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Top related persons:
Hans Mosesmann - 2 Oppenheimer - 2 Rick Schafer - 2 Harlan Sur - 1 Blackwell - 1 Rosenblatt - 1 Goldman Sachs - 1 Toshiya Hari - 1
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Nvidia - 2 NVIDIA - 1 Micron Technology - 1 MU - 1 Micron - 1 Taiwan Semiconductor - 1 Wall - 1 Marvell Technology - 1

Search resuls for: "Rick Schafer"


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☆ Here are some of Wall Street’s top derivative plays following Nvidia's latest chip launch
  + stars: | 2024-03-19 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Shares of the chip giant pulled back about 2% during Tuesday's session, after announcing its latest AI chips . While Nvidia's latest announcements solidify the company's AI leadership, Wall Street anticipates some positive tailwinds for a slew of derivative players. Semiconductor derivative plays Nvidia's latest announcements could pose some major tailwinds for companies operating within the chipmaker's ecosystem. Liquid cooling The liquid cooling industry may also benefit as Nvidia harnesses the technology to cool the 72 Blackwell GPUs in its new server rack system, known as GB200 NVL72. "We believe built-in liquid cooling capabilities in addition to the power density of the system should be a positive for VRT's liquid cooling and power management businesses," he wrote.
Persons: Harlan Sur, Blackwell, Rosenblatt, Hans Mosesmann, Goldman Sachs, Toshiya Hari, Matt Bryson, Laura Chen, Oppenheimer, Rick Schafer, Amit Daryanani, Vertiv, Headwinds, Nvidia's Blackwell, Hari Organizations: Nvidia, NVIDIA, Micron Technology, MU, Micron, Taiwan Semiconductor, Wall, Marvell Technology, Blackwell, Micro Computer, Mosesmann, Devices, AMD, Data, Intel Locations: America
☆ Buy these stocks that Oppenheimer sees having upside potential
  + stars: | 2024-02-22 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Oppenheimer has refreshed its monthly list of top stocks to include several new tech names. With this in mind, analysts Oppenheimer refreshed its list of top picks in the market. New additions to the list include NXP Semiconductors , CyberArk Software , AppLovin and Expedia . Take a look at some of the other names on the list below, and where Oppenheimer analysts see them going forward. CYBR YTD mountain CyberArk Software shares Athleisure company Lululemon is another one of Oppenheimer's favorite picks.
Persons: Oppenheimer, NXP, Rick Schafer, Ittai Kidron, Brian Nagel, Nagel, LULU, CNBC's Michael Bloom Organizations: Semiconductors, CyberArk, Software Locations: Netherlands
☆ Here's the trade on Nvidia ahead of earnings, according to analysts
  + stars: | 2023-08-20 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
NVDA YTD mountain NVDA has surged in 2023 Ahead of earnings Wednesday, analysts are weighing in on the forthcoming report and how to trade the earnings. Oppenheimer's Rick Schafer maintained an outperform rating on Nvidia and raised his price target to $500 per share up from $420. Elsewhere, Citi analyst Atif Malik reiterated both a buy rating and a $520 per share price target in a note last week. However, Deutsche Bank analyst Ross Seymour is more cautious on Nvidia stock heading into earnings, and reiterated a hold rating in Tuesday note. Seymour maintains a $440 per share price target, which forecasts roughly 2% upside from the stocks current trading levels.
Persons: Hans Mosesmann, Mosesmann, Oppenheimer's Rick Schafer, " Schafer, Wolfe, Chris Caso, " Caso, Atif Malik, Wall, Malik, Ross Seymour, Seymour, — CNBC's Michael Bloom Organizations: Nvidia, Rosenblatt Securities, Wolfe Research, Citi, Deutsche Bank, LT
☆ Trading Nvidia earnings next week: Analysts say 'AI gold rush' should boost outlook
  + stars: | 2023-05-18 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
The chipmaker, at the center of the latest generative AI arms race , has seen its stock more than double this year. Robust demand for AI, which has boosted the market , should continue to benefit Nvidia as well. Oppenheimer's Rick Schafer seemed to agreed with Rolland's perspective, calling Nvidia a "best-in-class play on AI adoption." He referred to its hardware platform as a "cornerstone" of the proliferating AI market. "Gaming channel inventory has normalized and is poised for accelerated growth into 2H," Schafer wrote.
☆ Here are the top 10 stock analysts of the past decade, according to TipRanks
  + stars: | 2023-04-23 | by ( Tipranks.Com Staff | ) www.cnbc.com   time to read: +4 min
TipRanks' algorithms calculated the average return and statistical significance of each rating, as well as the analysts' overall success rate. To come up with this list, TipRanks analyzed every stock recommendation made by analysts in the past decade. TipRanks is celebrating a decade of simplifying investment decisions through its data-driven research tools: Here is a list of the 10 best analysts on Wall Street. Bolton's best rating in the past decade has been on ACM Research (NASDAQ:ACMR), a semiconductor equipment manufacturing company. These analysts generated significant returns from their recommendations in the past decade and have notable success rates.
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