A single report on Chinese memory chip makers sent Micron tumbling and pulled Intel, AMD, and Marvell down with it, raising a question traders need to answer fast: is this a sector-wide…
Nvidia still dominates AI training, but a quiet shift in how hyperscalers spend their next trillion dollars is opening a lane for two chip designers most investors have barely considered.
Marvell shares have surged 186% this year on a tidal wave of AI infrastructure spending, but the real question is whether the momentum behind custom silicon and hyperscaler deals can carry this…
Vandita Jadeja Broadcom and Marvell both rode AI tailwinds to blockbuster quarters, but their cash flows, growth strategies, and risk profiles point in completely different directions. Before you put $10,000 into either ticker, understand…
While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that…
Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.
The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly…
Shares of Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex.…
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a…
In the world of semiconductor stocks, Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is certainly the kingpin most investors are watching closely. That said, there are other players in this market worth considering, and there’s…
U.S. stocks ripped more than 15% higher in the second quarter of 2026. For retirees and those who remain fully invested in the idea that this bull market can continue for some…
Live Updates IPO Central12:26pm ETDemand for SK Hynix, which is gearing up for a listing on the U.S. stock market, is through the roof. The stock has reportedly been oversubscribed “multiple times” over,…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) looks compelling because the market is only now pricing in a durable second act in custom AI silicon. The stock has nearly tripled year to…
Live Updates Auto AI 12:12pm ETMicron Technology (NASDAQ:MU | MU Price Prediction) and Ford (NYSE:F) announced a long-term Strategic Customer Agreement to secure memory and storage supply for Ford’s next-generation vehicle production.…
On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. "Intel, currently my favorite stock. CEO Lip-Bu Tan has turned…
