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Broadcom Stock Is Getting a Double Boost From Google and Marvell
Barrons.com75d agoneutral
Broadcom Stock Is Getting a Double Boost From Google and Marvell

Two stories were moving markets on Tuesday—Google parent Alphabet unveiled a plan to issue $80 billion of equity, and Nvidia CEO Jensen Huang said Marvell Technology could top a $1 trillion valuation. Both events were giving Broadcom stock a boost. Alphabet’s plan to raise tens of billions of dollars to help pay for its AI infrastructure drew a mixed response from the market, but bodes well for Broadcom.

Stocks to Watch: Alphabet, Marvell, HPE
The Wall Street Journal75d agoneutral
Stocks to Watch: Alphabet, Marvell, HPE

↘️ Alphabet (GOOGL): The stock fell more than 2.5% premarket after the company said it plans to raise $80 billion to help finance AI infrastructure investments. Shares in Berkshire Hathaway (BRK.B), which agreed to buy $10 billion of stock, are little changed ahead of the bell.

Marvell Stock Soars 24%. Why Nvidia CEO Says It Will Hit $1 Trillion.
Barrons.com75d agobullish
Marvell Stock Soars 24%. Why Nvidia CEO Says It Will Hit $1 Trillion.

Marvell Technology stock was surging early Tuesday after getting a big endorsement from Nvidia CEO Jensen Huang, who reckons the chips-and-networking company can achieve a market value of more than $1 trillion. The stock closed up 7% at $219.43 on Monday, giving it a market capitalization of around $192 billion. Nvidia’s Huang suggested Marvell’s shares could rise fivefold while speaking at the Computex conference in Taiwan alongside Marvell CEO Matt Murphy.

Marvell Stock Soars After Nvidia’s Huang Says It Could Be Next $1 Trillion Company
The Wall Street Journal75d agobullish
Marvell Stock Soars After Nvidia’s Huang Says It Could Be Next $1 Trillion Company

Marvell Technology shares have jumped more than 20% in premarket trading, after Nvidia's Jensen Huang said the company could be the next chip firm to join the trillion-dollar club. Speaking at the Computex trade show in Taiwan, Huang predicted a surge in demand for artificial-intelligence hardware fueled by the emergence of autonomous models. Addressing the technical challenges of scaling massive AI data centers, Huang said that computing is becoming increasingly disaggregated and distributed, and to tie these sprawling systems together, the industry must rely heavily on advanced connectivity.

Marvell Technology surges after Nvidia's Huang calls it 'next trillion-dollar company'
Reuters75d agobullish
Marvell Technology surges after Nvidia's Huang calls it 'next trillion-dollar company'

Marvell Technology's shares surged ‌more than ‌24% in premarket trading ​on Tuesday after Nvidia CEO Jensen Huang called the chipmaker ‌the ⁠next "trillion-dollar company." Huang and Marvell CEO Matt ⁠Murphy were speaking at an ​event at ​the ​Computex week ‌in Taipei on Tuesday. Marvell shares were last up 24.4% at $272.9, set to add ‌more than $47.2 ​billion in ​market ​capitalisation if ‌gains hold.

Broadcom Earnings, Jobs Report: What to Watch This Week
The Wall Street Journal75d agoneutral
Broadcom Earnings, Jobs Report: What to Watch This Week

Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.

Jim Cramer is Bullish on Arm Holdings
Insider Monkey76d agoneutral
Jim Cramer is Bullish on Arm Holdings

Arm Holdings plc (NASDAQ:ARM) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer believes the stock still has room to grow, as he commented: Are we too late? I don’t think so. Today was also a […]

Nvidia Bets $6.5B on Photonics to Solve AI’s Next Big Bottleneck
TipRanks76d agoneutral
Nvidia Bets $6.5B on Photonics to Solve AI’s Next Big Bottleneck

Chipmaker Nvidia (NVDA) has committed at least $6.5 billion over the past three months to photonics companies, as it looks for ways to remove one of the biggest bottlenecks in AI infrastructure, according to CNBC. For context, photonics uses light to move data instead of electricity, which can make data transfer faster and more energy efficient. That matters because today’s AI systems depend on massive amounts of data moving between GPUs, memory, networking chips, servers, and data centers. Clai

Deutsche Bank Raises its Price Target on Marvell (MRVL)
Insider Monkey77d agoneutral
Deutsche Bank Raises its Price Target on Marvell (MRVL)

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 28, 2026, Deutsche Bank raised the firm’s price target on Marvell Technology, Inc. (NASDAQ:MRVL) to $240 from $120 and maintained a Buy rating on the shares. Deutsche Bank said the company’s fiscal Q1 report and Q2 […]

Nvidia’s latest product is a game-changer
TheStreet77d agoneutral
Nvidia’s latest product is a game-changer

Nvidia (NVDA) stock is up about 15.44% year to date, at the time of writing, Friday afternoon, May 29. Meanwhile, the SPDR S&P 500 index (SPY) is up about 11.06% in the same period. While the stock has outpaced the S&P 500, its growth is lagging that of other semiconductor companies that ...

Jim Cramer Admits He “Whiffed” on Marvell Technology
Insider Monkey78d agoneutral
Jim Cramer Admits He “Whiffed” on Marvell Technology

Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks Jim Cramer discussed in this changing market Cramer noted the stock’s run after the company’s CEO’s comments, as he remarked: Oh, then there’s Marvell Technology. Lots of people think that this one was totally uncatchable, but that’s untrue. Late last year, okay, get this, late last year, […]