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Amkor Technology's 18% slide highlights near-term pressure, but advanced packaging, AI demand and rising earnings estimates strengthen the buy case.

Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells a very different story about what happens next.

NVIDIA's $2 billion bet on Marvell sent shares surging overnight, but the real question for investors is which company walks away with the stronger long-term position as their AI partnership deepens.

Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer is betting members need to know which lane to own before the back half of 2026.

Reddit rallies with the social-media platform set to join the S&P 500, while Applied Materials dips after earnings fail to wow investors.

Marvell Technology stock has delivered a very strong 289.6% return over the past three years, yet current valuation checks suggest the shares are priced at a premium rather than standing out as a clear bargain. The 289.6% three year return highlights how strongly sentiment has shifted in favor of Marvell Technology and raises the bar for what future fundamentals may need to justify. Investor focus on Marvell’s role in AI data center and memory infrastructure can support high expectations,...

QuantumSi Incorporated (QSI) delivered earnings and revenue surprises of +15.39% and +4.24%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Reddit Inc. will join the S&P 500 next week as part of an off-cycle change, S&P Dow Jones Indices said Thursday, sending the social networking platform’s shares surging more than 10% after the bell.

Options are priced for a calmer stretch than the stock just delivered, and even that assumption leaves room to lose close to half a position or nearly double it.

A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why a handful of optical companies that spent a decade going nowhere are now posting the kind of share gains that make investors question everything they thought they knew about this space.

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

The stock is cheaper as management raises its long-term outlook for data center demand.

CRDO is advancing open interconnect standards to tackle AI memory bottlenecks and enable more flexible, modular data-center architectures.

NVIDIA, Broadcom, and Marvell each report within days of each other this August, and what they say about the second half of the year could either extend the AI infrastructure boom or stop it cold.

Alpha and Omega (AOSL) delivered earnings and revenue surprises of +43.48% and +1.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.

Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.

Nvidia already sits at the center of every major AI deal, data center, and startup shaping the future of technology. What happens when the company that supplies the weapons also becomes the banker funding the war?

While the market is likely eyeballing Marvell’s upcoming Q2 earnings report, a quantitative structure may lead to a near-term bullish opportunity.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

Stocks tied to the AI trade are back on top this morning after stellar results from CoreWeave and Super Micro Computer. Cloud-computing company CoreWeave reported its fifth consecutive quarter of record revenue and a sales backlog of $104 billion yesterday—in the latest sign of continued strength of demand for AI computing. Server company Super Micro Computer reported sales that nearly doubled in its fiscal fourth quarter and surging profit.

Marvell Technology (NasdaqGS:MRVL) announced a planned US$250 million investment in India aimed at expanding its presence in the country. The company intends to roughly double its local headcount and grow facilities to support work on semiconductors, AI and cloud related solutions. Marvell plans to deepen its role in India's semiconductor ecosystem through R&D, university collaboration and industry partnerships. The move signals a long term commitment to building global engineering capacity...

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

This band is not a panic premium; it sits close to what the stock has actually delivered over the past year, and a holder carries every bit of that width.

Microsoft New AI Chip May Create a Fresh Threat to Nvidia

Microsoft's next silicon push could create an unexpected beneficiary

Analysts have the earnings growing into the price, so what a holder is really underwriting is the build-out that has to produce them.

Microsoft is reportedly seeking capacity for more than 300,000 chips in 2027.

Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

Most of what AMD sells now comes from data center, and management puts the gross margin on the accelerator ramp driving that growth just below average.