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Broadcom and Marvell both design custom AI chips for the same hyperscaler clients, but their quarterly numbers tell two very…
Broadcom sat out the AI rally that sent its closest peers surging double digits, yet one major Wall Street desk…
Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement,…
NVIDIA's $2 billion bet on Marvell sent shares surging overnight, but the real question for investors is which company walks…
Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this…
A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why…
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What…
NVIDIA, Broadcom, and Marvell each report within days of each other this August, and what they say about the second…
Nvidia already sits at the center of every major AI deal, data center, and startup shaping the future of technology.…
Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is…
Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst…
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage…
AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing…
Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the…
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in…
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