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The Latest Breaking News from Vivek Arya

Micron’s AI Boom Could Unlock a $640 Billion Cash Flow Machine, But the Market Barely Sees It

Micron Technology Inc. (NASDAQ:MU) could generate more than $640 billion in cumulative free cash flow through fiscal 2030 under a scenario modeled by Bank of America’s analyst Vivek Arya.

Benzinga

Micron and 15 Other Stocks To Play The AI Buildout Race: They Are Still 20% Below Highs

Bank of America thinks the sell-off in AI infrastructure stocks has gone far enough to be worth buying again.

Benzinga

Nvidia Stock’s Rubin Era Begins: A ‘Top Pick,’ BofA Says

Nvidia Corp‘s (NASDAQ:NVDA) AI story is entering a new phase, but investors appear increasingly focused on what could go wrong.

Benzinga

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Semiconductors Just Posted Their Best Four-Day Rally Since March 2020. These Five Stocks Led the Charge

Just days after suffering their worst monthly decline in nearly 24 years, semiconductor stocks have staged one of the strongest rebounds in history.

Benzinga

Jensen Huang Wants Open-Source AI Models: BofA Says Chipmakers Get Paid Either Way

The hottest debate in artificial intelligence isn’t about which chatbot is smartest anymore.

Benzinga

Intel’s Earnings Could Quadruple in 4 Years, Analyst Says

Intel Corp (NASDAQ:INTC) stock gained by almost 2% during Monday’s premarket session as risk appetite firms up across equities. Nasdaq futures are up 1.28% while S&P 500 futures have gained 0.79%.

Benzinga

Intel Stock Slips Despite Blowout Quarter: Here's What 4 Analysts Are Saying

Shares of Intel Corp (NASDAQ:INTC) edged lower in early trading on Friday, despite the company’s upbeat second-quarter report.

Benzinga

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Nvidia vs. AMD: The Next AI Battle Targets a $170 Billion Prize

For nearly three years, investors judged the AI race by one metric: GPU performance.

Benzinga

Bank of America Is Feeling Bullish on Micron Stock. Here's Why

Micron shares rallied today as BofA adds the memory chips specialist to its highest conviction buy calls. Here’s why MU stock is attractive to own at current levels.

Barchart

Micron Stock Has 66% Upside As Open‑Source AI Models Guzzle Memory, BofA Says

The rise of cheap, open-source Chinese AI models was supposed to be a threat to the companies that sell expensive memory chips.

Benzinga

Nvidia Stock Hasn't Been This Cheap In 10 Years: Is This A Screaming Buy?

Picture being told that the poster child of the artificial-intelligence boom trades at the same valuation as the broad market. Not long ago, that would have sounded absurd. Yet, that’s precisely where Nvidia Corp. (NASDAQ:NVDA) stands today.

Benzinga

AI Trade’s Favorite Chip ETF Sees Record Inflows Despite Worst Month Since 2008

Semiconductor exchange traded funds pulled in the most money on record in July, during the same month their prices fell the hardest since the financial crisis.

Benzinga

Why Bank of America Says Nvidia Stock Is Cheap Here

Investors may be doubting Nvidia, but Bank of America sees the pullback as a rare chance to buy an AI leader at a bargain.

Barchart

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

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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.

Kiplinger

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.

Fortune

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.

Barchart

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.

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Kiplinger

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.

MarketBeat

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

Kiplinger

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.

Barchart

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.

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