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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Which AI Accelerator Stock Has Dominated in 2026: Broadcom or Marvell?
24/7 Wall St.50d agoneutral
Which AI Accelerator Stock Has Dominated in 2026: Broadcom or Marvell?

The answer to which AI accelerator stock has dominated in 2026 isn’t subtle. Marvell Technology (NASDAQ:MRVL) stock is up 218% year to date (YTD), trading around $264 Wednesday afternoon after slipping 5% on the session. Broadcom (NASDAQ:AVGO) stock, by contrast, is up only 10% YTD, hovering near $378. Both companies design custom AI accelerators (custom ... Which AI Accelerator Stock Has Dominated in 2026: Broadcom or Marvell?

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Asian stocks are mixed after big tech sell-off
Associated Press50d agobearish
Asian stocks are mixed after big tech sell-off

Asian stocks were mixed on Wednesday following a sell-off in big technology stocks from Asia to Wall Street. U.S. stock futures were also trading mixed, as global investors monitor market movements in Japan and South Korea, which have seen big gains in recent months on the global AI boom but both fell sharply on Tuesday. Samsung Electronics was up 3.7% after Tuesday’s 12.3% plummet.

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Wall Street ends lower as AI spending concerns mount
Reuters Videos50d agoneutralVIDEO
Wall Street ends lower as AI spending concerns mount

<body><p>STORY: A down day on Wall Street Tuesday saw the Dow edge lower, while the S&P 500 tumbled nearly one-and-a-half percent and the tech-heavy Nasdaq plummeted about 2.2%.</p><p>Jitters over debt-funded AI spending led to sharp losses in semiconductor and other Big Tech tech stocks.</p><p>:: Marvell Technology&nbsp;</p><p>Shares of Nvidia dropped more than 4%, Intel shed over 6% and shares of Marvell Technology tumbled more than 9%.</p><p>Memory chipmakers Micron Technology and SanDisk, among the best performers on the S&P 500 this year, both fell around 13%.</p><p>Micron's earnings report on Wednesday will draw intense scrutiny, says Nancy Tengler, CEO and chief investment officer at Laffer Tengler Investments.</p><p>"So I think this is a hugely important report, much like Nvidia has been in other periods. [FLASH] We're gonna be watching their guidance on HBM4, which is the Vera Rubin platform Nvidia relationship that they have - is that continuing to grow quickly? And then margins. The company pulled, reported 81% margins. I mean, imagine that - eighty-one percent. And the market is determined that they stay above eighty [percent]. So, those are the two things we'll be paying attention to."</p><p>Among other movers,&nbsp;Elon Musk's SpaceX, which debuted this month, continued its bumpy ride, briefly dipping below its opening price of $150 before paring losses to close about 1% higher.&nbsp;</p><p>Investors on Tuesday were also watching developments in the Middle East. The Senate backed legislation to halt U.S. military action against Iran, but ‌it was unclear how this would affect the war as Washington continues to negotiate a peace agreement with Tehran.</p></body>

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Jim Cramer Discusses Marvell’s (MRVL) Shares
Insider Monkey51d agoneutral
Jim Cramer Discusses Marvell’s (MRVL) Shares

We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Marvell Technology, Inc. (NASDAQ:MRVL) is one of the stocks discussed by Jim Cramer. Marvell Technology, Inc. (NASDAQ:MRVL) is a chip designer that makes and sells signal processors, interconnects, and other items. The shares are up by 338% over the […]

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Marvell’s S&P 500 Debut And New AI Switch Might Change The Case For Investing In MRVL
Simply Wall St.51d agoneutral
Marvell’s S&P 500 Debut And New AI Switch Might Change The Case For Investing In MRVL

In June 2026, Marvell Technology was added to the S&P 500 Equal Weighted Index and appointed veteran semiconductor finance leader Dan Durn as Chief Financial Officer, succeeding Willem Meintjes while retaining him as an adviser through April 2027. This index inclusion comes as Marvell debuts its 102.4 Tbps Teralynx T100 AI data center switch and surpasses five million coherent photonic integrated circuits shipped, underscoring its expanding role in AI infrastructure. We’ll now examine how...

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