Marvell is closing in on a deal that would hand it control of the light sources powering AI data centers, but the buyer's stock dropped sharply after hours while the target surged,…
Late on October 28, 2026, Bloomberg reported that Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is near a deal to buy Lumentum Holdings (NASDAQ:LITE) in an AI push. This is a reported…
With the Fed rate decision dropping at 2:30 PM and Alphabet and Microsoft reporting before the bell, Wednesday's analyst calls on Enphase, Spotify, Whirlpool, and a newly public Rangers franchise land at…
Marvell shares just cratered while management raised its revenue outlook, creating a rare tension between Wall Street's confidence and the market's sudden cold feet. Here is what the numbers say about which…
TSMC, Marvell, and Micron all took hits this week, yet every management team says demand is still outrunning supply. Here is what each company needs to hit its boldest 2027 price target.
Elon Musk says debt markets have nearly shut off funding for AI data centers and predicts a wave of half-built facilities with nowhere to go. Whether that warning reflects reality or just…
Marvell booked a record number of AI design wins and secured a partnership worth billions with Google, yet a wave of Taiwanese chip designers is quietly undercutting the margins that make those…
Broadcom and Marvell both crushed AI estimates and raised guidance, but they are winning in very different ways, and only one of those strategies scales fast enough to matter when hyperscaler spending…
Arm just handed hyperscalers a shortcut around the custom chip work that made Marvell a challenger to Broadcom, and one of these companies is pricing its silicon far too low to ignore.
A chipmaking equipment maker’s supply warning is turning the artificial intelligence (AI) trade into a broad semiconductor selloff, and the chip designers most tied to data center spending are taking the heaviest…
Credo Technology just delivered triple-digit revenue growth and a beat-and-raise quarter, yet the stock has cratered while two major Wall Street firms argue the selloff has created one of the most compelling…
Wall Street just sold off three AI infrastructure stocks hard, but their latest earnings tell a completely different story. The real AI build-out runs deeper than the obvious names, through optical lasers,…
GPU stocks dominated the first wave of AI spending, but the money is quietly shifting toward a different set of chipmakers. Three names are positioned right in that path, and their 2027…
Goldman's prime brokerage data caught hedge funds slashing chip stocks at a pace not seen in over a decade, and the question now is whether that selling cleared the air or set…
Broadcom just posted AI chip growth that left Wall Street's estimates in the dust, yet the stock sits more than 30% below its 52-week high while its CEO drops warnings that rattled…
