Adam Gonzalez

U.S. policymakers are considering a semiconductor incentive package that would infuse the sector with about $25 billion over five years. The bi-partisan bill includes R&D tax credits and equipment-purchase credits meant to increase the global competitiveness of the U.S. industry. In the near-...

Ambarella Inc (NASDAQ: AMBA) shares were falling 10% Tuesday after one of its largest Chinese customers was blacklisted by the Trump administration. What Happened Hikvision was one of 28 companies added to the U.S. Entity List of companies restricted from doing business with American companies. The...

Chip and electronic design automation (EDA) supplier Synopsys, Inc. (NASDAQ: SNPS) boasts a strong leadership position that should help it grow faster than its peers, according to Bank of America. The Analyst Bank of America analyst Adam Gonzalez resumed coverage of Synopsys with a Buy rating and $...

Ambarella Inc (NASDAQ: AMBA) reported Tuesday fiscal first-quarter results that were mostly in-line with expectations. Here is a summary of how one bull, one bear and neutral analyst reacted to the print. The Analysts Bank of America's Adam Gonzalez maintains an Underperform rating on Ambarella...

Video chipmaker Ambarella Inc (NASDAQ: AMBA) reported Tuesday after the market close with forecast-beating fourth-quarter results, but issued disappointing guidance for the first quarter. The Analysts Morgan Stanley's Joseph Moore maintained an Overweight rating on Ambarella with a $52...

Cirrus Logic, Inc. (NASDAQ: CRUS) slashed its fiscal third-quarter revenue guidance, citing recent softness in the smartphone market. The Analysts KeyBanc Capital Market's John Vinh maintained a Sector-weight rating on Cirrus Logic. Bank of America Merrill Lynch analyst Adam...

NVIDIA Corporation (NASDAQ: NVDA) is taking an assertive lead among self-driving car suppliers with the introduction of Drive PX Pegasus, its first product supporting Level 5 autonomy. Between the new supercomputer and the confidence of DHL Group, a fresh partner on self-driving delivery fleets,...

If you’re a trend follower, you’re probably wondering what the market’s cool kids are buying. Among semiconductors, four names stand out. Large-cap fund managers took more new stakes in Broadcom Ltd (NASDAQ: AVGO), Lam Research Corporation (NASDAQ: LRCX), Advanced Micro Devices,...

In a note released Wednesday, Bank of America Merrill Lynch looked at semiconductor stocks in the SMidcap space, zeroing in on the one with the biggest potential upside. Analysts Vivek Arya, Adam Gonzalez and Wills Miller said the potential for tax reform and rising interest rates have renewed...

Bank of America said in a note on Wednesday Cypress Semiconductor Corporation (NASDAQ: CY), Cavium Inc (NASDAQ: CAVM) and Advanced Micro Devices, Inc. (NASDAQ: AMD) are all positioned to generate 50+ percent upside potential upside, taking advantage of technology inflexions and a more constructive...