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The Latest Breaking News from Vivek Arya

Hedge fund billionaire Paul Tudor Jones says 2025 is 'so much more potentially explosive than 1999' because of the way bull markets always end

Paul Tudor Jones also got far out and sci-fi, talking to CNBC. “We’re kind of boldly going where no man has ever gone before.”

AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

AI's $1.2 Trillion Growth Will Rest On Data Centers And Power, Not Financing Schemes

Investor fears about vendor financing in the U.S. semiconductor industry are overstated, according to Bank of America Securities analyst Vivek Arya.

AMD's $100 Billion OpenAI Deal Could Supercharge AI Chip Growth, Analyst Says, Projecting Massive Earnings Boost By 2030

AMD's $100 Billion OpenAI Deal Could Supercharge AI Chip Growth, Analyst Says, Projecting Massive Earnings Boost By 2030

Advanced Micro Devices’ (NASDAQ:AMD) multi-year partnership with OpenAI could generate over $100 billion in revenue over the next four to six years, as the chipmaker prepares to supply up to six gigawatts of computing capacity using its next-generation Instinct MI450X GPUs starting in late 2026.

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ChatGPT Parent OpenAI, AMD Partner In Landmark AI Deal

Advanced Micro Devices (NASDAQ:AMD) shares surged premarket Monday following a landmark agreement with OpenAI to deploy up to 6 gigawatts of AMD Instinct GPU power for the tech giant's next-generation AI infrastructure.

Nvidia, Broadcom, Marvell Poised To Gain Big From $1.2 Trillion AI Spending Wave By 2030: Analyst

U.S. chipmakers including NVIDIA Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO), Advanced Micro Devices Inc (NASDAQ:AMD), Marvell Technology Inc (NASDAQ:MRVL), and Credo Technology Holding Ltd. (NASDAQ:CRDO) are set to benefit from a massive wave of artificial intelligence infrastructure spending projected to top $1.2 trillion by 2030.

Taiwan Semiconductor Shuts Down Rumors Of Intel Deal

Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) reiterated last week that it has not discussed potential investments or partnerships with any company, ending rumours regarding Intel (NASDAQ: INTC) linkups.

Marvell Technology Adds $5 Billion To Share Buyback Plan, Strong Growth Outlook For Datacenter, AI

Shares of Marvell Technology Inc. (NASDAQ: MRVL) came under pressure in early trading on Thursday, despite the company announcing a big share buyback authorization.

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Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target

Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target

Shares of Micron Technology Inc (NASDAQ:MU) dipped in early trading on Wednesday despite a strong fiscal fourth quarter report.

What Will Nvidia's $100 Billion OpenAI Investment Reap?

What Will Nvidia's $100 Billion OpenAI Investment Reap?

Nvidia (NASDAQ:NVDA) plans to invest up to $100 billion in OpenAI, a move that could generate billions in long-term revenue.

Synopsys Analysts Flag Restructuring Needs, China Headwinds After Q3 Miss

Synopsys Analysts Flag Restructuring Needs, China Headwinds After Q3 Miss

Tech giants grapple with volatile market shifts as geopolitical tensions and competitive pressures reshape the semiconductor landscape. Shares of Synopsys Inc (NASDAQ:SNPS) tanked in early trading on Wednesday, after the company reported downbeat fiscal third-quarter results.

Broadcom Bets Big On AI: Possible New Partnership With OpenAI Sparks Rally

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…

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

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.

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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.

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.

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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

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

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

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 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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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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