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The Latest Breaking News from Vivek Arya

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.

Nvidia Just Scored a Major Market Share Win. Should You Buy NVDA Stock Here?

Nvidia Just Scored a Major Market Share Win. Should You Buy NVDA Stock Here?

Nvidia shares are in focus after a Jon Peddie Research report confirms the AI darling is retaining its dominant market share in GPU sales. BofA says NVDA stock could rally much further from here.

Nvidia's Upcoming Earnings Report Puts Direxion's NVDA-Focused Bull And Bear Funds In The Limelight

Nvidia's Upcoming Earnings Report Puts Direxion's NVDA-Focused Bull And Bear Funds In The Limelight

While semiconductor giant Nvidia Corp. (NASDAQ:NVDA) has easily ranked among the elite players in artificial intelligence, the company's upcoming second-quarter earnings report — scheduled for release on Aug. 27 after the closing bell — may arguably be its most consequential so far. As usual, expectations are sky-high thanks to Nvidia's…

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Should You Buy the Post-Earnings Plunge in Applied Materials Stock?

Applied Materials stock tumbled after reporting a strong Q3 but disappointed in terms of guidance. Here’s how analysts recommend playing AMAT shares here.

Applied Materials Analysts Flag $600 Million Guidance Shortfall, China Slowdown

What happens when a tech giant’s impressive earnings report can’t shield it from a market nosedive? As Applied Materials Inc. (NASDAQ:AMAT) experiences a surprising slump, analysts weigh in on the forces at play behind the scenes. Shares of Applied Materials declined in early trading on Friday, despite the company’s upbeat fiscal third-quarter results…

Beijing Asks Alibaba, ByteDance Why They Need Nvidia H20 Chips Instead Of Local Alternatives

Beijing is pressuring major Chinese tech companies, including Alibaba Group (NYSE:BABA) and ByteDance, to justify their purchases of Nvidia's (NASDAQ:NVDA) H20 artificial intelligence chips instead of opting for domestic alternatives.

DRAM Prices Soar As Chinese Manufacturers Shift Focus To AI Chips

Standard DRAM (dynamic random access memory) prices remain high after doubling in just one month, as speculation grows that Chinese manufacturers are phasing out production to prioritize AI chips and strengthen the country’s semiconductor self-reliance.

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Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst

Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst

BofA Securities analyst Vivek Arya maintained a Buy rating on NVIDIA Corp (NASDAQ:NVDA) with a price target of $220 on Monday.

Data Center Spending Strength Bodes Well For Nvidia Stock

Data Center Spending Strength Bodes Well For Nvidia Stock

Increased capital expenditures on data centers by hyperscale cloud computing companies is a positive for Nvidia stock and others, analysts say.

Investors Business Daily

Broadcom Stock Is Trending - What's Going On

Broadcom Stock Is Trending - What's Going On

Broadcom (NASDAQ:AVGO) stock is trending along with its peers, Nvidia (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD), as major tech companies rapidly upgrade their chip capabilities to meet soaring global demand for artificial intelligence and strengthen their market positions.

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

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.

Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally

Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally

Shares of Texas Instruments Inc (NASDAQ:TXN) tanked in early trading on Wednesday, despite the company reporting upbeat second-quarter results.

Why Lam Research Outpaced Market With 40% Gain In 2025

Why Lam Research Outpaced Market With 40% Gain In 2025

Semiconductor manufacturing equipment giant Lam Research (NASDAQ:LRCX) has seen its stock surge a remarkable 40% year-to-date, significantly outperforming the Nasdaq 100 index’s nearly 9% gain.

Nvidia Just Became the First $4 Trillion Company in the World. Should You Buy NVDA Stock?

Nvidia Just Became the First $4 Trillion Company in the World. Should You Buy NVDA Stock?

Nvidia extended gains to become the world’s first $4 trillion company on Wednesday. BofA analyst still sees further upside in NVDA shares.

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International Business Times UK

Why Is Nvidia Stock Going Up? Analysts Say an 'AI Golden Wave' Is Just Beginning

Nvidia's stock is soaring, driven by an 'AI Golden Wave,' say analysts. Loop Capital's Ananda Baruah predicts Nvidia's market cap will reach $6 trillion, citing surging demand for AI chips from governments and Big Tech.

The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia

The artificial intelligence rally that made Nvidia Corp. (NASDAQ:NVDA) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform the AI front-runner.

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Marvell Technology Raises Its Custom AI Chip Prospects

Marvell stock jumped after the chipmaker increased its addressable market for custom chips for artificial intelligence applications.

Intel’s Market Share Just Sunk to a 20-Year Low. Should You Sell INTC Stock Now?

Intel’s CPU share slid to 65.3%, its weakest since 2002, and any comeback is likely to be uphill.

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Stock Market Today: Nasdaq Outperforms as Big Tech Rallies

The Dow Jones Industrial Average closed lower for a second day as Amgen and Merck fell.

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Who Needs China? Saudi Arabia Steps Up As Big Buyer Of AI Chips.

AI stocks, led by Nvidia, rose for the second straight day following news of major business deals in Saudi Arabia.

Can Intel Stock Hit $62 in 2025?

Intel’s strategies may help turn around its fortunes in the coming years.

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Nvidia Stock Falls After Trump Essentially Blocks China AI Chip Sales

The Trump administration has effectively barred Nvidia from selling its custom artificial intelligence processors to customers in China.

Should You Buy Nvidia Stock Now?

NVDA stock is nearly 40% off its all-time high, and Wall Street analysts are divided on what comes next.

Dear Nvidia Stock Fans, Mark Your Calendars for May 15

The stock may experience volatility until this catalyst passes.

As Investors Cheer Nvidia Supplier Foxconn’s Earnings, Should You Buy NVDA Stock?

Nvidia stock is gaining today after Foxconn issued guidance that reinvigorated the AI trade. Analysts expect significant further upside in NVDA shares.

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