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MU and MRVL have soared on AI demand, but Micron's stronger margins, lower debt and cheaper valuation may give it the edge this June.

Navitas is showing off one of its power-delivery boards at Nvidia’s MGX ecosystem showcase in Taiwan this week.

Jensen Huang's trillion-dollar call sent Marvell stock up $90 billion, but Michael Burry warns Nvidia faces a sharp fall.

Today, June 3, 2026, oil prices gained this morning as growing uncertainty in the Middle East reduced risk appetite.

Marvell Surges as Evercore Backs AI Growth Story

The Philadelphia semiconductor index, known as SOX, hit a record high as AMD, Marvell and other chip stocks rose.

A share of the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) closed at $226.42 on May 29, 2025. One year later, on May 29, 2026, it closed at $613.05, a 171% gain on a fund that markets itself, accurately, as a boring equal-weight basket of US chip stocks. If you put $10,000 into XSD the morning after ... A Boring Chip ETF Quietly Tripled in Value During the AI Boom

This is a year of extreme acceleration for Broadcom (AVGO). The company's engine is its deep, multi-year collaboration to build custom AI chips for just six strategic customers.

Nvidia CEO Jensen Huang recently said Marvell Technology could become the next trillion-dollar stock. Well, it looks like Advanced Micro Devices ’ investors would like a word on that. AMD shares advanced 3.1% to $537.57 on Wednesday, trading as high as $544.04 intraday and on pace for a record closing high, as investors shook off their Nvidia announcement hangover and broadly pushed red-hot chip stocks higher.

NVIDIA’s stock delivered a handsome gain, so why did it get left in the dust by its peers.

Ten years ago, Marvell Technology (NASDAQ:MRVL) was a sleepy storage and networking chip vendor trading under $10. The transformation since has been dramatic. Under CEO Matt Murphy, the company pivoted hard into data center custom silicon, optical interconnects, and Ethernet switching, the exact components hyperscalers now scramble to buy for AI buildouts. The acceleration in ... Riding the Data Center and AI Wave: What a $1,000 Bet on Marvell Technology 10 Years Ago Is Worth Today

Bitcoin (BTC-USD) dropped back below $70,000 per token this week after Michael Saylor's Strategy (MSTR) sold bitcoin for the first time ever. Morning Brief Host Julie Hyman and Yahoo Finance Senior Reporter Pras Subramanian are joined by Payne Capital Management's Ryan Payne for a discussion on crypto trader sentiments after this sale from a longtime bull.

Marvell Technology (NASDAQ:MRVL) shares continued their remarkable advance on Wednesday, rising another 13% in premarket trading after delivering a record-breaking 32. 5% gain in the previous session.

Imagine a company announces it’s about to lose $8 billion in revenue. What’s your first instinct? Probably not to back up the truck. Yet, in the year after NVIDIA (NVDA) did just that, its stock climbed +65.

Credo rode fiscal 2026 revenue past $1.3B as AI networking demand surged. Can its expanding optical portfolio power another year of outsized growth?

Cramer Warns Investors Not to Chase Marvell After Nvidia CEO's Trillion-Dollar Remark

Coherent Corp. (COHR) surged 17.6% on June 2, 2026, closing at a record $426.89 due to AI infrastructure announcements at Computex.

Investing.com -- Marvell Technology shares have extended a historic surge Wednesday, rising a further 13% in premarket trading after soaring 32.5% in the prior session, following Nvidia CEO Jensen Huang's declaration that Marvell would be the next trillion-dollar company.

Marvell shares jumped more than 20% after comments from Nvidia CEO Jensen Huang.

Stock Market Today: The Dow Jones index dropped Wednesday after Trump's latest U.S.-Iran comments. Palo Alto stock sold off on earnings.

The main US stock measures were mostly trending lower in Wednesday's premarket activity as traders a

The insatiable chip stocks rally was marching on Wednesday but other areas of the tech sector were coming under pressure.

Nvidia stock is seeing relatively muted gains from announcements at the Computex conference despite moving other shares.

FOMO is fueling the AI stock trading frenzy, prediction markets expand beyond sportsbooks, six companies lined up to IPO ahead of SpaceX, and more news to start your day.

Marvell Technology’s first quarter results were driven by continued expansion in its data center business, particularly strong demand for networking and interconnect solutions supporting artificial intelligence (AI) workloads. Management credited multi-product adoption across optical interconnect, custom silicon, and switching as key contributors to 27% year-over-year revenue growth. CEO Matthew Murphy highlighted that “robust demand is reflected in our guidance for the second quarter,” emphasiz

↗️ Marvell Technology (MRVL): The semiconductor firm's stock soared another 12% in premarket trading, a day after Nvidia CEO Jensen Huang said Marvell could be the next trillion-dollar chip stock. Marvell shares rose 32% yesterday.

Marvell Technology stock was surging again Wednesday and its recent gains could mean inclusion in the S&P 500 index becomes inevitable.

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTrump Begins Rebuilding His Tariff Wall Citing Forced LaborCanada Dips Into Technical Recession for

Shares extend gains for a second day after Nvidia CEO Jensen Huang endorsed Marvell as the “next trillion-dollar company.”

Wall Street's AI trade may be expanding beyond graphics processors, with investor Gary Black arguing that custom chipmakers Broadcom, Inc. (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) are emerging as some of the biggest beneficiaries of rising demand for specialized AI infrastructure. Gary Black Says Wall Street Is Rewarding Custom AI Chip Leaders On Tuesday, Black said Broadcom and Marvell "seem to be the big winners in Wall Street's new appreciation for custom AI chips," pointing to grow