High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Marvell Technology (MRVL) trades at $223.55, down 22.6% over the past three months, even after a 249.5% gain over the past twelve. Management raised its revenue outlook again. What it did not raise is the non-GAAP gross margin behind that revenue, a line management ties to its custom silicon ramp.
Investors looking to capitalize on the custom AI chip market need to take a closer look at these two companies dominating this space.
The S&P 500 Index ($SPX ) (SPY ) is down -0.32% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.04%. E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures (NQU26...
Broadcom just delivered an earnings report that analysts say rewrites the AI semiconductor playbook entirely, and the numbers behind its custom chip roadmap suggest the biggest demand wave is still ahead.
AMD's revenue has nearly doubled in two years, while Marvell's has climbed 80%—but the gap between them is widening.
Investing.com -- Citi told clients in a note Tuesday that it expects semiconductor stocks to rebound after a summer slump, arguing that a heavy conference schedule and resilient data center demand should support a sector that had run ahead of expectations.
The company's Investor Day event is coming up next month, which may feature some big announcements.
Data-center revenue jumped 46% as Marvell positions itself for a shift from copper connections toward faster optical technology.
Jensen Huang calls it a full-stack AI factory platform, not a chip company, and that distinction is reshaping where billions in hyperscaler spending actually land across five companies fighting over the same supply-constrained foundation.
Broadcom and Marvell both just reported blowout AI chip quarters, but the gap between them runs far deeper than raw revenue numbers. Picking the right one depends on what kind of risk you are actually willing to take.
Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity suppliers. Astera’s rally also coincided with speculation that the company could be added to the S&P 500, although it was ultimately not selected in the […]
A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1
Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google. Management said material Google revenue was not expected until fiscal 2029, even though its outlook already included some contribution and the longer opportunity could be substantial. Marvell Technology, […]
Marvell Technology (MRVL) stock returned 235.9% over the past year, climbing from $62.18 to $208.83. The company kept raising what it expects to sell, and buyers repriced it each time. Then the shares pulled back, and they now sit well below their best.
The chipmaker got a lift from a sizable acquisition in the AI space.
Advanced Micro Devices (AMD) trades at about $456.16, and its option chain has already put numbers on how far the stock can travel from here. Over roughly the next 380 days that chain marks out a band running from $260 to $792.23. The width is what matters if you hold the shares. That is the risk you are carrying, whichever way it breaks.
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the semiconductor manufacturing industry, including Marvell Technology (NASDAQ:MRVL) and its peers.
AI silicon stocks are splitting sharply on Friday, with one beaten-down chip designer surging while a larger rival barely moves. The divergence reveals something important about which companies actually benefit when hyperscaler spending accelerates.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...
Qualcomm has lost nearly a third of its value while its semiconductor peers surged, leaving one Wall Street analyst staking a reputation on a price target that towers over every other major forecast in the group.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...
Nvidia stock rose after it announced a $12.9 billion deal for Hugging Face. This is what's behind the move.
The chipmaker has a powerful AI growth story, but it also faces fierce competition and has lofty expectations baked into its share price.
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.
