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Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their…
Marvell just walked into Broadcom's most important customer relationship, and the fallout is shaking loose bigger questions about whether Broadcom's…
A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime…
GPUs and hyperscaler spending dominate the headlines, but the real compounding is happening one layer below in the switches, optics,…
GPUs get the headlines, but the switches, optics, and custom silicon stitching AI clusters together are compounding at rates that…
Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how…
A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it,…
A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has…
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional…
Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name…
Lumentum's fiscal Q4 earnings triggered a 5% selloff before a stunning reversal sent shares surging 14% the next day. Here…
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…
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