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,...

Marvell Technology Group Ltd. (NASDAQ: MRVL) announced a $6 billion acquisition of chip maker Cavium Inc (NASDAQ: CAVM) Monday. Both stocks moved sharply higher. The Analyst Barclays' Blayne Curtis upgraded Marvell from Equal-weight to Overweight and increased the price target for the...

Barclays said in a Tuesday note Cypress Semiconductor Corporation (NASDAQ: CY) shares have had a nice run, but most catalysts have already played out. The firm downgraded Cypress Semiconductor's rating from Overweight to Equal Weight and lowered its price target from $18 to $17. At the time of...

The semiconductor stocks are the best-performing S&P 500 sector — and Barclays analyst Blayne Curtis said he expects to see a seventh consecutive period of positive earnings growth from the group. The most interesting segment in the sector is Apple Inc. (NASDAQ: AAPL)'s supply...

Barclays said in a note Wednesday it expects NVIDIA Corporation (NASDAQ: NVDA) and Advanced Micro Devices, Inc. (NASDAQ: AMD) to benefit from the extension of cryptocurrency tailwinds into 2018. Analyst Blayne Curtis said mining received a lifeline, as the largest mineable currency, Ethereum,...

NVIDIA Corporation (NASDAQ: NVDA)'s second-quarter earnings released earlier this month, though exceeding expectations, elicited cautionary reaction from the investor as well as analyst communities. Traders bid down the stock by over 5 percent on Aug. 11. One of the reasons cited for the...