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18.08.26 - 19:48
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Fabrinet Drops After Earnings Dragging Down Peers Like Marvell and Amphenol (24/7 Wall St.)
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Shares of Fabrinet (NYSE:FN) are down roughly 20% at midday Tuesday, trading near $476 after the optical manufacturer posted a fiscal Q4 beat but disappointed a market already primed to sell AI infrastructure names. The move is dragging the whole optical and connectivity complex lower. Marvell Technology (NASDAQ:MRVL) is off nearly 8%, Amphenol (NYSE:APH) is ... Fabrinet Drops After Earnings Dragging Down Peers Like Marvell and Amphenol...
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18.08.26 - 16:01
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Chip-Aktien vor dem nächsten Lauf? UBS nennt 2 klare KI-Favoriten (Ariva)
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Semtech und Marvell stehen kurz vor ihren Quartalszahlen. UBS sieht bei beiden starken Rückenwind durch KI-Rechenzentren, Hyperscaler und neue Großaufträge. Die UBS bleibt vor den Quartalszahlen von Semtech und Marvell Technology bullish. Beide Halbleiterunternehmen seien zwar nicht günstig bewertet, könnten langfristig aber stark vom Ausbau von Rechenzentren und Künstlicher Intelligenz profitieren. Semtech legt am 25. August Zahlen vor. ......
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18.08.26 - 15:48
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Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note (24/7 Wall St.)
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Marvell Technology (NASDAQ:MRVL) stock is down 6% Tuesday morning to $219.28, giving back part of a massive 2026 rally as rising Treasury yields pressure the semiconductor group. That drop lands despite a bullish new UBS research note on the company's AI franchise. Peers are trading lower too. Broadcom (NASDAQ:AVGO) stock is down 2% to $384.59, ... Marvell Technology Drops 6% as Rising Treasury Yields Swamp a Bullish UBS AI Note...
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