Harlan Sur

Arm Holdings PLC (NASDAQ:ARM) shares tanked in early trading on Thursday, after the company on Wednesday reported its fiscal fourth-quarter results. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Arm Holdings Analyst John Vinh...

Advanced Micro Devices, Inc. (NASDAQ:AMD) reported better-than-expected quarterly results on Tuesday in what CEO Lisa Su called "an outstanding start to 2025." Analysts are weighing in on the report.  Key Takeaways: Benchmark analyst Cody Acree emphasized AMD's market share gains as one of the...

Intel Corp (NASDAQ:INTC) shares dropped sharply after the company announced on Thursday disappointing second-quarter guidance. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Intel Analyst Kevin Cassidy maintained a Sell rating,...

The AI-fueled rally in semiconductors just ran into a geopolitical buzzsaw. NVIDIA Corp (NASDAQ:NVDA) and Advanced Micro Devices Inc (NASDAQ:AMD) disclosed this week that the U.S. government has imposed new license requirements for selling their AI-focused chips — Nvidia’s H20 and AMD's MI308...

Micron Technology Inc. (NASDAQ:MU) is scheduled to report its fiscal second quarter earnings on Thursday. The company is likely to report its revenues, gross margins and earnings in-line with consensus expectations, although guidance is expected to be soft, according to JPMorgan. The Micron...

Shares of Marvell Technology Inc (NASDAQ:MRVL) tanked in early trading on Thursday, despite the company reporting upbeat fourth-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. KeyBanc Capital Markets On Marvell Technology Analyst John Vinh...

NVIDIA Corporation (NASDAQ:NVDA) analysts see strong Blackwell demand and improved guidance, brushing off several concerns for the semiconductor company after its fourth-quarter financial results. The Nvidia Analysts: JPMorgan analyst Harlan Sur reiterated an Overweight rating on Nvidia with a $...

Shares of Analog Devices Inc (NASDAQ:ADI) were rising in early trading on Thursday, after the company reported upbeat fiscal first-quarter results. Here are some key analyst takeaways. Oppenheimer analyst Rick Schafer maintained an Outperform rating, while raising the price target from $245 to $...

Shares of ON Semiconductor Corp (NASDAQ:ON) were climbing in early trading on Tuesday, despite the company reporting a steep decline in fourth-quarter revenues. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Stifel On ON...

Intel Corp. (NASDAQ:INTC) on Thursday reported better-than-expected fourth-quarter results but lowered its forward guidance for the next quarter. Analysts weighed in on the report.  Expert Ideas: Cantor Fitzgerald analyst C.J. Muse highlighted Intel's better-than-feared fourth quarter driven...

Shares of Texas Instruments Inc (NASDAQ:TXN) were trading lower on Friday, despite the company reporting better-than-expected fourth-quarter results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Rosenblatt Securities On Texas...

Marvell Technology Inc (NASDAQ:MRVL) shares are trading higher by some 7% to $118.23 over the trailing week. JPMorgan analyst Harlan Sur this week provided an optimistic outlook for the company, highlighting the company's strong momentum in AI-driven growth. Marvell also unveiled its custom XPU...

JPMorgan analyst Harlan Sur shared key takeaways of a virtual meeting on Monday with Marvell Technology, Inc. (NASDAQ:MRVL). The analyst said the company is on track to significantly exceed its previous AI target of $2.5 billion in CY25, driven by strong performance in AI optical/copper networking...

NVIDIA Corporation (NASDAQ:NVDA) analysts highlight the company's strong beat in the third quarter and guidance in the fourth quarter that may leave investors less confident in the short term. The NVDA Analysts: Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating on Nvidia with a $...

Shares of ON Semiconductor Corp (NASDAQ:ON) remained volatile in early trading on Tuesday, even after the company reported upbeat third-quarter revenues. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Needham On ON Semiconductor Analyst Quinn...