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Marvell Technology stock jumped after the chipmaker announced a deal to develop chips for Alphabet unit Google.

Marvell Technology said on Wednesday it has issued ‌Alphabet's Google a warrant to ‌buy a stake worth about $12.18 billion as ​part of a deal to help develop custom chips for the search giant. Shares of the custom chipmaker jumped ‌more than ⁠11% in premarket trading, while larger rival Broadcom was ⁠down over 3%. Demand for custom chips such as Google's tensor processing units (TPUs), ​used for ​AI workloads, ​has surged in ‌recent years as businesses seek alternatives to Nvidia's pricey graphics processors.

Shares slipped Wednesday in Asia after Wall Street pulled further from its all-time high as artificial-intelligence stocks resumed their decline. Samsung Electronics shed 6.9%, while memory chipmaker SK Hynix tumbled 7.9%. Apart from renewed jitters over criticism that AI-related stocks have shot too high, rising oil prices also were clouding market sentiment.

A record-breaking quarter from Fabrinet sent its stock tumbling 20% and dragged the entire AI optical complex down with it, raising a question now rippling through Marvell, Coherent, and Amphenol shareholders: is this a one-day shakeout or a crack in the AI buildout thesis?

All 30 stocks in the PHLX Semiconductor index are down in recent trading, helping drag the Nasdaq composite lower. Here are some of the biggest decliners: Coherent, down 11.4% Credo Technology, down 11.

U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.

Investing.com -- TD Cowen stated in a note on Tuesday that it sees upside to estimates across compute and networking semiconductors but is neutral heading into results from Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO), arguing the issues that matter most to investors will not be resolved this quarter.

The selling comes ahead of a key AI earnings test.

U.S. stocks were struggling, with the Nasdaq down sharply amid renewed tensions in the Middle East.

U.S. stocks ended modestly lower as an apparent impasse in Middle East peace talks offset a surge in AI-related shares.

Marvell's record revenue and new inference-memory products position it directly inside the expanding AI data-center architecture.

At first glance, stock indexes look muted today. But under the surface, many of the names that have become synonymous with the AI trade are making big strides today, likely helped by a late-Friday Bloomberg report that Anthropic's second-quarter revenue rose 14-fold.

Reddit Inc. will join the S&P 500 next week as part of an off-cycle change, S&P Dow Jones Indices said Thursday, sending the social networking platform’s shares surging more than 10% after the bell.

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

While the market is likely eyeballing Marvell’s upcoming Q2 earnings report, a quantitative structure may lead to a near-term bullish opportunity.

Stocks tied to the AI trade are back on top this morning after stellar results from CoreWeave and Super Micro Computer. Cloud-computing company CoreWeave reported its fifth consecutive quarter of record revenue and a sales backlog of $104 billion yesterday—in the latest sign of continued strength of demand for AI computing. Server company Super Micro Computer reported sales that nearly doubled in its fiscal fourth quarter and surging profit.

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...

B. Riley Financial (NASDAQ:RILY) reported second-quarter net income attributable to common shareholders of $19 million, or $0.45 per diluted share, as its capital markets, wealth management and communications businesses contributed to what Chairman, Founder and Co-CEO Bryant Riley called the company

Insight Enterprises (NASDAQ:NSIT) reported second-quarter results that exceeded its expectations, with broad-based growth in hardware, cloud and services helping drive operating leverage. The company raised its full-year outlook for gross profit growth and adjusted diluted earnings per share while o

Sandisk Triggers AI Chip Selloff With Weak Outlook

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

Individual investors are taking some of their chips off the table. Retail traders have piled out of hardware stocks and other artificial-intelligence shares in recent days, according to separate reports from JPMorgan and Vanda Research.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

July 29 (Reuters) - Marvell Technology will invest $250 million in India over the next three years to expand its technology, talent and infrastructure capabilities, the firm said on Wednesday. 

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.

A sell-off in semiconductor stocks deepened on Tuesday.

A sell-off in semiconductor stocks deepened on Tuesday.

US equity futures were mostly tracking in the red on Tuesday amid a selloff in chip stocks over conc

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