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2023-06-16 08:28:51 ET Morgan Stanley made Nvidia ( NASDAQ: NVDA ) its top pick with a price target of $500 up from $450, replacing Advanced Micro Devices ( NASDAQ: AMD ). Morgan Stanley analysts said the AI theme remains the most important aspect of curre...
2023-06-13 07:00:00 ET Summary At iREIT™ we recognize that the rapid growth of data generation fueled by AI has transformed how data is stored, processed, managed, and transferred. Within the REIT sector, we see strong potential with the increasing demand for computing powe...
2023-06-12 10:03:36 ET Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL) compete on similar products for AI data center connectivity, which is essential for this AI era. Check out the short video to learn what semiconductor investors Jose Najarro an...
2023-06-12 09:02:46 ET Broadcom ( NASDAQ: AVGO ) is expected to win conditional European Union antitrust approval for its planned $61 billion acquisition of cloud computing company VMware ( NYSE: VMW ). Approval of the deal is conditioned on Broadcom's interoperability r...
2023-06-12 01:08:05 ET Summary Marvell's strategic positioning in the AI landscape is promising, but investors should be cautious due to the company's recent financial performance and declining revenue. MRVL's valuation appears excessive, making Broadcom a more attractive AI inves...
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 ...
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Calgary, Alberta--(Newsfile Corp. - July 25, 2024) - Marvel Biosciences Corp. (TSXV: MRVL) and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively the " Company " or " Marvel "), announce that, effective July 23, 2024, its board of directors approved the grant of incentive stoc...
Marvell Announces Immediate Availability of Open Ecosystem Software for Teralynx 10 51.2T Switch PR Newswire Marvell ® Teralynx ® 10 switch now available in Linux Foundation's open-source SONiC, capitalizing on market shift to open network platforms SAN...
Marvell Teralynx 10 51.2T Ethernet Switch Enters Volume Production for Global AI Cloud Deployments PR Newswire Unique architecture delivers high bandwidth, low latency, low power and programmability in a single platform for optimized cloud AI deployments. Seamless su...