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A sell-off in semiconductor stocks deepened on Tuesday.

A sell-off in semiconductor stocks deepened on Tuesday.

MXL is riding AI infrastructure demand with surging optical networking growth, but faces fierce competition from MRVL and AVGO.

One profitable and growing, the other still burning cash but expanding fast, their risk profiles and valuations tell very different stories.

US equity futures were mostly tracking in the red on Tuesday amid a selloff in chip stocks over conc

Wall Street is heading for another mixed session on Tuesday, with blue-chip gains offset by concerns about AI spending and Chinese competition weighing on some technology stocks. Dow Jones futures were up 317 points, or 0.6%, but the Nasdaq has been called 1% lower, with S&P 500 futures...

At $196.51, NVIDIA (NVDA) looks set up for roughly 56% upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

Nvidia's net margin tops 55%, but Marvell's revenue growth rate nearly matches its GPU rival, revealing a valuation gap that favors one over the other.

Micron, Nvidia, and other AI stocks struggle as investors fret about rising costs and competition from China.

Investing.com -- U.S. chip stocks extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.

In UK company news, results are due from Unilever, Barclays, Games Workshop, Unite, Croda, SSP, Man Group and many more.

Marvell trades at a premium valuation with higher growth, while UiPath offers a cheaper entry point with a lower growth profile.

Marvell is profitable with fortress-like balance sheet strength, while Planet Labs burns cash despite satellite growth. One carries far less financial risk.

Between the lingering geopolitical conflict, the upcoming mid-term elections, AI concerns, and poor seasonality, market volatility is likely to persist.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...

Dell trades at a fraction of Marvell's valuation multiple, but one company is growing revenue 42% annually with a 32.6% net margin.

MXL's AI infrastructure surge, led by Keystone and hyperscale optical demand, lifts its outlook as competition and a premium valuation loom.

SIMO is set to report Q2 earnings with rising estimates, a modest surprise track record and growing enterprise and embedded storage momentum.

FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.

Its five-year record is its own story, but its correlation says much of what you would be buying is the same market you already hold, dialed up.

Artificial-intelligence stocks rise ahead of a slew of mega-cap earnings reports, while lower oil prices drag down shares of energy majors.

(Bloomberg) -- Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Bloc

Marvell maintains a commanding revenue lead, but UiPath's latest quarter shows accelerating growth that narrows the gap.

Marvell is closely related to another AI giant.

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

In the closing of the recent trading day, Marvell Technology (MRVL) stood at $194.29, denoting a -7.18% move from the preceding trading day.

This AI chipmaker is on a historic run, but the price of admission is steep, forcing investors to decide if the engine has more power than the market has already paid for.

Marvell Technology is back in focus after an analyst fair value estimate was revised from US$118.93 to US$254.41, a sharp reset in how some models frame the stock’s long term potential. Much of that shift lines up with recent Street commentary that leans on AI data center exposure, optical interconnect strength, and custom silicon programs, while still flagging premium valuation and customer concentration as key watchpoints. Read on to see what is driving this evolving narrative around...

Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here is why the buy button keeps getting pressed even after a $4.5 billion inventory charge.

Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three very different calls with very different risk profiles.