9:47am ET
Investing
Marvell Technology Must Position Itself as The ‘Anti-Broadcom’
Broadcom and Marvell both crushed their AI quarters, but the real story is how one company's weakness quietly became the other's most powerful sales pitch.
MRVL Coverage Page 3
10:00am ET
Investing
This Stock Just Became One of the Most Important AI Picks. Here’s Why
Broadcom just delivered an earnings report that analysts say rewrites the AI semiconductor playbook entirely, and the numbers behind its custom chip roadmap suggest the biggest demand wave is still ahead.
12:50pm ET
Investing
Nvidia Is No Longer Just a Chip Company. It’s the Infrastructure Platform for All of AI
Jensen Huang calls it a full-stack AI factory platform, not a chip company, and that distinction is reshaping where billions in hyperscaler spending actually land across five companies fighting over the same…
9:38am ET
Investing
Broadcom vs Marvell: One of These AI Chip Stocks Is a Clear Winner
Broadcom and Marvell both just reported blowout AI chip quarters, but the gap between them runs far deeper than raw revenue numbers. Picking the right one depends on what kind of risk…
12:02pm ET
Investing
Marvell Rises 6% as Beaten-Down AI Silicon Bounces, Qualcomm Barely Budges
AI silicon stocks are splitting sharply on Friday, with one beaten-down chip designer surging while a larger rival barely moves. The divergence reveals something important about which companies actually benefit when hyperscaler…
10:31am ET
Investing
Qualcomm Lost a Third of Its Value in 3 Months. One Wall Street Pro Sees 140% Upside From Here
Qualcomm has lost nearly a third of its value while its semiconductor peers surged, leaving one Wall Street analyst staking a reputation on a price target that towers over every other major…
7:26am ET
Investing
Marvell Technology and Taiwan Semiconductor are No-Brainer Picks: They Have What Wins in a Gold Rush
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…
1:22pm ET
Investing
Broadcom Tripled AI Chip Sales and the Stock Still Fell. Is AVGO the Nvidia Alternative Investors Missed?
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…
10:05am ET
Investing
Broadcom Falls 6% as Soft Guidance Overshadows 221% AI Revenue Surge; NVIDIA Inches Higher, AMD Slips
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…
9:22am ET
Investing
Marvell Technology Knows Synopsys Is a Huge Threat
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…
10:00am ET
Investing
Jim Cramer Cheered Marvell’s $12 Billion Google Deal but the Stock Just Fell Nearly 10%
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.
Joel South 10:00am ET
Investing
Marvell vs. Broadcom: One AI Stock Looks More Attractive Right Now
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…
10:00am ET
Investing
Cramer Says Not to Bet Against the AI Chipmaker That Lost Nearly 10% the Day After NVIDIA’s Huge Gain
Marvell Technology dropped nearly 10% the same morning NVIDIA added $442 billion in a single session, and Jim Cramer thinks that selloff is the setup, not the warning sign. One date in…
9:49am ET
Investing
I Keep Buying Marvell Technology Because Its Type Historically Wins
Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays…
8:53am ET
Investing
Broadcom Has Floundered For Several Months: A Respected Wall Street Team Expects 80% Returns Ahead
Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog…