Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news…
The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio…
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors.…
Live Updates Investors May Not Want to Chase SpaceX IPO on Day 18:12am ETSpaceX may be one of the most exciting IPOs to hit the market. Looking to sell 555.6 million shares at $135…
Goldman Sachs models $765 billion in annual AI capital spending for 2026, climbing toward $1.6 trillion by 2031. That kind of multi-year buildout is the backdrop for three actively managed (or active-leaning)…
The long-awaited SpaceX IPO next week positions the company at roughly $2 trillion in market value. On CNBC’s Morning Call Sheet on Friday, June 5, Adam Kobeissi, Editor in Chief of The…
Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled AI May Not Be Worth The Cost: Here’s Why, he argued that…
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is down 5% to $942, SanDisk…
It’s not every day the most influential CEO in artificial intelligence publicly anoints another semiconductor company as the next trillion-dollar stock. That is what happened when NVIDIA’s Jensen Huang praised Marvell Technology…
Jensen Huang has spent the last three years declaring various inflections, factories, and platforms, and the market has spent those same three years front-running every one of them. So when the NVIDIA…
Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL |…
The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic…
A share of the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) closed at $226.42 on May 29, 2025. One year later, on May 29, 2026, it closed at $613.05, a 171% gain on a…
Ten years ago, Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) was a sleepy storage and networking chip vendor trading under $10. The transformation since has been dramatic. Under CEO Matt Murphy, the…
Alex Sirois Live Updates SpaceX IPO Details, Uber Layoffs10:42am ETSpaceX has set its IPO price target at $135 per share, a figure that would place the company’s valuation in line with the record-setting numbers…
