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Top related persons:
Mehdi Hosseini - 4 Nehal Chokshi - 2 Mehdi - 2 TSM - 1 Rosenblatt - 1 Hans Mosesmann - 1 Mosesmann's - 1 TD Cowen - 1
Top related locs:
Susquehanna TSM U.S China
Top related orgs:
Susquehanna International Group - 3 Susquehanna - 3 Nvidia - 3 Devices - 2 Micro - 2 Northland Securities - 2 Micro Computer - 2 Samsung - 1

Search resuls for: "Mehdi Hosseini"


13 mentions found


☆ Samsung has lost its edge, analyst says
  + stars: | 2024-04-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSamsung has lost its edge, analyst saysMehdi Hosseini, senior tech hardware analyst of Susquehanna International Group, says Samsung, which "used to be the market leader in innovating for memory, for smartphones, for display," is now only "benefiting from the cycle recovery."
Persons: Mehdi Hosseini Organizations: Samsung, Susquehanna International Group
☆ Another analyst is saying 'all AI roads' lead to this under-the-radar global chip stock
  + stars: | 2024-04-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
The boom in demand for artificial intelligence leads back to this global chip supplier, according to Susquehanna. Analyst Mehdi Hosseini upped his estimates on the semiconductor manufacturer Taiwan Semiconductor Manufacturing as wafer average selling prices improve, saying that "all AI roads originate from TSM." The firm joins JPMorgan in asserting that "all AI roads" lead to the global chipmaker. Taiwan Semiconductor is coming off a strong start to 2024. Taiwan Semiconductor, a supplier to chip giants such as Nvidia , Advanced Micro Devices and Qualcomm , could rally another 27% based on the firm's $180 price target.
Persons: Mehdi Hosseini, TSM Organizations: Taiwan Semiconductor Manufacturing, Taiwan Semiconductor, JPMorgan, Susquehanna, Semiconductor, Nvidia, Devices, Qualcomm Locations: Susquehanna, TSM, U.S
☆ All eyes are on Nvidia this week, but another AI play is getting buzz before earnings
  + stars: | 2024-03-18 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
Micron touts HBM3E as an essential component to move the needle forward on AI advancement, and so far, analysts agree. Mosesmann's buy rating and $140 per share price target represents 50% upside from Friday's close. The analyst maintains an outperform rating on Micron stock as well as a $120 per share price target, which equates to roughly 29% upside. The firm maintains a buy rating on Micron coupled with a $112 per share price target, more than 20% above the previous close. The analysts raised his price target to $150 from $95, calling for about 61% upside moving forward.
Persons: Rosenblatt, Hans Mosesmann, Mosesmann's, TD Cowen, Krish Sankar, Mehdi Hosseini, Citi's Christopher Danely, Danely Organizations: Micron Technology, Nvidia, GTC Conference, Micro, Analysts, Micron, MU, AMD
☆ What's behind the 'once-in-a decade momentum' in Arm Holdings stock
  + stars: | 2024-02-15 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
"That's just created this once-in-a-decade momentum," said Mehdi Hosseini, an equity research analyst covering the stock at Susquehanna International Group. While the company posted robust results and guidance, analysts have cast doubt over the magnitude of recent stock moves, which include a 48% post-earnings rally and a 19% drop during Tuesday's session. ARM mountain 2024-02-08 Arm since reporting earnings One key factor at play is the limited number of shares in the marketplace. Traders typically buy shares short as a bet that the price of an asset will fall. The unwavering excitement around AI that's driven an investing frenzy over the last year may also be a factor at play with Arm.
Persons: That's, Mehdi Hosseini, Needham, Charles Shi, Ryuta Makino, there's, SoftBank, Hosseini, Shi Organizations: Holdings, Susquehanna International Group, Apple, Nvidia, Devices, ARM, GAMCO Investors, Retail, Tesla, Vanda Research, Partners, Traders
☆ Watch CNBC’s full interview with Susquehanna’s Mehdi Hosseini and Northland Securities’ Nehal Chokshi
  + stars: | 2024-02-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Susquehanna’s Mehdi Hosseini and Northland Securities’ Nehal ChokshiMehdi Hosseini, Susquehanna senior equity research analyst, and Nehal Chokshi, managing director at Northland Securities, join 'Power Lunch' to debate the bear and bull case for Super Micro Computer.
Persons: Susquehanna’s Mehdi Hosseini, Chokshi Mehdi Hosseini, Nehal Chokshi Organizations: Northland Securities, Susquehanna, Micro Computer
☆ The bear and bull case for Super Micro Computer
  + stars: | 2024-02-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bear and bull case for Super Micro ComputerMehdi Hosseini, Susquehanna senior equity research analyst, and Nehal Chokshi, managing director at Northland Securities, join 'Power Lunch' to debate the bear and bull case for Super Micro Computer.
Persons: Mehdi, Nehal Chokshi Organizations: Micro, Susquehanna, Northland Securities, Micro Computer
☆ Quantitative trading firm explains why it likes TSMC and GlobalFoundries
  + stars: | 2023-08-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQuantitative trading firm explains why it likes TSMC and GlobalFoundriesMehdi Hosseini of Susquehanna International Group says TSMC will benefit from the artificial intelligence race, while GlobalFoundries will benefit from the localization of semiconductors.
Persons: GlobalFoundries Mehdi Hosseini, GlobalFoundries Organizations: Susquehanna International Group
☆ ASML benefits from selling older-generation tools to China: Analyst
  + stars: | 2023-07-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailASML benefits from selling older-generation tools to China: AnalystMehdi Hosseini of Susquehanna says ASML strategy of selling "trailing edge" equipment to China that are not subject to export controls allows it to benefit from higher profit margins.
Persons: Mehdi, Susquehanna Locations: China
☆ TSMC or Samsung? One chipmaker is the better play on A.I., geopolitics and earnings, analyst says
  + stars: | 2023-05-29 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
The Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics have emerged as two key players in the increasingly competitive landscape of the chip-making sector. "So, on a relative basis, I think TSMC offers better quality of earnings and also a much better free cash flow margin." "So, the quality of earnings, quality of management, and shareholder return favor TSMC over Samsung," Hosseini concluded. The tech analyst said that when it comes to advanced microchip manufacturing, TSMC is pretty much the only game in town. But they are still way behind TSMC," Hosseini said.
☆ Intel is losing market shares when it comes to several applications, says Susquehanna's Hosseini
  + stars: | 2023-01-27 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel is losing market shares when it comes to several applications, says Susquehanna's HosseiniMehdi Hosseini, senior hardware analyst at Susquehanna International Group, joins 'Squawk Box' to discuss Intel's market share losses and more.
☆ Semiconductor chips: There's a 'three horse' race outside mainland China, analyst says
  + stars: | 2023-01-19 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSemiconductor chips: There's a 'three horse' race outside mainland China, analyst saysMehdi Hosseini of Susquehanna International Group says TSMC, Samsung and Intel are all investing heavily in "adding capacity for the leading edge."
☆ Tech stocks got whacked in 2022 — but one server maker soared almost 90%, beating all its peers
  + stars: | 2022-12-28 | by ( Kif Leswing | ) www.cnbc.com   time to read: +6 min
Heading into 2023, the outlook for the server market is murky, especially in the early part of the year. He said tech companies can move faster with Supermicro servers and are willing to pay for execution and the company's design skills. Another specialized market Supermicro is targeting is servers for 5G or telecom applications, using a new kind of approach called OpenRAN. Supermicro said in November that a big unnamed customer was responsible for nearly 22% of the company's sales in the quarter. Intel and AMD have issued downbeat prospects for the server market, and companies of all sizes are cutting costs.
☆ Three primary growth drivers for ASML shares with Susquehanna's Mehdi Hosseini
  + stars: | 2022-11-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThree primary growth drivers for ASML shares with Susquehanna's Mehdi HosseiniSusquehanna's Mehdi Hosseini joins 'TechCheck' to discuss his ASML upgrade, growth drivers for semi stocks, and the inventory correction underway in the semiconductor sector.
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