Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
NVDA's 6.6% monthly drop reflects chip-sector weakness, but AI demand, cash flow and a lower forward P/E keep the stock worth holding.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...
Marvell stock has surged impressively over the past three months, and Nvidia CEO Jensen Huang believes that it could soar even higher.
Power Integrations, Inc. (NASDAQ:POWI) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On June 24, 2026, Stifel raised the firm’s price target on Power Integrations, Inc. (NASDAQ:POWI) to $95 from $82 and kept a Buy rating on the shares. Stifel said its earlier view that analog […]
Marvell Technology (NasdaqGS:MRVL) announced an expanded partnership with NVIDIA focused on next generation AI infrastructure. The collaboration includes integrating Marvell products into NVIDIA's NVLink ecosystem. NVIDIA has also made a strategic investment in Marvell as part of the agreement. For investors watching AI infrastructure, Marvell Technology now sits closer to the center of an important hardware ecosystem. The stock trades at $245.29, with very large gains over the past year...
Marvell Technology Inc. (NASDAQ:MRVL) is one of BlackRock’s 30 most important AI stocks right now. On June 29, Timothy Arcuri from UBS increased his target price for Marvell Technology Inc. (NASDAQ:MRVL) from $230 to $340, leading to an adjusted upside of almost 39% at current level. The analyst also reiterated a Buy rating on the […]
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the Best AI and Technology Stocks to Buy Now. On June 29, Cantor Fitzgerald analyst C.J. Muse lifted its price objective on the company’s stock to $300 from $220 and maintained a “Neutral” rating on the shares. Notably, the AI infrastructure buildout is being regarded as the generational semiconductor cycle, which […]
CRDO sees Active Electrical Cables driving AI connectivity growth as customer adoption expands and reliability gains strengthen its long-term growth outlook.
MU still trades at a steep discount to the sector despite its 242.6% YTD rally, as AI memory demand, HBM strength and margins fuel growth.
Your diversified fund may be making a concentrated bet on one high-flying chip stock without you realizing it.
Marvell Technology is prioritizing rapid AI infrastructure growth as interconnects, optics and custom silicon expand despite gross-margin pressure.
Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted NVIDIA CEO’s endorsement of the company, as he remarked: Marvell Tech’s next. It got optical networking, and most important is the endorsement of NVIDIA CEO Jensen […]
A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.
Cleveland Federal Reserve President Beth Hammack said Tuesday that surging demand for artificial intelligence infrastructure could add to inflationary pressures and may force the Federal Reserve to raise interest rates again if price growth remains elevated. Speaking to CNBC from...
On June 30, Jim Cramer told Mad Money viewers his favorite stock is a company most people wrote off two years ago. “Intel, currently my favorite stock. CEO Lip-Bu Tan has turned this company around,” he said. He dismissed the mega-cap AI hyperscalers in favor of the chipmaker they all now depend on. The pick ... Jim Cramer Just Named His Favorite Stock, and It’s the Comeback Nobody Saw Coming
ALAB's AI connectivity portfolio and strong Q2 outlook support growth, but premium valuation, rising costs, and intense competition remain key risks.
Marvell Technology surges 154% in three months. However, can AI-driven growth offset its premium valuation and intense competition?
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, […]
Penguin's CXL-powered MemoryAI portfolio gains traction as AI inference demand rises, supporting its long-term revenue growth ambitions.
September Nasdaq 100 E-Mini futures (NQU26) are down -0.30% this morning, pointing to further losses after semiconductor stocks led Wall Street lower in the previous session.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.
Amazon is preparing to sell its Trainium AI chips to external customers outside its own cloud platform. Marvell Technology (NasdaqGS:MRVL) is a design and manufacturing partner for these chips, linking it directly to this expansion. This move could widen Marvell's potential market into third party data centers that adopt Amazon's custom AI hardware. For investors watching Marvell Technology, the Amazon Trainium update adds another dimension to its involvement with AI. Marvell focuses on...
POET Technologies Inc. (NASDAQ:POET) is one of the Best Small-Cap Semiconductor Stocks to Buy Right Now. POET Technologies Inc. (NASDAQ:POET) has declined roughly 29% over the past month. The major reason behind the significant price drop has been multiple lawsuits regarding the company’s tax status as well as the cancellation of purchase orders by Marvell […]
Or he genuinely thought Marvell, a company with a market capitalization of around $200 billion at the time and one that Nvidia is invested in, would beat AMD to join the exclusive club. AMD stock gained 7.7% on Tuesday to close at an all-time high of $580.91 with a market capitalization of $947 billion. AMD stock was down 5.5% to $548.90, which brought AMD’s market value to $897.2 billion.