High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
By Saeed Azhar, Purvi Agarwal and Niket Nishant NEW YORK, Aug 24 (Reuters) - The S&P 500 and Nasdaq ended lower on Monday, pulled down by technology stocks, as investors weighed fresh U.S. economic
Bond traders worry that off-balance-sheet guarantees are driving massive artificial intelligence infrastructure deals.
Here’s what the Point72 founder’s latest portfolio moves say about where AI infrastructure money is heading next.
Nvidia is looking like a heavyweight in AI as Wolfe Research spots stronger spending trends and further room for growth.
Its deepest decline across its full price history runs well past anything a catalogued market shock produced, and the next test sits inside a production ramp the company says is bounded by capacity and parts.
Broadcom's massive debt plan raises balance-sheet concerns, but semiconductor ETFs offer diversified exposure to its AI growth opportunity.
Marvell's Google breakthrough is forcing investors to question Broadcom's grip on hyperscaler AI silicon.
Investing.com -- Bond traders increased credit risk measures for Broadcom Inc. as the company provides financial support for large AI-related financing packages.
Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
Marvell has quietly turned itself into one of the most aggressive bets on AI infrastructure without selling a single GPU, and a surprise $12.2 billion disclosure just changed how Wall Street thinks about its ceiling.
Marvell Technology heads into fiscal Q2 earnings with AI-driven data center growth in focus, but a rich valuation and fierce competition temper the setup.
While Alphabet and Microsoft burn through hundreds of billions on AI infrastructure, one Magnificent 7 giant is hitting fresh highs by doing the opposite, and Wall Street is starting to notice why that matters.
Scott Bessent went on live television to tell bond investors they have it wrong, then watched yields climb higher anyway. Three forces outside any Treasury secretary's control may explain why his argument, however well-reasoned, keeps losing to the market.
The bear case against Marvell Technology rests on a customer concentration story that collapsed under the weight of its own evidence, and understanding why changes the entire calculus on where AI infrastructure money belongs right now.
Chip stocks are selling off at twice the rate of broad tech ahead of NVIDIA's most consequential earnings report in years, and the name leading the group lower has nothing to do with NVIDIA at all.
Broadcom is quietly guaranteeing tens of billions in AI chip debt held off its own books, and a single demand shock could call every guarantee across the industry at once. Wall Street is calling the risk manageable, but that word only holds in the one scenario where it never gets tested.
Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong business entirely.
Broadcom and Marvell both reported blowout AI numbers, but they are playing completely different games inside the same semiconductor supercycle, and choosing between them means deciding which kind of risk you actually want.
The rapid adoption of AI is highlighting the limitations of fragmented data storage environments in enterprises, leading to challenges in maintaining data visibility, governance, and security. In response to these issues, Ciphertex Data Security has introduced AI•S, a software-defined storage platform aimed at providing centralized control and discovery across on-premises, edge, and cloud resources without necessitating full data consolidation. This platform facilitates the management of...
Bears insist smarter AI agents will shrink the GPU compute bill, and that argument sounds reasonable until you do the math on what an agent actually burns per task.
Aug 24 (Reuters) - S&P 500 and Nasdaq futures slipped on Monday as investors prepared for a pivotal week marked by the prospect of fresh U.S. sanctions on Iran, Federal Reserve Chair Kevin Warsh's
This company has the technology and scale to benefit from the continued AI build-out.
The famous investor dumped three top chip stocks and bought another one with a clear near-term catalyst.
The chip giant's stock slid after its most important AI customer expanded work with a rival. The last time a design-away scare hit the company, what followed was a 500% gain.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
