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16.07.26 - 18:12
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Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide (24/7 Wall St.)
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Shares of Marvell Technology (NASDAQ:MRVL) are down 8% to $189 in Thursday midday trading, extending a sharp semiconductor selloff into a second straight session. Marvell shares have now given back 31% over the past month. The move is dragging the AI-silicon complex lower with it. Broadcom (NASDAQ:AVGO) stock is off 3% to $381, Advanced Micro ... Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide...
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13.07.26 - 14:48
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Broadcom and Marvell Are Bigger Threats to Nvidia Than You Know (24/7 Wall St.)
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Nvidia (NASDAQ:NVDA) remains the undisputed leader of the AI chip market, but leadership and dominance are not the same thing. The next phase of the AI buildout is shifting from buying the fastest hardware available to lowering the cost of operating AI at hyperscale. Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), and Microsoft (NASDAQ:MSFT) are ... Broadcom and Marvell Are Bigger Threats to Nvidia Than You Know...
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