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COHR's upside is tied to AI datacenter-driven mix and margin gains, but supply tightness through 2026-2027 could keep results uneven during multiple ramps.
Broadcom (AVGO) is up 6.9% over the last five trading days, helped by new VMware product launches and fund rotation back into AI infrastructure plays. Broadcom’s growing role in custom silicon also positions it well for the shift toward inference-focused AI workloads, reinforcing its importance in enterprise AI.
Bruker (BRKR) delivered earnings and revenue surprises of +33.62% and +2.91%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.
Last month, shares of the custom AI chipmaker got a boost from a Nvidia partnership and investment, a potential collaboration with Google, and an acquisition.
In the closing of the recent trading day, Marvell Technology (MRVL) stood at $168.75, denoting a +2.31% move from the preceding trading day.
The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.
Markets price the obvious AI winners first.
Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.08%. June E-mini S&P futures (ESM26 ) are up +0.62%, and June E-mini Nasdaq futures...
The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.
Marvell (MRVL) has been one of the quieter names in semiconductors through the AI boom, until recently. A $2 billion strategic investment from Nvidia, advanced chip co-development talks with Alphabet, and multiple confirmed cloud-provider design wins have sent the stock up 50% in the last month alone. See why Marvell stock moved.
CRDO stock has surged 28% YTD, fueled by AI infrastructure demand and AEC growth. Strong hyperscaler traction and M&A moves hint at further upside.
Qualcomm (QCOM) has largely been left behind in the AI-driven semiconductor rally.
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.
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 […]