Vivek Arya

Shares of Marvell Technology Inc (NASDAQ:MRVL) fell in early trading on Thursday, despite the company’s upbeat first-quarter report. Here are the key analyst insights: Rosenblatt Securities analyst Kevin Cassidy reiterated a Buy rating, while raising the price target from $190 to $240. BofA...

Nvidia Corporation (NASDAQ:NVDA) shares are trading lower on Thursday, despite beating analyst estimates for first-quarter revenue and earnings per share. Here's why analysts are raising their price targets on the stock going forward. The Nvidia Analysts Bank of America Securities analyst Vivek...

Shares of Applied Materials Inc (NASDAQ:AMAT)were trading lower on Friday, even after the company reported upbeat fiscal second-quarter results on Thursday. Here are the key analyst insights: BofA Securities analyst Vivek Arya maintained a Buy rating, while raising the price target from $465 to $...

BofA Securities is doubling down on NVIDIA Corp. (NASDAQ:NVDA), reiterating its Buy rating and $300 price objective — implying roughly 43% upside from Monday’s $210 level. The analysts argued that the next leg higher won’t be driven by another AI product cycle, but by something far...

Shares of Intel Corp (NASDAQ:INTC) rallied in early trading on Friday, after the company on Thursday reported upbeat first-quarter results. Here are the key analyst insights: BofA Securities analyst Vivek Arya maintained an Underperform rating, while raising the price target from $48 to $56....

A 95-year-old Texas chipmaker better known for classroom calculators than silicon wafers for hyperscalers just posted its third-biggest single-day gain since going public. • What’s going on TXN shares? Texas Instruments Inc. (NASDAQ:TXN) jumped 19.4% on Thursday after first-...

Broadcom Inc (NASDAQ:AVGO) announced on Monday that it had inked long-term, multi-year agreements with Alphabet Inc's (NASDAQ:GOOG) Google to develop and supply Tensor Processing Units (TPUs) and networking components. This extends the collaboration of these two tech majors into 2031. The deal...

Arm Holdings PLC (NASDAQ:ARM) announced its first in-house full merchant silicon, the AGI CPU, which expands its total addressable market (TAM) by around 40x from fiscal 2026 to 2031, according to BofA Securities. The Arm Holdings Analyst: Analyst Vivek Arya maintained a Neutral rating, while...

Meta Platforms Inc. (NASDAQ:META) is doubling down on AI with its most ambitious capital spending plan to date, outlining record infrastructure investments for fiscal 2026. Zuckerberg Bets Big On ‘Superintelligence’ During the company’s fourth-quarter earnings call on Wednesday,...

BofA Securities analyst Vivek Arya said the U.S. semiconductor sector is moving into a more balanced phase, with supply and demand largely aligned and earnings expectations reset, setting up modest upside rather than a sharp rebound in 2026. • ADU stock is holding steady today. Where is ADU...

BofA Securities analyst Vivek Arya says secular, cyclical and pricing tailwinds are aligning for U.S. semiconductors. After meeting with more than a dozen management teams at CES in Las Vegas, the analyst said his confidence has increased in his above-consensus forecast for 30% year-over-year...

NVIDIA Corp (NASDAQ:NVDA) is among the companies showing off new products and sharing company announcements at the 2026 CES. Here's what analysts are saying about Nvidia's new products and the keynote given by CEO Jensen Huang, along with commentary on several other companies at the annual event...

Broadcom Inc (NASDAQ:AVGO) shares tanked in early trading on Friday, even after the company on Thursday reported upbeat fiscal fourth-quarter earnings. • Broadcom shares are retreating from recent levels. What’s behind AVGO decline? Here are some key analyst takeaways: BofA...

Semiconductor giant Broadcom Inc (NASDAQ:AVGO) could highlight surging demand for artificial intelligence chips when the company reports fourth-quarter financial results Thursday after market close. • Broadcom stock is at critical resistance. Why did AVGO hit a new high? Here are the...

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations. The NVDA Analysts Bank of America analyst Vivek Arya reiterated a Buy rating with a price target of $275. DA...