Financial News

POET Technologies stock continued its slide on Friday, falling another 7.3%.

Marvell's first-quarter earnings are turning heads on Wall Street, which prompted many analysts to raise price targets.

Marvell Technology's AI chip demand is driving revenue growth, but gross margin remains under pressure as custom silicon costs rise and competition intensifies.

NVDA's strong revenue growth, higher gross margin, robust growth outlook and lower valuation signal an edge over MRVL amid the AI infrastructure boom.

Marvell Technology (MRVL) is emerging as one of the most important behind-the-scenes architects of next-generation AI infrastructure. The market has noticed. The stock is up more than 2.3x year to date, and the valuation has re-rated, moving from under 10x trailing sales in early January to near 22x today. See how Marvell's price-to-sales multiple changed over time.

Photonics could help AI data centers move data faster while using less energy.

Marvell’s strong outlook and accelerating growth in data center networking, custom silicon, and interconnect solutions continue to support the bull case.

Marvell Technology, the semiconductor chip maker, generated strong Q1 FCF and FCF margins, and hiked its FY 2028 revenue forecast. That could raise its FCF forecast and MRVL's price target by 23%.

Marvell Technology has gained more than 200% in the past 12 months. It just reported record revenue, guided above expectations, and told investors that growth would accelerate every single quarter through the rest of the fiscal year. For Barclays analyst Tom O'Malley, that was enough to nearly ...

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures...

AI-related bookings pushed Marvell to raise revenue outlook as quarterly guidance topped estimates.

Marvell stock gains as robust Q1 earnings makes RBC raise its price target to $240. Here’s why the investment firm is bullish on MRVL shares.

Jim Cramer has been circling POET Technologies (NASDAQ:POET) for months, intrigued by the pitch but refusing to bite. On the April 21, 2026 episode of Mad Money, he walked through the optical interposer story, the Lighteon collaboration, even the Wolfpack Research short report and the CFO rebuttal, and landed where institutional money tends to land ... Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money

The SOXX ETF offers a better exposure to artificial intelligence than a typical AI-themed ETF.

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

The S&P 500 and Nasdaq Composite were up, while the Dow Jones Industrial Average was down slightly i

Marvell Technology (MRVL) is seeing a stronger long-term growth outlook driven by accelerating artif

Dow Jones futures fell slightly early Thursday overnight, along with S&P 500 futures and Nasdaq futures. Oil prices rose somewhat. Marvell Technology rose slightly on earnings while Snowflake surged. The Fed's favorite inflation gauge, the core PCE price index, is due before the open.

Marvell Technology Inc (MRVL) reports robust revenue growth and outlines strategic partnerships and acquisitions to drive future expansion.

Marvell Technology (MRVL) kicked off its latest earnings season with first quarter revenue that topped analyst expectations, supported by strong demand for AI and data center chips and a higher multiyear revenue outlook. See our latest analysis for Marvell Technology. The strong AI data center story is now clearly reflected in the price, with the stock delivering a 30 day share price return of 25.59% and a 1 year total shareholder return of 208.46%, even after a one day pullback of 4.59%. If...

US stock futures edged up as a wave of tech earnings boosted confidence in the AI trade.

For the first quarter of fiscal 27 Marvell delivered record revenue of $2.418 billion reflecting 9% sequential and 28% year over year growth. Revenue exceeded the midpoint of guidance and as a result non-GAAP earnings per share of $0.80 exceeded the midpoint of guidance by $0.01 We are seeing strong demand and exceptional bookings across our entire data center portfolio. This robust demand is reflected in our guidance for the second quarter of 27, which we expect total company revenue to grow 12% sequentially and 35% year over year at the midpoint.

The data-center boom is still going strong for Marvell Technology The chip company reported better-than-expected first-quarter revenue and sees higher revenue than expected in the current quarter. Marvell stock gained 6.5% in after-hours trading following the results. Marvell reported revenue of $2.42 billion, compared with Wall Street estimates of $2.41 billion, according to FactSet.

Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.

Marvell Technology posted better-than-expected first-quarter results and issued an upbeat second-quarter forecast, driven by strong growth in its data center and AI-related chip demand.

Check out the companies making headlines yesterday:

🔎Marvell Technology (MRVL): Shares initially surged in after-hours trading following the the AI hardware supplier’s earnings report, which showed a 28% jump in revenue but smaller profit. Shares later pared back some of their after-market gains.

Oil prices, meanwhile, continued to decline after Iran’s Revolutionary Guard Corps said the possibility of a return to war with the U.S. was “low.” Optimism around the U.S. and Iran reaching a peace agreement, despite ongoing hostilities, appeared to be growing. The chip and tech stocks that have powered the market to record highs in recent weeks were mixed Wednesday.

TSM stock rose Wednesday after Taiwan Semiconductor Manufacturing announced plans to raise prices on its leading-edge chips.

Hewlett Packard Enterprise heads into Q2 earnings results with strong networking and AI demand, Juniper integration gains and rising enterprise modernization spending.