Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
↘️ Alibaba (HK:9988, BABA): The Chinese tech giant launched a $10.2 billion share sale at a sharp discount to invest in AI. Its stock fell more than 8% in Hong Kong. ↘️ Samsung Electronics (KR:005930): Shares tumbled more than 8% in South Korea.
The Morning Bull - US Market Morning Update Monday, Aug, 24 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.4% and Nasdaq-100 futures ahead roughly 0.3%. A key driver is the US 10 year Treasury yield, which is near a 20 month high of 4.74%. This means borrowing costs across mortgages, credit cards and business loans remain relatively expensive. At the same time, the US Composite PMI sits at 56, with services at 56.8 and manufacturing at 53.2,...
The chip giant's stock slid after its most important AI customer expanded work with a rival. The last time a design-away scare hit the company, what followed was a 500% gain.
Google has expanded its partnership with Marvell. Here’s how to play MRVL stock here.
Custom AI chips will see more demand over the next few years.
This week, all eyes will be on Nvidia earnings and Fed Chair Kevin who will deliver his first major economic policy address at Jackson Hole.
Marvell handed Google a path to a multibillion-dollar stake. The terms decide whether that helps or hurts the stock.
The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.
A massive new hardware deal is rewriting the rules for AI silicon suppliers.
Recently, Broadcom’s role as a core custom AI chip supplier came under scrutiny after Google expanded its long-term partnership with Marvell Technology to co-develop additional accelerators and controllers for its AI hardware ecosystem. At the same time, Broadcom is exploring a very large debt-financing package, reportedly up to US$100.00 billion, to back AI chip deals for Anthropic and others, underscoring both its centrality to AI infrastructure build-outs and the financial and competitive...
Marvell Technology’s modeled fair value has shifted to US$259.66 from US$254.41, signaling an updated price target in the latest round of research. Analysts are linking this change to the expanded Google partnership, custom AI silicon exposure and growing focus on optical interconnect, while others point to concentration risk and elevated expectations as counterweights. As you read on, you will see how these moving pieces shape the evolving Marvell Technology story and what to watch as new...
Today's Research Daily features new research reports on 16 major stocks, including Dell Technologies Inc. (DELL), Marvell Technology, Inc. (MRVL) and Verizon Communications Inc. (VZ), as well as two micro-cap stocks, Tandy Leather Factory, Inc. (TLF) and Moving iMage Technologies, Inc. (MITQ).
ADBE stock has rebounded sharply from its 2026 lows. While the valuations are still reasonable, it would be prudent to take some profits off the table here.
The market rally suffered damage last week, though bitcoin and gold shined. Nvidia and CrowdStrike earnings are critical while Fed's Warsh will make a big speech.
Hyperscaler spending is creating room for multiple chip winners
Marvell Stock Slides Despite Bullish Google AI Chip Deal Signal From Wedbush
Marvell Technology (MRVL) could top expectations for its fiscal second-quarter results and provide a
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, […]
Here’s what could be next for Marvell stock.
Broadcom just posted 143% AI revenue growth and booked more orders than it shipped, yet the stock slid 13% in a week. Here is whether that selloff opens a window or signals something deeper.
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
Options traders are bracing for another big move in the AI chip stock.
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.
Marvell Gains as Google Expands Custom AI Chip Push: What Comes Next