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Sept 17 (Reuters) - GlobalFoundries and Marvell Technology have expanded their agreement to increase production capacity for a type of semiconductor used in high-speed optical connections in data
September S&P 500 E-Mini futures (ESU26) are down -0.14%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.13% this morning, trimming most of their earlier losses as a retreat in oil prices from session highs eased pressure on Treasuries.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
Investing.com - Enterprise software names are pointing sharply higher in pre-market trading on Monday as semiconductor stocks face broad selling pressure amid calls for broader slowdown in the AI arms race.
The S&P 500 Index ($SPX ) (SPY ) is down -0.32% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.04%. E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures (NQU26...
The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...
September Nasdaq 100 E-Mini futures (NQU26) are up +0.51% this morning, led by advances in chip and other AI-linked shares, while investors await the key U.S. jobs report for fresh clues on the Fed’s interest-rate path.
Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.
Broadcom might be the biggest winner from the AI-chip craze after Nvidia with a growing roster of large customers and $100 billion of revenue projected for that segment of its business in its next fiscal year. Broadcom came into the AI boom as a hodgepodge of chip and software businesses assembled by Chief Executive Hock Tan. Google changed the game at the boom’s outset.
Marvell just learned why a huge AI deal may not be enough.
If you read my last article on Marvell, what I feared most came true. But now, there might be another opportunity in MRVL stock to exploit.
AI infrastructure demand drives record revenue and raised full-year guidance.
Nvidia Corp. is investing $3.5 billion into MediaTek Inc., deepening collaboration with the Taiwanese chipmaker at a time when it’s working to persuade more companies to build chips that plug into its dominant data center ecosystem.
As the AI trade shifts into its next stage, winners and losers are likely to be increasingly segmented, strategists say.
Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.
Marvell Technology (NasdaqGS:MRVL) reported strong quarterly results and raised near term and long term revenue guidance, yet the stock fell after the earnings release. The company lifted its fiscal 2027 and 2028 revenue outlook, pointing to building momentum in data center demand and AI related growth drivers. The post earnings share price reaction highlighted that investor expectations for AI exposure remain very high, even when companies report solid operational performance. For a...
The chipmaker beat on both lines Thursday, then watched its stock shed nearly 11% by Friday.
Find insight on CrowdStrike, Marvell Technology, Affirm, Take-Two and more in the latest Market Talks covering Technology, Media and Telecom.
Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.
A stronger forecast comes with one important valuation catch
Stocks are off to a mixed start as all eyes turn toward Jackson Hole, where Kevin Warsh is set to give his first keynote speech as chairman of the Federal Reserve.
On this episode of Stock Movers: - PayPal (PYPL) shares are declining after a consortium of Advent and Stripe has decided to abandon its pursuit of PayPal, according to people familiar with the matter. - Marvell Technology (MRVL) shares are lower following its second-quarter fiscal 2027 earnings report, despite edging past Wall Street expectations on both profit and revenue. - Gap (GAP) shares are soaring after the apparel retailer raised both its adjusted earnings per share and adjusted gross margin outlooks for the full year. The company also announced Michael Francis as the newest CEO of Old Navy, which posted a worse-than-feared comparable sales decline in the quarter.
Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.
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