Notícias

VUG's rock-bottom fee gets all the attention, but a hidden cost in the fund's structure quietly shapes every dollar you invest in ways most holders never stop to calculate.

Marvell Technology, Inc. (NASDAQ:MRVL) has expanded its partnership with Google to develop custom chips for AI infrastructure, strengthening its position in the growing custom-silicon market. The agreement covers several areas linked to Google’s Tensor Processing Unit ecosystem, including AI inference accelerators, storage and networking products, memory interface controllers, and near-memory computing. Alongside the commercial agreement, […]

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

Regulators took initial steps to allow investors to trade AI compute futures based on the prices of GPUs sold by the likes of Nvidia, TSMC and Broadcom.

The revenue guidance came down after the second-quarter miss; the operating pretax margin and free-cash-flow commitments did not.

Eagle Point Credit Management is backing a $1.3 billion private credit loan for a major artificial intelligence data center in Texas linked to Anthropic. The funds will be used to complete the construction of a 2,900-acre data center in Hubbard,...

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Tranches vest for each $500 million of custom product revenue through fiscal 2033

Marvell Technology (MRVL) shares jumped Wednesday after the chip designer entered into a deal that w

Berkshire added to its position in Alphabet last quarter, and now has two iconic tech companies among its top-three holdings.

Google tied potential Marvell ownership directly to custom-chip purchases through fiscal 2033.

The new supplier raises concentration questions around Broadcom's most important custom-silicon relationship.

While rivals commit hundreds of billions to AI infrastructure, Apple's restrained capital approach has made its stock a hedge against volatility

Buffett apparently likes what he sees with Google parent Alphabet.

The world's biggest company faces another reminder that hyperscalers want cheaper GPU alternatives.

Google's Marvell agreement deepened pressure on general-purpose accelerator companies despite retreating yields.

The semiconductor and networking specialist ceded some of its custom chips business to a rival. Or did it?

Dow Jones tech titan Alphabet is approaching a buy point, but there are key flaws. SK Hynix is another top stock to watch.

All three major US stock indexes were up in late-morning trading Wednesday, after the Treasury Depar

Intel Intel (NASDAQ:INTC) CEO Lip-Bu Tan bought about $10 million worth of INTC shares earlier this month at $95 a share, the same price at which Intel had just priced a $20 billion secondary offering days earlier. Intel’s Q2 revenue rose 25% year over year, a massive acceleration from Q1’s 7% growth. Margins jumped to […]

Marvell stock jumps after the chip maker announces it issued a warrant to Google to purchase up to 59 million shares.

The partnership deepens Marvell's role in custom AI silicon.

Google's parent is tapping another bond market.

Marvell stock jumps after the chip maker announces it issued a warrant to Google to purchase up to 59 million shares.

Alphabet Inc. (NASDAQ:GOOGL) raised A$5.5 billion ($3.89 billion) in its first Australian dollar bond sale Wednesday, as the Google parent increasingly taps global debt markets amid an AI investment boom. Investors submitted more than A$18 billion ($12.8 billion) of orders,...

AI infrastructure spending is moving into a new phase. The first wave centered on buying as many GPUs as possible. Now hyperscalers are designing custom chips, networking systems, and memory architectures to squeeze more performance from every dollar and watt. Alphabet (NASDAQ:GOOG) is one of the companies pushing hardest in that direction. The company spent ... Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It

Marvell Technology Inc (NASDAQ:MRVL) issued Alphabet's Google a warrant to buy up to 58.97 million shares at $206.58 apiece, expanding a custom chip partnership between the two companies. The warrant would let Google purchase shares equal to roughly 6.7% of Marvell's shares outstanding if...

Marvell Technology, Inc. (NASDAQ:MRVL) is up more than 5% Wednesday after revealing a sweeping custom chip agreement with Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) that could sharply expand its role in Google’s artificial intelligence infrastructure. As part of the deal, Google received...

Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's stock has been quietly losing its grip on the AI chip race all year.

As bond yields (^TYX, ^TNX, ^FVX) continue to surge ahead, EMJ Capital founder and president Eric Jackson and Yahoo Finance Markets and Data Editor Jared Blikre outline the impact this is having on Big Tech stocks and AI hyperscalers.