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NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross […]

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...

A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Stock Market Today: The Dow Jones index rose Tuesday as GM stock jumped on earnings. Marvell, Micron and Sandisk rallied.

Rambus just shed nearly 30% from its June peak while two major Wall Street firms initiated coverage with aggressive buy ratings. Before the July 27 earnings report arrives, here is what the disconnect reveals about the AI memory trade.

NZS shifts capital toward AI infrastructure and healthcare leaders

The AI trade is mounting a comeback as investors shrug off fears about a slew of cheap Chinese large-language models.

S&P 500 futures rose 0.6% and Nasdaq 100 futures climbed 1.4% Tuesday as semiconductor stocks led a recovery and 87% of early S&P 500 reporters topped estimates

Marvell, Micron, Intel, and other chip stocks rally as investors breathe some life back into the AI trade.

Technology stocks were surging early Tuesday but the beaten-down software sector was only enduring more pain as the artificial-intelligence trade sparked back into life. Chip stocks, including Intel, Micron and Marvell were among the biggest risers ahead of the open, along with memory storage names Sandisk and Western Digital.

↗️ Novartis (CH:NOVN): Shares in the Swiss pharmaceutical company climbed after it returned to sales growth in the second quarter, driven by some of its top-selling drugs. ↘️ Swatch (CH:UHR): The watchmaker’s shares fell despite better first-half sales, as profit dropped compared to the same period last year.

Marvell Technology stock got a non-business-related boost at the start of June, but the power of that bullish projection has faded.

Wall Street pointed higher before the opening bell Tuesday with chip and memory companies leading the way, while oil prices rose again as the U.S. and Iran exchanged more attacks. Data storage companies SanDisk and Western Digital continued their mostly upward swings, each jumping more than 7% in early trading. Chipmakers Marvell Technology and Intel, which have also been riding the artificial intelligence roller coaster, rose 6.2% and 5.7% respectively.

The chipmaker is forecasting rapid growth from its data center business, but owning a piece of that future comes at a steep price and with significant execution risk.

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.

Memory stocks rebounded on Monday after sliding last week amid concerns about the durability of AI spending and efforts by tech giants to control their memory costs.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the semiconductor manufacturing stocks, including Marvell Technology (NASDAQ:MRVL) and its peers.

Tech stocks face rare market divergence and sharp volatility as Micron and other AI names slide, while one fund manager sees improving risk-reward.

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.

One fabless chipmaker keeps showing up in my AI data center research, and its financials look nothing like the household names dominating the conversation. Here is why I keep adding shares instead of moving on.

If you hold shares in the chipmaker, the options market shows you are already carrying exposure to a remarkably wide range of potential outcomes over the next year.

AI stocks are mounting a comeback as investors get over the worst of their fears about cheap Chinese large-language models.

September S&P 500 E-Mini futures (ESU26) are up +0.30%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.59% this morning, buoyed by a mild rebound in chip stocks at the start of an earnings-packed week.

↗️ Alibaba (BABA, HK:9988): Shares in the Chinese internet giant rose after it previewed its new AI model, which it said is second only to Anthropic’s Fable 5. ↘️ Ryanair (IR:RYA): Shares in the budget airline fell after it reported a drop in first-quarter profit, hit by lower fares and rising fuel costs because of the conflict in the Middle East.

Once the Magnificent Seven’s most enthusiastic fans, they are looking elsewhere for the next superstar tech stocks.

Marvell shares collapsed more than 32% in a single month even as its data center business explodes and NVIDIA bets billions on its future, leaving investors to decide whether this dip is a gift or a warning sign.

Nvidia's GPUs keep getting faster, but a deeper problem is quietly throttling AI's progress and reshaping where the next wave of infrastructure spending lands. Three stocks are positioned to profit from the shift.

The easy gains from AI may be over, but few companies still stand to benefit from the next wave of AI infrastructure spending.