Jensen Huang said something that should reframe how you think about Nvidia’s growth story. It did for me. “We gained share the number of customers outside of the clouds. The top five…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) dropped a catalyst on March 31 that reordered the AI infrastructure investment conversation: a $2 billion direct investment in Marvell Technology (NASDAQ:MRVL) paired with a deeper…
The Invesco QQQ Trust (NASDAQ: QQQ) is down 10.7% since February 1, and the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) has shed 9.1% over the same stretch. The CBOE Volatility Index…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are trading up 3% in early trading on Tuesday, following the announcement of a $2 billion strategic investment in Marvell Technology (NASDAQ:MRVL). NVDA stock opened…
Live Updates Quantum Crypto 1:21pm ETGoogle researchers are warning crypto projects, including Bitcoin and Ethereum, to ramp up security because quantum computers could crack it in a matter of minutes. …
AI data centers keep scaling, yet the connections between thousands of GPUs remain a stubborn bottleneck. Hyperscalers face rising power demands and bandwidth limits that copper wiring struggles to handle. This morning,…
Rich Duprey Live Updates Salesforce is Also Seeing Insider Buying9:10am ETSince the start of the year, Salesforce (NYSE: CRM) has been a train wreck, falling from $267.82 to a recent low of $185.03. The…
XSD is down about 8% over the past month, yet up roughly 52% over the past year. That gap tells the whole story of what semiconductor investors are wrestling with right now:…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares cratered roughly 33% yesterday after U.S. prosecutors charged the company’s co-founder, Yih-Shyan “Wally” Liaw, along with sales manager Ruei-Tsang Chang and contractor Ting-Wei…
Rich Duprey Jim Cramer got a question on Mad Money’s Lightning Round that required a careful answer. Dave in Illinois called in about Credo Technology Group (NASDAQ:CRDO | CRDO Price Prediction), noting that Cramer…
“Marvell tech had $1 billion more in sales than anyone thought. It’s involved directly with the data center. It’s got optical, it’s got fantastic equipment.” That was Jim Cramer on Friday, pointing…
Two months ago, Wall Street analysts triggered a sharp sell-off in Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) shares. Fears that the company could lose major hyperscaler customers such as Amazon (NASDAQ:AMZN)…
Rich Duprey Jim Cramer made a pointed observation recently, and it’s worth unpacking for anyone watching the AI chip space. “While Broadcom has been a huge winner in the AI era, up nearly 500%…
Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple: custom AI accelerators sold by Broadcom and…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) delivered a solid quarter as artificial intelligence infrastructure demand continues to drive growth across the semiconductor industry. The company reported Q4 FY2026 revenue of $2.22…
Joel South 
