Notícias
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Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL) guided 2026 capital expenditures to $175 billion to $185 billion, after spending $91.45 billion in 2025. The freshest hook landed this week with reports ... Why Google’s Record AI Spending May Signal a Turning Point
↘️ Broadcom (AVGO): The semiconductor and software maker logged higher revenue in its latest quarter as demand for its AI chips accelerates. Still, shares slid more than 12% premarket after it issued guidance that failed to live up to investor expectations.
Dell and Dream Finders Homes have been highlighted as Zacks Bull and Bear of the Day
<body><p>STORY: The AI boom isn’t boosting all chip stocks equally.</p><p>Shares in Broadcom plunged as much as 13% Wednesday after its outlook for demand disappointed investors.</p><p>The U.S. firm said it expects AI chip revenue of $16 billion in the third quarter, a little below expectations.</p><p>Revenue for the previous period also fell short of Wall Street hopes.</p><p>Chief Executive Hock Tan said Broadcom was leaving its long-range forecast for AI chip sales unchanged at $100 billion.</p><p>The firm’s ability to meet demand has been strained by supply chain issues.</p><p>It also faces a growing threat from rivals like Marvell Technology, which is making inroads with sales to tech giants.</p><p>Even so, Broadcom remains a major beneficiary of the AI investment race.</p><p>Analysts say it has a strong position in custom chips.</p><p>They are in hot demand amid the rise of inference - the process by which chatbots respond to user queries.</p><p>Big Tech firms like Alphabet and Microsoft are expected to spend some $700 billion on AI infrastructure this year, with much of that money set to flow to chipmakers.</p></body>
POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks With Remarkable Resilience. POET Technologies saw its share prices increase by 11.29 percent on Wednesday to close at $15.38 apiece, as investors positioned their portfolios in optical companies, helped by Nvidia Corp.’s highly optimistic outlook for its counterpart. In his onstage appearance at the Computex […]
Marvell Technology’s stock gained 45% over two days after Nvidia’s CEO endorsed it as the “next trillion-dollar” company.
An analyst substantially raised his price target on the company.
Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".
Broadcom (AVGO) late Wednesday reported fiscal second-quarter results above Wall Street's estimates
Broadcom forecast third-quarter revenue above Wall Street expectations on Wednesday, betting on robust demand for its custom AI chips and networking gear. However, shares of the Palo Alto, California-based company fell more than 2% in extended trading. They had gained nearly 8% last week in the run up to earnings.
BofA Sees AI Hardware Momentum Building Across Chips
The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7
As the CEO of Nvidia, Huang has a massive following and is deeply respected in the artificial intelligence sector.
NVIDIA Corp. (Nasdaq: NVDA) CEO Jensen Huang recently made a surprising prediction when he called Marvell Technology (Nasdaq: MRVL) the next trillion-dollar company. The billionaire tech tycoon made the remark during a keynote presentation with Marvell CEO Matthew Murphy at ...
MU and MRVL have soared on AI demand, but Micron's stronger margins, lower debt and cheaper valuation may give it the edge this June.
Navitas is showing off one of its power-delivery boards at Nvidia’s MGX ecosystem showcase in Taiwan this week.
Jensen Huang's trillion-dollar call sent Marvell stock up $90 billion, but Michael Burry warns Nvidia faces a sharp fall.
Marvell Surges as Evercore Backs AI Growth Story
A share of the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) closed at $226.42 on May 29, 2025. One year later, on May 29, 2026, it closed at $613.05, a 171% gain on a fund that markets itself, accurately, as a boring equal-weight basket of US chip stocks. If you put $10,000 into XSD the morning after ... A Boring Chip ETF Quietly Tripled in Value During the AI Boom
Nvidia CEO Jensen Huang recently said Marvell Technology could become the next trillion-dollar stock. Well, it looks like Advanced Micro Devices ’ investors would like a word on that. AMD shares advanced 3.1% to $537.57 on Wednesday, trading as high as $544.04 intraday and on pace for a record closing high, as investors shook off their Nvidia announcement hangover and broadly pushed red-hot chip stocks higher.
