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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...
2023-05-31 17:23:01 ET Summary There's a confluence of 3 factors that will need to be put in place for AI to flourish. The right technology, cheap energy, and infrastructure. Out of all the potential semiconductor players, here's why I chose Broadcom Inc. Broadcom is about to ...
2023-05-31 15:18:35 ET Nvidia stock ( NASDAQ: NVDA ) is finally pulling back from a record high with its biggest drop in months -- albeit after three sessions of gains that had added up to a 31% increase from last Wednesday. Shares were down 4.7% in the last hour of trad...
2023-05-31 12:51:08 ET Marvell Technology, Inc. (MRVL) Goldman Sachs Global Semiconductor Conference Call May 31, 2023 08:20 ET Company Participants Willem Meintjes - Chief Financial Officer Ashish Saran - Senior Vice President, Investor Relations Conference Ca...
2023-05-30 08:40:50 ET Summary Broadcom Inc. will report Q2 earnings on June 1 after the market close and looks set to beat its own outlook and the Wall Street consensus driven by software and networking. Broadcom continues to be an underestimated beneficiary of the AI wave, and I...
2023-05-29 05:07:23 ET Summary AMD investors got a remarkable surge last week as Nvidia's robust guidance bolstered its AI tailwinds. However, AMD's leadership in data center GPUs is not close to Nvidia's dominance. Despite that, AMD is confident of gaining more share against ...
2023-05-27 12:30:00 ET Summary Marvell's investors cheered this week's explosive surge as the company delivered blowout AI revenue guidance. Management sees a revenue CAGR of 100% from FY23-25, as it anticipates cloud service providers to retool their data centers to handle the re...
2023-05-26 16:13:29 ET U.S. stocks surged on Friday, bolstered by hope that powerbrokers in Washington will reach a deal on the federal debt ceiling. Meanwhile, Marvell Technology ( MRVL ) became the latest AI-fueled rally for a high-profile stock, giving a further lift to the tech sect...
2023-05-26 15:02:13 ET Gainers: Alarum Technologies ( ALAR ) +49% . Presto Automation ( PRST ) +46% . Marvell Technology ( MRVL ) +31% . D-Wave Quantum ( QBTS ) +29% . Telos ( TLS ) +23% . Losers: Canaan ( CAN ) -24...
2023-05-26 14:06:05 ET Following in the footsteps of Nvidia (NASDAQ: NVDA) , which soared yesterday, Marvell Technology (NASDAQ: MRVL) is off to the races Friday afternoon -- up 28.6% through 1:05 p.m. ET. Actually, that's an even better performance than the 24.4% gain t...
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2024-04-18 05:37:00 ET In today's video, I discuss recent updates impacting Marvell Technology (NASDAQ: MRVL) . Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were the market prices of Apr...
Evercore ISI Group analyst Mark Lipacis initiated coverage on Marvell Technology Inc (NASDAQ:MRVL) with an Outperform rating and a&n...
2024-04-15 18:00:05 ET Mark Lipacis from Evercore ISI issued a price target of $88.00 for MRVL on 2024-04-15 16:25:00. The adjusted price target was set to $88.00. At the time of the announcement, MRVL was trading at $67.88. The overall price target consensus is at $80.6...