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Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83. The company kept raising what it expects to sell, and buyers repriced it each time. Then the shares pulled back, and they now sit well below their best.
Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.
Energy prices remain sensitive to Middle East risks, which keeps inflation in focus and puts even more attention on companies building smarter, more efficient systems powered by artificial intelligence. That creates a potential opening for investors who want exposure to the tools that help businesses do more with less. This article looks at three stocks from our AI-focused screener that show how different parts of the AI stack are evolving. The three stocks below are only a sample from this...
Micron, SanDisk and SK hynix Stocks Rally as $95 Billion AI-Server Backlog Fuels Demand
Broadcom's near-term guidance disappointed investors, but its $230 billion AI revenue target for 2028 points to much bigger growth ahead.
Advanced Micro Devices (AMD) trades at about $456.16, and its option chain has already put numbers on how far the stock can travel from here. Over roughly the next 380 days that chain marks out a band running from $260 to $792.23. The width is what matters if you hold the shares. That is the risk you are carrying, whichever way it breaks.
Move over Anthropic, OpenAI is back to take the artificial-intelligence crown. At least that’s the ChatGPT developer’s claim with the launch of a new AI model that could boost a number of its partners. OpenAI late Thursday announced its GPT-6 Astra model.
AI hyperscalers have no plans to slow down spending in 2027.
Qualcomm has lost nearly a third of its value while its semiconductor peers surged, leaving one Wall Street analyst staking a reputation on a price target that towers over every other major forecast in the group.
Adobe (ADBE) executive Anil Chakravarthy has been chosen to succeed CEO Shantanu Narayen, starting in his chief executive role this December with Narayen becoming executive chair. Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and Interactive Brokers Chief Strategist Steve Sosnick to discuss the details of Adobe's succession plans.
Jim Cramer called it both offensive and defensive, but the two halves of the Hugging Face deal are not equally interesting, and the one that actually moves the stock is the one Jensen Huang left out of his press tour talking points.
Nvidia stock rose after it announced a $12.9 billion deal for Hugging Face. This is what's behind the move.
Recent developments in AI chip technology have been highlighted by Capsule Security's introduction of an "AI circuit breaker," which is designed to stop rogue AI agents in real-time. By fine-tuning the NVIDIA Nemotron small language models, Capsule's solution achieved a 98% accuracy rate in stopping unauthorized actions, significantly outperforming other leading models. This innovation provides a crucial layer of security for enterprises, enabling them to monitor and control AI agents'...
Morningstar said Broadcom’s 2028 outlook exceeded its own estimates and expects demand for the company’s AI chips to remain strong over the next two years.
Broadcom Inc. is positive on generating billions of dollars in AI revenue, but believes issues around supply chain constraints and the actual deployment of data centers remain. Demand Still Outpaces Supply Amid AI Boom When asked about business doubling next...
Broadcom exceeded its fiscal Q3 guidance by a wide margin.
In August 2026, Kyndryl Holdings announced an expanded alliance with Broadcom to provide end-to-end consulting and managed services for VMware Cloud Foundation, targeting AI-ready, secure private and hybrid cloud environments with strengthened cyber recovery capabilities. A distinctive aspect of the collaboration is the planned upskilling of several thousand Kyndryl consultants to implement agentic workflows and policy-driven AI governance across VMware estates, aiming to reduce operational...
One custom chipmaker keeps landing on analyst buy lists, and the price targets are telling.
Supply is secured for two straight doublings, the CEO says. Deployment is the part no chipmaker can promise.
Nvidia just committed serious money to train plumbers and electricians, and the retailer that sells to those exact tradespeople responded by printing a 52-week low. Something in that equation does not add up.
The AI trade remains alive and well, with Hewlett Packard Enterprise (HPE), Broadcom (AVGO), and Dell Technologies (DELL) all recently posting strong quarterly results.
Third-quarter revenue hit $29.59 billion as AI-semiconductor sales reached $16.7 billion.
Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.
NVIDIA (NVDA) has been an easy stock to hold. The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500. The tape has not changed. What changed is how management describes the company, and the description it dropped is the one most holders bought into.
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 5.8% in the morning session after the company reported second-quarter 2026 financial results that failed to impress as its sales outlook for the next quarter fell below Wall Street’s expectations.
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