Notícias

Marvell Technology (NASDAQ:MRVL) currently trades at $183.30, while Wall Street’s average 12-month price target sits at $256.91. That leaves the stock roughly 40% below where analysts think it should be, and the Street-high target implies more than double that gap. Marvell is one of two dominant custom AI silicon designers. Data center now accounts for ... Marvell Down Huge This Month: The Pros See 120% Returns in 12 Months

A 24-year-old wunderkind turned a few hundred million dollars into a $45 billion AI hedge fund in under two years, then watched it all collapse in a single week after a paired trade that seemed bulletproof suddenly moved against him on both sides at once.

Amazon jumped more than 12% after second-quarter earnings and revenue comfortably beat expectations. Alphabet and Meta Platforms were both punished by the market after hiking capex this earnings season. The spending hike is good news for Marvell Technology as it helps design Amazon’s artificial-intelligence chips.

↗️ SK Hynix (KR:000660), Samsung (KR:005930): Shares of both chipmakers surged over 25% in Asian trading, staging a strong recovery after a turbulent week. Peers Marvell (MRVL), Intel (INTC), Micron (MU), also moved higher.

Focus on the long game.

Marvell Technology has delivered a very large 205.9% return over the past five years, yet its latest checks send a mixed message, with a Discounted Cash Flow (DCF) intrinsic value estimate pointing to a premium while market multiples suggest the stock may still be priced attractively. Over five years, Marvell Technology has returned 205.9%, which puts current buyers in the position of assessing whether much of the long term value is already reflected in the price. Expectations around Marvell...

The sticker shock on AMD’s valuation fades once you look two years out, but the discount hinges on an aggressive growth story that deserves a closer look.

While the world sees a GPU company, management is building a major business in a market it has never addressed before. The company now has visibility to nearly $20 billion in total CPU revenue this year. This shift reframes the growth story from components to full systems.

Individual investors are taking some of their chips off the table. Retail traders have piled out of hardware stocks and other artificial-intelligence shares in recent days, according to separate reports from JPMorgan and Vanda Research.

The reported operating margin has risen in each of the last two years, and management plans to grow costs far more slowly than revenue from here.

Rambus just beat earnings on every single line and still cratered more than 14% over two sessions, leaving investors wondering whether the selloff created an opportunity or a warning sign worth heeding.

NVIDIA just broke a key price floor on its worst week in months, yet one Wall Street analyst is pounding the table harder than ever with a target that would make most bulls blush.

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index’s 13.40% gain. Information […]

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

The chipmaker plans to invest $250 million as demand grows for AI and data center technology.

While the world focuses on its GPU dominance, the company is mounting a surprise attack on an entirely new market. It is now targeting the CPU space, a category it has never addressed before. This move opens a brand new addressable market, altering the company's growth profile.

Zacks.com users have recently been watching Marvell (MRVL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

The chip maker is acting as a combination of venture capitalist and central bank for the most important AI companies. The rewards outweigh the risks.

Goldman Sachs reiterated its ‘Buy’ rating and $465 price target, saying the results and outlook support further upside for the stock.

July 29 (Reuters) - Marvell Technology will invest $250 million in India over the next three years to expand its technology, talent and infrastructure capabilities, the firm said on Wednesday. 

A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.

The first wave of the AI boom crowned Nvidia Corp. and memory leader SK Hynix Inc. as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain. GraniteShares CEO Will...

A stock that historically falls harder than the market during market-wide shocks is trading well below its own high, and its own shock record says how deep and how long a real drawdown could run.

Semiconductor stocks sold off recently as investors questioned the sustainability of AI financing and reacted to rising competition from Chinese chip companies. Marvell Technology (NasdaqGS:MRVL) was caught in the sector pullback, with the stock under pressure alongside other AI focused chip makers. The move reflects a broader reset in expectations around AI infrastructure spending and funding practices. Marvell Technology enters this sector wide sell off after a strong multi year run, with...

Shares of a number of chipmakers are falling, extending a rough stretch for the AI trade and dragging the Nasdaq lower.

AI Chip Stocks Under Pressure as China Competition and Funding Fears Hit Sector

More than a year of the company's own earnings calls already described the exact demand shift that eventually re-rated AMD stock, even though options traders were not positioned for it.

Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.

Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.

The chipmaker looks expensive on today's numbers, but a steep discount emerges once you account for the growth analysts see coming.