Actualités

Intel (INTC) is finally finding its place in the AI infrastructure build-out.

Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?” (5/1/26), the panel openly split on a single question: Do you keep buying after a move this large, or sell on the risk ... Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

The average brokerage recommendation (ABR) for Marvell (MRVL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Nvidia is still the market leader in AI processors, but it's facing stiff competition from custom chipmakers.

The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

If you are wondering whether Marvell Technology's current share price lines up with its underlying worth, you are in the right place to unpack what the market might be pricing in. At a last close of US$164.95, the stock has recorded returns of 0.4% over 7 days, 54.0% over 30 days, 84.5% year to date and 165.4% over 1 year, with a 3 year return of 306.7% and 5 year return of 265.9%. These moves have kept Marvell firmly on investor watchlists, with ongoing attention on how its position in...

AI chip stocks continue to be some of the biggest winners for technology investors this year.

Analysts are bearish on these two AI stocks. Are they right?

Poet stock plummeted more than 50% on news that has raised some big questions about its outlook.

The April 2026 scoreboard for AI infrastructure stocks is in, and the gap between the leaders is wider than most expected. Marvell Technology (NASDAQ:MRVL) stock ran away with the month, posting a 67% gain from the March 31 close of $99 to the April 30 close of $165.15. Arm Holdings (NASDAQ:ARM) stock finished second with ... ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

Astera Labs heads into Q1 earnings with strong AI-driven growth and rising revenues, but high valuation, margin pressure, and stiff competition cloud the outlook.

Jackson Square Capital managing partner Andrew Graham takes a magnifying glass to the state of the AI trade — as the latest batch of Magnificent Seven earnings came out this week — and the factors that are creating "downstream winners" like Dell Technologies (DELL).

Marvell Technology (NasdaqGS:MRVL) has acquired Polariton Technologies, expanding its high speed optical connectivity capabilities for AI data centers. The company is integrating Polariton with Celestial AI solutions and working on custom chips and design wins with several major hyperscalers, including Google. Marvell is also gaining exposure to quantum computing through partnerships and inclusion in quantum focused ETFs tied to government and enterprise projects. For you as an investor,...

US stocks (^DJI, ^IXIC, ^GSPC) are on track to post massive monthly gains to close out April, with the Nasdaq Composite rising nearly 20% in that period. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market's monthly performance and the latest moves in the tech sector.

Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. A caller mentioned that they bought 300 MRVL shares at $85 three months ago, sold half of them at $150, and asked what to do with the remaining shares. Cramer replied: You’re […]

Marvell Technology is turning AI demand into long-term, high-visibility revenue growth.

Hyperscale cloud computing companies are keeping their foot on the gas when it comes to AI data center capex.

By Karen Roman Tech platform Lightwave Logic, Inc. (Nasdaq: LWLG) said it partnered with Michael Best & Friedrich LLP to strengthen the company’s intellectual property practice including invention harvesting, patent […]

Entegris, Inc. recently reported first-quarter 2026 results, with sales of US$811.9 million and net income of US$92.0 million, and named Sukhi Nagesh as its new Chief Financial Officer effective May 18, 2026. Nagesh’s extensive semiconductor and technology finance background, including leadership roles at GlobalFoundries and Marvell Technology, may influence how Entegris balances growth investments with capital discipline. With first-quarter earnings showing higher sales and net income year...