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The Latest Breaking News from Vivek Arya

QNT Stock Alert: Here's Why Quantinuum Just Scored Multiple 'Buy' Ratings

Quantinuum stock rips higher as Wall Street analysts assign bullish price targets after the post-IPO quiet period. Here’s how high QNT shares could realistically fly in 2026.

Barchart

A $2.7 Trillion Reason Intel Stock Just Got a New Street-High Price Target

Bank of America sees a $2.7 trillion semiconductor opportunity ahead, and that massive AI-driven growth forecast just helped Intel earn a new Street-high price target.

Barchart

Micron Stock Surge Fails to Boost Nasdaq: Stock Market Today

Apple stock sold off after the tech giant hiked prices, while Micron soared on strong demand for its memory chips.

Kiplinger

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How one chip stock reversed the global tech selloff, exposed AI's 'memory tax' and made the case for an entire valuation regime change

Micron had a "drop the mic" quarter, Dan Ives said. Others called it a restructuring of how Wall Street will price the AI trade for years to come.

Fortune

Intel Just Scored a Double Upgrade. What's Next for INTC Stock.

Intel shares rallied yesterday as BofA double-upgraded them to “Buy." Here’s why analyst Vivek Arya turned uber bullish on INTC stock today.

Barchart

Dow Adds 929 Points on New Signs of Peace: Stock Market Today

If nothing else, President Donald Trump knows how to use the tools at his command to generate attention, in markets as well as any public sphere.

Kiplinger

Ambarella Bets on Edge AI as Auto Sales Head for Record and Hanwha Deal Builds

Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the company’s edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to products. Speaking with BofA semiconductor analyst Vivek Arya at

MarketBeat

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Stocks Hit Highs as Trump Eases Iran Worries: Stock Market Today

Nvidia sparked a rally in several tech stocks Monday after the AI bellwether debuted a new chip for PCs.

Kiplinger

Should You Buy the Dip in Nvidia Stock Today?

Nvidia stock is sinking as Google and Amazon tout in-house chips on thier Q1 earnings calls. BofA still recommends buying the dip in NVDA shares today.

Barchart

Intel Is Back In the Game: Should You Buy INTC Now?

A bold upgrade fuels optimism, but not everyone is convinced.

Barchart

On Semiconductor Pops on Analyst Upgrade. Should You Buy ON Stock Here?

On Semiconductor stock gains on a bullish BofA research note. Here’s why analyst Vivek Arya recommends buying ON shares at current levels.

Barchart

Bank of America Wants You to Buy the Dip in These 2 Picks-and-Shovels AI Stocks

Bank of America just upgraded its semiconductor outlook and flagged Cadence and Synopsys as top AI "picks-and-shovels" buys. Here's what investors need to know.

Barchart

Bank of America Still Loves Nvidia Stock After GTC 2026. Should You?

Nvidia stock closed in the red today despite bullish updates at its annual GTC conference. Bank of America recommends buying NVDA shares on the dip.

Barchart

3 Key Things Analysts Are Watching for Nvidia Stock Before GTC 2026

Bank of America maintains its bullish view on NVDA ahead of GTC next week. Here's what to watch.

Barchart

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It’s ‘Time to Shine’ for Applied Materials Stock, According to Analysts. Should You Buy AMAT Here?

The semiconductor equipment maker crushed expectations and delivered guidance that has Wall Street buzzing about a multi-year growth cycle.

Fortune

The tech stock free fall doesn’t make any sense, BofA says in rebuke to investors while doubling down on the sector’s longevity

Investors see weak ROI ahead as they also see AI adoption so pervasive that it makes whole business models obsolete. Both can’t be true, BofA says.

MarketBeat

Broadcom Earns ‘Top Pick’ Status From Wall Street’s Biggest Banks

Analysts at big banks are bullish on Broadcom in 2026. At least three have named the stock a "top pick" for the new year.

Benzinga

Nvidia Open-Sources AI That Helps Self-Driving Cars Think Like Humans

Nvidia Corp. (NASDAQ:NVDA) is expanding its open-source artificial intelligence portfolio with a sweeping set of new models, datasets, and development tools designed to accelerate progress in both digital and physical AI.

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Barchart

Competition Is Heating Up, But Bank of America Still Thinks AMD Stock Is a Buy Here

While competition in the AI chip race accelerates, Bank of America remains faithful in AMD’s future.

Benzinga

Broadcom's New Google Chips Could Be 40% Cheaper To Run Than Nvidia's, Analyst Says

Broadcom Inc (NASDAQ:AVGO) is gaining momentum in the artificial intelligence accelerator race thanks to Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) Google's push to scale Tensor Processing Unit-powered computing across both internal systems and future external customers.

Barchart

The AI Race Is a Marathon, Not a Sprint. Here Is How AMD Stock Could Still Finish First.

Despite short-term turbulence and fears over potential competitive setbacks, AMD remains well-positioned in the multi-phase AI race.

Benzinga

Nvidia's Dominance Tested — Is Alphabet Stealing The AI Spotlight?

The AI chip war is intensifying, and it's no longer just about speed. Alphabet Inc. (NASDAQ:GOOGL) just delivered one of its strongest stock performances in years, riding a wave of investor excitement over next-gen AI models and a powerful in-house chip that now threatens Nvidia Corp.‘s (NASDAQ:NVDA) once-uncontested dominance in…

Barchart

Why Is Everyone Worried About Nvidia’s Days Sales Outstanding? What That Means, and Why It Matters for NVDA Stock.

Concerns over Nvidia’s rising Days Sales Outstanding have sparked debate among investors, but a closer look shows the metric is far less alarming and far more explainable than the bearish narrative suggests.

Barchart

Nvidia Stock Breaks 100-Day Moving Average on Q3 Earnings Selloff. Should You Buy the NVDA Dip?

Nvidia shares continue to sink despite strong earnings amid a broader tech stocks rout. Analysts explain why NVDA stock is worth owning on the pullback.

Benzinga

Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'

Analysts raise estimates and price targets on NVIDIA Corporation (NASDAQ:NVDA) after third-quarter revenue and earnings per share beat estimates and guidance came in ahead of expectations.

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