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Notícias

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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Marvell Stock Soars After Nvidia’s Huang Says It Could Be Next $1 Trillion Company
The Wall Street Journal73d agobullish
Marvell Stock Soars After Nvidia’s Huang Says It Could Be Next $1 Trillion Company

Marvell Technology shares have jumped more than 20% in premarket trading, after Nvidia's Jensen Huang said the company could be the next chip firm to join the trillion-dollar club. Speaking at the Computex trade show in Taiwan, Huang predicted a surge in demand for artificial-intelligence hardware fueled by the emergence of autonomous models. Addressing the technical challenges of scaling massive AI data centers, Huang said that computing is becoming increasingly disaggregated and distributed, and to tie these sprawling systems together, the industry must rely heavily on advanced connectivity.

Marvell Technology surges after Nvidia's Huang calls it 'next trillion-dollar company'
Reuters73d agobullish
Marvell Technology surges after Nvidia's Huang calls it 'next trillion-dollar company'

Marvell Technology's shares surged ‌more than ‌24% in premarket trading ​on Tuesday after Nvidia CEO Jensen Huang called the chipmaker ‌the ⁠next "trillion-dollar company." Huang and Marvell CEO Matt ⁠Murphy were speaking at an ​event at ​the ​Computex week ‌in Taipei on Tuesday. Marvell shares were last up 24.4% at $272.9, set to add ‌more than $47.2 ​billion in ​market ​capitalisation if ‌gains hold.

Broadcom Earnings, Jobs Report: What to Watch This Week
The Wall Street Journal73d agoneutral
Broadcom Earnings, Jobs Report: What to Watch This Week

Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.

Jim Cramer is Bullish on Arm Holdings
Insider Monkey73d agoneutral
Jim Cramer is Bullish on Arm Holdings

Arm Holdings plc (NASDAQ:ARM) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer believes the stock still has room to grow, as he commented: Are we too late? I don’t think so. Today was also a […]

Nvidia Bets $6.5B on Photonics to Solve AI’s Next Big Bottleneck
TipRanks74d agoneutral
Nvidia Bets $6.5B on Photonics to Solve AI’s Next Big Bottleneck

Chipmaker Nvidia (NVDA) has committed at least $6.5 billion over the past three months to photonics companies, as it looks for ways to remove one of the biggest bottlenecks in AI infrastructure, according to CNBC. For context, photonics uses light to move data instead of electricity, which can make data transfer faster and more energy efficient. That matters because today’s AI systems depend on massive amounts of data moving between GPUs, memory, networking chips, servers, and data centers. Clai

Deutsche Bank Raises its Price Target on Marvell (MRVL)
Insider Monkey75d agoneutral
Deutsche Bank Raises its Price Target on Marvell (MRVL)

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 28, 2026, Deutsche Bank raised the firm’s price target on Marvell Technology, Inc. (NASDAQ:MRVL) to $240 from $120 and maintained a Buy rating on the shares. Deutsche Bank said the company’s fiscal Q1 report and Q2 […]

Nvidia’s latest product is a game-changer
TheStreet75d agoneutral
Nvidia’s latest product is a game-changer

Nvidia (NVDA) stock is up about 15.44% year to date, at the time of writing, Friday afternoon, May 29. Meanwhile, the SPDR S&P 500 index (SPY) is up about 11.06% in the same period. While the stock has outpaced the S&P 500, its growth is lagging that of other semiconductor companies that ...

Jim Cramer Admits He “Whiffed” on Marvell Technology
Insider Monkey75d agoneutral
Jim Cramer Admits He “Whiffed” on Marvell Technology

Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks Jim Cramer discussed in this changing market Cramer noted the stock’s run after the company’s CEO’s comments, as he remarked: Oh, then there’s Marvell Technology. Lots of people think that this one was totally uncatchable, but that’s untrue. Late last year, okay, get this, late last year, […]

Strong Q1 Says Marvell Is Becoming Broadcom's Most Credible Rival
Trefis76d agoneutral
Strong Q1 Says Marvell Is Becoming Broadcom's Most Credible Rival

Marvell Technology (MRVL) is emerging as one of the most important behind-the-scenes architects of next-generation AI infrastructure. The market has noticed. The stock is up more than 2.3x year to date, and the valuation has re-rated, moving from under 10x trailing sales in early January to near 22x today. See how Marvell's price-to-sales multiple changed over time.