Actualités

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

Which stocks are the best mutual funds buying? Marvell, Apple stock and Santander lead as 14 others also make this monthly screen.

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

Here is a way to collect an attractive income stream on an AI chip powerhouse now, which you keep no matter what, while lining up a chance to buy the stock at a serious discount if it ever stumbles.

A record quarter and a guide above expectations met a stock that had already climbed for four straight sessions, and the mix underneath that growth is what actually changed.

The next leg of growth runs through AI accelerators, and that is the piece management says carries a gross margin slightly below the company average.

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

The earnings multiple looks ordinary, but the sales multiple is where the real bet on margins sits.

LSCC is riding AI infrastructure demand and a broader software portfolio after the AMI acquisition, but investors must weigh growth against a premium valuation.

LSCC's AMI acquisition broadens its AI infrastructure reach with firmware and software, but investors will watch integration as earnings-driven growth unfolds.

Marvell has handed investors a brutal month even as its AI silicon rivals rallied, yet one prominent Wall Street analyst just slapped a Street-high target on the stock that implies gains most investors would consider impossible at this stage of the rally.