News

Small-cap stocks are finally recovering after years of underperforming the major indexes.

Investors are ditching chip makers and other AI stocks that had helped keep the market afloat on Monday.

Chip stocks spent just 21 days in bear market territory. But that’s where the good news ends on Tuesday.

↗️ BHP Group (AU:BHP, BHP): The Australia-based miner reported a 9% increase in annual net profit as prices of copper surged to record highs. Its shares rose in Australia. 🔎 Home Depot (HD): The home-improvement company is set to report its earnings ahead of the opening bell.

A number of stocks jumped in the afternoon session after Bloomberg reported that Anthropic told prospective investors its second-quarter revenue jumped more than 14-fold.

U.S. stocks ended modestly lower as an apparent impasse in Middle East peace talks offset a surge in AI-related shares.

Semiconductors are the core infrastructure powering the Information Age. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 53.6% and beaten the S&P 500 by 39.7 percentage points.

Marvell's record revenue and new inference-memory products position it directly inside the expanding AI data-center architecture.

Semiconductor and energy stocks rallied on Monday—and not much else. The Dow Jones Industrial Average fell 272 points, or 0.5%. The S&P 500 dropped 0.5%. The Nasdaq Composite fell 0.3%. Meanwhile, the yield on the 30-year Treasury rose to 5.

The stock rallied on a good day for chip stocks, while multiple Wall Street analysts delivered positive notes.

MaxLinear stock trades on multiples measured over a trailing year, while the infrastructure business that would justify them is only now the company's largest.

Marvell Technology (NasdaqGS:MRVL) is taking a central role in the development of Co-Packaged Optics solutions for AI data center infrastructure. The company is working on CPO platforms that target rising bandwidth and power efficiency needs for AI workloads in large scale data centers. A recent 10 year market analysis highlights CPO as a key interconnect approach, positioning Marvell alongside other major chip and optics suppliers in this segment. The shift toward CPO is described as a...

A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had more fuel than most realized.

The AI trade is off to a strong start to the week as several hardware makers are among the market’s top gainers.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.15% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.17%, and September E-mini...

At first glance, stock indexes look muted today. But under the surface, many of the names that have become synonymous with the AI trade are making big strides today, likely helped by a late-Friday Bloomberg report that Anthropic's second-quarter revenue rose 14-fold.

Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name trading at a steep discount to analyst consensus. The question now is whether that gap closes upward or the bears finally find their footing.

Lumentum's fiscal Q4 earnings triggered a 5% selloff before a stunning reversal sent shares surging 14% the next day. Here is what the conference call revealed that completely flipped market sentiment and why analysts believe the biggest growth catalysts have not even arrived yet.

CRDO's fiscal 2027 outlook points to 80%+ revenue growth, strong margins and rising R&D investment, led by optical and copper portfolios.

Stock Market Today: The Dow Jones index drops, but the Nasdaq rises as memory-chip stocks Micron and Sandisk rally sharply.

Broadcom and Marvell both design custom AI chips for the same hyperscaler clients, but their quarterly numbers tell two very different stories about who actually controls the future of cloud silicon.

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market.

↗️ Diana Shipping (DSX): Diana said Friday that it withdrew its bid to acquire Genco Shipping & Trading (GNK), ending a nearly year-long takeover battle between the two shipping companies. Shares in Diana rose about 7% premarket.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Insight Enterprises (NASDAQ:NSIT) is targeting growth in artificial intelligence infrastructure and AI services while seeking to improve operating efficiency under its newly introduced three-year “One Insight” plan, CEO Jack Azagury said during a discussion hosted by Canaccord. Azagury, who joined

Nvidia’s latest investments could give the chipmaker an even bigger stake in the infrastructure boom powering artificial intelligence.

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

This chip giant's profits are near the top of its class, but its stock performance is stuck in the middle of the pack. Has the market correctly spotted a flaw in the growth story.

The stock outran both Broadcom and NVIDIA over the past year, and the part of the company that did it moves data inside and between data centers rather than computing on it.

Broadcom sat out the AI rally that sent its closest peers surging double digits, yet one major Wall Street desk just set a price target that would make it the biggest winner in the group by a wide margin.