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Vivek Arya - 5 Arya - 4 — CNBC's Michael Bloom - 3 Marvell - 2 he's - 1 NVDA - 1 ChatGPT's - 1 America's Vivek Arya - 1
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Search resuls for: "Vivek Arya"


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☆ Bank of America sees these 3 names benefiting from the A.I. networking chip war
  + stars: | 2023-06-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Nvidia reigns as the dominant artificial intelligence play, but investors may also want to keep an eye on networking chip stocks Marvell Technology and Broadcom , according to Bank of America. Networking semiconductors play a critical role in the graphics processing units underpinning many generative AI models, and these names should benefit from long-term demand for their Ethernet networking offerings, according to senior analyst Vivek Arya. Still, Arya labeled Nvidia as the best-positioned name. But all three stocks have gained this year as AI gains steam as an investment theme, with Nvidia soaring more than 195%. Broadcom and Marvell have added about 50% and 59%, respectively.
Persons: Vivek Arya, Marvell, Arya, — CNBC's Michael Bloom Organizations: Marvell Technology, Broadcom, Bank of America, Nvidia, Marvell
☆ Bank of America says keep buying Nvidia shares for two main reasons
  + stars: | 2023-06-15 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Bank of America said Nvidia will continue to be a leader in the semiconductor industry with its new gaming cycle as well as its artificial intelligence capabilities. "NVDA continues to gain market share as new cards ramp," Arya said. NVDA YTD mountain Nvidia Nvidia is at the center of an AI craze on Wall Street. "Peak-to-trough discrete GPU sales were down 55%-60%, clearing way for adoption of new gaming cards," Arya said. "We remain Buy on NVDA (gaming cycle + unrivaled AI accelerator, networking, software leadership)."
Persons: Vivek Arya, he's, NVDA, Arya Organizations: of America, Nvidia, Nvidia Nvidia, Bank of America, AMD, Intel
☆ Semiconductor stocks are on track for their best first half on record. Analysts expect these names to keep rising
  + stars: | 2023-06-09 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Semiconductor stocks have been on a tear this year as investors bet on the promise of artificial intelligence and rotate back into technology names. This backdrop puts the VanEck Semiconductor ETF (SMH) up about 45% and on track for its best first half on record. SMH YTD mountain Semiconductor stocks on track for best first half on record Despite the sector's outperforming half, Wall Street sees more upside in store for some popular semiconductor names. These are the four stocks analysts expect to continue surging. Shares have surged more than 160% as Wall Street focuses on artificial intelligence in the wake of ChatGPT's showstopping debut.
Persons: ChatGPT's, Marvell, America's Vivek Arya Organizations: Semiconductor, CNBC Pro, Nvidia, Marvell Technology, Bank, America's, Barclays, Devices, Technology
☆ Broadcom is a best-in-class chip stock as A.I. drives earnings power, Bank of America says
  + stars: | 2023-06-07 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
Broadcom continues to be a "best-in-class" buying opportunity as artificial intelligence drives earnings power, according to Bank of America. Analyst Vivek Arya reiterated a buy rating on Broadcom following a keynote address from CEO Hock Tan at Bank of America's Global Technology Conference. AVGO 1D mountain Broadcom shares 1-day Broadcom shares surged 41% this year. Arya highlighted the potential not only in Broadcom's semiconductors business, but also in its AI ethernet networking platform. "All-in, AI can help AVGO can drive roughly $47/$50+ in EPS by FY24/25E, and we see 5%-6% upside to long-term numbers of AI revenue targets are achieved (see latest June 1 earnings note)," the analyst said.
Persons: Vivek Arya, Hock Tan, Arya, — CNBC's Michael Bloom Organizations: Broadcom, Bank of America, Bank of America's Global Technology Conference
☆ Buy Broadcom thanks to an undervalued artificial intelligence portfolio, Bank of America says
  + stars: | 2023-06-02 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
Bank of America thinks chipmaker Broadcom can thrive in the ongoing artificial intelligence boom. The bank raised its price target on the stock to $950 from $800 and reiterated its buy rating. This outlook contributes to BofA's forecast of fiscal year 2024 sales and earnings per share of $39.4 billion and $46.59 per share, respectively. Broadcom could add more to sales and EPS thanks to AI exposure. AVGO YTD mountain Broadcom stock has added nearly 42% from the start of the year.
Persons: chipmaker, Vivek Arya, BofA, Arya, — CNBC's Michael Bloom Organizations: of America, chipmaker Broadcom, Broadcom
☆ Why this chip stock could be the next Nvidia
  + stars: | 2023-05-30 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Those who missed Nvidia's recent surge may want to consider putting their money in one overlooked artificial intelligence beneficiary: Marvell Technology. The stock surged 181% this year on AI tailwinds. "Not sure we can make sense of the recent AI rally, but this is a name that belongs in the basket." Bank of America analyst Vivek Arya called the chip stock an "underappreciated" AI beneficiary in a recent note. "All in all, MRVL AI revenue is expected to grow at a 100% CAGR from FY23-FY25," Malik said.
☆ These are the next stocks to get an A.I. boost like Nvidia, according to Wall Street
  + stars: | 2023-05-25 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
But while the chipmaker remains the undisputed leader in the AI arms race, it's far from the only company benefiting from the frenzy overtaking Wall Street. NVDA 1D mountain Nvidia shares pop While Nvidia's results seem to reiterate its clear chip dominance, other names are gaining buzz on Wall Street and could see big gains as AI booms. Advanced Micro Devices Similar to Nvidia, Wall Street forecasts opportunities for Advanced Micro Devices in the near future. Needham also believes Taiwan Semiconductor's capabilities offer a "shortcut" for companies big and small looking to get into the competitive AI chip market. Its new delivery systems to help reduce power delivery network losses should also benefit shares in the long run.
Persons: Dan Loeb's, Raymond James, Brad Lin, Lin, Needham, Vivek Arya, CNBC's Michael Bloom Organizations: Nvidia, Wall, Devices, AMD, Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing, Bank of America, Systems, Marvell Technology, Broadcom, Apple Locations: Taiwan
☆ Nvidia's stock could rise fivefold in 10 years on A.I. trend, says fund manager
  + stars: | 2023-05-18 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Shares of the Silicon Valley-headquartered firm have doubled since the start of this year over positive investor sentiment toward A.I. Despite the gains, the stock is still down by 12% from its all-time high on Nov. 29, 2021, according to FactSet data. "But I think Nvidia has a good track record of demonstrating that they can." Ripman added that he could see a scenario where Nvidia could grow five-fold due to the market size and demand. "What this really comes down to is, I think we're just scraping the surface really of what A.I.
☆ Wall Street wants to see if AMD can rebound in 2 key businesses. But analysts disagree on how to play the stock
  + stars: | 2023-05-03 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
Wall Street is focused on the potential for a bounce back within Advanced Micro Devices ' struggling personal computer and data center businesses. Arya's price target of $95 reflects the potential for an upside of 5.7% over Tuesday's close. Meanwhile, Citi's Christopher Danely said data center growth estimates for the second half seem aggressive. "We believe there could be more downside to AMD's data center business as AMD's data center revenue has only corrected 22% from its peak in 3Q22 while Intel's data center business has corrected 42%." Moore said the data center business was down 22% quarter over quarter, while PCs dropped 18% quarter over quarter and 65% year over year.
☆ Nvidia shares could pop up another 23% as surging AI workloads stokes stronger demand for specialized hardware, Bank of America says
  + stars: | 2023-04-19 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +3 min
Nvidia shares could rise 23%, Bank of America said in raising its price target on the chipmaker. AI workloads are rising and Nvidia's specialized hardware should benefit from stronger sales. Nvidia shares have jumped 90% in 2023 as interest in AI is fueled by ChatGPT. The note from the BofA analysts come after Nvidia shares have already soared this year on the back of the ChatGPT craze. The bank said sales of specialized accelerators in 2023 could overtake those of worldwide standard x86 processors.
☆ Nvidia will compete for chip market share with the cloud players, says BofA's Vivek Arya
  + stars: | 2023-04-19 | 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 EmailNvidia will compete for chip market share with the cloud players, says BofA's Vivek AryaVivek Arya, BofA Securities senior semiconductor analyst, joins 'The Exchange' to discuss Microsoft's chip manufacturing pursuit, the early stages of generative A.I. and large data models, and more.
☆ Chip stocks posted their best quarter since 2020. What's next for the sector and why the rally may fade
  + stars: | 2023-04-06 | by ( Samantha Subin | ) www.cnbc.com   time to read: +8 min
Chip stocks made a breathtaking comeback in the first quarter, but don't be surprised if the rally gives up some of its gains, investors warn. The semiconductor sector on Friday wrapped up its best quarter since 2020 as investors rotated back into the downtrodden industry, with names like Nvidia notching its best quarterly stretch since 2001. The recent tear in semiconductor stocks brings the sector into overbought territory versus non-financial cyclicals, said Credit Suisse's Andrew Garthwaite in a recent note. Like many investors, Niles views Nvidia as a dominant AI play despite its rich valuation . While the stock's given those gains, many investors viewed the print as a sign of a bottom.
☆ This chip stock offers 'best-in-class' free cash flow returns and nearly 30% upside, Bank of America says
  + stars: | 2023-04-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
Analog Devices ' "best-in-class" free cash flow returns and exposure to a myriad of growth opportunities situate the chip stock for nearly 30% upside in the months ahead, according to Bank of America. "We value ADI at the higher end of peer comps due to ADI's growth potential and free cash flow generation." According to Arya, Analog Devices offers an intriguing combination of offensive and defensive attributes. ADI YTD mountain Shares of Analog Devices in 2023 Arya added that Analog Devices' valuation is also compelling. The stock's 2023 and 2024 enterprise value-to-free cash flow multiples are "about 2x turns below SPX industrial peers," he said.
☆ We're only halfway done with the chip rally based on historical trends: BofA's Vivek Arya
  + stars: | 2023-03-31 | 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 EmailWe're only halfway done with the chip rally based on historical trends: BofA's Vivek AryaVivek Arya, BofA Securities senior semiconductor analyst, joins 'Squawk Box' to discuss why semiconductor stocks have been up, geopolitical risks associated with chip investing, and more.
☆ Watch CNBC's full interview with Bank of America's Vivek Arya
  + stars: | 2023-03-31 | 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 Bank of America's Vivek AryaVivek Arya, BofA Securities senior semiconductor analyst, joins 'Squawk Box' to discuss why semiconductor stocks have been up, geopolitical risks associated with chip investing, and more.
☆ Nvidia will be the 'grand marshal' of the A.I. bubble 'parade,' says Josh Brown
  + stars: | 2023-03-28 | by ( Michelle Fox | ) www.cnbc.com   time to read: +1 min
A scarcity of artificial intelligence plays is causing an AI bubble, with Nvidia leading the charge, said Ritholtz Wealth Management CEO Josh Brown on Tuesday. Shares of Nvidia are up nearly 80% so far this year as investors hop into the AI theme. "Nvidia is going to be the grand marshal of that parade, twirling the baton down Main Street," Brown said on CNBC's " Halftime Report ." It's merely stage one," Brown wrote in a February blog post . For those who want to be in AI, Nvidia is the biggest way to do it, Brown said.
☆ Is Nvidia's high valuation justified? A cautious fund manager gives two reasons to own the stock
  + stars: | 2023-03-23 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
NVDA 1Y line Nvidia's business model centers around selling high-performance graphics processing units that are essential for running the algorithms behind artificial intelligence technologies. While Mortimer acknowledged that Nvidia is currently his most expensive holding in the $580 million Guinness Global Innovators Fund, he expects data center and cloud computing sales to continue rising. The fund manager also pointed toward Nvidia's profitability advantage relative to its peers as a reason to own the stock. According to Mortimer, this rare feature gives it an edge over competitors who may struggle with balancing these two factors. Mortimer joined Guinness Global Investors in 2006 and also manages the $3.8 billion Guinness Global Equity Income.
☆ These are the best-performing stocks since the bank crisis began, and the sector that's leading
  + stars: | 2023-03-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
As yields sank, investors rotated back into technology stocks, which had been hid hard the past year by rising yields and higher interest rates that hurt valuations. Amid this backdrop, CNBC Pro screened for the best-performing stocks in the S & P 500 since the crisis kicked off. These are some of the stocks outperforming: Chip stocks have been some of the biggest winners since the crisis began, with Advanced Micro Devices up 12.4%, the third best-performing stock. Another standout chip stock is Nvidia , up a little over 8% in the wake of the crisis. Other key players at the center of the AI chatbot war also made the list.
☆ Nvidia's 'dominant A.I. leadership' is clear after GTC developer conference, Wall Street analysts say
  + stars: | 2023-03-22 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
If there's one takeaway from Nvidia 's developer conference, it's the computing firm's dominant leadership in artificial intelligence, according to Wall Street analysts. Investors piled into Nvidia shares this year as they sought ways to play the growing AI trend. NVDA 1Y mountain Nvidia shares 1-year The event only added to their confidence in the stock. to a multi $Tn+ IT/Infrastructure as a service industry TAM from narrower chip-only industry opportunity," Arya wrote to clients on Tuesday. JPMorgan's Harlan Sur reiterated an overweight rating, saying Nvidia's "dominant AI leadership" is clear following the event.
☆ Bank of America sees this chipmaker rallying more than 25% as electric vehicle demand grows
  + stars: | 2023-03-08 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
On Semiconductor is a top chip stock for autos that could jump more than 25%, Bank of America said. This was in addition to news that On Semiconductor signed a long-term electric vehicle supply deal with BMW. "This win complements ON's other notable wins at Tesla, Mercedes, Jaguar Land Rover, VW, Hyundai, and Nio," Arya wrote in a Tuesday note. On Semiconductor shares are more than 26% higher in 2023, after also outperforming last year in spite of an 8% drop. "We expect ON to maintain/expand its 25-30% CY23E SiC device mkt share, while also benefitting from its leadership in image sensors for advanced driver assist systems," Arya wrote.
☆ Nvidia CEO Jensen Huang's bet big on A.I. is paying off as his core technology powers ChatGPT
  + stars: | 2023-03-07 | by ( Katie Tarasov | ) www.cnbc.com   time to read: +8 min
As the engine behind large language models (LLMs) like ChatGPT, Nvidia is finally reaping rewards for its early investment in AI. Nvidia counts on China for about one-quarter of its revenue, including sales of its popular AI chip, the A100. Nvidia Founder and CEO Jensen Huang shows CNBC's Katie Tarasov a Hopper H100 SXM module in Santa Clara, CA, on February 9, 2023. Nvidia founders Curtis Priem, Jensen Huang and Chris Malachowsky pose at the company's Santa Clara, California, headquarters in 2020. "We invented this new way of doing computer graphics, ray tracing, basically simulating the pathways of light and simulate everything with generative AI.
☆ Bank of America says A.I. 'is the new electricity’, names its top picks to play the breakout trend
  + stars: | 2023-02-28 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Just like the internet and the smartphone, artificial intelligence could dramatically alter the world we live in. And, Bank of America has some pointers for investors looking to play this burgeoning trend revolutionizing the tech industry. Given this backdrop, Bank of America highlighted 15 stocks poised to benefit from AI tailwinds in a seperate note to clients Tuesday. Along with AI frontrunners Alphabet and Microsoft , Bank of America sees Nvidia as one of the biggest AI beneficiaries. Adobe and Baidu , which plans to launch its own artificial intelligence chatbot, were also included in Bank of America's list.
☆ These four stocks won earnings season, and analysts see more gains for them
  + stars: | 2023-02-23 | by ( Fred Imbert | ) www.cnbc.com   time to read: +2 min
This earnings season has been rocky, at best, but some companies have stood out and are expected to see strong gains going forward. Earnings growth estimates have also grown by more than 10 percentage points since then. The stock is up more than 20% this earnings season, and analysts see the stock rising about 20% over the next 12 months, FactSet data shows. Before the earnings season, they forecast a 34% profit decline. Shares of Aptiv, which develops automotive tech, are up more than 17% since the earnings season began, and analysts see nearly 20% more upside, FactSet data shows.
☆ Analysts praise Nvidia's results, call A.I. opportunities the next big growth vector for the chipmaker
  + stars: | 2023-02-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Strong overall results from Nvidia and more artificial intelligence developments outweigh the chip stock's gaming center miss in its recent quarterly print, analysts say. The chipmaker on Wednesday posted better-than-expected quarterly results , driven by growth in its data center business that includes AI chips. CEO Jensen Huang added during a call with analysts that AI is at an "inflection point," leading businesses to purchase its chips for machine learning software. And, while the company's gaming business is unlikely to rebound to its pandemic heights, it looks "largely derisked" going forward, wrote Morgan Stanley's Joseph Moore. He added that this segment could become a steady 10% growth business for the chip maker.
☆ These are Wall Street's favorite chip stocks, including one expected to rally more than 30%
  + stars: | 2023-02-20 | by ( Fred Imbert | ) www.cnbc.com   time to read: +3 min
It might be time to look for buying opportunities in a beaten-down part of the tech sector: semiconductor stocks. Chip stocks have been under pressure from supply chain disruptions sparked by the Covid-19 pandemic. This, along with the recent push toward artificial intelligence technology, has boosted chip stocks in early 2023. The average analyst price target on the stock implies the most upside of any name on the list at 33%, FactSet data shows. He also hiked his price target on Analog Devices to $230 per share from $215.
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