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Goldman Sachs - 3 Harlan Sur - 2 Baird - 2 Ted Mortonson - 2 Goldman - 2 frothiness - 1 Angelo Zino - 1 you've - 1
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Nvidia - 4 Broadcom - 4 JPMorgan - 3 Apple - 3 CNBC - 2 Google - 2 Microsoft - 2 VanEck Semiconductor - 1

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8 mentions found


☆ Semiconductor stocks just capped off a strong start to 2024. What to expect in the second half
  + stars: | 2024-07-05 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
Wall Street is sticking with semiconductor stocks after its hot start to the year. SMH YTD mountain Share performance in 2024 That said, many investors and analysts expect another strong glide path for the industry in the second half. "The AI theme continues to remain very strong," said CFRA Research analyst Angelo Zino, who holds a buy rating on Nvidia. Many on Wall Street view this upcycle as a significant tail wind for Micron Technology as the industry edges out of its trough. But many on Wall Street viewed the sell-off as a buying opportunity , with Goldman Sachs analyst Toshiya Hari expecting market share gains in high-bandwidth memory.
Persons: frothiness, Angelo Zino, you've, Ken Mahoney, John Belton, we're, Management's Paul Meeks, that's, Harlan Sur, Baird, Ted Mortonson, Jeff deGraaf, CNBC's, Gabelli's Belton, Belton, Meeks, Goldman Sachs, Toshiya Hari, Hari, CFRA, Zino, Baird's Mortonson Organizations: VanEck Semiconductor, Nvidia, Devices, CFRA, Gabelli Funds, Broadcom, JPMorgan, KLA Corp, Cadence Design Systems, Micron Technology, Micron, Qualcomm, Apple Locations: unchartered
☆ The AI boom is unraveling the most dominant tech trade of the last decade
  + stars: | 2024-06-15 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +5 min
Software stocks have been slammed this year after a long period of strong performance. Meanwhile, hardware stocks are reaping the benefits of the AI boom as their profits soar. AdvertisementYear-to-date, hardware tech stocks are outperforming software tech stocks by a whopping 30 percentage points. AdvertisementThis dynamic means that hardware stocks will continue to outperform software stocks through 2025, according to Mortonson. "The moats that some of the software companies, not all but some, have around their businesses are not going to be quite as high.
Persons: Ted Mortonson, —, Baird, Mortonson, It's, Larry Tentarelli, Chip, Steve Eisman, Eisman Organizations: Service, Software, NYSE Arca, Dow Jones US Software, Nvidia, AMD, Micro Computer, Broadcom, Dell, Chip Daily, CNBC Locations: Salesforce, Snowflake
☆ This chip stock just won a big Google contract and is carving out its niche in AI
  + stars: | 2024-06-06 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
This likely winner of a big chip contract from Google could see shares rally another 20% from here, according to JPMorgan. Sur also noted that this is the seventh iteration of AI processor chips the company would make for Alphabet. Broadcom shares have rallied 25% this year, with Sur's $1,700 target implying 20% upside from Wednesday's close. Sur said Broadcom is the second biggest AI semiconductor supplier after Nvidia and the market share leader in cutting-edge customer chip design. Combined, these projects could yield $11 billion to $12 billion in AI revenue in 2024 and $14 billion to $15 billion in revenue next year.
Persons: Harlan Sur, Sur Organizations: Google, JPMorgan, Broadcom, Microsoft, Apple, Nvidia, Sur, Meta
☆ Here are Thursday's biggest analyst calls: Apple, Nvidia, Tesla, Netflix, Alphabet, United, JPMorgan, Carvana, Broadcom & more
  + stars: | 2024-06-06 | by ( Michael Bloom | ) www.cnbc.com   time to read: +8 min
Goldman Sachs reiterates Nvidia as buy Goldman said it's sticking with its buy rating on the stock. JPMorgan upgrades StoneCo to overweight from neutral JPMorgan said in its upgrade of the fintech solutions company that it has "appealing" potential for earnings growth. Morgan Stanley reiterates JPMorgan as overweight Morgan Stanley said it's even more bullish on the stock after a meeting with company management. " JPMorgan reiterates Alphabet as overweight JPMorgan said the company is on the "offensive in Gen AI." JPMorgan reiterates Broadcom as overweight The firm said it's sticking with its overweight rating on shares of Broadcom.
Persons: Morgan Stanley, Tesla, Oppenheimer, DA Davidson, Davidson, Goldman Sachs, Goldman, Bernstein, FANG, Redburn, it's bullish, osteogenesis, it's, Robinson, JPMorgan, Disney, Evercore, Moffett, Carvana Organizations: Walmart, Apple, company's, Conference, Nvidia, Energy, Midland shaleco, Endeavor Energy Resources, Airlines, United, Citi, eBay, JPMorgan, BMO, UBS, Mizuho, SEE, P Containers, Deutsche Bank, Deutsche, Google, Jefferies, DFS, Disney, Netflix, CTV, Broadcom Locations: China, Midland, Rocklin
☆ Forget Nvidia. Here are 5 undervalued tech stocks every investor should own, Goldman Sachs says
  + stars: | 2024-05-11 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Goldman Sachs said this week that there are plenty of cheap tech stocks to buy coming out of earnings. The information technology sector has reported a year-over-year earnings growth rate of 23.2%, according to John Butters, senior earnings analyst at FactSet. CNBC Pro combed through Goldman Sachs' research to find the most underappreciated buy-rated tech stocks. "Second, ANET has growing confidence in its AI position and its > $750 mn AI revenue target for 2025," he added. Second, ANET has growing confidence in its AI position and its > $750 mn AI revenue target for 2025.
Persons: Goldman Sachs, John Butters, Goldman, Noah Poponak, Poponak, Kash Rangan, Rangan, Michael Ng, Arista's, Ng, ANET Organizations: FactSet, CNBC, Microsoft, Teledyne Technologies, Arista Networks, Arista, TAM, Cloud Titans, Cloud Locations: 2H24
☆ Uber's AI potential is making it stand out among its peers. Here's what that could mean for its stock.
  + stars: | 2023-05-19 | by ( Michelle Fox | ) www.cnbc.com   time to read: +11 min
All told, there is a nearly $6 trillion in revenue opportunity from AI across the internet industry, a March report from Morgan Stanley found. "UBER/LYFT/DASH already use ML [machine learning] in their matching algorithms (matching rides/eaters with drivers/couriers)," Morgan Stanley wrote in its report. AI tailwind for Uber Uber has both its ride-sharing service and UberEats food delivery business. According to Morgan Stanley, AI and machine learning will be a tailwind to network efficiency. "The extent to which AI drives substantial improvements in top-line growth could lead to teens upside [for the stock]," Morgan Stanley said.
☆ Stocks making the biggest moves midday: Uber, Chegg, Dell, PacWest, SoFi & more
  + stars: | 2023-05-02 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
Uber — Shares of the ride-hailing giant jumped more than 8% after the company reported first-quarter revenue that beat analysts' expectations. Still, the company did beat expectations for the quarter and provide strong guidance. NXP Semiconductors — Shares of the chipmaker added more than 2% after the company beat analysts' expectations for first-quarter revenue and operating income. Revenue guidance for the second quarter was better than anticipated as well. The global bank also announced an upcoming $2 billion share buyback program and restored its quarterly dividend.
☆ Stocks making the biggest premarket moves: Uber, Pfizer, Chegg, Dell & more
  + stars: | 2023-05-02 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
Chegg — Chegg shares tumbled 42% in premarket trading after CEO Dan Rosensweig said he expects artificial intelligence is "having an impact on our new customer growth rate." However, its adjusted earnings per share and revenue for the first quarter beat estimates, per Refinitiv. NXP Semiconductors — Shares of the chip maker jumped about 5% after the company beat analysts' expectations for first-quarter revenue and operating income. However, its first-quarter revenue beat analysts' expectations, according to Refinitiv. The company is also planning an up to $2 billion share buyback after its annual general meeting.
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