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…
Live Updates SpaceX IPO Kick Off 12:34pm ETSpaceX is taking its IPO show on the road Thursday, with Reuters reporting the Elon Musk-led space company has set its sights on a valuation…
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…
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are up 6% in Tuesday’s premarket session, trading near $486 after closing Monday at $459.97. Marvell Technology (NASDAQ:MRVL) stock is up 17% to around…
Jim Cramer has been circling POET Technologies (NASDAQ:POET) for months, intrigued by the pitch but refusing to bite. On the April 21, 2026 episode of Mad Money, he walked through the optical…
Live Updates Marvell Technology Q1 Earnings Coverage Wrap-Up4:51pm ETThat wraps up our initial coverage of Marvell Technology’s Q1 results. Thank you for stopping by! Revisiting Marvell's Pre-Earnings Bear Case4:38pm ETFour concerns dominated…
Thomas Richmond 
