharacteristic weakness so far in 2022, down 35.2% year-to-date. On Sunday, Bank of America analyst Vivek Arya said investors are growing increasingly concerned that declining gaming card prices suggest demand from cryptocurrency...

After more than a decade of growth stocks outperforming value stocks, that trend has reversed in the past year. The Vanguard Value Index Fund ETF (NYSE: VTV) has generated a total return of 13.3% in the past 12 months, compared to just a 1.1% total return for the Vanguard Growth Index Fund ETF (...