The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures...
Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
AI-related bookings pushed Marvell to raise revenue outlook as quarterly guidance topped estimates.
Marvell stock gains as robust Q1 earnings makes RBC raise its price target to $240. Here’s why the investment firm is bullish on MRVL shares.
Jim Cramer has been circling POET Technologies (NASDAQ:POET) for months, intrigued by the pitch but refusing to bite. On the April 21, 2026 episode of Mad Money, he walked through the optical interposer story, the Lighteon collaboration, even the Wolfpack Research short report and the CFO rebuttal, and landed where institutional money tends to land ... Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money
Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss
Marvell Technology (MRVL) is seeing a stronger long-term growth outlook driven by accelerating artif
MRVL's AI-fueled data center growth drives record Q1 revenues as MRVL raises fiscal 2027 and 2028 outlooks.
CRDO to report fiscal Q4 2026 results on June 1; consensus calls for $1.03 EPS on $430M revenues as AEC and hyperscaler demand ramps.
Marvell Raises Long-Term Outlook Again. Investors Are Treating It Like Nvidia All Over
$2.7 billion Q2 guidance beats consensus as data center AI bookings accelerate
The chipmaker expects custom chip revenue to top $10 billion by fiscal 2029.
Marvell Stock Is Soaring With Chip Stocks. Why Analysts Think the Rally Can Continue
Marvell Technology (NasdaqGS:MRVL) reported record Q1 fiscal 2027 revenue. The company sharply raised its outlook for fiscal 2027 and 2028. Marvell expanded its collaboration with NVIDIA to target high-speed optical and AI infrastructure. The company agreed to acquire Celestial AI and Polariton Technologies, adding high-speed connectivity and silicon photonics capabilities. Management highlighted strong AI related demand and bookings that support its upgraded multi year revenue outlook. For...
The chipmaker posted record quarterly revenue of $2.42 billion and guided for $2.70 billion next quarter, citing exceptional AI-related bookings
The chipmaker is leaning on data center demand and a deeper Nvidia partnership.
↗️ Snowflake (SNOW): Shares surged 38% premarket after the cloud-software company lifted its full-year outlook and struck a $6 billion deal with Amazon (AMZN) to access its chips. Amazon’s shares ticked slightly lower premarket.
Networking chips designer Marvell Technology (NASDAQ: MRVL) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 27.6% year on year to $2.42 billion. The company expects next quarter’s revenue to be around $2.7 billion, coming in 3% above analysts’ estimates. Its non-GAAP profit of $0.80 per share was in line with analysts’ consensus estimates.
Marvell boosts FY27 and FY28 revenue targets as AI networking demand surges, spotlighting interconnect, switching and custom silicon momentum.
Marvell raised its fiscal 2027 and 2028 forecasts, citing strong demand for the company’s networking chips and equipment.
Hi everyone! This is Cheng Ting-Fang, your #techAsia host this week, saying hello from sunny Taipei, the blazing-hot destination for global chip...
Marvell Technology Inc (MRVL) reports robust revenue growth and outlines strategic partnerships and acquisitions to drive future expansion.
Marvell Technology (MRVL) kicked off its latest earnings season with first quarter revenue that topped analyst expectations, supported by strong demand for AI and data center chips and a higher multiyear revenue outlook. See our latest analysis for Marvell Technology. The strong AI data center story is now clearly reflected in the price, with the stock delivering a 30 day share price return of 25.59% and a 1 year total shareholder return of 208.46%, even after a one day pullback of 4.59%. If...
For the first quarter of fiscal 27 Marvell delivered record revenue of $2.418 billion reflecting 9% sequential and 28% year over year growth. Revenue exceeded the midpoint of guidance and as a result non-GAAP earnings per share of $0.80 exceeded the midpoint of guidance by $0.01 We are seeing strong demand and exceptional bookings across our entire data center portfolio. This robust demand is reflected in our guidance for the second quarter of 27, which we expect total company revenue to grow 12% sequentially and 35% year over year at the midpoint.