Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,315 signal articles · 50 in last 24h · 115,654 total before filter · latest 1h ago
50last 24h
1759last 7d
300● bullish (7d)
168● bearish (7d)
205publishers
AllMacro313Earnings818M&A101Regulatory25Product17Analyst25
✕ clear all filtersticker: MRVLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom
24/7 Wall St.104d agoneutral
XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

Is It Too Late To Reassess Marvell Technology (MRVL) After Its 1-Year 165% Surge?
Simply Wall St.105d agobullish
Is It Too Late To Reassess Marvell Technology (MRVL) After Its 1-Year 165% Surge?

If you are wondering whether Marvell Technology's current share price lines up with its underlying worth, you are in the right place to unpack what the market might be pricing in. At a last close of US$164.95, the stock has recorded returns of 0.4% over 7 days, 54.0% over 30 days, 84.5% year to date and 165.4% over 1 year, with a 3 year return of 306.7% and 5 year return of 265.9%. These moves have kept Marvell firmly on investor watchlists, with ongoing attention on how its position in...

ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?
24/7 Wall St.107d agoneutral
ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

The April 2026 scoreboard for AI infrastructure stocks is in, and the gap between the leaders is wider than most expected. Marvell Technology (NASDAQ:MRVL) stock ran away with the month, posting a 67% gain from the March 31 close of $99 to the April 30 close of $165.15. Arm Holdings (NASDAQ:ARM) stock finished second with ... ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

The downstream winners of the AI trade's latest phase
Yahoo Finance Video107d agoneutralVIDEO
The downstream winners of the AI trade's latest phase

Jackson Square Capital managing partner Andrew Graham takes a magnifying glass to the state of the AI trade — as the latest batch of Magnificent Seven earnings came out this week — and the factors that are creating "downstream winners" like Dell Technologies (DELL).

Marvell’s AI Data Center Push Meets Early Quantum Computing Exposure
Simply Wall St.107d agoneutral
Marvell’s AI Data Center Push Meets Early Quantum Computing Exposure

Marvell Technology (NasdaqGS:MRVL) has acquired Polariton Technologies, expanding its high speed optical connectivity capabilities for AI data centers. The company is integrating Polariton with Celestial AI solutions and working on custom chips and design wins with several major hyperscalers, including Google. Marvell is also gaining exposure to quantum computing through partnerships and inclusion in quantum focused ETFs tied to government and enterprise projects. For you as an investor,...

Nasdaq leads US stocks in monthly gains following April rally
Yahoo Finance Video108d agobullishVIDEO
Nasdaq leads US stocks in monthly gains following April rally

US stocks (^DJI, ^IXIC, ^GSPC) are on track to post massive monthly gains to close out April, with the Nasdaq Composite rising nearly 20% in that period. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market's monthly performance and the latest moves in the tech sector.

Jim Cramer Says “I Think That You’ve Got a Total Winner in Marvell”
Insider Monkey108d agoneutral
Jim Cramer Says “I Think That You’ve Got a Total Winner in Marvell”

Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks on Jim Cramer’s Mad Money radar as he discussed the recent sell-off in AI-related stocks. A caller mentioned that they bought 300 MRVL shares at $85 three months ago, sold half of them at $150, and asked what to do with the remaining shares. Cramer replied: You’re […]

Did Strong Q1 Results and a New CFO Just Shift Entegris' (ENTG) Investment Narrative?
Simply Wall St.108d agoneutral
Did Strong Q1 Results and a New CFO Just Shift Entegris' (ENTG) Investment Narrative?

Entegris, Inc. recently reported first-quarter 2026 results, with sales of US$811.9 million and net income of US$92.0 million, and named Sukhi Nagesh as its new Chief Financial Officer effective May 18, 2026. Nagesh’s extensive semiconductor and technology finance background, including leadership roles at GlobalFoundries and Marvell Technology, may influence how Entegris balances growth investments with capital discipline. With first-quarter earnings showing higher sales and net income year...