Actualités

Alpha and Omega (AOSL) delivered earnings and revenue surprises of +43.48% and +1.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.

NVIDIA's 11% monthly gain is backed by surging AI demand, strong cash flow and a forward P/E below the tech sector average.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

A record quarter and a guide above expectations met a stock that had already climbed for four straight sessions, and the mix underneath that growth is what actually changed.

Hyperscalers are quietly ripping out the networking fabric of every major data center, and one overlooked chipmaker keeps landing the contracts that make that rebuild possible. Here is why every pullback in the stock has become another buying opportunity.

Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.

MRVL, AMD and MU rallied as AI optimism, earnings anticipation and strong memory demand powered a semiconductor surge that helped lift the S&P 500 to a record high.

Semiconductor stocks led the S&P 500 to all-time highs on Tuesday.

SIMO is posting record revenue, expanding margins and growing AI and enterprise storage exposure as investors weigh its premium valuation.

CRDO's 52% YTD surge reflects AI connectivity growth, but premium valuation, customer concentration and execution risks favor patience.

Marvell stocck was rising along with Corning, Lumentum and Coherent following a report about plans to restrict Chinese data-center components.

Oil prices are also climbing Tuesday after a report of a ship being struck in the Strait of Hormuz

Goldman Sachs reiterated its ‘Buy’ rating and $465 price target, saying the results and outlook support further upside for the stock.

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

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

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.

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.

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

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

Marvell is closely related to another AI giant.

Marvell, Coherent, and Vertiv are all reliable plays on this secular trend.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

Credo and Marvell are riding surging AI connectivity demand, but their growth, margins and outlooks offer different risk-reward profiles.

Marvell Technology dropped 33% in a single month while its business kept accelerating, and that tension between price and fundamentals is exactly what pushed one investor to keep hitting the buy button.

Chip Stocks Ignite Market Rally as Earnings Season Gains Momentum

Set to report Q2 earnings after market hours on Thursday, July 23, investors may be wondering if the incredible rebound in Intel stock can continue.

Growth accelerated and it got a key endorsement from a tech kingpin.

Marvell Technology (MRVL) moved higher alongside other semiconductor stocks as investors rotated back into AI focused companies, with sentiment supported by sector wide optimism ahead of upcoming tech and chip earnings. See our latest analysis for Marvell Technology. That sector wide rebound comes after a sharp reset, with Marvell Technology’s share price down about 37% over the past 30 days, while still showing a 118% year to date share price return and a 167% 1 year total shareholder...