Custom artificial intelligence (AI) chips are a lucrative business; just ask Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL). As two of the industry's major competitors, they continue to impress with their eye-popping earnings. Broadcom and Marvell both design application-specific chips that are increasingly preferred over general graphics processing units (GPUs) in the new era of AI workloads. As sales continue to surge for both companies, the question for investors is which stock offers g ...

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch - 24/7 Wall St. S&P 5006,421.60 +0.93% Dow Jones45,533.60 +0.94% Nasdaq 10023,329.40 +0.97% Russell 20002,469.56 +1.07% FTSE 10010,073.00 +1.61% Nikkei 22551,932.30 +0.83% Investing XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch By Michael WilliamsPublished Mar 30, 7:30AM EDT SPDR S&P Semiconductor ETF (XSD) uses equal-weight methodology across 43 holdings, giving Micron (MU) a 4.21% position wi ...

CALGARY, Alberta, March 30, 2026 (GLOBE NEWSWIRE) -- Marvel Biosciences Corp. (TSXV: MRVL | OTC: MBCOF), and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively “Marvel” or the “Company”), a drug discovery company developing novel therapeutics for autism spectrum disorder and related conditions, today announced it has secured non-dilutive funding from the Alberta Innovates CarE (AICE) market access program to support the Phase I testing of its lead compound, MB-204. The $600,000 AICE-funded ...

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the High Growth Semiconductor Stocks to Buy. On March 17, Marvell Technology, Inc. (NASDAQ:MRVL) unveiled its latest Structera S 60260, which is said to be the world’s first 260-lane PCIe 6.0 switch. ​Management launched the switch at OFC 2026 in Los Angeles and noted that it stems from the company’s recent acquisition of XConn Technologies. The company also highlighted that this pushes PCIe connectivity to new heights for AI data centers. Management noted ...

[Table_Page] 深度分析|专用设备 证券研究报告 [Table_Title] AI 珠峰系列五 CPO 渐行渐近，有望重构高效算力互连架构 [Table_Summary] 核心观点： [Table_Grade] 行业评级 买入 前次评级 买入 报告日期 2026-03-29 [Table_PicQuote] 相对市场表现 -20% -6% 8% 22% 36% 50% 03/25 05/25 08/25 10/25 01/26 03/26 专用设备 沪深300 | [分析师： Table_Author]孙柏阳 | | --- | | SAC 执证号：S0260520080002 | | 021-38003680 | | sunboyang@gf.com.cn | | 分析师： 汪家豪 | | SAC 执证号：S0260522120004 | | SFC CE No. BWR740 | | 021-38003792 | | wangjiahao@gf.com.cn | | 分析师： 王宁 | | SAC 执证号：S0260523070004 | | 021-38003627 | | shwangnin ...

Marvell, Caterpillar Lead Five Stocks To Watch In Weak, Volatile Market | Investor's Business Daily BREAKING: Major Indexes Fall For Fifth Straight Week Related news As Market Plunges, Do This; Costco, Ensign, Johnson & Johnson Hold Up 3/27/2026 Alissa Coram and Mike Webster walk through Friday's market action and discuss key stocks to watch in Stock Market Today. 3/27/2026 Alissa Coram and Mike Webster walk through Friday's market action... Nasdaq Undercuts Lows In Market Sell-Off; Sandisk, Vertiv ...

The rapid adoption of artificial intelligence (AI) is driving explosive demand for data center infrastructure. Hyperscalers spent $410 billion in capital expenditures last year, according to The Motley Fool's research, and capital spending is expected to increase again in 2026. Marvell Technology (NASDAQ: MRVL) is well-positioned to benefit from this trend. It supplies high-speed interconnects, networking switches, and custom chips that keep everything in the data center connected and running fast. Its dat ...

Key Takeaways MRVL's data center business generated $6.1B in fiscal 2026, making up 74.4% of total revenues.MRVL is benefiting from AI-driven demand, with interconnect revenues set to grow over 50% in fiscal 2027.MRVL expects switching revenues to surpass $600M and custom silicon to grow 20% in fiscal 2027.Marvell Technology (MRVL)  posted strong results in fiscal 2026, with 74.4% of revenues coming from the data center business, which reached $6.1 billion. Given the contribution to MRVL’s top line and the ...

Dow Jones Futures Rise, Oil Prices Fall On U.S. Peace Plan To Iran; 7 Stocks To Watch | Investor's Business Daily BREAKING: Futures Rise, Oil Prices Fall On Iran Deal Hopes Dow Jones futures rose solidly early Wednesday, along with S&P 500 futures and Nasdaq futures, as oil prices tumbled, on reports that the U.S. sent a peace plan to Iran. The stock market rallied off morning lows with the major indexes closing lower Tuesday but small caps rising. That's despite crude oil prices and Treasury yields rebound ...

PRIMER 23 March 2026 China Semiconductors on 23-Mar-2026 Future of Tech: AI Datacenter Networking Primer Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com +852 2123 2694 zheng.cui@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Alrick Shaw +1 917 344 8454 alrick.shaw@bernsteinsg.com See the Disclosure Appendix of this report for required disclo ...