The artificial intelligence boom keeps reshaping semiconductors. Hyperscalers now spend billions of dollars on custom chips to slash costs and lift performance, and the custom ASIC market for AI data centers is…
Rich Duprey Most investors seeking Nasdaq exposure reach for QQQ without hesitation. It’s the most traded ETF in the world, liquid, and synonymous with tech growth. The problem is that QQQ tracks the Nasdaq-100,…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock got a fresh vote of confidence on Thursday when Barclays raised its rating to Overweight, signaling that the firm sees meaningful runway ahead for…
Pre-Market Stock Futures: Futures are trading lower this morning, as many on Wall Street feel the temporary ceasefire may be just that. But what a difference a day can make. After it…
Marvell (NASDAQ:MRVL | MRVL Price Prediction) stock is back on the radar for growth investors after spending the past six months chopping around in both directions. Undoubtedly, the tech sector has been…
Joey Frenette Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) shares are up 7% in Wednesday trading, climbing above $106 after opening at $99.05. The catalyst is unmistakable: NVIDIA‘s (NASDAQ:NVDA) $2 billion strategic investment in…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Broadcom (NASDAQ:AVGO) are both major winners of the AI rally. Both of these companies specialize in data center components, and both have a custom AI focus…
CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in…
Jensen Huang said something that should reframe how you think about Nvidia’s growth story. It did for me. “We gained share the number of customers outside of the clouds. The top five…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) dropped a catalyst on March 31 that reordered the AI infrastructure investment conversation: a $2 billion direct investment in Marvell Technology (NASDAQ:MRVL) paired with a deeper…
The Invesco QQQ Trust (NASDAQ: QQQ) is down 10.7% since February 1, and the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) has shed 9.1% over the same stretch. The CBOE Volatility Index…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares are trading up 3% in early trading on Tuesday, following the announcement of a $2 billion strategic investment in Marvell Technology (NASDAQ:MRVL). NVDA stock opened…
Live Updates Quantum Crypto 1:21pm ETGoogle researchers are warning crypto projects, including Bitcoin and Ethereum, to ramp up security because quantum computers could crack it in a matter of minutes. …
AI data centers keep scaling, yet the connections between thousands of GPUs remain a stubborn bottleneck. Hyperscalers face rising power demands and bandwidth limits that copper wiring struggles to handle. This morning,…
Rich Duprey Live Updates Salesforce is Also Seeing Insider Buying9:10am ETSince the start of the year, Salesforce (NYSE: CRM) has been a train wreck, falling from $267.82 to a recent low of $185.03. The…
