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Insight Enterprises (NASDAQ:NSIT) reported first-quarter 2026 results that management said exceeded internal expectations, driven by double-digit gross profit growth and continued expansion in cloud and services. The company also outlined a shift in capital allocation priorities under new Chief Exec
The key to stock market-beating returns for Putnam U.S. Research Fund is "research, research, research."
In late April 2026, POET Technologies disclosed that Marvell Semiconductor had cancelled all Celestial AI-related purchase orders, prompting a wave of federal securities class action lawsuits alleging misleading statements about the company’s tax status and confidentiality obligations. The allegations that POET may be treated as a passive foreign investment company under U.S. tax law add an unusual layer of potential complexity for its U.S. shareholders. With these legal challenges and the...
Astera Labs benefits from strong AI connectivity demand and Scorpio expansion, but rising costs, competition, and premium valuation may limit upside.
Marvell Technology's AI-driven data center growth and NVIDIA tie-up are fueling gains, but rich valuation and competition may limit upside for MRVL.
Marvell Technology (NASDAQ:MRVL) is a hold at $172.15, with the stock at its 52-week high of $175.79 after a parabolic rally that has fundamentals racing to catch up to price. The question is whether the next leg of the custom AI silicon story is already priced in. Marvell designs custom AI accelerators, optical interconnects, and ... Marvell Reaches All Time Highs: Buy, Sell or Hold?
The Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much of the load: the Philadelphia Semiconductor Index (^SOX) has surged around 60% year-to-date. Right now the stars are aligning: cooling oil prices, a ... Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back
Marvell (MRVL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
NVDA rises near its 52-week high as booming AI demand, strong Data Center growth and a lower P/E multiple fuel investor optimism.
The AI boom is supposed to belong to GPUs.
COHR's upside is tied to AI datacenter-driven mix and margin gains, but supply tightness through 2026-2027 could keep results uneven during multiple ramps.
Broadcom (AVGO) is up 6.9% over the last five trading days, helped by new VMware product launches and fund rotation back into AI infrastructure plays. Broadcom’s growing role in custom silicon also positions it well for the shift toward inference-focused AI workloads, reinforcing its importance in enterprise AI.
Bruker (BRKR) delivered earnings and revenue surprises of +33.62% and +2.91%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a shift toward CPUs would spur the next leg of spending. AMD jumped nearly 18% in premarket trading and is on track to hit a record high if gains hold in market hours, while rival Intel rose 6%. Chip designer Arm Holdings soared 11%, while Qualcomm gained about 4%.
Last month, shares of the custom AI chipmaker got a boost from a Nvidia partnership and investment, a potential collaboration with Google, and an acquisition.
In the closing of the recent trading day, Marvell Technology (MRVL) stood at $168.75, denoting a +2.31% move from the preceding trading day.
The semiconductor sector (SOXX) has seen a lot of momentum this year. Yahoo Finance Senior Business Reporter Ines Ferré zooms in on Micron (MU) in particular, highlighting the factors driving the stock's recent gains.
Markets price the obvious AI winners first.
Advanced Micro Devices (NASDAQ:AMD) keeps grabbing headlines as the consensus “NVDA alternative” in AI GPUs, the trade every retail account and hedge fund analyst seems to be piling into at the same time. But here’s what you should actually be watching. The AMD-as-Nvidia-alternative thesis is the most crowded second-derivative trade in semiconductors. CUDA’s software moat ... Forget AMD: 4 AI Stocks That Could Beat the Crowd
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.08%. June E-mini S&P futures (ESM26 ) are up +0.62%, and June E-mini Nasdaq futures...
The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.
Marvell (MRVL) has been one of the quieter names in semiconductors through the AI boom, until recently. A $2 billion strategic investment from Nvidia, advanced chip co-development talks with Alphabet, and multiple confirmed cloud-provider design wins have sent the stock up 50% in the last month alone. See why Marvell stock moved.
CRDO stock has surged 28% YTD, fueled by AI infrastructure demand and AEC growth. Strong hyperscaler traction and M&A moves hint at further upside.
Qualcomm (QCOM) has largely been left behind in the AI-driven semiconductor rally.
Intel (INTC) is finally finding its place in the AI infrastructure build-out.
Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?” (5/1/26), the panel openly split on a single question: Do you keep buying after a move this large, or sell on the risk ... Chip Stocks Soared 70%+ in April. Have They Gone Too Far?
The average brokerage recommendation (ABR) for Marvell (MRVL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
Nvidia is still the market leader in AI processors, but it's facing stiff competition from custom chipmakers.
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