Actualités

ALAB's AI connectivity portfolio and strong Q2 outlook support growth, but premium valuation, rising costs, and intense competition remain key risks.

Watch stock market leaders in your portfolio to help navigate periods of volatility. They're the best gauge of market health.

For anyone holding AMD shares, the market is pricing a future that could either double the stock or cut it in half, and you are exposed to that entire potential swing.

Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?

Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, […]

Penguin's CXL-powered MemoryAI portfolio gains traction as AI inference demand rises, supporting its long-term revenue growth ambitions.

September Nasdaq 100 E-Mini futures (NQU26) are down -0.30% this morning, pointing to further losses after semiconductor stocks led Wall Street lower in the previous session.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.

Amazon is preparing to sell its Trainium AI chips to external customers outside its own cloud platform. Marvell Technology (NasdaqGS:MRVL) is a design and manufacturing partner for these chips, linking it directly to this expansion. This move could widen Marvell's potential market into third party data centers that adopt Amazon's custom AI hardware. For investors watching Marvell Technology, the Amazon Trainium update adds another dimension to its involvement with AI. Marvell focuses on...

POET Technologies Inc. (NASDAQ:POET) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. POET Technologies Inc. (NASDAQ:POET) has declined roughly 29% over the past month. The major reason behind the significant price drop has been multiple lawsuits regarding the company’s tax status as well as the cancellation of purchase orders by Marvell […]

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. AMD stock gained 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion. AMD stock was down 5.5% to $548.90, which brought AMD’s market value to $897.2 billion.

Advanced Micro Devices (NASDAQ: AMD) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories. AMD posted $10.25 billion in Q1 revenue powered by Instinct GPUs and EPYC servers. Marvell pulled $2.418 billion with custom AI silicon and high-speed optics. Same end market. Very different bets. ... Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker

Marvell Technology (NASDAQ:MRVL) and Broadcom (NASDAQ:AVGO) both reported AI-heavy quarters within a week of each other. Marvell posted Q1 FY2027 results on May 27, 2026, leaning on custom silicon and optical interconnects. Broadcom followed on June 3, 2026 with record AI chip sales and a blockbuster forward guide. Both serve hyperscalers, yet the scale gap ... Marvell Technology vs Broadcom: One Stock is Better Positioned for the AI Boom

Marvell Technology put in a bullish candle Tuesday, rising more than 7% and crossing back above its 21-day moving average.

Credo Technology Group (CRDO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both posted earnings centered on custom AI silicon. Broadcom reported Q2 FY2026 revenue of $22.187 billion, up 47.9% year over year, on June 3, 2026. Marvell followed with $2.418 billion in Q1 FY2027 revenue on May 27, 2026. Same theme, vastly different scale. Custom Accelerators Explode at Broadcom. Optics ... Broadcom Vs. Marvell: Why Broadcom’s Custom Silicon Dominance Crushes Marvell’s Premium-Priced AI Growth

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. The stock jumped 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion.

The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session.

Seven S&P 500 stocks have already tripled in 2026, with memory giant Sandisk far in front All are AI stocks.

Marvell's stock has been on fire since the call from Jensen Huang.

Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. The stock jumped 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion.

Jim Cramer names Micron, Intel, AMD, Marvell, and Sandisk as the chip stocks leading Wall Street's AI spending cycle

As high-end chipmakers build new production lines to meet soaring demand, they'll need more of Lam Research's equipment.

After a huge five year run where Marvell Technology has delivered a total return of about 428%, the stock now sits at valuations that screen as expensive on broader checks. That raises a clear question about how much of the AI story is already reflected in the price. Over the last five years the stock has returned roughly 428%, which puts a lot of weight on the company continuing to live up to very high expectations baked into today’s valuation. Strong enthusiasm around Marvell Technology’s...

The company's growth outlook is impressive, but a huge piece of its future depends on the flawless execution of one specific, high-concentration bet.

The list is dominated by semiconductor and computer-hardware manufacturers.

: Techs continued to bounce Tuesday, with bullish moves for the Nasdaq and many AI stocks. SpaceX flashed a first buy signal.

(Updates with market moves at the end of the day.) The Dow Jones Industrial Average hit an new al

Marvell Technology (NASDAQ:MRVL) stock is extending one of the year’s most explosive runs. Shares are up 7% to $296.25 in midday trading on Tuesday, building on a parabolic rally that has investors openly debating whether to trim or stay long. Marvell stock is up 45% over the past month, a figure that includes today’s continued ... Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?