Notícias

Marvell’s huge rally has not scared Wells Fargo away

Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.

S&P 500 companies' second-quarter earnings and revenue growth eased week over week as the reporting

The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

Tech stocks dragged on the S&P 500 and Nasdaq in early trading.

Marvell is due to report earnings Thursday afternoon, with traders anticipating a sizable swing in the chip designer’s stock.

Marvell Technology reports earnings this week but Wall Street desires more details on a recently announced agreement with Google.

The benchmark US stock measures were tracking in the red before the opening bell Monday as traders p

The chipmaker remains dominant for now, but an onslaught of companies is encroaching on its territory.

Stock futures are falling to start the week with tech names leading the way lower ahead of Nvidia’s key earnings report.

US equity investors are expected to focus this week on Nvidia's (NVDA) earnings, Federal Reserve Cha

Nvidia is expected to nearly double last year’s second-quarter earnings. It’s a big week for economic news, all of which will be capped off with Kevin Warsh’s speech at Jackson Hole on Friday.

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.

A massive new hardware deal is rewriting the rules for AI silicon suppliers.

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.

Here’s what could be next for Marvell stock.

One earnings report could reset a soaring semiconductor stock

Options traders are bracing for another big move in the AI chip stock.

Jefferies expects Marvell to report a ‘beat and raise’ quarter ahead of the company's earnings print due on August 27.

Barclays models $18.5 billion of annual revenue and $6.15 of incremental EPS

Many Fed officials favor raising rates to combat inflation, bond prices surge, Trump meets crypto execs, and more news to start your day.

Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.

Marvell Technology stock jumped after the chipmaker announced a deal to develop chips for Alphabet unit Google.

Marvell Technology said on Wednesday it has issued ‌Alphabet's Google a warrant to ‌buy a stake worth about $12.18 billion as ​part of a deal to help develop custom chips for the search giant. Shares of the custom chipmaker jumped ‌more than ⁠11% in premarket trading, while larger rival Broadcom was ⁠down over 3%. Demand for custom chips such as Google's tensor processing units (TPUs), ​used for ​AI workloads, ​has surged in ‌recent years as businesses seek alternatives to Nvidia's pricey graphics processors.

Shares slipped Wednesday in Asia after Wall Street pulled further from its all-time high as artificial-intelligence stocks resumed their decline. Samsung Electronics shed 6.9%, while memory chipmaker SK Hynix tumbled 7.9%. Apart from renewed jitters over criticism that AI-related stocks have shot too high, rising oil prices also were clouding market sentiment.

A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?

All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.

U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.

Investing.com -- TD Cowen stated in a note on Tuesday that it sees upside to estimates across compute and networking semiconductors but is neutral heading into results from Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO), arguing the issues that matter most to investors will not be resolved this quarter.