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2023-09-25 11:09:27 ET More on Nvidia Nvidia: The Ultimate Bear Trap Is Here Nvidia's Data Center Opportunity Nvidia: Correction Phase Is Not Over Nvidia generating $10B in DGX cloud revenue 'not difficult to envision:' UBS Nvidia, AMD GPUs see higher...
2023-09-25 06:00:00 ET There's a lot of economic uncertainty today, but one thing that seems assured is that companies will invest more in artificial intelligence, both for internal automation and consumer-facing applications. AI semiconductor stocks have, of course had quite a strong r...
2023-09-22 11:13:49 ET Summary After digesting the company’s expectations for AI-related revenue to double this year, I concluded on June 5 that Marvell stock was fairly valued in the market at the time. After revisiting my thesis for the company, its current valuation, and...
2023-09-21 13:37:54 ET More on Arm Holdings Arm Holdings IPO Highlights A China Vs. AI Dilemma For Markets Arm Holdings IPO: A Value Trap Arm's Impressive Growth And Profits Marred By Lofty Valuation Following Successful IPO Arm Holdings: Complex (Architectur...
2023-09-21 08:33:05 ET Stock markets continued to react Thursday morning to the latest news from the Federal Reserve the previous day, and investors didn't seem to feel comfortable with the likely future direction of monetary policy. With the Fed reaffirming its commitment to fighting infla...
2023-09-21 07:18:36 ET More on Broadcom and Google Google: Shares Are Up, Still Worth Buying The Influence Of AI On Broadcom's Business Isn't Enough To Make It An AI Investment South Korea's antitrust agency fines Broadcom for unfair supply contract to Samsung - repo...
2023-09-20 17:32:24 ET Summary iShares Russell Mid-Cap Value ETF classifies mid-cap stocks in value and growth subsets, and invests in the value part. The IWS ETF is diversified across sectors and holdings. It is on par with its parent index and its main competitor regarding h...
2023-09-20 12:12:04 ET Summary Nvidia's expensive GPUs are dominating the data center hardware market, displacing CPU compute and cutting into customer margin. Google is the one big exception, using their own custom silicon, the TPU. They also rent them out at Google Cloud, alongs...
2023-09-14 11:45:00 ET Summary SPEAR is a fundamental asset manager and ETF issuer specializing in investments in industrial technology value chains. Spear Alpha ETF outperformed the S&P 500 and Nasdaq Composite in 2Q23, with a 22.3% return. Barron's recognized SPRX as the...
2023-09-11 09:25:23 ET More on Microsoft Microsoft Corporation Citi 2023 Global Technology Conference (Transcript) Microsoft Corporation Goldman Sachs 2023 Communacopia + Technology Conference (Transcript) Microsoft rises as Citi opens 90-day positive catalyst watch ...
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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...