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The Latest Breaking News from Kevin Cassidy

Supermicro Warning Takes Down AI Data Center Stocks

A negative preannouncement from Supermicro pulled down stocks tied to the buildout of AI data centers on Wednesday. SMCI stock and others fell.

Investors Business Daily

Nvidia Stock Falls After Trump Essentially Blocks China AI Chip Sales

The Trump administration has effectively barred Nvidia from selling its custom artificial intelligence processors to customers in China.

Investors Business Daily

Broadcom Stock Gets Boost From Share Buyback Plan

Broadcom stock rose after the fabless chipmaker and infrastructure software provider announced a $10 billion share repurchase authorization.

Investors Business Daily

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Nvidia Rises As Tech Giant Details Massive AI Opportunity Ahead

Nvidia wowed technologists with its advancements in artificial intelligence and accelerated computing on Tuesday.

Investors Business Daily

After a 10% Rally in a Single Day, Is Super Micro Computer Stock a Buy?

Super Micro stock has soared in recent sessions on news it’s adding Intel’s Xeon 6 to its servers. But analysts continue to see significant further upside in SMCI shares.

Barchart

What 5 Analyst Ratings Have To Say About Adeia

In the preceding three months, 5 analysts have released ratings for Adeia (NASDAQ:ADEA), presenting a wide array of perspectives from bullish to bearish.

Benzinga

Nvidia Customer Hits Pause. Lam Stock To Split. AI PCs To Drive Chip Sales.

Nvidia stock wavered on a report that Amazon had halted orders of Nvidia's current data center processors to wait for a more powerful model later this year.

Investors Business Daily

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Arm Continues Meteoric Rise Amid AI Stock Buying Frenzy

Arm stock continued its steep ascent on Monday, surging along with fellow AI stocks Nvidia and Super Micro Computer.

Investors Business Daily

IBD 50 Stocks To Watch: Chip Stock Rambus Nears New Buy Point With RS Line At New Highs

Among the top stocks to watch, chip stock Rambus is approaching a new buy point in today's stock market action.

Investors Business Daily

These Semiconductor Stocks Jumped While Others Fell On Earnings News

Fourth-quarter earnings season for semiconductor stocks continues to be a mixed bag. Rambus stock fell while Skyworks stock rose Tuesday.

Investors Business Daily

Ambarella's Inventory Rebalancing Delivers a Buying Opportunity As Demand Eases, Analysts Say While Slashing Price Targets

Ambarella, Inc (NASDAQ: AMBA) clocked 2

Benzinga

Key Takeaways From Rosenblatt's View On Chipmakers' Earnings

Rosenblatt analyst Kevin Cassidy highlighted some key takeaways from last week's semiconductor earnings. Last week's earnings reports made it clear that companies exposed to the higher-end of markets saw their earnings holding up better.

Benzinga

Western Digital Price Target Cut By Analysts Post Q4 Beat

Western Digital Corp (NASDAQ:WDC) clocked 8% year-on-year revenue growth to $4.53 billion in Q4, beating the consensus of $4.49 billion. Non-GAAP EPS of $1.78 beat the consensus of $1.68. Barclays analyst Tom O'Malley had an Equal Weight and $55 price target. The market expected a reset, but the depths of decline and the exclusion…

Benzinga

Qualcomm Analysts Highlight Samsung Partnership Extension, Product Diversification After Q3 Earnings

Analysts sized up the third-quarter results from Qualcomm Inc (NASDAQ: QCOM) and what the fourth-quarter guidance could mean for the company and its share price.

Benzinga

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Benzinga

4 Analyst Takeaways Of Seagate Technology's Q1 Earnings

Seagate Technology Holdings PLC (NASDAQ: STX) reported its quarterly revenue at $2.6 billion, down 13% year-on-year, and non-GAAP profits at $1.59 per share, with both metrics below Street expectations. The company’s projection was $1.90 a share.

Benzinga

Rosenblatt Re-Rates Ambarella Following Its Extended Relationship With This Autonomous Driving Truck Technology Company

Rosenblatt analyst Kevin Cassidy noted that Inceptio Technology, an autonomous driving truck technology, and operation company, selected Ambarella, Inc's (NASDAQ:AMBA) edge AI system-on-chip to deliver Level 3 automated driving. Ambarella's AI SoC included surround camera and front ADAS perception with AI compute using two of Ambarella's CV2FS and CV2AQ SoCs. Inceptio confirmed that their…

Benzinga

Rosenblatt Sees 200% Upside In SMART Global, Coming From Data Center Demand For Specialty Memory

Rosenblatt analyst Kevin Cassidy expected SMART Global Holdings, Inc (NASDAQ: SGH) to deliver a slight beat-n-raise to consensus 3QF22 and 4QF22 outlook.

Benzinga

Here's Why Analysts Slashed Price Targets On Ambarella Post Q1 Results

Analysts slashed their price targets on Ambarella, Inc (NASDAQ: AMBA)

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Irish Mirror

Former Donegal star Kevin Cassidy shares snap poolside with Celtic legend Scott Brown in Dubai

The Donegal legend shared a snap poolside with the recently retired Scottish footballer.

Benzinga

Qualcomm Rallies Off Q2 Earnings: Takeaways From 4 Analysts

Qualcomm, Inc. (NASDAQ: QCOM) reported second-quarter revenue of $11.16 billion Wednesday, a whopping 41% expansion driven by Android phone chip sales.

Benzinga

Analysts Continue To See Sharp Upside In SMART Global Post Q2 Results

Analysts had a mixed take on SMART Global Holdings Inc (NASDAQ:SGH) post Q2 results. Needham analyst Ravindra Gill raised the price target to $45 (89% upside) with a Buy rating following the seventh consecutive beat raise quarter. SGH remains the firm's Top Pick for 2022. SGH's commercial and government customers have already designed and contracted the…

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