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30,447 signal articles · 142 in last 24h · 154,069 total before filter · latest 54m ago
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Should You Sell Your Marvell Stock Now That Higher Forecasts Are Not Enough?
Trefis2d agobearish
Should You Sell Your Marvell Stock Now That Higher Forecasts Are Not Enough?

Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.

How Far Can NVIDIA Stock Fall In A Demand Scare?
Trefis8d agobearish
How Far Can NVIDIA Stock Fall In A Demand Scare?

NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.

Qualcomm’s 35% Drop Offers AI Upside Backed By Strong Legacy Cash Flows
Trefis37d agobearish
Qualcomm’s 35% Drop Offers AI Upside Backed By Strong Legacy Cash Flows

Qualcomm (QCOM) has fallen 35% from its May 2026 highs, and the market is pricing it like a company in decline following tough quarterly results and weakness in smartphones. Look a little further out, though, and the setup looks compelling. The near-term weakness is concentrated in Qualcomm's handset business, while the company's decades of experience building low-power, high-efficiency chips could position it for a very different opportunity: AI infrastructure.

Is Qualcomm’s New EMEA Leadership the Missing Link in Its Diversification Story for QCOM?
Simply Wall St.43d agobearish
Is Qualcomm’s New EMEA Leadership the Missing Link in Its Diversification Story for QCOM?

In early August 2026, Qualcomm appointed Wassim Chourbaji as senior vice president and president of Qualcomm EMEA, while long-time regional leader Enrico Salvatori moved to chairman and will continue overseeing the EMEA Automotive business until his planned retirement in June 2027. This leadership transition places a veteran of Qualcomm’s government affairs and MEA operations at the center of its EMEA strategy, potentially sharpening execution across both regulatory engagement and...