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Goldman Sachs Turns Bearish On Chipmakers, Advises Hedge Through Put Options: China Remains 'A Major Risk For The Sector'
Friday, July 19, 2024 - 11:38am | 636Read More...Goldman Sachs analysts have turned surprisingly bearish on chipmakers, advising investors to hedge their exposure to the sector by purchasing put options. In a note shared Friday, analyst Arun Prakash, CFA, cautioned about the potential for further downside in the semiconductor sector in the near...
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Nvidia To Remain AI Industry's 'De Facto Standard': Goldman Sachs
Monday, July 15, 2024 - 11:33am | 682Read More...Nvidia Corp. (NASDAQ:NVDA) continues to dominate the artificial intelligence market, establishing itself as the “industry de facto standard,” with no signs of this paradigm changing in the near future, according to Goldman Sachs. Analyst Toshiya Hari has reaffirmed his bullish stance on...
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Micron Technology Analysts Remain Bullish After Management Meetings, 'AI ... Could Become An Incremental Driver'
Friday, July 12, 2024 - 12:15pm | 412Read More...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...
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Broadcom Continues Upside To AI: 'Uniquely Positioned' To Grow, Says Analyst After Q2 Results
Thursday, June 13, 2024 - 1:22pm | 339Read More...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...
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Goldman Sachs Expects Nvidia To 'Sustain Competitive Lead,' Raises Price Forecast To $1,200 Following Stellar Q1 Earnings
Thursday, May 23, 2024 - 9:04am | 818Read More...Goldman Sachs has increased its one-year price forecast for Nvidia Corp. (NASDAQ:NVDA) from $1,100 to $1,200. Analysts Toshiya Hari maintains a ‘Buy’ rating after the chipmaker reported remarkable earnings for the first quarter (Q1) of the year. Hari also highlighted that Nvidia’s...
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Applied Materials Sees Strong China Sales, Advanced Technology Driving Analyst Optimism
Friday, May 17, 2024 - 11:41am | 1029Read More...Shares of Applied Materials, Inc. (NASDAQ:AMAT) were highly volatile in early trading on Friday, after the company reported better-than-expected results for its fiscal second quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Applied...
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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 | 957Read More...Arm 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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AMD Falls On Q1 Earnings, Q2 Guidance: Why '1,000% Growth' From AI Stock Is Not Enough For Investors
Wednesday, May 1, 2024 - 12:39pm | 1147Read More...Semiconductor giant Advanced Micro Devices (NASDAQ:AMD) reported first-quarter revenue and earnings Tuesday that beat analyst estimates. Here is how Wall Street analysts are reacting to the results and updated guidance. The AMD Analysts: Cantor Fitzgerlad analyst C.J. Muse has an Overweight...
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5 Micron Technology Analysts Raise Forecasts After Blockbuster Q2 Results
Thursday, March 21, 2024 - 12:57pm | 743Read More...Shares of Micron Technology Inc (NASDAQ: MU) were climbing in early trading on Thursday, after the company reported upbeat results for its fiscal second quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release. Wedbush analyst Matt Bryson...
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Broadcom Rocks At AI Event: Here's What Got These Analysts Most Excited
Thursday, March 21, 2024 - 12:35pm | 831Read More...Broadcom 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 Stock Will Ride AI Wave To $1,000, Goldman Sachs Says After GTC 2024
Tuesday, March 19, 2024 - 1:17pm | 720Read More...In a Tuesday note following NVIDIA Corp. (NASDAQ:NVDA)’s groundbreaking announcements at GTC 2024, Goldman Sachs equity analyst Toshiya Hari provided a bullish outlook for the chipmaker giant, underscoring Nvidia’s unparalleled capacity for innovation in the data center space. The...
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Marvell Technology's Q4 Had 'More Bad Than Good': 7 Analysts Explore Earnings As Shares Slip
Friday, March 8, 2024 - 3:07pm | 799Read More...Shares of Marvell Technology Inc (NASDAQ: MRVL) declined by 9.35% to $77.13 at the time of publication on Friday, after the company reported its fourth-quarter results and issued disappointing guidance. The results came amid an exciting earnings season. Here are some key analyst takeaways from the...
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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 | 785Read More...Broadcom 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 | 1097Read More...Technology 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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Arm Holdings Benefits From 'Accelerated AI, Royalty Revenue': 6 Analysts Examine Q3 Print
Thursday, February 8, 2024 - 12:43pm | 812Read More...Shares 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...















