3 'Strong Buy' Semiconductor Stocks to Scoop Up for September 2024 As AI-fueled demand remains strong, here are three top-rated chip stocks with room to run higher. Barchart · Aug 29, 2024
CXL Gathers Momentum at FMS 2024 The CXL consortium has had a regular presence at FMS (which rechristened itself from 'Flash Memory Summit' to the 'Future of Memory and Storage' this year). Back at FMS 2022, the company had announced v3.0 of the CXL specifications. This was followed by CXL 3.1's introduction at Supercomputing 2023. Having… AnandTech · Aug 19, 2024
DapuStor and Memblaze Target Global Expansion with State-of-the-Art Enterprise SSDs The growth in the enterprise SSD (eSSD) market has outpaced that of the client SSD market over the last few years. The requirements of AI servers for both training and inference has been the major impetus in this front. In addition to the usual vendors like Samsung, Solidigm, Micron, Kioxia,… AnandTech · Aug 15, 2024
Silicon Motion Demonstrates Flexible Data Placement on MonTitan Gen 5 Enterprise SSD Platform At FMS 2024, the technological requirements from the storage and memory subsystem took center stage. Both SSD and controller vendors had various demonstrations touting their suitability for different stages of the AI data pipeline - ingestion, preparation, training, checkpointing, and inference. Vendors like Solidigm have different types of SSDs optimized… AnandTech · Aug 13, 2024
3 Top-Rated Semiconductor Stocks to Watch as Earnings Season Kicks Off As the earnings season kicks off, here are three top-notch semiconductor stocks that analysts are highly bullish on. Barchart · Jul 23, 2024
Buy the Dip in These 'Strong Buy' Semiconductor Stocks Market-leading chip stocks such as Broadcom and AMD remain top investment choices right now, given they continue to trade at a discount to consensus price target estimates. Barchart · Jul 18, 2024
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 · Jun 4, 2024
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 · May 26, 2024
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 · Apr 8, 2024
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 · Mar 29, 2024
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 · Mar 8, 2024
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 · Mar 7, 2024
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 · Mar 7, 2024
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 · Feb 17, 2024
AnandTech · Feb 13, 2024 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…
StockNews.com · Feb 8, 2024 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….
Tom’s Hardware · Jan 26, 2024 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 · Jan 3, 2024 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 · Dec 1, 2023 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.
StockNews.com · Nov 29, 2023 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.
Tom’s Hardware · Nov 13, 2023 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 · Aug 1, 2023 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 · Dec 6, 2022 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 · Nov 9, 2022 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….
Benzinga · Aug 26, 2022 Marvell's Upside Is Only Limited By Supply, Analysts Say After Mixed Q2 Results Marvell Technology Inc (NASDAQ: MRVL)