News
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A number of stocks jumped in the morning session after easing selling pressure, lower Treasury yields, and positive momentum from Asian markets boosted investor sentiment ahead of Nvidia's quarterly earnings and key inflation data.
Marvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265
Marvell will issue share warrants to Google as part of the deal.
Sound Shore Management, an investment management firm, has released its investor letter for the second quarter of 2026. The letter can be downloaded here. The Sound Shore Fund’s Investor Class (SSHFX) and Institutional Class (SSHVX) rose 10.48% and 10.58% in the second quarter of 2026, trailing the Russell 1000 Value Index’s 13.87% and the S&P […]
Marvell's expansion weakens Broadcom's exclusivity narrative without erasing years of engineering integration.
U.S. aims to defeat Iran with more sanctions, how auto makers lose from new tariffs, ETF closures have nearly doubled this year, and more news to start your day.
Options traders are pricing in a double-digit move.
Nvidia just warned its biggest customers to brace for a steep price jump on next-generation AI servers, and that threat hands at least two rivals a rare opening to capitalize on the fallout.
There's growing optimism that the company will report strong Q2 2027 financial results this week.
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
Astera Labs rides on surging Scorpio X-Series demand, record revenues, and a rapid production increase as it battles Marvell and Credo in AI connectivity.
Wall Street expects Marvell to report adjusted earnings of $0.93 per share on revenue of $2.7 billion for the second quarter.
Morgan Stanley Bullish on Google AI Chips: TPU Sales Estimates Get Major Boost
The chip stock rally is already petering out, and the rest of the market isn't picking up the slack. The Nasdaq Composite was up 0.5%. The S&P 500 rose 0.3%. The Dow Jones Industrial Average was up 68 points, or 0.
Tech stocks reversed Monday's losses, buoyed by falling oil prices and Treasury yields.
U.S. aims to defeat Iran with more sanctions, how auto makers lose from new tariffs, ETF closures have nearly doubled this year, and more news to start your day.
The second quarter earnings season is nearly complete, with Nvidia’s (NVDA) Q2 results on Wednesday serving as a keystone to a remarkably strong stretch of corporate reports.
Alphabet is diversifying its custom chip business beyond Broadcom.
Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.
Stock futures pointed to a higher open Tuesday, a day after the Nasdaq Composite and S&P 500 began the week with losses, as oil prices retreated and bitcoin topped $80,000 for the first time in more than three months.
Marvell is already riding the AI infrastructure wave. Now, a major hyperscaler deal could be the catalyst that sends the stock on its next parabolic run.
All five of these companies are earnings all-stars. Will they beat again?
