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2024-01-04 10:41:16 ET Summary Semis had an outstanding year in 2023, and what happened in 2023 offers important lessons as to what to expect in 2024. AI and the outlook for an industry rebound in 2024 played important roles, but it was the Fed that continues to play the leading r...
2024-01-03 06:25:01 ET Summary Marvell's business model is solid and the management deserves credit for having built up with patience a high-quality data center unit. However, all other segments are slowing down, postponing a solid sale rebound required by elevated valuation multi...
2023-12-29 08:00:00 ET The artificial intelligence (AI) craze sent shares of Nvidia (NASDAQ: NVDA) soaring in 2023. As many investors know, the chipmaker has benefited from the massive demand for its graphics cards, which are being used to train and power the large language models (...
2023-12-21 05:30:00 ET In today's video, I discuss recent updates impacting Super Micro Computer (NASDAQ: SMCI) and Marvell Technology (NASDAQ: MRVL) . Check out the short video to learn more, consider subscribing, and click the special offer link below. ...
2023-12-19 18:40:00 ET Summary ASIC chips are gaining significance across the AI landscape, offering tailored solutions that promise to redefine the future of AI applications. With each passing month, it seems, AI applications grow more integral to simplifying our work and enrichi...
2023-12-15 12:43:19 ET More on Broadcom I'm Up Over 365% On Broadcom - Here's Why I'm Not Selling Broadcom: Cash In With The Citi Stock Pop Broadcom: Less Hype, More Sustainability Intel unveils AI offerings as semiconductor index hits record Broadcom...
2023-12-15 08:20:21 ET More on AMD, Intel and more AMD: AI GPU Revolution Powers Next Data Center Frontier Advanced Micro Devices, Inc. (AMD) Management Presents at Barclays Global Technology Conference (Transcript) AMD Makes Definitive GenAI Statement Intel ...
2023-12-13 06:30:00 ET In today's video, I discuss recent AI 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 ...
2023-12-10 09:30:00 ET Summary We’re upgrading Marvell Technology Inc to a buy as we now see a more favorable risk-reward profile for stock. 3QFY24 results and the soft 4QFY24 outlook have clearly reflected our negative thesis on the stock. MRVL stock price has declined...
2023-12-10 08:00:00 ET More on AI's impact Nvidia Shares Now Look Cheap (Rating Upgrade) Snowflake's Data Marketplace: The Key To Unlocking The Potential Of Generative AI Microsoft Corporation (MSFT) Presents at Barclays Global Technology Conference (Transcript) ...
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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...
Calgary, Alberta--(Newsfile Corp. - July 24, 2024) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF), and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively the "Company" or "Marvel"), today is pleased to announce the extension of its collaboration with Drs. Julie Le Me...