Browsing Tag
Marvell Technology
20 posts
STMicroelectronics (STM) guides Q3 revenue below consensus even as 2027 data centre target crosses $2bn
STMicroelectronics missed Q3 revenue consensus but lifted its 2027 data centre target above $2 billion, testing investor patience on margin recovery.
Semiconductor stocks sink as Meta’s cloud pivot and a fresh lawsuit unwind a parabolic rally
Semiconductor stocks fall sharply as Meta's cloud pivot and a fresh lawsuit unwind a parabolic year-long rally.
Marvell Technology (MRVL) hires Adobe’s departing CFO Dan Durn and reaffirms its outlook amid an AI-driven ascent
Marvell (MRVL) names Adobe's departing CFO Dan Durn as finance chief, effective June 15, and reaffirms its outlook amid a 271 percent rally. Full analysis here.
Is Marvell Technology’s S&P 500 inclusion a reward for AI growth or a valuation warning?
Find out how Marvell Technology’s S&P 500 entry could reshape MRVL stock sentiment, AI chip valuations, and index fund demand today!
Marvell (MRVL) earns an S&P 500 promotion on the same brutal day its stock fell nearly 17%
Marvell will join the S&P 500 on June 22, but the news landed the day its stock fell 16.7% in the chip rout, after a 50% surge on Huang's "trillion-dollar" call.
POET Technologies (NASDAQ: POET) chases a $500m AI optics deal under a legal cloud
POET Technologies (NASDAQ: POET) made US$503k last quarter but signed a US$500m AI optics deal. A June 29 lawsuit deadline now frames the whole story.
Marvell (MRVL) soars 32% to a record after Jensen Huang calls it the next trillion-dollar company
Marvell soared 32% to a record after Nvidia's Jensen Huang called it the next trillion-dollar company, citing AI connectivity. But it's still about 4x from $1T.
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.
Can earnings momentum and Iran deal hopes keep the stock market rally alive this week?
Can earnings strength, oil relief and Iran deal hopes keep Wall Street’s rally alive this week? Read what investors should watch next.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.