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Marvell Keep Surging After Nvidia CEO Calls It the Next Trillion-Dollar Company
24/7 Wall St.73d agoneutral
Marvell Keep Surging After Nvidia CEO Calls It the Next Trillion-Dollar Company

Jensen Huang has spent the last three years declaring various inflections, factories, and platforms, and the market has spent those same three years front-running every one of them. So when the NVIDIA (NASDAQ:NVDA) CEO reportedly called Marvell Technology (NASDAQ:MRVL) the next trillion-dollar company, traders treated the comment as gospel. Marvell shares have now shot up ... Marvell Keep Surging After Nvidia CEO Calls It the Next Trillion-Dollar Company

Why Google’s Record AI Spending May Signal a Turning Point
24/7 Wall St.73d agoneutral
Why Google’s Record AI Spending May Signal a Turning Point

Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL) guided 2026 capital expenditures to $175 billion to $185 billion, after spending $91.45 billion in 2025. The freshest hook landed this week with reports ... Why Google’s Record AI Spending May Signal a Turning Point

Broadcom shares plunge after AI forecast disappoints
Reuters Videos73d agobearishVIDEO
Broadcom shares plunge after AI forecast disappoints

<body><p>STORY: The AI boom isn’t boosting all chip stocks equally.</p><p>Shares in Broadcom plunged as much as 13% Wednesday after its outlook for demand disappointed investors.</p><p>The U.S. firm said it expects AI chip revenue of $16 billion in the third quarter, a little below expectations.</p><p>Revenue for the previous period also fell short of Wall Street hopes.</p><p>Chief Executive Hock Tan said Broadcom was leaving its long-range forecast for AI chip sales unchanged at $100 billion.</p><p>The firm’s ability to meet demand has been strained by supply chain issues.</p><p>It also faces a growing threat from rivals like Marvell Technology, which is making inroads with sales to tech giants.</p><p>Even so, Broadcom remains a major beneficiary of the AI investment race.</p><p>Analysts say it has a strong position in custom chips.</p><p>They are in hot demand amid the rise of inference - the process by which chatbots respond to user queries.</p><p>Big Tech firms like Alphabet and Microsoft are expected to spend some $700 billion on AI infrastructure this year, with much of that money set to flow to chipmakers.</p></body>

POET Technologies (POET) Soars 11%, Mimics Industry Rally
Insider Monkey73d agobullish
POET Technologies (POET) Soars 11%, Mimics Industry Rally

POET Technologies Inc. (NASDAQ:POET) is one of the 10 Stocks With Remarkable Resilience. POET Technologies saw its share prices increase by 11.29 percent on Wednesday to close at $15.38 apiece, as investors positioned their portfolios in optical companies, helped by Nvidia Corp.’s highly optimistic outlook for its counterpart. In his onstage appearance at the Computex […]

Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7
24/7 Wall St.73d agoneutral
Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg’s Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the “Parabolic 7.” Weisenthal’s shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The ... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7

Mysterious traders rush to AI stock after NVIDIA CEO’s $1T call
TheStreet73d agoneutral
Mysterious traders rush to AI stock after NVIDIA CEO’s $1T call

NVIDIA Corp. (Nasdaq: NVDA) CEO Jensen Huang recently made a surprising prediction when he called Marvell Technology (Nasdaq: MRVL) the next trillion-dollar company. The billionaire tech tycoon made the remark during a keynote presentation with Marvell CEO Matthew Murphy at ...