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MXL's AI infrastructure surge, led by Keystone and hyperscale optical demand, lifts its outlook as competition and a premium valuation loom.

SIMO is set to report Q2 earnings with rising estimates, a modest surprise track record and growing enterprise and embedded storage momentum.

FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.

Its five-year record is its own story, but its correlation says much of what you would be buying is the same market you already hold, dialed up.

Artificial-intelligence stocks rise ahead of a slew of mega-cap earnings reports, while lower oil prices drag down shares of energy majors.

(Bloomberg) -- Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Bloc

Marvell maintains a commanding revenue lead, but UiPath's latest quarter shows accelerating growth that narrows the gap.

Marvell is closely related to another AI giant.

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

In the closing of the recent trading day, Marvell Technology (MRVL) stood at $194.29, denoting a -7.18% move from the preceding trading day.

This AI chipmaker is on a historic run, but the price of admission is steep, forcing investors to decide if the engine has more power than the market has already paid for.

Marvell Technology is back in focus after an analyst fair value estimate was revised from US$118.93 to US$254.41, a sharp reset in how some models frame the stock’s long term potential. Much of that shift lines up with recent Street commentary that leans on AI data center exposure, optical interconnect strength, and custom silicon programs, while still flagging premium valuation and customer concentration as key watchpoints. Read on to see what is driving this evolving narrative around...

Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here is why the buy button keeps getting pressed even after a $4.5 billion inventory charge.

Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three very different calls with very different risk profiles.

(Bloomberg) -- A rapid selloff in the high-flying momentum trade is wrecking the strategy’s staunchest bulls: Retail traders. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA basket of 50 stocks favored by amateur invest

Wall Street is set for a tentative recovery on Friday after the previous session's technology selloff wiped roughly $800 billion from the market value of the so-called Magnificent Seven tech giants, with the world also waking to a new US tariff regime. Dow Jones futures were up 199 points or...

CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.

Nvidia is a significant Marvell investor.

Nvidia's latest quarter hit $81.6 billion while Marvell reached $2.4 billion — a 34x gap that's only widened over eight quarters.

The chipmaker kept telling investors its own AI targets were too low, but the message took a while to land.

The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future. A select few continue to execute at a high level, growing their market dominance and delivering strong returns.

Marvell stock is trading with high implied volatility. This option setup on the chipmaker could produce a 45% return in a few weeks.

Google's AI spending may be spooking markets but it will benefit a number of stocks linked to the buildout of data centers.

Two semiconductor giants are chasing the same hyperscaler dollars with radically different strategies, and only one can sustain its margin edge when the optical ramp arrives.

AI data center networking demand is surging as AI clusters grow. See why Marvell, Broadcom, Credo and Astera Labs are stocks to watch in August.

Marvell, Coherent, and Vertiv are all reliable plays on this secular trend.

The chipmaker is a standout winner, but owning it means doubling down on the market's biggest swings, not escaping them.

In recent months, Marvell Technology has been at the center of renewed AI-chip enthusiasm, buoyed by sector-wide optimism, accelerating AI-related bookings, and high-profile endorsements such as Nvidia CEO Jensen Huang’s “next trillion-dollar company” remark and its addition to the S&P 500 index. At the same time, options markets are signaling very large ranges for potential outcomes and elevated implied volatility, underlining how ambitious growth expectations and dependence on hyperscaler...

Marvell Technology (MRVL) closed the most recent trading day at $210.99, moving +1.46% from the previous trading session.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...