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Marvell Technology‘s MRVL AI XPU offerings are experiencing massive traction among hyperscalers, AI data centers and high-performance computing workloads. In the third quarter of fiscal 2026, Marvell Technology’s data center segment posted revenues of $1.52 billion, growing 37.8% year over year, led by strong traction in custom XPU silicon products. Marvell Technology expects its custom ...
Key Points It’s that time again… The year 2025 has come to a close, 2026 has begun, and we’re all eager to consider what may lie ahead for stocks in this new year. After a third straight double-digit annual gain, will the S&P 500 continue to roar higher? Which stocks will lead the way? No ...
After soaring a whopping 194% over the last 12 months, Nvidia (NASDAQ: NVDA) stock has richly rewarded its near-term investors as it rides a wave of explosive demand for AI hardware. But so far, this industry has been more hype than substance, and Wall Street is beginning to notice. Let’s dig deeper into what the ...
Key Points Sandisk shares increased 559% last year following its spin-off from Western Digital, making it the best-performing stock in the S&P 500. Over the last decade, the best-performing stock in the S&P 500 in any given year has returned an average of 78% during the next year. Sandisk is gaining market share in NAND ...
Restaurant operators are navigating an uneven operating landscape shaped by cautious consumer spending, persistent cost pressures and the need to protect margins while sustaining traffic. In this environment, Rave Restaurant Group, Inc. RAVE and Good Times Restaurants Inc. GTIM emerge as two smaller restaurant players with recognizable brands but very different business models. RAVE runs ...
Key Points The popular online brokerage Robinhood has given rise to a whole new generation of retail investors who are active and invested in the market, and this group has significantly more influence than it did a decade ago. Now, retail can influence stocks, which is why all investors need to keep tabs on where ...
Why it could create an AI Doom Loop that threatens today’s trillion-dollar buildout… The paradox of AI… beyond building out AI infrastructure, is AI profitable?… a potential doom loop to watch out for… but there’s still boomtime ahead… how Luke Lango is playing it In today’s final pick from our retrospective, we revisit a late-November ...
Key Points Alibaba (NYSE: BABA) and Tencent (OTC: TCEHY) are two of China’s largest tech companies. Alibaba owns the country’s largest e-commerce marketplaces and top cloud infrastructure platform. Tencent owns China’s largest social media platform, one of the country’s leading cloud infrastructure platforms, and the world’s largest video game publishing business. Both companies are expanding ...
Key Points Nvidia has more than 80% market share in artificial intelligence (AI) accelerators. Tesla has a massive long-term opportunity in autonomous driving technology. Microsoft is monetizing artificial intelligence through software and cloud services. 10 stocks we like better than Nvidia › Billionaire Peter Thiel is best known for his role in co-founding Palantir Technologies. ...
Key Points Berkshire Hathaway is built to last without Warren Buffett, and the new CEO may put the company’s cash pile to better use. Sluggish growth rates in large business segments are concerning and may lead to the stock underperforming the S&P 500. Investors will have to monitor how Greg Abel performs in his first ...
The whipping post
The whipping post
