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2023-06-09 09:30:00 ET Excitement for artificial intelligence (AI) has driven a remarkable 2023 rally in technology stocks. Big tech, illustrated by the Nasdaq-100 , is up a staggering 31% since January, outpacing the broader Nasdaq index at 25%. The momentum continued with enth...
Marvell Delivers Industry's Highest Capacity Central Automotive Ethernet Switches for In-Vehicle Networks PR Newswire New switch family sets a benchmark in an emerging category of automotive switches to support the zonal networking architectures of next-generation vehicles. ...
2023-06-07 17:05:36 ET Sirius XM Holdings Inc. (SIRI) Bank of America 2023 Global Technology Conference Call June 7, 2023, 13:40 PM ET Company Participants Matt Murphy - President and Chief Executive Officer Willem Meintjes - Chief Financial Officer Conference ...
2023-06-07 09:42:26 ET Summary Broadcom Inc.'s AI exposure is expected to increase to 25% of semiconductor revenues next year. AI switches to grow from 15% in FY23 (~$4bn) to 25% of semi revenues in FY24. Altogether, I believe that around 20% of Broadcom's total revenues next year...
2023-06-05 18:13:37 ET Summary We’re downgrading Marvell Technology, Inc. to a sell after the recent stock run-up and promises of the A.I. boom working in the company’s favor. While Marvell Technology may “double” A.I.-related sales Y/Y consistent with ...
2023-06-05 11:15:28 ET Summary Marvell Technology stock has surged more than 50% in the last 30 days, driven by optimistic predictions that its Artificial Intelligence-related revenue will double this year. Q1 earnings were not spectacular, but the guidance for the second quarter ...
2023-06-04 23:16:42 ET Summary Broadcom is well-positioned to benefit from the rise of AI, with potential market leadership in AI semiconductors and a strategic partnership with Google. The company's strong financial performance, consistent growth, and competitive advantage in AI ...
2023-06-02 15:00:55 ET Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Check out Saturday morning's regular Stocks to Watch article for a full list of events planned for the week, or the Seeking Alpha earnings calendar ...
2023-06-01 05:57:00 ET Marvell Technology (NASDAQ: MRVL) doesn't want to be left out of the artificial intelligence (AI) race that larger peer Nvidia has sparked. Tapping into the power of simply mentioning the word "AI" on earnings calls, Marvell management talked up its own wo...
2023-06-01 04:03:50 ET Summary SOXX offers market-cap-weighted exposure to 30 semiconductor and semiconductor equipment stocks. With a 22-year history, this ETF has amassed $8.66B in assets under management. SOXX is on fire this year, up over 40% primarily due to improved guidance...