Financial News

US equity indexes were mixed on Wednesday after technology stocks led major gains and a hotter-than-

US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

Sara Awad from Tech Contrarians discusses semi momentum. Nvidia earnings; Marvell and Broadcom; Micron, Credo, AMD, Intel, Arm, Apple and Nebius.

US equity indexes traded mixed after midday Wednesday as a hot producer price inflation print failed

The technology company's stock got a nudge from a big-name analyst. The fact that a major player in the technology space just became a shareholder, however, is an even-bigger deal.

US equity indexes traded mixed in midday trading on Wednesday amid a hot producer price inflation pr

US semiconductor companies are on track for faster AI-driven sales growth and stronger returns this

Shares of Marvell Technology, Inc (NASDAQ:MRVL) are trading higher by over 7% on Wednesday as chip-linked names catch a bid on fresh U.S.-China AI headlines that are keeping investors focused on export rules, China demand, and the broader AI supply chain. China Exposure Remains In Focus China accounted for 36% of Marvell’s revenue in fiscal 2025, down from 43% in fiscal 2024 and 2023, as per the company’s latest annual filing. The latest AI-policy focus follows news that NVIDIA Corp CEO Jensen H

Nvidia and other chip stocks tied to the artificial intelligence megatrend received positive analyst reports on Wednesday.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.60%. June E-mini S&P futures (ESM26 ) are up +0.12%, and June E-mini Nasdaq futures...

Qualcomm is a Buy, reflecting smartphone headwinds priced in, China handset bottoming, and AI/hyperscaler custom silicon wins. Click for this QCOM stock update.

One of Wall Street’s top semiconductor analysts just made one of the most aggressive price-target revisions in this AI cycle. Bank of America analyst Vivek Arya nearly doubled its price target on Micron Technology Inc. (NASDAQ:MU), lifting it from $500 to $950 on Wednesday. The move arrived alongside higher targets on four other AI hardware names and a third upward revision in eleven months to the firm’s 2030 forecast for artificial intelligence infrastructure spending. Bank of America now sees

AMD Reveals Marvell Stake, Sending Chip Stock Higher

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.05%. June E-mini S&P futures (ESM26 ) are down -0.20%, and June E-mini Nasdaq futures...

Amid concerns about an AI bubble, Bernstein analysts think Nvidia is trading at a relatively low valuation.

US producer prices came in hotter than expected, signaling renewed inflationary pressure at the wholesale level

Vishay Intertechnology (VSH) stock up 10%, Velo3D (VELO) up 35.5%, VNET (VNET) up 32.5%, C4 Therapeutics (CCCC) up 19.4%, Kingsoft Cloud (KC) up 18.6%, Tower Semiconductor (TSEM) up 17.5%, Nebius Group (NBIS) up 16.6%, Sellas Life Sciences (SLS) up 15.5%, Eos Energy (EOSE) up 14.6%, Nextpower (NXT) up 14.4%.

Marvell Technology (MRVL) is back in focus after its stock declined alongside other chipmakers, as a cooling AI infrastructure rally, hotter April US inflation data, and higher oil prices weighed on sector sentiment. See our latest analysis for Marvell Technology. Even after the recent pullback, the stock’s 30-day share price return of 28.03% and 90-day share price return of 102.24% point to strong upward momentum. The 1-year total shareholder return of 151.90% and 5-year total shareholder...

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the best AI enabler stocks to buy now. The stronger AI infrastructure angle came on April 22, when Marvell Technology, Inc. (NASDAQ:MRVL) acquired Polariton Technologies, a developer of high-speed, low-power plasmonics-based silicon photonics devices. Marvell said the deal adds advanced modulation technology for next-generation coherent and optical interconnect […]

June S&P 500 E-Mini futures (ESM26) are up +0.25%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.79% this morning, buoyed by gains in technology stocks, while investors gear up for crucial U.S. producer inflation data and the highly anticipated Trump-Xi summit.

In the most recent trading session, Marvell Technology (MRVL) closed at $164.5, indicating a -3.71% shift from the previous trading day.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.45%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...

The 30 semiconductor stocks in the Philadelphia SOX Index were up an average of 73% year-to-date through 5/11/26. Read more here.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.72%. June E-mini S&P futures (ESM26 ) are down -0.38%, and June E-mini Nasdaq futures...

POET Technologies stock climbs as the company appoints semiconductor veteran Sandeep Kumar as COO ahead of Q1 earnings.

Nvidia's equity commitments have topped $40 billion this year.

ALAB sees strong demand for its Scorpio portfolio, which drives over one-third of revenues and is set to become its largest product line by 2026.

The S&P 500 is now up more than 17% since its late March low, and it's 7% above its 50-day moving average. Read more here.

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 12 Best Photonics Stocks to Buy Now. On April 22, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) announced the acquisition of Polariton Technologies. It will provide plasmonics-based silicon photonics devices to help optical performance scale to 3.2T and beyond. The acquisition “strengthens Marvell’s optical technology portfolio”. Marvell Technology, Inc. […]