Marvell Technology (NASDAQ: MRVL | MRVL Price Prediction) and Broadcom (NASDAQ: AVGO) both just delivered AI-fueled earnings beats, yet the businesses look nothing alike under the hood. Marvell posted 231.37% YTD gains…
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on…
Memory stocks just went from cyclical chip plays to AI-era essentials, and Bank of America’s Vivek Arya thinks the market is still pricing them like the old version. Speaking on CNBC the…
The answer to which AI accelerator stock has dominated in 2026 isn’t subtle. Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is up 218% year to date (YTD), trading around $264 Wednesday…
The setup is almost too neat. South Korea’s Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers. American…
The AAM S&P 500 High Dividend Value ETF (NYSEARCA:SPDV) screens the S&P 500 for companies that pair above-average yields with above-average free cash flow, then equal-weights five names from each of ten…
Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% in its worst session in years, and…
Billionaire investor Stanley Druckenmiller has filed positions in three AI infrastructure semiconductor stocks, but the real question is whether the valuations still make sense after one of them surged over 600% in…
I keep clicking buy on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) because the math is too good to walk away from, even with a $39 trillion national debt clock ticking and new…
Alex Sirois Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG | GOOG Price Prediction) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) posted record revenue of $22.19 billion on June 3, 2026, beat consensus on the top and bottom line, raised guidance, and lost roughly a fifth of…
Omor Ibne Ehsan Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction). Chase Coleman’s Tiger Global added…
A recent appearance by Fiona Fung, who manages the Claude Code and Cowork teams at Anthropic, on Lenny Rachitsky’s Podcast offered a window into how one of the world’s most prominent AI…
Markets are hunting for new leadership as the Big Tech engine sputters, and one Wall Street technician thinks she knows where the baton is being passed. On CNBC’s Closing Bell Overtime, Fairlead…
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing:…
