Jensen Huang's endorsement highlighted Marvell's growing role in AI infrastructure and sent shares sharply higher. The company's growth is real, but investors should examine what the numbers imply about...
Oppenheimer just downgraded AT&T stock to “Perform,” citing incoming SpaceX competition. Find out more.
Marvell’s stock gained 32.5% after it introduced its Teralynx T100 switch silicon.
CrowdStrike names former Nvidia engineering leader its first-ever AI chief. But does that warrant buying CRWD shares today, ahead of the company’s Q1 earnings after market close?
As a leading supplier of high-performance AI servers and storage solutions, Supermicro appears well-positioned to capitalize on AI infrastructure boom.
Tesla’s Optimus is built to be a high-margin industrial machine that drastically undercuts cheap offshore labor. This shift from consumer gadget to essential manufacturing infrastructure presents a compelling...
Huang's statement triggers a sharp rally of more than 30% in MRVL shares and adds roughly $70 billion in market value in a single session.
BNP Paribas has initiated coverage on CoreWeave with a bullish outlook, arguing that the AI cloud infrastructure provider is well positioned to capitalize on surging demand for GPU computing, with its...
Cathie Wood’s recent moves signal increased conviction in Nvidia as the dominant AI infrastructure leader.
The new 52-week highs on the NYSE exceeded the lows by 2.4 times yesterday, while the Nasdaq’s new highs were 2.9 times the lows. Value investors should check out these three new lows.
