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The Latest Breaking News from Kevin Cassidy

Dear AMD Stock Fans, Mark Your Calendars for November 4

Analysts see further upside in AMD stock ahead of quarterly results, with AI chips and server strength to play key roles.

Intel Returns To Profitability On Stronger AI-Driven Demand, These Analysts Raise Price Targets

Intel Returns To Profitability On Stronger AI-Driven Demand, These Analysts Raise Price Targets

Shares of Intel Corp (NASDAQ:INTC) climbed in early trading on Friday, after the company reported upbeat third-quarter results.

Super Micro Computer To Rally Around 25%? Here Are 10 Top Analyst Forecasts For Friday

Super Micro Computer To Rally Around 25%? Here Are 10 Top Analyst Forecasts For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

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Penguin Solutions: Analyst Says Buy The Stock On 'Weakness Tied To Meta's Hardware Order Timing'

Penguin Solutions Inc (NASDAQ:PENG) guided to 6% revenue growth for fiscal 2026, below Street expectations of 10%, with limited near-term visibility into new hardware deployments for Meta Platforms Inc (NASDAQ:META), according to Rosenblatt Securities.

Penguin Solutions Q4 Preview: Modest Beat Likely, Analyst Raises Price Target

Penguin Solutions Inc (NASDAQ:PENG), which is scheduled to report its fiscal fourth quarter results on Oct. 7, could deliver a "modest beat" to the consensus estimates, mainly due to stronger-than-expected memory demand and pricing, according to Rosenblatt Securities analyst Kevin Cassidy.

Western Digital Stock Rises As Analyst Sees Upside Ahead

Shares of Western Digital Corporation (NASDAQ: WDC) are up Monday following positive analyst coverage from Rosenblatt. Here’s what you need to know.

General Motors To Rally Around 21%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

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Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target

Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target

Shares of Micron Technology Inc (NASDAQ:MU) dipped in early trading on Wednesday despite a strong fiscal fourth quarter report.

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

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.

Marvell Scores Breakthrough As Structera Clears Key Compatibility Tests With Industry Giants

Marvell Scores Breakthrough As Structera Clears Key Compatibility Tests With Industry Giants

Marvell Technology (NASDAQ:MRVL) said Tuesday its Structera Compute Express Link (CXL) memory-expansion controllers and near-memory compute accelerators have successfully completed interoperability testing, marking a key milestone for the product line.

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

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.

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.

Qualcomm's China Exposure A Key Risk Despite Xiaomi Partnership: Analyst

Qualcomm's China Exposure A Key Risk Despite Xiaomi Partnership: Analyst

Qualcomm (NASDAQ:QCOM) posted a solid fiscal third-quarter performance on Wednesday, boosted by continued growth in its automotive and IoT businesses.

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Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years

Shares of Intel Corp (NASDAQ:INTC) tanked in early trading on Friday, after the company on Thursday reported disappointing earnings for the second quarter.

Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback

In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:PENG) surged in early trading on Wednesday following the company's announcement of strong fiscal third-quarter earnings.

Can Micron Stock Hit $200 in 2025?

One analyst predicts that Micron could hit a bold Street-high target of $200.

Can Marvell Technology Stock Hit $140 in 2025?

Marvell Technology is one of the top high-growth tech stocks investors watch closely. Let’s dive into where analysts see this stock headed, and how far this name could go.

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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.

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.

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

Ambarella, Inc (NASDAQ: AMBA) clocked 2

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.

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…

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.

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.

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