Notícias

Semiconductor stocks led the S&P 500 to all-time highs on Tuesday.

AMD, Micron, and Marvell have already posted triple-digit gains in 2026, but a summer pullback is raising a bigger question: whether the AI infrastructure wave has enough fuel left to push all three to bold new price targets in 2027.

Marvell Technology (MRVL) is back in focus after the company used the Future of Memory and Storage 2026 conference to showcase its latest AI focused memory and storage portfolio to data center customers. See our latest analysis for Marvell Technology. Investors have reacted quickly to Marvell Technology's recent AI memory announcements and India expansion plans, with a 1 day share price return of 3.31% and a 7 day share price return of 11.06% helping to offset a 30 day share price return that...

SIMO is posting record revenue, expanding margins and growing AI and enterprise storage exposure as investors weigh its premium valuation.

SIMO's shares slid despite record results as AI, enterprise storage and automotive growth fuel rising revenue and another quarter of strong guidance.

SIMO is expanding into AI infrastructure and enterprise SSD controllers as commercial production ramps and new customer deployments broaden its growth opportunities.

CRDO's 52% YTD surge reflects AI connectivity growth, but premium valuation, customer concentration and execution risks favor patience.

Marvell Technology's premium valuation reflects strong AI-driven growth, but competition and margin pressure raise the question of whether the stock is still a hold.

Sandisk, the top performer in the S&P 500 this year, rose more than 7%, while Marvell Technology popped nearly 12% on Tuesday. With overextended positioning cleared out in July, Wall Street analysts have argued investors were likely to shift back to areas like chip stocks and other AI infrastructure trades given the earnings outlook has only strengthened over the past month.

Amazon's AI expansion, AWS strength and diversified businesses support growth, while Marvell and Starbucks post strong momentum despite key challenges.

The tech stock rally continued, extending yesterday's gains, but today's rise looks a little different. The tech-heavy Nasdaq Composite was up 1.1%. The tech sector led the S&P 500, up 3.1%. Unlike yesterday, it wasn't the Magnificent Seven stocks doing the heavy lifting.

Marvell Technology just dropped nearly 21% in a month, and one analyst with skin in the game is treating that selloff as a buying opportunity. The reason comes down to a single business segment that could make every other AI stock bet look overcrowded.

Broadcom's handful of core customers are now ordering compute far ahead of delivery because power and memory set the pace, which hands the company a forward view semiconductor companies rarely get.

Marvell stocck was rising along with Corning, Lumentum and Coherent following a report about plans to restrict Chinese data-center components.

Oil prices are also climbing Tuesday after a report of a ship being struck in the Strait of Hormuz

According to a Reuters report, the move could benefit Coherent and Lumentum by shifting demand toward U.S.-made optical transceivers.

The sticker price on this AI chip designer looks steep, but the real question is what you are paying for the earnings that are still on their way.

Stock futures were rising on Tuesday, putting the on the brink of a record high as tech extended its recent rebound. Palantir was the S&P 500’s best performer ahead of the opening bell, surging 16% after the data analytics software developer reported strong second-quarter earnings. CEO Alex Karp described the quarter as “otherworldly,” as U.S. commercial revenue rose 149% from a year ago.

Amazon, Marvell and Starbucks lead today's featured research reports, highlighting AI, growth trends and key opportunities and risks.

As AI data centers push the limits of traditional networking, photonics is emerging as a key technology.

Marvell Technology announced a US$250 million investment in India. The company plans to double its local headcount and expand sites in Bangalore and Hyderabad. The move is part of a wider build out of AI and semiconductor R&D capabilities globally. Marvell Technology, listed on NasdaqGS:MRVL, is committing fresh capital to India as it looks to grow its position in AI, cloud and data infrastructure. The stock closed at US$187.56, with returns of 152.5% over the past year and 215.6% over five...

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...

In the most recent trading session, Marvell Technology (MRVL) closed at $187.56, indicating a +2.32% shift from the previous trading day.

Astera Labs Q2 earnings are likely to gain from strong AI connectivity momentum, but margin pressure, rich valuation, and rising competition could keep investors cautious.

Three-quarters of its sales already come from data centers, and the company's own guidance widens that share even as it plans for cloud spending growth to cool.

Marvell’s recent selloff has been driven more by valuation than fundamentals, while one of its biggest long-standing risks appears to be fading.

The business management once framed around a cyclical bottom is still growing, but it now gets a paragraph while artificial intelligence gets the company.