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NVIDIA's faster AI growth, stronger margins and higher ROE give it an edge over Marvell as Data Center demand accelerates.

A new 2nm optical platform targets the bandwidth and power demands emerging across AI infrastructure.

Advanced Micro Devices (NASDAQ:AMD) has been one of the year’s most striking stock stories, with a run that has left the semiconductor sector and the broader large-cap technology sector well behind. The VanEck Semiconductor ETF (NASDAQ:SMH) is up 67% year to date (YTD). The Invesco QQQ Trust (NASDAQ:QQQ) is up 21% over the same stretch. […]

Marvell has outpaced the broader S&P 500 Index over the past year, and analysts are highly bullish on its future outlook.

If you hold NVIDIA (NVDA) stock, one number deserves your attention: roughly a quarter. That is the share of fiscal 2028 business management expects from AI labs it will back with its own balance sheet. NVIDIA's revenue more than doubled year over year in fiscal Q2 2027, so this number is easy to miss. An important thing to watch is how much future demand depends on NVIDIA backing its own customers.

Dale Smothers, CEO of RDS Wealth, breaks down his current portfolio moves stock by stock, including what he’s buying right now, what he’s trimming for seasonal reasons.

Marvell Takes Aim at AI Data Centers With New 2nm Optical Technology

CRDO targets over 85% fiscal 2027 revenue growth as optics expand, but premium valuation and customer concentration keep execution in focus.

A chipmaker and two power producers are raising forecasts and signing hyperscaler contracts while their stocks sit well off their peaks. That gap between fundamentals and price action may not last past September.

These chipmakers trade anywhere from 6 to 33 times their expected earnings for this fiscal year or next -- and the cheapest one is the one I'd be most careful buying.

The multi-year agreement covers silicon germanium production in Burlington

Investors move past worries that AI firms’ calls for a slowdown in development risk the AI infrastructure trade.

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.

Cloud-managed security can simplify payment infrastructure, but pricing and customer commitments remain undisclosed.

The manufacturing agreement protects future supply, but neither volume nor contract economics were disclosed.

Marvell expanded its multi-year agreement with GlobalFoundries to secure additional SiGe manufacturing capacity for next-generation optical connectivity products.

Applied Materials trades at a forward P/E of 35 versus Marvell's 56, but one company's exposure to AI infrastructure spending carries distinctly different risks.

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.

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.

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...

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

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.

One is the fastest-growing connectivity play in AI infrastructure. The other has Nvidia's backing and a decade of hyperscaler relationships. Which belongs in your portfolio?

The market's go-to fear gauge was surging on Monday after three major AI CEOs caused for a slowdown in the development of artificial intelligence, which dragged down chip and memory stocks. The Cboe Volatility Index, or VIX, jumped by almost 2 points to just under 18 in early trading.

Equity markets reacted with concern to a weekend essay by Anthropic’s CEO which warned against a race to the bottom in the development of new AI models.

A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.

Marvell has outperformed every major chip stock, from NVDA and AMD to Broadcom, over the past year.

One company is growing revenue at triple-digit rates but depends on a single customer for 70% of sales; the other has scale and a decade-long Google partnership but trades at a premium valuation.

NVIDIA (NVDA) now sits on both sides of its own boom. It has put nearly $50 billion into the frontier AI labs, has guaranteed a revenue floor at cloud sites hosting its chips, and will provide selective credit enhancement for nearly two gigawatts of compute at another lab. Management acknowledged on its August call that some would call this circular financing. So what if the buyers it funds cannot pay.