High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Cathie Wood is betting Tesla will become more than an automaker.
Nvidia CEO Jensen Huang called Marvell Technology, Inc. (NASDAQ:MRVL) the “next trillion-dollar company” at Computex on June 2. Alphabet Inc. (NASDAQ:GOOGL) has now given that prediction considerably more ammunition. Marvell disclosed on August 19 that it expanded its custom-silicon relationship with Alphabet Inc. (NASDAQ:GOOGL), covering products tied to Google’s TPU ecosystem, including AI inference accelerators, […]
(Updated with response from Meta spokesperson in the seventh paragraph.) Meta Platforms (META), A
Here’s what could be next for Marvell stock.
One earnings report could reset a soaring semiconductor stock
While Marvell stock has been hot, Broadcom looks like the better buy.
The market spent Thursday pricing the revenue in Marvell’s new deal with Alphabet‘s (NASDAQ:GOOGL) Google. Friday is about the dilution that pays for it, and the tape is telling two very different stories across custom AI silicon. Marvell Technology (NASDAQ:MRVL) stock is down 6% to $235.20 in Friday morning trading, giving back part of a ... Marvell Sinks 6% as Google Warrant Dilution Overtakes the Deal Rally; Broadcom Ticks Up
Apple just posted its ninth consecutive earnings beat and a record Services quarter, but the real question is whether the market has already priced in everything good that is coming, or whether the biggest catalyst is still being underestimated.
Yahoo Finance Executive Editor Brian Sozzi and Tech Editor Dan Howley look back at Tim Cook’s tenure as Apple (AAPL) CEO, a period that saw the company generate roughly $32 million in growth per hour. They also look ahead to incoming CEO John Ternus and what it will take to keep Apple’s growth engine firing.
(Updated with response from Google spokesperson in sixth paragraph.) Meta Platforms (META), Alpha
Tesla is surging while two other companies that got the exact same regulatory approval barely moved, and a safety crisis in its most important overseas market is somehow not slowing the rally down.
Options traders are bracing for another big move in the AI chip stock.
Fresh filings reveal who made enormous bets on Musk
Marvell Gains as Google Expands Custom AI Chip Push: What Comes Next
Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something far more significant than a supply deal, and it reshapes who actually controls Marvell's future.
Authorities say scammers used the platform to impersonate major banks.
Google may be turning Pixel into a much bigger hardware strategy
Google's massive user base is its greatest competitive advantage.
Modine (NYSE:MOD) shares rose more than 5% in pre-market trading on Friday after Hunterbrook Media published a bullish report suggesting the company’s data centre cooling opportunity could be substantially larger than its public disclosures currently imply. Hunterbrook said its affiliated investment firm holds a long position in Modine and pointed to internal planning information discovered on GitHub that it said indicates nearly $23 billion of modelled demand from major data centre customers.
After 26 years locked at the same price, QQQ finally cut its fee, and it still costs twice as much as its closest rival. Whether that gap matters depends on a distinction most investors have never thought to make.
Microsoft just handed shareholders a dividend raise while simultaneously pouring more cash into AI infrastructure than most companies generate in revenue. Whether that historic spending spree is building long-term wealth or quietly squeezing the payout depends on what happens in September.
Wall Street just upgraded three of the biggest names in tech, but bullish consensus and the best investment are two very different things. One of these giants trades at a fraction of its peers' multiples while growing faster than either of them.
(Updated with response from Snap spokesperson in fifth paragraph.) Meta Platforms (META), Alphabe
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