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Vivek Arya

Vivek Arya is a senior equity research analyst at Bank of America Securities, focusing on the semiconductor industry. He provides market analysis and investment insights on leading chipmakers such as NVIDIA, AMD, and Intel. Arya is known for his expertise in technology sector trends, earnings forecasts, and valuation assessments, influencing investor sentiment and market movements in the semiconductor space.

Anthropic's AI Warning Is 'Noise' in a 'Secular Bull Market:' Bank of America Says
Anthropic's AI Warning Is 'Noise' in a 'Secular Bull Market:' Bank of America Says
Qualcomm Outperforms Broader Market Slump: Analysts Eye Data Center Growth Ahead of Q4
Qualcomm Outperforms Broader Market Slump: Analysts Eye Data Center Growth Ahead of Q4
Nvidia Stock Has 55% Upside, Analyst Says — Here’s What Investors Miss
Nvidia Stock Has 55% Upside, Analyst Says — Here’s What Investors Miss
Qualcomm Outperforms Broader Market Slump: Analysts Eye Data Center Growth Ahead of Q4
Qualcomm Outperforms Broader Market Slump: Analysts Eye Data Center Growth Ahead of Q4
Nvidia Stock Has 55% Upside, Analyst Says — Here’s What Investors Miss
Nvidia Stock Has 55% Upside, Analyst Says — Here’s What Investors Miss
Everyone Is Chasing Nvidia: BofA Securities Sees $210 Billion CPU Boom for These 3 Stocks
Everyone Is Chasing Nvidia: BofA Securities Sees $210 Billion CPU Boom for These 3 Stocks
Qualcomm's Near-Term Visibility 'Cloudy' As ASIC Ramp, Apple Roll-Off Weigh on Margins
Qualcomm's Near-Term Visibility 'Cloudy' As ASIC Ramp, Apple Roll-Off Weigh on Margins

Vivek Arya Recent News

Nvidia Cheaper Than Apple, Microsoft, Meta? Analyst Sees 'Compelling Value'
Nvidia Cheaper Than Apple, Microsoft, Meta? Analyst Sees 'Compelling Value'
Nvidia stock is cheap compared to peers for an analyst using forward price-to-earnings estimates.
Apollo To Drive Quantinuum Revenue Growth Of 128% Until 2031, Say Bullish Analysts
Apollo To Drive Quantinuum Revenue Growth Of 128% Until 2031, Say Bullish Analysts
Shares of Quantinuum slide after rallying since IPO. Analysts weigh in.
Qualcomm AI, Data Center Opportunity Fails To Win Over Analyst: Late Entrant In 'Hyper-Competitive AI Market’
Qualcomm AI, Data Center Opportunity Fails To Win Over Analyst: Late Entrant In 'Hyper-Competitive AI Market’
Qualcomm stock has rallied in 2026. An analyst remains cautious on the stock ahead of the company's investor day.
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.
Applied Materials Sees Multi-Year AI Boom Driving Record Revenue And Growth Through 2028
Applied Materials Sees Multi-Year AI Boom Driving Record Revenue And Growth Through 2028
Applied Materials stock tanks despite record Q2 revenues and EPS that topped expectations. WFE growth to remain strong from 2026 to 2028.
Nvidia Could Generate More Cash Than Apple, Microsoft Combined — BofA Says It's Time To Pay Shareholders
Nvidia Could Generate More Cash Than Apple, Microsoft Combined — BofA Says It's Time To Pay Shareholders
BofA calls Nvidia its top semi pick and lays out why the chip giant's valuation looks dramatically out of step with its earnings power.
This Old-School Tech Name Is Emerging As An Unexpected AI Winner
This Old-School Tech Name Is Emerging As An Unexpected AI Winner
Texas Instruments stock just posted its third-biggest day ever as data center sales jumped 90%. Wall Street responded with 17 price target hikes.
Broadcom TPU Deals Extend 'Multi-Year AI Supply Visibility': Analyst
Broadcom TPU Deals Extend 'Multi-Year AI Supply Visibility': Analyst
Broadcom signs multi-year TPU agreements with Google and Anthropic, increasing long-term visibility and potential at other customers.
Arm's New AGI CPU Turns It From Licensing Story Into A Chip Seller—With Meta As The First Big Test
Arm's New AGI CPU Turns It From Licensing Story Into A Chip Seller—With Meta As The First Big Test
Arm Holdings (ARM) debuts AGI CPU, BofA sees TAM up 40x to $100B FY27 from $2.4B royalties, Meta lead customer. PT $155, Neutral. Chip rev $1B FY27-28.
US Semiconductor Supply, Demand Realign For 2026, Says BofA Analyst: What Are The Top Stock Picks?
US Semiconductor Supply, Demand Realign For 2026, Says BofA Analyst: What Are The Top Stock Picks?
Why BofA analyst Vivek Arya predicts modest earnings beats for U.S. semiconductor sector in 2026.
Nvidia Is Bank of America's Top Chip Pick: AI Demand, Pricing Power Drive Growth
Nvidia Is Bank of America's Top Chip Pick: AI Demand, Pricing Power Drive Growth
BofA Securities says U.S. semiconductor stocks have strong tailwinds as AI demand rises and chip sales head toward a $1 trillion milestone.
Nvidia Stock 'Top AI Pick': Analyst Says CES 2026 Shows Company's Dominance, Leadership
Nvidia Stock 'Top AI Pick': Analyst Says CES 2026 Shows Company's Dominance, Leadership
Nvidia showed off several new products and shared company updates at the 2026 CES event. Analysts highlight the company's dominance being on full display.
Broadcom Q4 Preview: Stock Up 74% In 2025, Can Another Record Quarter Send Shares Higher?
Broadcom Q4 Preview: Stock Up 74% In 2025, Can Another Record Quarter Send Shares Higher?
Broadcom has reported multiple straight quarters with record revenue. Analysts expect another record and strong guidance.
Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'
Nvidia Quells 'AI Bubble' Fears With 'Drop The Mic Quarter/Guidance'
"The Godfather of AI, Jensen, and Nvidia answered the ‘AI Bubble' question loud and clear," according to Wedbush's Dan Ives.
Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?
Nvidia Q3 Preview: Analysts Predict Beat And Raise — Can Jensen Huang Deliver 12th Straight Double Beat?
Nvidia's Q3 earnings on Wednesday represent one of the top market stories for the week. Here's a look at what analysts expect.
AMD 'Exceptionally Positioned' Ahead Of Q3: Chipmaker Is Just Getting Started In AI Supercycle That Could Run Through 2030, Says BofA's Vivek Arya
AMD 'Exceptionally Positioned' Ahead Of Q3: Chipmaker Is Just Getting Started In AI Supercycle That Could Run Through 2030, Says BofA's Vivek Arya
Several prominent analysts are weighing in on Advanced Micro Devices Inc. ahead of the company's third-quarter results on Tuesday.
Intel Returns To Profitability On Stronger AI-Driven Demand, These Analysts Raise Price Targets
Intel Returns To Profitability On Stronger AI-Driven Demand, These Analysts Raise Price Targets
Shares of Intel Corp. climbed in early trading on Friday, after the company reported upbeat third-quarter results.
Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst
Nvidia, Broadcom Highlighted As Sector Leaders Drive AI Growth Despite Buildout Risks: Analyst
Bank of America analyst outlines key factors for U.S. semiconductor sector amid AI frenzy and potential bubble concerns.
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