Blayne Curtis

Micron Technology, Inc. (NASDAQ: MU) stock dropped 2.7 percent Wednesday after the company reported fiscal first-quarter revenue of $7.91 billion, short of consensus Wall Street expectations of $8.02 billion. Micron said back in September President Trump’s ongoing trade war with China would...

Lumentum Holdings Inc (NASDAQ: LITE) confirmed Monday that its acquisition of Oclaro is complete. What Happened Lumentum's finalized acquisition of Oclaro creates a new entity with greater scale in telecom and datacom markets, Barclays' Blayne Curtis said in a research report. The...

The bull market run that began in 2009 is mostly powered by tech stocks. Semiconductor stocks, which have nearly 14-percent weighting in the tech sector, have also had a fairly good run. October Mayhem The iShares PHLX Semiconductor ETF (NASDAQ: SOXX), an ETF tracking the investment results...

Chipmaker Nvidia Corporation (NASDAQ: NVDA) reported Thursday its third-quarter results in which revenue fell short of expectations and management's guidance for the fourth quarter also missed. Here is a summary of how some of the Street's top analysts reacted to the print and the stock...

The rivalry between Intel Corporation (NASDAQ: INTC) and Advanced Micro Devices, Inc. (NASDAQ: AMD) is intensifying, with bigger rival Intel likely to cede share to smaller competitor AMD, according to Barclays. The Analyst Analyst Blayne Curtis downgraded Intel from Neutral to...

NVIDIA Corporation (NASDAQ: NVDA) stock fell 5 percent Friday after the company missed market expectations with its third-quarter guidance. Several Wall Street analysts weighed in on Nvidia stock following the earnings report. Here’s a rundown of what they had to say. Cryptocurrency Noise...

The Intel Corporation (NASDAQ: INTC) story has shifted from expectations for PC and server growth to beat low expectations to  the company's "slippage" in the competitive landscape, according to Barclays. The Analyst Barclays' Blayne Curtis downgraded Intel from...

Barclays raised its price target on Advanced Micro Devices, Inc. (NASDAQ: AMD) Monday while simultaneously downgrading competitor ;Intel Corp. (NASDAQ: INTC) from Overweight to Equal Weight. The Analyst  Analyst Blayne Curtis maintained an Underweight rating on AMD and lifted the price target...

NVIDIA Corporation (NASDAQ: NVDA) has its toes in a number of high-growth markets at the moment, but one Wall Street analyst says its leading position in artificial intelligence technology is what makes the stock a buy. The Analyst Barclays analyst Blayne Curtis upgraded Nvidia from Equal Weight...

Qorvo Inc (NASDAQ: QRVO) is likely to gain some bulk acoustic wave share at Apple Inc. (NASDAQ: AAPL), with more likely in 2019, Barclays said in an upgrade note.  BAWs are filters used to solve interference and co-existence challenges that are used in smartphones, base stations,...