Actualités

Marvell, Coherent, and Vertiv are all reliable plays on this secular trend.

The chipmaker is a standout winner, but owning it means doubling down on the market's biggest swings, not escaping them.

In recent months, Marvell Technology has been at the center of renewed AI-chip enthusiasm, buoyed by sector-wide optimism, accelerating AI-related bookings, and high-profile endorsements such as Nvidia CEO Jensen Huang’s “next trillion-dollar company” remark and its addition to the S&P 500 index. At the same time, options markets are signaling very large ranges for potential outcomes and elevated implied volatility, underlining how ambitious growth expectations and dependence on hyperscaler...

Marvell Technology (MRVL) closed the most recent trading day at $210.99, moving +1.46% from the previous trading session.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

ALAB rides on strong Taurus demand as AI infrastructure spending fuels growth, expands its connectivity portfolio and supports upbeat revenue guidance.

Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth expectations.

The company's latest deal shows it's no longer content to supply the parts; it's coming for the whole AI data center.

If you hold shares in the chipmaker, the market is pricing a journey that could either double your money or cut it in half over the next year, and you're buckled in for the whole ride.

After a historic run, the company's next major growth driver might not come from its graphics stronghold but from a market it has never touched before.

Credo and Marvell are riding surging AI connectivity demand, but their growth, margins and outlooks offer different risk-reward profiles.

Marvell Technology dropped 33% in a single month while its business kept accelerating, and that tension between price and fundamentals is exactly what pushed one investor to keep hitting the buy button.

Intel heads into Q2 earnings as investors watch AI, foundry progress and manufacturing updates after the chipmaker's strong rebound and rising expectations.

With the semiconductor sector deep in bear market territory, one chip name has taken a beating far worse than its peers, and a growing chorus of analysts thinks the market has it completely wrong about where this company is headed.

Shareholders are already assuming the substantial risk inherent in the stock's current price.

AI stocks struggle as investors lock in some profit following a furious rebound the previous session.

A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. The recovery comes after a sharp decline that briefly pushed semiconductor powerhouses into bear market territory, marking their worst weekly drop in over a year. Despite recent market jitters regarding elevated

Chip Stocks Ignite Market Rally as Earnings Season Gains Momentum

Set to report Q2 earnings after market hours on Thursday, July 23, investors may be wondering if the incredible rebound in Intel stock can continue.

Growth accelerated and it got a key endorsement from a tech kingpin.

MXL heads into Q2 earnings with AI optical momentum and recovering broadband demand, but rising costs, forex pressure and supply constraints loom.

The market is pricing a future where NVIDIA shares are either far higher or significantly lower, and if you own the stock, you already carry that full, two-sided uncertainty.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross […]

Marvell Technology (MRVL) moved higher alongside other semiconductor stocks as investors rotated back into AI focused companies, with sentiment supported by sector wide optimism ahead of upcoming tech and chip earnings. See our latest analysis for Marvell Technology. That sector wide rebound comes after a sharp reset, with Marvell Technology’s share price down about 37% over the past 30 days, while still showing a 118% year to date share price return and a 167% 1 year total shareholder...

A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here is what the rally is actually pricing in ahead of Thursday's earnings.

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Stock Market Today: The Dow Jones index rose Tuesday as GM stock jumped on earnings. Marvell, Micron and Sandisk rallied.

Rambus just shed nearly 30% from its June peak while two major Wall Street firms initiated coverage with aggressive buy ratings. Before the July 27 earnings report arrives, here is what the disconnect reveals about the AI memory trade.

NZS shifts capital toward AI infrastructure and healthcare leaders