Vivek Arya, BofA Securities senior semiconductor analyst, joins 'The Exchange' to discuss Bank of America Securities call of $1 trillion in AI spending by 2030.

Marvell Technology stock has dropped 34% YTD, lagging behind Nasdaq 100. Marvell's lower market share in ASICs compared to ...

Following the event, Bank of America (BAC) analysts lifted their price target for the stock to $90 from $80. BofA Securities senior semiconductor analyst Vivek Arya joins Market Domination to ...

Lam Research (LRCX) stock soars 40% YTD on AI and data center demand, strategic investments & strong financial results, but ...

Analog Devices' first quarter performance was marked by strong year-over-year revenue growth, with management attributing ...

Applied Materials met Wall Street’s expectations in the first quarter of 2025, but the market reacted negatively, reflecting ...

British smartphone chip designer Arm Holdings (NASDAQ:ARM) trades above its 50-day moving average of $134.91. The stock ...

Investors are glued to Nvidia (NVDA) shares this morning after the chipmaker inched higher to become the world’s first $4 ...