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Harlan Sur

Harlan Sur is a senior equity research analyst at JPMorgan specializing in the semiconductor sector. He provides coverage of leading chipmakers and technology firms, offering detailed market analysis and investment recommendations. Sur is known for his expertise in industry trends, supply chain dynamics, and the financial performance of companies within the global semiconductor market.

Harlan Sur Recent News

Arm Holdings: Data Center Royalty Grows 2X Again, AGI CPU Revenues To Cross $1 Billion
Arm Holdings: Data Center Royalty Grows 2X Again, AGI CPU Revenues To Cross $1 Billion
Arm stock rallied after reporting record Q1 earnings and revenue beat. JPMorgan and Needham maintain buy ratings on positioning in AI.
Intel Stock Has Doubled, So Why Is JPMorgan Calling It a Top Short?
Intel Stock Has Doubled, So Why Is JPMorgan Calling It a Top Short?
Intel stock has more than doubled this year, but JPMorgan has named the chipmaker one of its highest-conviction short ideas for Q3.
Micron Technology: How 16 Deals Took Semiconductor Company From Cyclical Bet To AI Backbone
Micron Technology: How 16 Deals Took Semiconductor Company From Cyclical Bet To AI Backbone
Shares of Micron Technology surged after reporting strong Q4 results. Analysts maintain buy ratings and raise price targets.
Broadcom Boasts Record Q2, But It Wasn't Good Enough For Wall Street
Broadcom Boasts Record Q2, But It Wasn't Good Enough For Wall Street
Broadcom stock fell despite upbeat Q2 results. Analysts say expectations were elevated. Raise PT on rising AI demand.
Broadcom Q2 Preview: Stock 'May As Well Be' Member Of Magnificent Seven, Market Expert Sees Path To $500
Broadcom Q2 Preview: Stock 'May As Well Be' Member Of Magnificent Seven, Market Expert Sees Path To $500
Analysts have been raising their price targets on Broadcom stock. Will Q2 earnings justify the optimism?
Marvell Wobbles As AI Optimism Meets With Lofty Expectations
Marvell Wobbles As AI Optimism Meets With Lofty Expectations
Marvell Technology's stock falls despite upbeat Q1 results. Analysts maintain Buy ratings with price targets on continued AI-related demand.
Nvidia Stock Drops Despite Double Beat: Analyst Says 'Ignore The Noise' And Buy
Nvidia Stock Drops Despite Double Beat: Analyst Says 'Ignore The Noise' And Buy
Nvidia analysts are raising price targets after a Q1 double beat and strong guidance. Here's the key highlights.
Arm's Server Chip Demand Is No Longer The Question — Supply Is
Arm's Server Chip Demand Is No Longer The Question — Supply Is
ARM shares fell despite upbeat Q1 results. Goldman Sachs and JPMorgan analysts raise PT with AGI CPU revenues expected to double.
AMD Stock Hits New All-Time Highs: Well Positioned 'To Ride That Demand Wave'
AMD Stock Hits New All-Time Highs: Well Positioned 'To Ride That Demand Wave'
AMD stock hit new all-time highs Wednesday after Q1 results. Analysts update their price targets, with more upside predicted ahead.
Texas Instruments Stock Rallies After Q1 Beat On Strong Industrial And Data Center Demand
Texas Instruments Stock Rallies After Q1 Beat On Strong Industrial And Data Center Demand
Texas Instruments' stock rallied after strong Q1. Analysts raised Price Targets as the company seems poised to outperform peers.
What's Going On With Broadcom Shares On Tuesday?
What's Going On With Broadcom Shares On Tuesday?
Broadcom shares edge lower despite strong tech sector gains, even as the company strengthens its AI chip supply.
Why Are Marvell Shares Trading Higher On Monday?
Why Are Marvell Shares Trading Higher On Monday?
Marvell Technology (NASDAQ: MRVL) shares trade higher Monday following a $2 billion Nvidia partnership expansion and strong AI momentum.
Nvidia's Jensen Huang Somehow Made A $4.4 Trillion Company Sound Undervalued: Stock Outlook Is 'Unbelievably Favorable'
Nvidia's Jensen Huang Somehow Made A $4.4 Trillion Company Sound Undervalued: Stock Outlook Is 'Unbelievably Favorable'
Nvidia analysts are impressed by Jensen Huang's keynote at GTC 2026. Here's why the stock could be trading at value levels based on new $1 trillion bookings visibility.
Marvell Boasts Solid Q4, Stands To Benefit From AI Infrastructure Growth
Marvell Boasts Solid Q4, Stands To Benefit From AI Infrastructure Growth
Shares of Marvell Technology (MRVL) rallied after reporting strong Q4 results, with analysts upgrading rating and raising price targets.
Broadcom Stock 'Top Pick In The Semiconductor Sector' After Strong Guidance, $100 Billion AI Visibility
Broadcom Stock 'Top Pick In The Semiconductor Sector' After Strong Guidance, $100 Billion AI Visibility
Broadcom stock is getting a boost from Q1 results and Q2 guidance. Here's why analysts are raising their price targets and see more gains ahead.
JPMorgan Sees Broadcom AI Revenue Topping $9B This Quarter On Strong Google TPU Demand
JPMorgan Sees Broadcom AI Revenue Topping $9B This Quarter On Strong Google TPU Demand
Q1 earnings for Broadcom (AVGO) expected to beat and raise, with AI revenues exceeding $9B and potential for $65B+ in FY26 & $120B+ in FY27.
JPMorgan Expects Marvell To Ride AI Wave Ahead Of Q4 Earnings
JPMorgan Expects Marvell To Ride AI Wave Ahead Of Q4 Earnings
Marvell Tech expected to report inline to slightly better Q4 results. Analyst predicts 6% revenue growth in Q1.
Analog Devices Sees Massive Q2 Upside Driven By AI Infrastructure Boom
Analog Devices Sees Massive Q2 Upside Driven By AI Infrastructure Boom
Analog Devices (ADI) reported upbeat Q1 results. JPMorgan and KeyBanc analysts raise price targets. Revenues and guidance exceed estimates.
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