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CRDO's new 1.6T ZeroFlap optical transceivers combine 224G DSPs and SiPho PICs to target faster, denser AI networks.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.18% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.68%. E-mini S&P futures (ESU26 ) are up +0.29%, and September E-mini...

Broadcom posted record AI chip numbers and Wall Street still hammered the stock, leaving analysts pointing to a gap between price and target that rarely opens this wide on a mega-cap. Here is what the sell side is betting the market is missing.

Hyperscalers keep pulling forward orders for custom silicon, high-bandwidth memory, and networking chips, and three semiconductor names just raised guidance into the surge. One of them already sees a $230 billion revenue trajectory taking shape, and another reports before the month ends.

Marvell Technology (MRVL) is back in focus after an AI driven sell-off hit semiconductor stocks, with investors now weighing that volatility against the company’s upcoming AI Infra Summit and conference appearances. Recent trading has been choppy for Marvell Technology, with the share price declining 23.43% over the past 90 days. However, the year-to-date share price return sits at 148.01% and the 1-year total shareholder return reaches 222.64%. This suggests powerful longer term momentum...

The bank sees memory, AI servers, and chip equipment supporting another leg of semiconductor growth.

Advanced Micro Devices (AMD) has returned more than 200% over the past year. The number that should worry a holder is 19.5: the price-to-sales multiple, against a ten-year high of 23.0, in the top decile of the stock's own decade. That multiple sits in the top decile of the stock's own decade, and the growth behind it, a doubling of the data center business in 2027, rests on a product that had not shipped when management last reported.

Outside of Nvidia (NVDA) and Broadcom (AVGO), Credo Technology (CRDO) and Marvell Technology (MRVL) are two of the most searched-for chip stocks on Zacks.com.

Nvidia is letting a rival chipmaker plug directly into its own racks, and the move only looks like a concession until you follow the money through every layer of the data center.

Marvell has surged over 150% this year on the back of explosive data center growth, but Wall Street's consensus target may still be too conservative. Here is why analysts keep chasing the numbers, and what it would take to push shares to a price most investors haven't dared to model.

CRDO sees OmniConnect as a multibillion-dollar AI inference opportunity, with fiscal 2028 revenues and thousands of dollars of content per GPU.

Marvell has shed a third of its value since summer even as its fundamentals keep accelerating, and one Wall Street analyst just planted a target so far above the current price that it reads like a provocation. Here is why the gap exists and whether the bull case holds up.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.19% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.08%. E-mini S&P futures (ESU26 ) are down -0.21%, and September E-mini...

September S&P 500 E-Mini futures (ESU26) are down -0.14%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.13% this morning, trimming most of their earlier losses as a retreat in oil prices from session highs eased pressure on Treasuries.

A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

Investors are questioning the AI spending cycle just as Marvell prepares to showcase its data-center portfolio.

A weekend debate over AI pacing collided with a Federal Reserve rate decision, and the chip sector is now sorting winners from losers in a way that reveals exactly which stocks investors trust least when the future gets expensive.

Investors are worried about an AI slowdown.

Nvidia fell more than 3% while Meta, Microsoft and Alphabet rose, as investors begin to separate the companies that need endless AI capex from those that could profit by cutting it.

All Eyes Set on September FOMC Meet.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.

Most of the AI trade is hitting the brakes this morning.

Analog Devices' Communications revenues surge on AI data center demand, with optical, power and connectivity trends driving growth.

A Great Rethink on AI buildouts this weekend is sending AI stocks lower ahead of the opening bell.

The Nasdaq dropped more than 1% Monday as chip stocks slid and oil climbed above $108 a barrel on Middle East supply fears

NVDA's faster growth, 75% gross margin and lower forward P/E give it an edge over Marvell in the AI infrastructure race.

Iren stock is double upgraded and J.P. Morgan sees 48% with business momentum continuing for the burgeoning neocloud company.

Ahead of the bell US stock futures sank on Monday after the two leading frontier artificial intelligence companies called for an industrywide slowdown in AI development, sending tech stocks tumbling. Futures on the tech-heavy Nasdaq 100 fell 1.5%, led by losses in chip stocks including...

Shares of Intel, Marvell, Micron, and Sandisk are slumping—but investors shouldn’t make any rash moves right now.