Notícias

Nasdaq-100 futures fell more than 1.5% Monday after Anthropic CEO Dario Amodei urged a pause on frontier AI model development

Hewlett Packard Enterprise stock is downgraded as a Wall Street firm doesn’t believe there’s much more upside.

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.

Marvell Technology (NASDAQ:MRVL) shares fell 7. 6% in pre-market trading as semiconductor stocks declined following calls from technology executives for a slower pace of advanced artificial intelligence development.

Highflying chip and memory stocks are getting hammered, while software developers rally as AI disruption fears ease.

Meta Platforms, Marvell and Amphenol feature in today's research as AI demand drives growth, while spending, competition and execution risks persist.

Shares of Intel, Marvell, Micron, and Sandisk are slumping—but investors shouldn’t make any rash moves right now.

Investing.com - Enterprise software names are pointing sharply higher in pre-market trading on Monday as semiconductor stocks face broad selling pressure amid calls for broader slowdown in the AI arms race.

↘️ Nvidia (NVDA), Intel (INTC), Marvell Technology (MRVL): Chip stocks slid premarket after leaders of the biggest AI companies called to slow development of the technology, raising questions over chip demand.

AI stocks get hit as public debate erupts on the powerful technology.

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.

European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.

The bank’s bullish outlook comes with a crucial test

Piper Sandler initiated coverage of Nvidia, Broadcom, AMD, Arm, and Marvell, all with "overweight" ratings.

Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by rivals. Whether that door holds the weight is the real question.

Marvell Technology, Inc. (NASDAQ:MRVL) delivered a quarterly beat and raised its revenue outlook, yet the stock plunged more than 10% the following day. The sharp reaction led Jim Cramer to question, during the September 8 Mad Money episode, why investors punished a company whose AI business continues to accelerate. What the heck just happened to […]

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 Technology, Inc. (NASDAQ:MRVL) is betting heavily on custom AI accelerators and networking. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) occupies a particularly powerful position in that strategy. Marvell’s latest regulatory filing says TSM is currently the sole wafer supplier for its advanced-node products, including its 3nm products. That makes the relationship unusually direct. Marvell itself […]

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

Marvell's AI infrastructure gains, custom silicon growth and networking momentum point to a higher multi-year outlook.

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.

Piper Sandler just put a fresh bullish stamp on Marvell with a new price target, and CEO Matt Murphy is calling the company the Switzerland of AI silicon. Whether that neutrality is a strength or a liability ahead of a high-stakes October roadmap event is the real question.

Marvell Technology is riding on AI infrastructure growth with custom silicon, interconnect and optics, but faces trade risks and rising competition.

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.

Piper Sandler Has a Bullish Message for Marvell Investors: AI Growth Could Explode

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

As the best mutual funds poured CrowdStrike and Marvell, Palantir also returned to this monthly screen for the first time this year.

Marvell Technology Inc. stock edged higher Wednesday in premarket trading as semiconductor stocks held steady. Nasdaq futures gained 0.05%, while S&P 500 futures were little changed. Data Centers Power Marvell’s Revenue Surge While no new company-specific announcement surfaced Wednesday morning,...

Marvell Technology's improving growth prospects suggest this semiconductor stock could make investors significantly richer.