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The Latest Breaking News from Harlan Sur

Nvidia Is The Winner In Intel Partnership: Analyst Says Deal Widens 'Customer Base'

A semiconductor partnership between NVIDIA Corporation (NASDAQ:NVDA) and Intel Corp (NASDAQ:INTC) could benefit both companies, but one analyst sees a clear winner in the tie-up.

Micron Technology Q4 Preview: Poised To Benefit From Continued AI Adoption, Analysts Say

Micron Technology Q4 Preview: Poised To Benefit From Continued AI Adoption, Analysts Say

Micron Technology Inc (NASDAQ:MU) is gearing up to report its fiscal fourth quarter results on Tuesday, Sept. 23.

Broadcom's $120B AI Bet: Can Hock Tan Outpace Nvidia With Next-Gen Chips?

Broadcom's $120B AI Bet: Can Hock Tan Outpace Nvidia With Next-Gen Chips?

Broadcom Inc (NASDAQ:AVGO) is no longer content to trail in NVIDIA Corp.'s (NASDAQ:NVDA) shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance.

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Broadcom Bets Big On AI: Possible New Partnership With OpenAI Sparks Rally

Broadcom Inc (NASDAQ:AVGO) shares rallied in early trading on Friday on media reports of its possible partnership with OpenAI, which is gearing up to mass-produce its first proprietary AI chip.

Should You Buy the Post-Earnings Plunge in Marvell Stock?

Marvell stock tumbles as the chipmaker misses expectations for Q2 data center revenue and future guidance. A JPMorgan analyst recommends buying the post-earnings dip in MRVL shares.

Nvidia Q2 Guidance Shows Demand Outstrips Supply For 'New Oil And Gold Of AI Revolution'

Nvidia Corporation (NASDAQ:NVDA) analysts are highlighting the company's growth in the second quarter and pending opportunity as China regulations become clear.

Marvell Set To Double AI Chip Sales To $4 Billion Next Year, Analyst Projects

JPMorgan analyst Harlan Sur projects that Marvell Technology‘s (NASDAQ: MRVL) AI-related business will more than double year-over-year to $4 billion in 2025 and continue to accelerate in 2026.

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Amazon, Meta Among Early Adopters Of Nvidia's Jetson Thor Robotics Platform

Nvidia (NASDAQ:NVDA) stock is trading higher on Monday as it rolled out its Jetson AGX Thor developer kit and production modules, a next-generation robotics platform built to power millions of robots, including humanoids, with advanced AI capabilities.

Analog Devices Unlocks New Growth Engines In AI, Aerospace, And Robotics

Analog Devices Unlocks New Growth Engines In AI, Aerospace, And Robotics

Analog Devices (NASDAQ:ADI) delivered stronger-than-expected quarterly results on Wednesday and issued an upbeat outlook, signaling momentum across industrial and communications markets while highlighting new structural growth drivers in AI, aerospace, and automation.

Micron Rides AI Wave With Upgraded Outlook, Analysts See More Gains Ahead

Micron Rides AI Wave With Upgraded Outlook, Analysts See More Gains Ahead

Micron Technology (NASDAQ:MU) extended gains Tuesday after boosting its August-quarter outlook, fueled by surging demand and pricing for AI-focused memory chips, signaling continued momentum in the DRAM market through 2026.

Arm AI Ambitions Grow, But Analysts Warn Of Margin Trouble Ahead

Arm AI Ambitions Grow, But Analysts Warn Of Margin Trouble Ahead

Arm Holdings (NASDAQ:ARM) underwhelmed with its latest quarterly results, prompting Wall Street analysts to revise their ratings on the chip designer.

Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally

Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally

Shares of Texas Instruments Inc (NASDAQ:TXN) tanked in early trading on Wednesday, despite the company reporting upbeat second-quarter results.

Apple's Q2 Was The Party - Q3 Might Be The Cleanup

Apple's Q2 Was The Party - Q3 Might Be The Cleanup

Apple Inc's (NASDAQ:AAPL) second quarter may look like a celebration of iPhone strength, but investors shouldn't mistake momentum for long-term muscle.

Why This Analyst Thinks Marvell Stock Is Headed for $130 After Custom AI Event

Why This Analyst Thinks Marvell Stock Is Headed for $130 After Custom AI Event

JPMorgan reiterated its bullish view on Marvell stock after the company’s Custom AI investor event. MRVL shares are currently trading at a discount versus Nvidia and Broadcom.

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This ‘Strong Buy’ Chip Stock Just Scored a New ‘Overweight’ Rating. Should You Buy It Now?

This chip stock has been upgraded by analysts and raised its 2025 outlook when it reported Q1 results.

Stock Market Today: Stocks Rise on Good Volatility

Investors, traders and speculators continue to process the "known unknown" of global tariff-and-trade war negotiations.

Is AVGO Stock Set to Bounce Back as Analysts Predict 50% Upside?

With strong fundamentals and exceptional growth projected in the coming years, AVGO is a reasonably priced AI stock to buy right now.

Broadcom Likely For Upside Backed By AI Pipeline, Market Recovery, VMWare Synergy: Analyst

JP Morgan analyst maintains Overweight rating on Broadcom Inc with price target of $210. Expects better than expected earnings and growth in AI products, with strong demand and revenue opportunities.

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Up 160% in 3 Months, Is It Too Late to Buy Astera Labs Stock?

Breakout semiconductor stock ALAB has more than doubled in just a few months.

This Billionaire is Buying Nvidia Stock With Both Hands, Should You?

With this billionaire making bold moves on Nvidia, should investors consider buying the dip in NVDA after earnings?

Can Broadcom Stock Hit $2,000 Per Share?

Broadcom is a mega-cap tech stock that is firing on all cylinders, and remains a top investment choice in June 2024 due to its diversified business lines and portfolio of AI products.

Here's Why JPMorgan Sees Meta As Broadcom's Next Billion-Dollar Customer

Facebook parent Meta Platforms Inc (NASDAQ:FB) looks to use Broadcom Inc's (NASDAQ:AVGO) custom chips to build its metaverse hardware, becoming the chipmaker's next billion-dollar ASIC customer, J.P. Morgan analysts said. The analysts saw application-specific integrated circuit chips drive approximately $2 billion to $2.5 billion in revenue for Broadcom in 2022, aided by its deals…

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