MRVL

The chipmaker's semiconductor solutions segment more than doubled year over year, driven by custom AI accelerator demand

Broadcom, a key beneficiary of AI data center investment, grew its revenue by 86% in the latest quarter.

Investing.com -- Broadcom shares pared losses to 0.3% in extended trading on Wednesday after CEO Hock Tan shared predictions of revenue doubling in both 2027 and 2028 during the company’s earnings call. The news helped the stock reverse course after Broadcom forecasted fourth-quarter revenue below Wall Street estimates, raising concerns that intensifying competition in custom artificial intelligen

If you hold Marvell Technology (MRVL) stock, you’ve seen its price fluctuate. The company is posting strong growth, raising its revenue outlook for next year by $1.5 billion in a single quarter. Yet the stock is well off its highs, and it recently dropped even after reporting those results. This isn't a contradiction; it’s a signal that the market is focused on a new, more complicated question. Th

The market is obsessed with a handful of hyperscalers, but the real story might be the thousands of customers you've never heard of.

CRDO's strong Q1 growth and AI demand face a key test as optical ramps, customer concentration and valuation raise risks.

Bloom Energy Corp. Astera Labs Cheniere Energy and Everpure top a list of companies that could be added to the S&P 500 as part of the index’s quarterly rebalancing that will occur later this month. Any changes to the benchmark index likely will be announced Friday after the close of trading, and the changes likely will go into effect around the time of the rebalancing on Sept. 21. Each quarte

MU's 685% rally is backed by surging AI memory demand, sold-out 2026 HBM output, soaring profits and a valuation below the sector average.