Data Center

Intel Corporation (NASDAQ: INTC) reported mixed fourth-quarter results, which fell short of expectations on the revenue line while management's first-quarter revenue guidance also fell short of expectations. Here is a summary of how some of the Street's top analysts reacted to the print....

The bull-bear debate centering around Intel Corporation (NASDAQ: INTC) will continue with each side offering some compelling points, but MKM sees Intel as a stock that offers "defensive value" in a volatile environment and should be bought by investors. The Analyst MKM Partners' Ruben...

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...

Data center designer and technology infrastructure company Switch Inc (NYSE: SWCH)'s second-quarter earnings report and disappointing guidance prompted JPMorgan to drop its bullish stance.  The Analyst JPMorgan's Richard Choe downgraded Switch from Overweight to Neutral with a...

Applied Optoelectronics Inc (NASDAQ: AAOI) reported Tuesday with second-quarter results that included a notable beat on the earnings line from the data center business. Here's what two Street analysts are saying after the print. The Analysts Cowen's Paul Silverstein maintained an...

Data center company Switch Inc (NYSE: SWCH) signed a new 15-megawatt lease with an unnamed international streaming media company May 4, and the move was notable enough to end Cowen's bearish stance on the stock.  The Analyst Cowen's Colby Synesael upgraded Switch from...

Shares of Switch Inc (NYSE: SWCH) lost more than 15 percent Tuesday morning and hit a new all-time low of $13.24 in reaction to the company's fourth-quarter earnings report. Nevertheless, BMO Capital Markets and Credit Suisse continue to see the bullish case for Switch's stock. The...

NVIDIA Corporation (NASDAQ: NVDA)'s investor day presentation Tuesday was followed by a nearly 8-percent decline in the stock, but reaffirmed the bull case for the company, according to Bank of America Merrill Lynch.  The Analyst Bank of America's Vivek Arya maintains a Buy...

NVIDIA Corporation (NASDAQ: NVDA) closed down nearly 5 percent Thursday ahead of the firm’s earnings report, broadly discrediting the foresight of investors. The semiconductor manufacturer reported fourth-quarter revenue of $2.9 billion against a $2.7-billion estimate and earnings per...

NVIDIA Corporation (NASDAQ: NVDA) reported a strong earnings beat, but wasn't strong enough for at least one analyst to turn bullish on the stock. The Analyst KeyBanc Capital Markets' Michael McConnell maintains a Sector Weight rating on Nvidia's stock with no assigned price target...

Inphi Corporation (NYSE: IPHI) reported fourth-quarter results Wednesday that were largely in-line with the Wall Street consensus, but guided a first-quarter outlook that fell short of expectations.  The Analyst Bank Of America Merrill Lynch's Vivek Arya downgraded Inphi Corp. from...

To say NVIDIA Corporation (NASDAQ: NVDA) has been a good investment in recent years is quite an understatement. Unfortunately, it may have been a little too good in the view of one analyst. The Analyst Goldman Sachs analyst Toshiya Hari removed Nvidia from the Conviction List, but maintains a Buy...

Advanced Micro Devices, Inc. (NASDAQ: AMD)'s fourth-quarter earnings report on Tuesday was compelling enough for Argus to turn bullish on the stock. The Analyst Argus' Jim Kelleher upgraded AMD's stock rating from Hold to Buy with an $18 price target. The Thesis AMD's earnings...

Advanced Micro Devices, Inc. (NASDAQ: AMD) reported fourth-quarter results after Tuesday's market close, which initially sent shares lower by 7 percent before the stock fully erased all of its losses. Investors will be closely looking at AMD's results to gauge the overall semiconductor...

Vertically integrated fiber-optic networking provider Applied Optoelectronics Inc= (NASDAQ: AAOI) saw its stock peak north of $100 per share in 2017, but it has since fallen to the $30 level. Investors hoping for a complete rebound in the stock may want to reconsider their thesis, according to...