Notícias

Alpha and Omega (AOSL) delivered earnings and revenue surprises of +43.48% and +1.41%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AVGO's premium valuation is backed by surging AI semiconductor growth, expanding accelerator programs and leadership in AI networking.

Astera Labs' record growth, PCIe 6 strength, and expanding connectivity portfolio are likely to help the company stay ahead of MRVL and CRDO.

Nvidia already sits at the center of every major AI deal, data center, and startup shaping the future of technology. What happens when the company that supplies the weapons also becomes the banker funding the war?

While the market is likely eyeballing Marvell’s upcoming Q2 earnings report, a quantitative structure may lead to a near-term bullish opportunity.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.

Stocks tied to the AI trade are back on top this morning after stellar results from CoreWeave and Super Micro Computer. Cloud-computing company CoreWeave reported its fifth consecutive quarter of record revenue and a sales backlog of $104 billion yesterday—in the latest sign of continued strength of demand for AI computing. Server company Super Micro Computer reported sales that nearly doubled in its fiscal fourth quarter and surging profit.

Marvell Technology (NasdaqGS:MRVL) announced a planned US$250 million investment in India aimed at expanding its presence in the country. The company intends to roughly double its local headcount and grow facilities to support work on semiconductors, AI and cloud related solutions. Marvell plans to deepen its role in India's semiconductor ecosystem through R&D, university collaboration and industry partnerships. The move signals a long term commitment to building global engineering capacity...

At $422, Broadcom (AVGO) is being priced to deliver 26% revenue growth annually for the next 5 years simply to defend today's 68.4x multiple. That sits below the 32% the business is currently growing at, which is the unusual part. The multiple has already priced in a slowdown that has not yet appeared.

This band is not a panic premium; it sits close to what the stock has actually delivered over the past year, and a holder carries every bit of that width.

Microsoft New AI Chip May Create a Fresh Threat to Nvidia

Microsoft's next silicon push could create an unexpected beneficiary

Analysts have the earnings growing into the price, so what a holder is really underwriting is the build-out that has to produce them.

Microsoft is reportedly seeking capacity for more than 300,000 chips in 2027.

Marvell Technology's expanded NVIDIA alliance and $2B investment can strengthen its AI infrastructure role and help it challenge AVGO and ALAB.

Most of what AMD sells now comes from data center, and management puts the gross margin on the accelerator ramp driving that growth just below average.

Marvell surged over 145% this year before pulling back sharply, and that gap between peak hype and current price is exactly where the most interesting trades hide. Here is what the numbers say about where MRVL goes from here.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

Marvell Technology (MRVL) closed at $208.61 in the latest trading session, marking a -4.62% move from the prior day.

Marvell Technology is riding a real data center ramp, but a large slice of the reported profit is behind its multiple sits below the operating line.

Nvidia reportedly agreed to invest up to $3 billion in Lancium, adding to a growing list of investments as some analysts argue the chip maker should spend more on buybacks.

Every AI investor faces the same dilemma: pick the winner of the compute race or find the one company that gets paid no matter who wins. One stock quietly sits on the bill of materials for Google, Meta, OpenAI, and Anthropic all at once.

↗️ Berkshire Hathaway (BRK.B): The company said its quarterly profit more than doubled, powered by investment gains and strong results from its industrial and retail businesses. Shares ticked up in premarket trading.

Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MRVL. Marvell Technology, Inc.’s share was trading at $211.02 as of August 6th 2026. MRVL’s trailing and forward P/E were 64.45 and 46.30 […]

Beyond GPUs, AI's next winners may emerge across networking, software and quantum as investment broadens and governments boost next-gen computing.

Advanced Micro Devices just posted huge growth forecasts, but on its earnings call, analysts zeroed in on whether the company can actually build it all without the success eating its own margins.

Get paid a healthy income now for a chance to own the AI leader at a price well below today's, an income you keep whether the stock soars or sinks.

NVIDIA's 11% monthly gain is backed by surging AI demand, strong cash flow and a forward P/E below the tech sector average.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

B. Riley Financial (NASDAQ:RILY) reported second-quarter net income attributable to common shareholders of $19 million, or $0.45 per diluted share, as its capital markets, wealth management and communications businesses contributed to what Chairman, Founder and Co-CEO Bryant Riley called the company