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THE TRUTH ABOUT: 10 - The Untold Story

Billionaire Daniel Loeb's Third Point Boosts AI Holdings in Q1, Re-buys Alphabet After Selling Entire Stake

Daniel Loeb's fund increased holdings in Amazon and Meta while trimming exposure to Microsoft in Q1. It also bought 3 million Alphabet shares and opened a new position in Marvell Technology.

International Business Times UK

Marvell Technology Results Due Out This Week Could Push MRVL Stock Higher

Marvell Technology, the chip designer company, is set to release results on Thursday, May 30, after the close. MRVL stock could push higher if the company's free cash flow margins remain high.

Barchart

5 Top AI Chip Stocks to Buy This April

Amid the ongoing rally of AI chip stocks in 2024, a Bank of America Securities analyst just highlighted five AI-focused chip companies for investors still seeking exposure to this breakout industry.

Barchart

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Here Are 2 Remarkable Growth Stocks to Own Right Now

Wall Street has rated both of these growth stocks a “strong buy,” forecasting upside of 23% to 41% this year.

Barchart

Marvell's 2nm IP Platform Enables Custom Silicon for Datacenters

Marvell this week introduced its new IP technology platform specifically tailored for custom chips for accelerated infrastructure made on TSMC's 2nm-class process technologies (possibly including N2 and N2P). The platform includes technologies essential for developing cloud-optimized accelerators, Ethernet switches, and digital signal processors. "The 2nm platform will enable Marvell to…

AnandTech

Stocks Climb Before the Open as Investors Await U.S. Economic Data and Powell’s Testimony, ECB Decision in Focus

March S&P 500 E-Mini futures (ESH24) are up +0.27%, and March Nasdaq 100 E-Mini futures (NQH24) are up +0.39% this morning as investors looked ahead to further testimony from Federal Reserve Chair Jerome Powell and a fresh batch of U.S. economic data while also awaiting a policy verdict from the…

Barchart

Stocks Rise Before the Open as Investors Await U.S. Economic Data and Powell’s Testimony, ECB Decision in Focus

March S&P 500 E-Mini futures (ESH24) are up +0.17%, and March Nasdaq 100 E-Mini futures (NQH24) are up +0.22% this morning as investors looked ahead to further testimony from Federal Reserve Chair Jerome Powell as well as a policy verdict from the European Central Bank while also gearing up for…

Barchart

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Nvidia going for rivals' jugulars as it plans to compete in $30 billion custom chip market — but is it a sign that the AI behemoth has reached its peak?

Nvidia could build custom chips for the likes of OpenAI, Microsoft, Alphabet and Meta.

TechRadar

Report: NVIDIA Forms Custom Chip Unit for Cloud Computing and More

With its highly successful A100 and H100 processors for artificial intelligence (AI) and high-performance computing (HPC) applications, NVIDIA dominates AI datacenter deployments these days. But among large cloud service providers as well as emerging devices like software defined vehicles (SDVs) there is a global trend towards custom silicon. And, according…

AnandTech

3 Chip Stocks Poised for 2024 Growth

The chip industry is poised to remain resilient, owing to soaring demand for chips across diverse sectors, rapid technological advancements, and government support. To that end, let's explore chip stocks Marvell Technology (MRVL), NVIDIA Corporation (NVDA), and ChipMOS TECHNOLOGIES (IMOS), poised for substantial growth in 2024. Read on….

StockNews.com

Russia buys chips from Intel, AMD, and others to fuel war efforts — the country bought $1.7 billion worth of chips in 2023

Bloomberg report shows that Russia imported chips from AMD, Intel, Infineon, despite sanctions.

Tom’s Hardware

Kioxia reportedly kills off 30-year-old Plextor brand — icon of the optical drive days spins up its last SSD

Kioxia drops Plextor brand in favor of SSSTC.

Tom’s Hardware

10 Gigabit Ethernet slots into your M.2 port, costs only $86

M.2 10GbE network card based on Marvell's AQC113 chip is on sale for $86, a significant drop.

Tom’s Hardware

Marvell Technology (MRVL) Earnings Watch: A Chip Stock to Watch?

While Marvell Technology (MRVL) is gearing up to report its third-quarter results, Wall Street analysts expect a decline in its revenue and earnings. Given the bearish sentiments, is MRVL worth keeping track of? Read on.

StockNews.com

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Tom’s Hardware

TSMC Boosts CoWoS Production 20% to Meet Surging Demand

TSMC has acted to boost CoWoS monthly production capacity by 20% from the new year in response to a flood of orders from Nvidia, AMD, Apple, Broadcom, and Marvell.

Zenger

‌Jim Cramer Says This Gold Stock ‘Has Been A Disappointment’‌

Cramer also advises caution on Spirit Airlines but praises Marvell's AI business

StockNews.com

4 Chip Stocks That Are Down and out This December

Macroeconomic headwinds and recently imposed regulations on chip sales have marred the chip and semiconductor industry’s performance. In this backdrop, it could be wise to avoid chip stocks NVIDIA (NVDA), Advanced Micro Devices (AMD), Marvell Technology (MRVL), and Navitas Semiconductor (NVTS), which have been on a downtrend for a while…

StockNews.com

3 Semiconductor Stocks That Aren't as Safe as They Used to Be

Regulatory action has hit the semiconductor industry, which could affect the sector’s near-term prospects. Against this backdrop, we think semiconductor stocks NVIDIA (NVDA), Advanced Micro Devices (AMD), and Marvell Technology (MRVL) might not be safe investments now. Read on….

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Benzinga

Marvell's Upside Is Only Limited By Supply, Analysts Say After Mixed Q2 Results

Marvell Technology Inc (NASDAQ: MRVL)

Benzinga

Citi Recommends Nvidia, Marvell To Seek Refuge Amid Semiconductor Downturn

Citi hosted meetings at NVIDIA Corp (NASDAQ:NVDA), Applied Materials, Inc (NASDAQ:AMAT), and Marvell Technology, Inc (NASDAQ:MRVL) as part of the Annual Silicon Valley Tech Bus Tour. Marvell confirmed a lack of slowdown in cloud data center demand and a disproportionate amount of growth or 50%+ coming from new product cycles. Applied Materials looked to benefit from…

Benzinga

Read How Analysts Weighed Marvell Tech After Q1 Beat

Analysts lauded Marvell Technology, Inc (NASDAQ: MRVL)

Benzinga

Benzinga's Brief On Trending Tickers: Costco, Gap, Big Lots And More

Benzinga’s “Daily Brief On Trending Tickers” highlights top-searched tickers from around the web and uses the Benzinga Pro platform to highlight recent news items possibly impacting those stocks.

Benzinga

After Hours Action: Why Marvell Technology Stock Is Moving

Marvell Technology Inc (NASDAQ: MRVL) shares are trading higher in Thursday's after-hours session after the company reported financial results.

Benzinga

Why Cramer Recommends Buying Marvell Technology

On CNBC’s "Mad Money Lightning Round," Jim Cramer said Accenture plc (NYSE: ACN) had a great quarter. He recommended buying the stock.

Benzinga

Raymond James Lists Marvell's Sources Of Growth, Profitability Leading To Upgrade

Two analysts re-rated Marvell Technology Inc (NASDAQ: MRVL) today.

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