Notícias

Marvell Technology (NASDAQ:MRVL) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack. Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewarding very ... Marvell vs. Micron: One Stands to Gain More From AI Demand

CRDO's rapid growth faces customer concentration risks, but diversification into Neo clouds and broader clients could gradually rebalance its revenue mix.

Adobe earnings are on deck, but ongoing concerns about artificial intelligence’s impact on the business might continue to overshadow any positive financial results from the enterprise software company. Adobe is scheduled to report fiscal second-quarter financials after the stock market closes on Thursday. During this earnings season, Wall Street has had little patience for tech companies that report results that are just in line with analyst estimates after stocks and valuations have soared.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

As management pivots hard to a massive new market, they've stopped detailing the multi-billion-dollar hole left by China, a quiet shift investors can't afford to ignore as growth slows.

Investors looking to add one of these AI stocks to their portfolios right now have an easy choice to make.

Retail investors are clearing the decks ahead of the SpaceX IPO. For two straight days this week, ordinary investors dumped their single-stock holdings on a net basis, according to Vanda Research. The moves suggests that mom-and-pop investors are amassing dry powder ahead of SpaceX's anticipated public debut tomorrow.

Wall Street looked set to rebound strongly on Thursday, before Donald Trump published a warning that the US will conduct strikes on Iran "very hard tonight". He added in a social media post that Washington "will be taking Kharg Island" and other oil infrastructure sites to "assume total...

The chipmaker's shares look expensive today, but the real question is whether you believe in the growth that makes them cheaper tomorrow.

↘️ Oracle (ORCL): Shares slid premarket after the software and cloud-computing company reported larger-than-forecast capital expenditures related to its data-center buildout. ↗️ Super Micro Computer (SMCI): Shares rebounded premarket, following a 28% drop Wednesday.

Marvell Technology (MRVL) has just been selected for inclusion in the S&P 500 on June 22, a shift that is already drawing mandatory buying from index trackers and highlighting its role in AI infrastructure. See our latest analysis for Marvell Technology. After a sharp pullback in the last week, with a 7 day share price return down 16.26% and a 1 day move down 5.35%, Marvell’s recent declines sit against a much stronger backdrop. This includes a 30 day share price return of 47.85% and a year...

7.59am: Wizz profits collapse Wizz Air has reported a total collapse in profits after aircraft groundings, higher costs and disruption in the Middle East offset record passenger growth. Net profit slumped to just €1.3 million in the year to 31 March from €213.9 million in the previous...

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Best Performing Growth Stocks So Far in 2026. On June 5, Reuters reported that Marvell Technology, Inc. (NASDAQ:MRVL) is set to join the S&P 500 later this month. After the company met a key profitability requirement thanks to an AI-fueled rally, S&P ​Dow Jones Indices said […]

The company's AI growth is spectacular, but a closer look at its customer list reveals a multi-billion-dollar question mark investors should not ignore.

While Wall Street obsesses over AI chip sales, a different, high-margin business is providing the stability that could answer the biggest risk.

Marvell stock is up 197% despite recent volatility. What comes next?

Before the chipmaker’s triple-digit surge, the most telling signal wasn’t a secret; it was the company’s own rapidly escalating ambition.

Is Broadcom (AVGO) the Other AI Trade? By IPO Edge Editorial Staff Broadcom’s (AVGO) AI business is growing faster than almost anyone expected. Last quarter, AI semiconductor revenue hit $10.8 billion, […]

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.87%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.98%. June E-mini S&P futures (ESM26 ) fell -1.62%, and June E-mini Nasdaq futures...

One of 2026's hottest chip stocks is about to cross a milestone that could put it in front of millions of new investors.

Astera Labs rides on surging AI infrastructure demand, with rapid revenue growth, Taiwan expansion and new connectivity advances fueling expectations for more gains.

Wall Street has never met an acronym it didn’t like. FAANG gave way to the Magnificent 7, and now a fresh label is making the rounds among investors trying to capture the next leg of the artificial intelligence (AI) trade. The new grouping, half marketing slogan and half investment thesis, goes by the name MANGOS: ... Investors Are Ditching the Magnificent 7 For a New Group of Stocks: The MANGOS

Nvidia CEO Jensen Huang just called Marvell the next trillion-dollar artificial intelligence (AI) stock.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.88%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.80%. June E-mini S&P futures (ESM26 ) are down -0.71%, and June E-mini Nasdaq futures...

CRDO's AI connectivity push fueled record fiscal 2026 revenue, with optical products poised for a major growth inflection in fiscal 2027.

As tech companies continue to invest heavily in artificial intelligence, these stocks can continue to flourish.

June Nasdaq 100 E-Mini futures (NQM26) are down -1.61% this morning as investors continued to trim exposure to the technology sector, with the focus now turning to key U.S. inflation data.

SpaceX is not public yet, but retail traders may already be making room for it.

There’s been a bit of a vibe shift since Nvidia CEO Jensen Huang tabbed Marvell as “next trillion-dollar company” just a week ago.

This chipmaker's stock has already more than tripled in 2026 alone, and reaching a trillion-dollar market value would require it to more than quadruple from here.