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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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ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?
24/7 Wall St.105d agoneutral
ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

The April 2026 scoreboard for AI infrastructure stocks is in, and the gap between the leaders is wider than most expected. Marvell Technology (NASDAQ:MRVL) stock ran away with the month, posting a 67% gain from the March 31 close of $99 to the April 30 close of $165.15. Arm Holdings (NASDAQ:ARM) stock finished second with ... ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

The downstream winners of the AI trade's latest phase
Yahoo Finance Video105d agoneutralVIDEO
The downstream winners of the AI trade's latest phase

Jackson Square Capital managing partner Andrew Graham takes a magnifying glass to the state of the AI trade — as the latest batch of Magnificent Seven earnings came out this week — and the factors that are creating "downstream winners" like Dell Technologies (DELL).

Marvell’s AI Data Center Push Meets Early Quantum Computing Exposure
Simply Wall St.105d agoneutral
Marvell’s AI Data Center Push Meets Early Quantum Computing Exposure

Marvell Technology (NasdaqGS:MRVL) has acquired Polariton Technologies, expanding its high speed optical connectivity capabilities for AI data centers. The company is integrating Polariton with Celestial AI solutions and working on custom chips and design wins with several major hyperscalers, including Google. Marvell is also gaining exposure to quantum computing through partnerships and inclusion in quantum focused ETFs tied to government and enterprise projects. For you as an investor,...

Nasdaq leads US stocks in monthly gains following April rally
Yahoo Finance Video106d agobullishVIDEO
Nasdaq leads US stocks in monthly gains following April rally

US stocks (^DJI, ^IXIC, ^GSPC) are on track to post massive monthly gains to close out April, with the Nasdaq Composite rising nearly 20% in that period. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market's monthly performance and the latest moves in the tech sector.

Jim Cramer Says “I Think That You’ve Got a Total Winner in Marvell”
Insider Monkey106d agoneutral
Jim Cramer Says “I Think That You’ve Got a Total Winner in Marvell”

Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. A caller mentioned that they bought 300 MRVL shares at $85 three months ago, sold half of them at $150, and asked what to do with the remaining shares. Cramer replied: You’re […]

Did Strong Q1 Results and a New CFO Just Shift Entegris' (ENTG) Investment Narrative?
Simply Wall St.106d agoneutral
Did Strong Q1 Results and a New CFO Just Shift Entegris' (ENTG) Investment Narrative?

Entegris, Inc. recently reported first-quarter 2026 results, with sales of US$811.9 million and net income of US$92.0 million, and named Sukhi Nagesh as its new Chief Financial Officer effective May 18, 2026. Nagesh’s extensive semiconductor and technology finance background, including leadership roles at GlobalFoundries and Marvell Technology, may influence how Entegris balances growth investments with capital discipline. With first-quarter earnings showing higher sales and net income year...