Notícias

Big Tech's AI data center spree still needs power and hardware. Three industrial stocks positioned to benefit: Caterpillar, Eaton, GE Vernova.

A number of stocks fell in the afternoon session after investors reacted to a significant partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.

Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.

This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Madden NFL 27 launching a new Persona Engine with more than 65 behavioral DNA types for every player, Todd Boehly’s Eldridge, a $75 billion asset manager, deploying AI across over 100 portfolio companies including Chelsea FC, and Pac-12 moving its fall Olympic sports, […] The post The Dealmaking 3: Madden’s AI Persona Engine, Boehly’s $75B AI Bet & Pac-12 Free on YouTube appeared first on CorpGov.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 8.2% in the afternoon session after it disclosed in a company press release, a commercial agreement granting Google parent Alphabet a warrant to buy roughly 7% of its outstanding shares.

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 3.9% in the afternoon session after its competitor Marvell Technology landed a deal to develop custom artificial intelligence (AI) chips for Google.

A key AI relationship just became more complicated

AMD and Alphabet look like good long-term buys.

SpaceX was reportedly in talks to buy AI coding startup Cognition. SpaceX has already acquired Cursor as it races to catch up to rivals like OpenAI and Anthropic in enterprise AI.

The flight attendants want assurance that their confidential information will be removed from the sale of the defunct airline’s digital records.

VUG's rock-bottom fee gets all the attention, but a hidden cost in the fund's structure quietly shapes every dollar you invest in ways most holders never stop to calculate.

Marvell Technology, Inc. (NASDAQ:MRVL) has expanded its partnership with Google to develop custom chips for AI infrastructure, strengthening its position in the growing custom-silicon market. The agreement covers several areas linked to Google’s Tensor Processing Unit ecosystem, including AI inference accelerators, storage and networking products, memory interface controllers, and near-memory computing. Alongside the commercial agreement, […]

Its largest peers all trailed the market over the same year, so the re-rating was about what Alphabet's own spending started to earn rather than about artificial intelligence in general.

Regulators took initial steps to allow investors to trade AI compute futures based on the prices of GPUs sold by the likes of Nvidia, TSMC and Broadcom.

The revenue guidance came down after the second-quarter miss; the operating pretax margin and free-cash-flow commitments did not.

Eagle Point Credit Management is backing a $1.3 billion private credit loan for a major artificial intelligence data center in Texas linked to Anthropic. The funds will be used to complete the construction of a 2,900-acre data center in Hubbard,...

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Tranches vest for each $500 million of custom product revenue through fiscal 2033

Marvell Technology (MRVL) shares jumped Wednesday after the chip designer entered into a deal that w

Berkshire added to its position in Alphabet last quarter, and now has two iconic tech companies among its top-three holdings.

Google tied potential Marvell ownership directly to custom-chip purchases through fiscal 2033.

The new supplier raises concentration questions around Broadcom's most important custom-silicon relationship.

While rivals commit hundreds of billions to AI infrastructure, Apple's restrained capital approach has made its stock a hedge against volatility

Buffett apparently likes what he sees with Google parent Alphabet.

The world's biggest company faces another reminder that hyperscalers want cheaper GPU alternatives.

Google's Marvell agreement deepened pressure on general-purpose accelerator companies despite retreating yields.

The semiconductor and networking specialist ceded some of its custom chips business to a rival. Or did it?

Dow Jones tech titan Alphabet is approaching a buy point, but there are key flaws. SK Hynix is another top stock to watch.

All three major US stock indexes were up in late-morning trading Wednesday, after the Treasury Depar

Intel Intel (NASDAQ:INTC) CEO Lip-Bu Tan bought about $10 million worth of INTC shares earlier this month at $95 a share, the same price at which Intel had just priced a $20 billion secondary offering days earlier. Intel’s Q2 revenue rose 25% year over year, a massive acceleration from Q1’s 7% growth. Margins jumped to […]