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…
Wall Street is treating a reported delay in the next tensor processing unit (TPU) chip from Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google as a manageable setback for its custom chip partners.…
Nvidia's quiet move to insure loans for struggling neocloud customers signals a risk that most AI investors are ignoring, and it points straight to why one rival chipmaker keeps winning the customers…
Although Wall Street spent much of October worrying about a tech slump, Apple (NASDAQ:AAPL | AAPL Price Prediction) stock pushed to new highs as its first foldable phone arrived. Apple opened worldwide…
Marvell Technology shed 17% in a single week after one of the strongest runs in the AI trade, and that gap between the selloff and the business fundamentals is exactly what makes…
Broadcom and Marvell both reported blowout AI numbers this summer, but they are chasing the custom silicon boom from completely different angles, and only one of those angles may survive a supply…
