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Samsung Fails To Impress
The Wall Street Journal36d agoneutral
Samsung Fails To Impress

Sharp declines for high-flying memory and chipmakers including Intel, Marvell Technology and Applied Materials led a 1.2% decline in the Nasdaq Composite index and a 0.5% drop in the S&P 500. An update on second-quarter results from the South Korean giant had the company projecting record operating profits. Investors feared this reaction was a sign of how future reports for other chipmakers and AI-related tech companies might be received.

One Thing I’m Watching: The Great Tech Divergence
The Wall Street Journal43d agoneutral
One Thing I’m Watching: The Great Tech Divergence

This year's second quarter was a blockbuster period for tech stocks. The PHLX Semiconductor Index—which houses chip stocks like Nvidia and Broadcom—has climbed 81% through yesterday, putting it on track for its best quarter in history. Once darlings of the industry, some of the biggest names in tech have fallen out of favor with investors as they fret about these companies' big AI spending commitments.

These 7 Stocks Will Solve AI’s Most Important Bottleneck
24/7 Wall St.44d agoneutral
These 7 Stocks Will Solve AI’s Most Important Bottleneck

Artificial intelligence has no shortage of obstacles. The industry is scrambling to secure enough electricity to power new data centers, enough land to build them, and enough high-bandwidth memory (HBM) to keep next-generation chips fed with data. Yet another constraint is emerging that could prove just as important: moving information between those chips fast enough ... These 7 Stocks Will Solve AI’s Most Important Bottleneck

Bank of America resets Marvell stock price target
TheStreet49d agoneutral
Bank of America resets Marvell stock price target

Marvell (MRVL) has gained about 215.72% year to date at the time of writing, Wednesday afternoon, June 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 7.41% in the same period. The semiconductor giant has rallied thanks to its role in the AI boom. Strong fourth-quarter fiscal 2026 ...

Bloomberg57d agoneutral
Marvell Needs Lots of Growth to Achieve Huang’s $1 Trillion Call

(Bloomberg) -- Jensen Huang may see Marvell Technology Inc. as the stock market’s “next trillion-dollar company,” but it’s going to take a lot of growth for the chipmaker to even sniff that lofty level. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It

Intel gets a $170 billion AI reason to matter again
TheStreet58d agoneutral
Intel gets a $170 billion AI reason to matter again

For much of the artificial intelligence boom, investors have heard one simple story. Graphics processing units were at the center of it all. That thesis made Nvidia (NVDA) a must-have in the stock market. It also drove investors to Advanced Micro Devices (AMD), Broadcom (AVGO), Marvell Technology ...

Investing.com61d agoneutral
Investing.com’s stocks of the week

Investing.com -- Investors have had to assess a mix of earnings disappointments, capital raises, and shifting fortunes, with the week headlined by SpaceX's high-profile public market debut.