AI infrastructure spending is still the defining trade of 2026, but the leadership inside the trade keeps rotating. June reminded investors of that NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) slid nearly 12%…
SPXL sells a simple promise: three times the daily move of the S&P 500. What its factsheet does not sell is the quiet gap that opens between that promise and reality every…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Broadcom (NASDAQ:AVGO) both reported AI-heavy quarters within a week of each other. Marvell posted Q1 FY2027 results on May 27, 2026, leaning on custom…
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models. NVIDIA closed Q1 FY2027…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ:MRVL) both posted earnings centered on custom AI silicon. Broadcom reported Q2 FY2026 revenue of $22.187 billion, up 47.9% year over year, on…
Live Updates Market Gainers 11:12am ETHere’s a roundup of some of today’s top market gainers: Meta Platforms (Nasdaq: META) up 11.1% AppLovin (Nasdaq: APP) Up 10.5% Coinbase (Nasdaq: COIN) Up 9.8% Palantir…
Gerelyn Terzo Broadcom‘s (NASDAQ:AVGO | AVGO Price Prediction) stock is having a rare moment of calm after a brutal stretch. Shares are up 1% to $377.31 in midday trading, a small rebound that does…
David Moadel Chip stocks are catching a strong risk-on bid at midday Tuesday, with mega-cap semiconductors leading the broader tape higher. Intel (NASDAQ:INTC | INTC Price Prediction) stock is up 7% to $140.56, while…
Intel (NASDAQ:INTC | INTC Price Prediction) stock is trading at $130.60 midday Monday, up 2% on the session. The move follows a major price-target hike from Cantor Fitzgerald, which raised its target…
David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific warning. His tell is more clinical. “I think a bubble gets ready to…
Three things happened to OpenAI last week. The company went from being a model lab to something closer to a vertically integrated empire that wants to design its own silicon, own a…
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…
