Contribute
España
Italia
대한민국
日本
Français

Benzinga

Research
My Stocks
Tools
Free Benzinga Pro Trial

Vivek Arya

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
Meta's AI 2026 CapEx Can Pay For 90 NFL Stadiums, 10 James Webb Telescopes And Rivals New York's Budget As Zuckerberg Bets Big On 'Superintelligence'
Meta's AI 2026 CapEx Can Pay For 90 NFL Stadiums, 10 James Webb Telescopes And Rivals New York's Budget As Zuckerberg Bets Big On 'Superintelligence'
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?
Meta's AI 2026 CapEx Can Pay For 90 NFL Stadiums, 10 James Webb Telescopes And Rivals New York's Budget As Zuckerberg Bets Big On 'Superintelligence'
Meta's AI 2026 CapEx Can Pay For 90 NFL Stadiums, 10 James Webb Telescopes And Rivals New York's Budget As Zuckerberg Bets Big On 'Superintelligence'
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?
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
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

Vivek Arya Recent News

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.
Arm Posts Q3 Beat, Analyst Tips Hat To 'Multiple Accelerating Industry Themes'
Arm Posts Q3 Beat, Analyst Tips Hat To 'Multiple Accelerating Industry Themes'
Shares of Arm Holdings rose in early trading on Tuesday, after the company Wednesday reported upbeat fiscal second-quarter results.
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.
Nvidia, Broadcom, Marvell Poised To Gain Big From $1.2 Trillion AI Spending Wave By 2030: Analyst
Nvidia, Broadcom, Marvell Poised To Gain Big From $1.2 Trillion AI Spending Wave By 2030: Analyst
The analyst expects annual AI-related capital expenditures to nearly triple from 2025 to 2030.
Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target
Micron Technology Smashes Q4 Estimates, Pricing Drives GM Outlook; Analysts Raise Price Target
Micron delivered a beat on sales and margins, which resulted in "significantly" better-than-expected earnings.
Synopsys Analysts Flag Restructuring Needs, China Headwinds After Q3 Miss
Synopsys Analysts Flag Restructuring Needs, China Headwinds After Q3 Miss
Synopsys Inc (SNPS) stock tanks on downbeat Q3 results. BofA analyst downgrades to Underperform, Needham maintains Buy. SNPS shares down 34.90%.
Broadcom Bets Big On AI: Possible New Partnership With OpenAI Sparks Rally
Broadcom Bets Big On AI: Possible New Partnership With OpenAI Sparks Rally
Broadcom Inc (AVGO) stock rallied on news of partnership with OpenAI to mass produce first proprietary AI chip, prompting analysts to raise price targets.
Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years
Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years
Intel Corp shares tanked on Friday after disappointing Q2 earnings. Analysts have mixed views on the company's competitiveness.
Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally
Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally
Texas Instruments managed to beat expectations in the June quarter due to customers ordering ahead to build inventory.
What Is Going On With Nvidia Stock?
What Is Going On With Nvidia Stock?
Nvidia stock surged 44% in Q2 and reached a 52-week high of ~$158. The company reported strong revenue growth and made an acquisition.
Nvidia To Be Hit By China Chip Export Curbs Or Deliver Q2 Guidance Surprise After Middle East Deal? Here's What Charts Show Ahead Of Q1 Results
Nvidia To Be Hit By China Chip Export Curbs Or Deliver Q2 Guidance Surprise After Middle East Deal? Here's What Charts Show Ahead Of Q1 Results
While the export restrictions on Nvidia's AI chips have dented its earnings estimates for Q1, Middle East deals could surprise Q2 guidance.
Applied Materials Posts Mixed Q2: Weaker Demand Expected Due To Tariff Dynamics, Analysts Cut Price Target
Applied Materials Posts Mixed Q2: Weaker Demand Expected Due To Tariff Dynamics, Analysts Cut Price Target
Shares of Applied Materials fall after reporting Q2 results. Analysts maintain Buy ratings, but lower price targets.
Nvidia Climbs On Saudi AI Investments: Analyst Estimates $15 Billion To $20 Billion In Revenue
Nvidia Climbs On Saudi AI Investments: Analyst Estimates $15 Billion To $20 Billion In Revenue
Biden restricted the export of U.S. semiconductor chips to Saudi Arabia over national security concerns. Trump rescinded those restrictions.
AMD Market Position Is 'The Best In The Company's History,' Says Analyst
AMD Market Position Is 'The Best In The Company's History,' Says Analyst
AMD reports better-than-expected quarterly results on Tuesday in what CEO Lisa Su calls "an outstanding start to 2025." Analysts weigh in on the report. 
Intel Shares Slide As Tariff Jitters Cloud Outlook, Analysts See More Challenges Despite New CEO Initiatives
Intel Shares Slide As Tariff Jitters Cloud Outlook, Analysts See More Challenges Despite New CEO Initiatives
Intel's stock drops after disappointing Q2 guidance. Analysts say uncertain economic landscape and competition may hinder turnaround plans.
Jim Cramer Calls Nvidia A 'Meme Stock' That Needs To Be Trimmed: 'You Can't Own It Like You Used To'
Jim Cramer Calls Nvidia A 'Meme Stock' That Needs To Be Trimmed: 'You Can't Own It Like You Used To'
CNBC's Jim Cramer has told investors about Nvidia's transformation into a "meme stock," following a significant earnings hit due to U.S. export restrictions.
Connect With Us
instagramlinkedinyoutubeblueskymastodon
About Benzinga
Market Resources
Trading Tools & Education
Ring the Bell
© 2026 Benzinga | All Rights Reserved