Semiconductor News & Analysis Feed

47 articles
2026-06-02
www.fool.com 2026-06-02 The Motley Fool
Nvidia ( NVDA 0.75% ) CEO Jensen Huang isn’t afraid to make bold statements, and his bravado and vision have served the company well. Nvidia has become the largest publicly traded company in the world by market cap, with a valuation exceeding $5 trillion. Obviously, Huang knows what it takes to get a company to the $1 trillion mark, and now he’s identified a fellow chipmaker with a market cap of
2026-06-02
finance.yahoo.com 2026-06-02 Yahoo Finance
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2026-06-02
news.google.com 2026-06-02 Morningstar
2026-06-02
finance.yahoo.com 2026-06-02 Yahoo Finance
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2026-06-02
www.investing.com 2026-06-02 Investing.com
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2026-06-02
www.reuters.com 2026-06-02 Reuters
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2026-06-02
sg.finance.yahoo.com 2026-06-02 Yahoo Finance Singapore
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2026-06-02
finance.yahoo.com 2026-06-02 Yahoo Finance
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2026-06-02
www.tradingview.com 2026-06-02 TradingView
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2026-05-29
www.theglobeandmail.com 2026-05-29 The Globe and Mail
NVIDIA CorporationNVDA and Marvell Technology, Inc.MRVL are among the biggest winners of the ongoing artificial intelligence (AI) infrastructure boom. Both companies are benefiting from rising investments in AI data centers, networking, accelerated computing and cloud infrastructure. NVIDIA dominates the AI graphics processing unit (GPU) market with its full-stack AI platform, while Marvell Techn
2026-05-29
www.zacks.com 2026-05-29 Zacks Investment Research
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2026-05-28
digitimes.com 2026-05-28
On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.
2026-05-28
digitimes.com 2026-05-28
Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.
2026-05-28
digitimes.com 2026-05-28
Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that AI infrastructure is shifting from compute-centric bottlenecks toward networking-driven architectures. The company's expanded interconnect portfolio, new silicon photonics acquisition, and emerging scale-up switch progr
2026-05-26
www.theglobeandmail.com 2026-05-26 The Globe and Mail
Key Points Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips. These companies are designing energy-efficient processors for deployment in AI data centers. These smaller chip companies have seen far bigger share-price jumps this year than Nvidia. 10 stocks we like better than Advanced Micro Devices › Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com 2026-05-26 The Globe and Mail
Key Points Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips. These companies are designing energy-efficient processors for deployment in AI data centers. These smaller chip companies have seen far bigger share-price jumps this year than Nvidia. 10 stocks we like better than Advanced Micro Devices › Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com 2026-05-26 The Globe and Mail
Key Points Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips. These companies are designing energy-efficient processors for deployment in AI data centers. These smaller chip companies have seen far bigger share-price jumps this year than Nvidia. 10 stocks we like better than Advanced Micro Devices › Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com 2026-05-26 The Globe and Mail
Key Points Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips. These companies are designing energy-efficient processors for deployment in AI data centers. These smaller chip companies have seen far bigger share-price jumps this year than Nvidia. 10 stocks we like better than Advanced Micro Devices › Nvidia(NASDAQ: NVDA) has b
2026-05-26
www.theglobeandmail.com 2026-05-26 The Globe and Mail
Key Points Arm Holdings, Marvell, and AMD are poised for solid acceleration in growth as they gain greater influence in AI chips. These companies are designing energy-efficient processors for deployment in AI data centers. These smaller chip companies have seen far bigger share-price jumps this year than Nvidia. 10 stocks we like better than Advanced Micro Devices › Nvidia(NASDAQ: NVDA) has b
2026-05-26
finance.yahoo.com 2026-05-26 Yahoo Finance
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