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QuantumSi Incorporated (QSI) delivered earnings and revenue surprises of +15.39% and +4.24%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.

NVIDIA, Broadcom, and Marvell each report within days of each other this August, and what they say about the second half of the year could either extend the AI infrastructure boom or stop it cold.

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?

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

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 […]

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

Insight Enterprises (NASDAQ:NSIT) reported second-quarter results that exceeded its expectations, with broad-based growth in hardware, cloud and services helping drive operating leverage. The company raised its full-year outlook for gross profit growth and adjusted diluted earnings per share while o

ALAB stock dips after Q2 earnings, but strong AI connectivity demand and upbeat Q3 guidance could shape whether the stock remains worth holding.

Sandisk Triggers AI Chip Selloff With Weak Outlook

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

Astera Labs Q2 earnings are likely to gain from strong AI connectivity momentum, but margin pressure, rich valuation, and rising competition could keep investors cautious.

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...

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.

US equity futures were mostly tracking in the red on Tuesday amid a selloff in chip stocks over conc

SIMO is set to report Q2 earnings with rising estimates, a modest surprise track record and growing enterprise and embedded storage momentum.

Set to report Q2 earnings after market hours on Thursday, July 23, investors may be wondering if the incredible rebound in Intel stock can continue.

MXL heads into Q2 earnings with AI optical momentum and recovering broadband demand, but rising costs, forex pressure and supply constraints loom.

S&P 500 futures rose 0.6% and Nasdaq 100 futures climbed 1.4% Tuesday as semiconductor stocks led a recovery and 87% of early S&P 500 reporters topped estimates

Semiconductor shares led markets higher as investors awaited results from more than 80 S&P 500 companies.

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the semiconductor manufacturing stocks, including Marvell Technology (NASDAQ:MRVL) and its peers.

September S&P 500 E-Mini futures (ESU26) are up +0.30%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.59% this morning, buoyed by a mild rebound in chip stocks at the start of an earnings-packed week.

U.S. markets bled amid rising AI concerns after Taiwan Semiconductor Manufacturing massively hiked its capital expenditures for 2026.

Samsung stock fell nearly 7% in South Korea despite a 19-fold surge in quarterly operating profit, dragging tech indexes lower worldwide

Credo Technology Group (CRDO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

After a huge five year run where Marvell Technology has delivered a total return of about 428%, the stock now sits at valuations that screen as expensive on broader checks. That raises a clear question about how much of the AI story is already reflected in the price. Over the last five years the stock has returned roughly 428%, which puts a lot of weight on the company continuing to live up to very high expectations baked into today’s valuation. Strong enthusiasm around Marvell Technology’s...

Marvell (MRVL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

Micron stock was surging as the company delivered reassurance the memory-chip boom can last for longer than expected.

Adobe beat Wall Street estimates and raised its full-year outlook, but investors focused on the departure of finance chief Dan Durn