Broadcom sat out the AI rally that sent its closest peers surging double digits, yet one major Wall Street desk just set a price target that would make it the biggest winner…
Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells…
NVIDIA's $2 billion bet on Marvell sent shares surging overnight, but the real question for investors is which company walks away with the stronger long-term position as their AI partnership deepens.
Jim Cramer is calling a special Investing Club session on semiconductors, and the timing is no accident. Chip earnings this quarter have split the sector into clear winners and laggards, and Cramer…
A single quote from Lumentum's CEO reveals just how staggering the AI networking buildout has become, and it reframes why a handful of optical companies that spent a decade going nowhere are…
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed…
NVIDIA, Broadcom, and Marvell each report within days of each other this August, and what they say about the second half of the year could either extend the AI infrastructure boom or…
Nvidia already sits at the center of every major AI deal, data center, and startup shaping the future of technology. What happens when the company that supplies the weapons also becomes the…
Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide. Here is what the numbers…
Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most…
Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.
AMD and Marvell have both crushed earnings while lapping NVIDIA and Broadcom on year-to-date returns, but their strategies for capturing AI infrastructure spending point in completely opposite directions, and only one of…
Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the contracts that make that rebuild possible. Here is why every pullback in…
Amazon and Microsoft are burning through roughly $100 billion a quarter on AI infrastructure, and two companies sit directly in that cash flow's path. One just tripled its free cash flow and…
NVIDIA just delivered its loudest quarter of the AI era, yet shares sit nearly 30% below their peak while B200 systems vanish from shelves faster than they ship. The bull case for…
