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When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip designer headlines look like a distraction.
September Nasdaq 100 E-Mini futures (NQU26) are up +0.51% this morning, led by advances in chip and other AI-linked shares, while investors await the key U.S. jobs report for fresh clues on the Fed’s interest-rate path.
In late August 2026, Marvell Technology reported higher second-quarter revenue and earnings compared to a year earlier, raised its fiscal 2027 and 2028 revenue outlook, driven by broad-based Data Center strength, and completed a US$4.56 billion share repurchase program begun in 2016. At the same time, management disclosed that much of the financial benefit from its expanded hyperscaler, including Google, partnerships may arrive closer to 2029, creating a tension between strong near-term...
Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.
NVIDIA (NVDA) has been an easy stock to hold. The shares trade near $224, up about 32% over the past year and comfortably ahead of the S&P 500. The tape has not changed. What changed is how management describes the company, and the description it dropped is the one most holders bought into.
Astera Labs is gaining momentum from strong Scorpio, Aries and Taurus demand, with robust third-quarter growth expectations supporting its AI infrastructure story.
During the September 1 episode of Mad Money, a caller inquired whether Marvell Technology, Inc. (NASDAQ:MRVL) is a buy. In response, Jim Cramer commented: Okay, this is another one that proves my point. Marvell reported an amazing quarter. What they then said was, “Look, listen, maybe our big win won’t be till 2029… It’s going […]
Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number entirely.
Despite intensifying competition, Broadcom continues to benefit from strong demand for its custom AI accelerators.
Broadcom's (AVGO) guidance that its artificial intelligence revenue will double in fiscal 2027 was s
Penguin Solutions' Integrated Memory surge, CXL offerings and MemoryAI performance gains are sharpening its competitive position in AI infrastructure.
Yahoo Finance Senior Business Reporter Ines Ferré joins Yahoo Finance Executive Editor Brian Sozzi to report on Nvidia's $12.9 billion acquisition of Hugging Face, the company's bet on open AI models, and now accounting for 8% of the S&P 500 market cap.
CRDO's AEC growth runway is widening as hyperscaler penetration deepens, 1.6T transition advances and Neocloud demand broadens its customer base.
Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
Marvell and Synopsys both profit from the AI chip boom, but one company is quietly handing hyperscalers the tools to cut the other out entirely. The tension between them reveals something uncomfortable about where custom silicon money actually flows.
Jim Cramer says Snowflake stock faces a huge move after a 23% pop, while Broadcom's AI beat gets a cooler read.
Investing.com -- Broadcom shares fell about 3% in extended trading on Wednesday after the chipmaker forecast fourth-quarter revenue below Wall Street estimates, raising concerns that intensifying competition in custom artificial intelligence processors could limit growth.
If you hold Marvell Technology (MRVL) stock, you’ve seen its price fluctuate. The company is posting strong growth, raising its revenue outlook for next year by $1.5 billion in a single quarter. Yet the stock is well off its highs, and it recently dropped even after reporting those results. This isn't a contradiction; it’s a signal that the market is focused on a new, more complicated question. The central risk for Marvell isn't that its AI-driven growth will stop. It’s that the very nature of t
Broadcom's (AVGO) fiscal third-quarter results topped Wall Street estimates, driven by a surge in ar
Adobe (ADBE) is expected to report solid fiscal third-quarter results, with its annual recurring rev
CRDO's strong Q1 growth and AI demand face a key test as optical ramps, customer concentration and valuation raise risks.
Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Each quarter, S&P Dow Jones Indices, which oversees the rebalances the index—along with the and S&P SmallCap 600)—to reflect changes in component share counts and other factors.
MU's 685% rally is backed by surging AI memory demand, sold-out 2026 HBM output, soaring profits and a valuation below the sector average.
Jim Cramer celebrated a blockbuster Google deal as proof that Marvell's CEO scores again, but the stock just shed nearly 10% after the earnings call revealed something the headline never mentioned.
Marvell and Broadcom both rode the AI wave to blowout quarters, but the businesses behind the tickers are built on completely different gambles, and only one of them offers a cushion if a major hyperscaler changes course.
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