XSD is down about 8% over the past month, yet up roughly 52% over the past year. That gap tells the whole story of what semiconductor investors are wrestling with right now:…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares cratered roughly 33% yesterday after U.S. prosecutors charged the company’s co-founder, Yih-Shyan “Wally” Liaw, along with sales manager Ruei-Tsang Chang and contractor Ting-Wei…
Rich Duprey Jim Cramer got a question on Mad Money’s Lightning Round that required a careful answer. Dave in Illinois called in about Credo Technology Group (NASDAQ:CRDO | CRDO Price Prediction), noting that Cramer…
“Marvell tech had $1 billion more in sales than anyone thought. It’s involved directly with the data center. It’s got optical, it’s got fantastic equipment.” That was Jim Cramer on Friday, pointing…
Two months ago, Wall Street analysts triggered a sharp sell-off in Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) shares. Fears that the company could lose major hyperscaler customers such as Amazon (NASDAQ:AMZN)…
Rich Duprey Jim Cramer made a pointed observation recently, and it’s worth unpacking for anyone watching the AI chip space. “While Broadcom has been a huge winner in the AI era, up nearly 500%…
Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple: custom AI accelerators sold by Broadcom and…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) delivered a solid quarter as artificial intelligence infrastructure demand continues to drive growth across the semiconductor industry. The company reported Q4 FY2026 revenue of $2.22…
Joel South Live Updates Economic Turmoil 12:48pm ETGDPNow, an economic forecasting model of the Atlanta Fed, is now predicting Q1 GDP growth of 2.1%, down from a previous 3.1%, in response to the latest…
Pre-Market Stock Futures: Futures are trading lower as we prepare to finally end what has been one of the most volatile weeks in recent memory, with oil hitting its highest level since…
Live Updates Five Questions Management Must Answer4:38pm ET FY2027 acceleration specifics: What does “accelerating each quarter” look like in numbers? Wall Street models $10.02 billion in FY2027 revenue. Is that too low?…
Live Updates Conference Call is Going Now 4:46pm ETAstera’s call has started, and shares are now down 8%. We expect Wall Street to focus deeply on the company’s margin guidance. How Astera’s…
Pre-Market Stock Futures: Futures are mainly trading higher as we start the first full week of trading in 2026. Investors and traders who were missing in action due to the Christmas and…
AI chipmakers have been one of the hottest trades in the stock market. Nvidia (NASDAQ:NVDA | NVDA Price Prediction) and Broadcom (NASDAQ:AVGO) have surged by more than 1,300% and 700%, respectively, over…
Marc Guberti Summary: During a recent episode of The AI Investor Podcast, 24/7 Wall St. analysts Eric Bleeker and Austin Smith broke down the competitive dynamic between Google (NASDAQ: GOOGL) | GOOGL Price Prediction’s…
