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The Latest Breaking News from Quinn Bolton

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.

Benzinga

Investor Reaction To Predictable Mobileye Earnings Was Negative: Analyst

Mobileye Global (NASDAQ:MBLY) stock fell on Thursday after it reported its fiscal second-quarter 2025 results.

Benzinga

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.

Benzinga

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Micron Impresses Wall Street With Strong Q3 Earnings, 'Continued Strength In AI Data Center'

Micron Technology Inc (NASDAQ:MU) shares fell Thursday in early trading, despite the company on Wednesday reporting upbeat fiscal third-quarter earnings.

Benzinga

Should You Buy the Post-Earnings Dip in SMCI Stock?

Supermicro stock is sinking as the AI server specialist lowers guidance for the full year again. Needham analysts continue to see significant upside in SMCI shares.

Barchart

Marvell Misses Q1 Sales 'Whisper Number.' AI Chipmaker's Stock Drops.

Marvell Technology failed to meet Wall Street's lofty "whisper number" with its sales guidance, disappointing many MRVL stock investors.

Investors Business Daily

Marvell Technology Posts Solid Q3 Beat: Analysts Raise Forecasts, Expect 40%-50% Earnings Growth

Marvell Technology reported upbeat earnings amid exciting earnings season. Analysts raised their price targets, expecting strong growth.

Benzinga

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Macom Technology Solutions Joins AI Data Center Chip Parade

Macom Technology Solutions has joined the ranks of chipmakers that have gotten a lift from sales to AI data centers. MTSI stock surged this week.

Investors Business Daily

SiTime Surges 19%, Latest Chip Stock To Catch AI Wave

SiTime stock surged Thursday as the timing-chip maker became the latest company to get a sales boost from the buildout of AI data centers.

Investors Business Daily

Super Micro Computer Stock Plummets After Accounting Firm Resigns

Super Micro Computer stock plunged after the data center specialist revealed that its accounting firm had resigned over financial reporting concerns.

Investors Business Daily

What Are Wall Street Analysts' Target Price for Microchip Technology Stock?

Microchip Technology has underperformed the broader market over the past year, yet analysts remain moderately bullish on the stock's prospects.

Barchart

Monolithic Power Called 'Shining Beacon Of Light' In Dismal Chip Earnings Season

Amid a downbeat earnings season for most semiconductor stocks, Monolithic Power had one of the better quarterly reports.

Investors Business Daily

Recent IPO Astera Labs Gets Bullish Analyst Coverage

Recent IPO Astera Labs nabbed a bunch of buy ratings on Monday as Wall Street analysts initiated coverage of the chipmaker.

Investors Business Daily

Intel Shares Surge As Analysts React To Healthy Q3 Results

Bank of America maintains Underperform rating, while Goldman Sachs reaffirms Sell rating.

Zenger

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Zenger

Intel’s Q2 Results Get Mixed Reactions From 4 Analysts: ‘AI Contribution Remains Modest’

Analysts are diving into second quarter financial results reported by Intel Corporation (NASDAQ: INTC) Thursday after market close

Benzinga

7 Intel Analysts Focus On Q3 Earnings, Cost-Cutting Plan

Intel Corporation (NASDAQ: INTC) reported Thursday its third-quarter results, with revenue of

Investors Business Daily

Semiconductor Stocks Look For Bottom As Market Deteriorates

Wall Street analysts are predicting a rough third-quarter earnings season for semiconductor stocks amid slowing demand.

Benzinga

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

Ambarella, Inc (NASDAQ: AMBA) clocked 2

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Benzinga

Marvell's Upside Is Only Limited By Supply, Analysts Say After Mixed Q2 Results

Marvell Technology Inc (NASDAQ: MRVL)

Benzinga

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

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

Benzinga

Read How Analysts Weighed Marvell Tech After Q1 Beat

Analysts lauded Marvell Technology, Inc (NASDAQ: MRVL)

Benzinga

Here's How Analysts View Analog Devices Post Investor Day

Analog Devices Inc (NASDAQ:ADI) highlighted its strategic vision and new financial model at its investor day meet. Piper Sandler analyst Harsh Kumar reiterated an Overweight with a $210 price target (30% upside). Kumar expects the company to benefit from several secular growth drivers within the semiconductor industry. Related: Analog Devices Tops Q1 Backed By Momentum Across…

Benzinga

Here's How Analysts View Marvell Post Q4

Most analysts slashed their price targets on Marvell Technology Inc (NASDAQ:MRVL) post Q4 results. Wells Fargo analyst Gary Mobley lowered the price target to $70 from $80 (7.5% upside) and maintained an Equal-Weight following the "respectable" beat and raise quarter. Considering the upbeat results and the pullback in the equity markets & chip sector, Mobley says…

Benzinga

Credo Shares Pop As Multiple Analysts Initiate Coverage And See Sharp Upside

Multiple analysts initiated coverage on Credo Technology Group Holding Ltd (NASDAQ:CRDO) with a positive stance. Goldman Sachs analyst Toshiya Hari initiated coverage on Credo with a Buy rating and price target of $23 (51.3% upside). Stifel analyst Tore Svanberg initiated coverage on Credo with a Buy rating and price target of $20 (31.6% upside). BofA analyst Vivek…

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