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The Latest Breaking News from Samik Chatterjee

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.

At Hewlett Packard Enterprise, CEO Antonio Neri is negotiating with an activist investor with a history of forcing out chief executives

At Hewlett Packard Enterprise, CEO Antonio Neri is negotiating with an activist investor with a history of forcing out chief executives

Sources who talked to Fortune pointed to several clues, hiding in plain sight, about what Elliott potentially wants from HPE.

What’s Next for Super Micro (SMCI) Stock After Q2 Earnings?

What’s Next for Super Micro (SMCI) Stock After Q2 Earnings?

Super Micro stock missed Q2 estimates but issued an outstanding outlook for its fiscal 2026. Some analysts remain unimpressed.

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Stock Market Today: Dow Adds 538 Points on First Trading Day of Second Trump Administration

Stocks rise while the White House issues a historic series of executive orders.

Stock Market Today: The Dow Slides Into Its First 9-Day Losing Streak Since 1978

A Santa Claus rally is on hold as markets wait for more information about monetary policy.

HPE AI Servers and Cloud Strength Lead the Charge: Analysts Raise Price Forecasts

Hewlett Packard Enterprise Co (NYSE: HPE) reports Q4 results, beating estimates with EPS of 58 cents and sales of $8.46B. Analysts raise price targets and expect growth from AI servers and recovery in traditional servers.

What's Going On With Super Micro Computer (SMCI) Stock?

Super Micro Computer shares are trading higher by 25% since Monday's open. The company this week released findings from an internal investigation led by its Special Committee.

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Super Micro Probe Finds No Misconduct, But Analyst Says 'Visibility Into Compliance' Remains Low

Super Micro Probe Finds No Misconduct, But Analyst Says 'Visibility Into Compliance' Remains Low

SMCI clears hurdle in investigation, with no evidence of fraud/misconduct. JPMorgan cautious due to low compliance visibility. Underweight rating maintained.

HP Faces Margin Pressure But Analysts See AI PCs Driving Growth In 2025

HP Faces Margin Pressure But Analysts See AI PCs Driving Growth In 2025

HP's fiscal Q4 results beat estimates, but weak Q1 EPS guidance caused stock to fall. Analysts maintain ratings, but revise price targets.

What's Behind the Latest Super Micro Computer Stock Downgrade?

What's Behind the Latest Super Micro Computer Stock Downgrade?

As skepticism swirls around Super Micro Computer, leading investment bank JPMorgan’s dramatic reversal on its earlier stance has become the latest headline.

Five Stocks With Solid Growth History and a Promising Outlook

Five Stocks With Solid Growth History and a Promising Outlook

Five reasonably priced stocks with solid growth history and a good chance of delivering earnings even if the economy softens.

2 Underperforming AI Stocks to Buy Now as Nvidia’s Rally Stalls

2 Underperforming AI Stocks to Buy Now as Nvidia’s Rally Stalls

While Nvidia stock has entered into the correction zone and its rally looks stalled for now, Tesla and Apple appear to be two underappreciated and underperforming AI stocks that look like good buys at current levels.

3 Reasons to Buy Super Micro Computer Stock Right Now

3 Reasons to Buy Super Micro Computer Stock Right Now

SMCI stock has ramped way higher already this year, but analysts see plenty of reasons to keep buying the new S&P 500 member.

Is Cisco Systems (CSCO) a Quality Buy for August?

Is Cisco Systems (CSCO) a Quality Buy for August?

Shares of Cisco Systems (CSCO) have recently been upgraded by a J.P. Morgan analyst, along with an increase in price target. So, is this the right time to load up on CSCO shares? Let’s evaluate some of its key financial metrics to gauge its prospects.

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What To Expect From Apple's Upcoming Earnings Report

All eyes will be set on the earnings of tech heavyweights including Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT) and Apple (NASDAQ: AAPL) this week.

Here's Why JPMorgan Trimmed Apple's Earnings Outlook

JPMorgan analyst Samik Chatterjee sees consumer spending restricting the upside expectations from Apple Inc's (NASDAQ: AAPL) launch of the iPhone SE3 and will likely limit the magnitude of upside to iPhone 13 and App Store revenue in Services. Chatterjee trimmed earnings forecasts for Apple, led by a "modest haircut" to revenue growth estimates for iPhone and…

JPMorgan Remains Bullish On This Chipmaker Despite Slashing Price Target By 15% - Read Why

JPMorgan analyst Samik Chatterjee lowered the price target on Qualcomm Inc (NASDAQ:QCOM) to $205 from $240 (39.5% upside) and kept an Overweight rating on the shares. The analyst moderated earnings estimates for Qualcomm, primarily led by a change to his QTL revenue estimates and slight moderation in both QCT revenue and margins. These changes' net…

Asharq Al-Awsat

JP Morgan Drops Apple, Qualcomm from Top Picks as Tech Demand Slows

Slowing demand for smartphones is likely to hit growth at Apple and chipmaker Qualcomm, analysts at J.P.

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Why This Apple, Qualcomm Analyst Says The Stocks Are Vulnerable To Shift In Consumer Spending

Apple, Inc. (NASDAQ: AAPL) and Qualcomm, Inc. (NASDAQ: QCOM) are among the high-profile tech names that have consistently delivered due to superior fundamentals and strong market positioning.

Here's How Analysts View Apple's Latest Products, Services

Analysts tried to gauge the impact of Apple Inc's (NASDAQ:AAPL) products and services. Apple is exploring subscription offerings for its hardware products as early as late 2022 or 2023. Morgan Stanley analyst Katy Huberty saw that the average Apple user spent $280 on hardware and added $69 to Apple Services revenue in 2021, implying, Apple…

What Do The Lead Times For Apple's New iPhone SE Tell Us About Demand?

Read Why JP Morgan Sees Apple Poised For Upside

Apple Inc (NASDAQ: AAPL) is poised to see "upside" if it can execute and show the growth that it saw in its fiscal first quarter, according to J.P. Morgan analyst Samik Chatterjee.

JPMorgan Analyst Notes China Impact On Apple iPhone Shipments

JPMorgan analyst Samik Chatterjee noted that the China Academy of Information and Communications Technology disclosed that international shipments tracked at 7.3 million for January beat the historical average of 4.8 million shipments for the month and "the highest shipments for the month of January since 2015."

JPMorgan Sees Sharp Upside In Qualcomm, Thanks To Apple

JPMorgan analyst Samik Chatterjee reiterated an Overweight rating on Qualcomm Inc (NASDAQ:QCOM) with a $225 price target, ahead of the company's fiscal Q1 results. The price target implies an upside of 28%. The analyst sees a favorable setup saying Apple Inc's (NASDAQ:AAPL) print points to solid demand for Qualcomm's largest customer. The combination of supply chain easing,…

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