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While investors chase GPU names, a quieter group of semiconductor companies is absorbing the real capital flowing into AI data centers, and five of them are already posting triple-digit revenue growth that Wall Street models still can't keep pace with.

Goldman Sachs just identified a sector it believes could grow more than tenfold by 2028, and the biggest winner may not be a name most AI investors are watching yet.

In the most recent trading session, Marvell Technology (MRVL) closed at $235.81, indicating a -3.07% shift from the previous trading day.

Manufacturing investments revive confidence across AI-related shares

By Max A.

Every quarter, one chipmaker hands its shareholders a stronger reason to own it than the previous quarter, and most investors are still scanning the wrong names for AI exposure.

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the VanEck Semiconductor ETF (NASDAQ:SMH) both offer exposure to semiconductors, yet they are two very different bets. XSD spreads chips money almost evenly across roughly 40 U.S. semiconductor names. SMH funnels most of its dollars into the 25 largest, tilting hard toward the AI mega-caps. Over the last ... XSD vs. SMH: Should Your Semiconductor ETF Be Equal-Weight or Cap-Weight?

Marvell Technology's five AI infrastructure growth engines underpin plans for 40% revenue growth in fiscal 2027 and 45% in fiscal 2028.

This is a hyper-growth chapter for Broadcom (AVGO), fueled by what management calls insatiable demand for AI infrastructure. The company's core engine is supplying custom accelerators and networking silicon to a handful of hyperscale customers, including Alphabet (GOOG.

After a monster run, executives are promising accelerating growth for years to come, forcing investors to decide if the best gains are already in the rearview mirror.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Tower Semiconductor announced shipment of 5 million coherent photonic integrated circuits (PICs) to Marvell Technology’s global customers. The shipments are tied to Marvell’s next generation optical networking solutions for AI driven data centers. The milestone reflects growing deployment of high speed photonics as bandwidth needs increase for AI workloads. The development adds a fresh data point for investors tracking NasdaqGS:MRVL and its role in AI infrastructure. For investors watching...

Stock Market Today: The Dow Jones index rose Friday, while the Nasdaq dropped ahead of the debut of SK Hynix stock.

The benchmark US stock measures were struggling for direction before the open Friday as traders awai

Ahead of the bell Expect a torpid start to the final trading day of the week. S&P 500 futures were flat on Friday, holding on to a week that has gone the index's way despite a wobble in semiconductors ahead of the opening bell. Nasdaq 100 futures slipped 0.2%, while Dow Jones...

The chipmaker's premium valuation melts away when you look at what analysts expect it to earn, but that discount depends entirely on the growth arriving.

In the latest monthly list of new buys by the best mutual funds, top money managers aggressively scooped up shares of 19 stocks, including Eli Lilly, GE Aerospace, Taiwan Semiconductor Manufacturing and CrowdStrike.

FEATURE Artificial-intelligence stocks were dipping on Friday, as investors took the chance to lock in some profit following a solid rally the previous session. Futures tracking the slid 0.3% as the rebound fizzled out, with some of 2026’s biggest winners on course to open in the red.

The Nasdaq-100 is holding up. Its old leaders are struggling.

🔎 SK Hynix (KR:000660): The South Korean chipmaker will join the Nasdaq in the largest-ever market debut by a foreign company, after raising $26.51 billion in yesterday’s offering. ↗️EasyJet (UK: EZJ): Shares in the U.

(Updates with market moves at the end of the day.) Wall Street's equity benchmarks rose Thursday

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

(Updates with latest market prices and developments.) US benchmark equity indexes were higher int

Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the top stocks to buy according to Whale Rock Capital Management. On June 18, Tower Semiconductor Ltd. (NASDAQ:TSEM) announced that it has shipped more than five million coherent photonic integrated circuits (PICs) to global customers of its partner Marvell Technology. These chips are used in coherent optical transceivers, […]

Astera Labs PCIe Gen 6 momentum, strong Q1 revenue growth and AI data center demand put focus on its outlook, valuation and competitive pressures.

AI hardware and optical-communication gains helped steady major U.S. indexes after war-driven swings, today, July 9, 2026.

During an interview with CNBC, Rasgon said that the current state of the AI industry is fueling growing demand for AI chips, wafers, and tools.

Shares of Marvell Technology (NASDAQ:MRVL) are up 7% to $247 and change in midday trading Thursday, riding a broad semiconductor rebound that’s lifted the entire AI chip complex. Marvell stock came into the session bruised after a sharp multi-week pullback, setting up an oversold bounce. The move stems from broad sector catalysts. Traders are responding ... Marvell Technology Climbs 7% on the AI Chip Recovery: Is It Overvalued Next to Broadcom and Nvidia?

CRDO is riding AI infrastructure demand, with revenue, margins and connectivity products fueling strong growth despite key customer risks.

VSH's sharp sell-off may offer a buy-the-dip opportunity as demand, backlog, margins and the Vishay 3.0 strategy point to improving fundamentals.