Core Insights - Marvell Technology is acquiring semiconductor startup Celestial AI for $3.25 billion to enhance its compute capacity in response to increasing demand for AI infrastructure [1][2] - Following the announcement, Marvell's stock rose over 5% intra-day [1] Acquisition Details - The acquisition provides Marvell with access to Celestial AI's photonics technology, which utilizes light instead of electrical signals to connect AI and memory chips [2] - Marvell is competing with Broadcom and Nvidia in the AI-optimized chip market, with CEO Matt Murphy indicating that hyperscale customers may adopt photonics technology as early as 2027 [2] - The company anticipates that the acquisition will start contributing significant revenue in the second half of fiscal 2028 [2] Financial Performance - Marvell reported adjusted EPS of $0.76 for Q3 on revenue of $2.08 billion, slightly exceeding analyst expectations of $0.74 and $2.07 billion [3] - For Q4, Marvell projects adjusted EPS of $0.79 at the midpoint on revenue of $2.20 billion, surpassing estimates of $0.77 and $2.17 billion [3]

Nvidia stock slipped on Wednesday as investors reacted to fresh competitive pressure from Amazon's new Trainium 3 artificial intelligence chip, the latest sign that major cloud providers are accelerat... ...

Nvidia on Wednesday published new data showing that its latest artificial intelligence server can improve the performance of new models - including two popular ones from China - by 10 times. ...

Now that many of the YieldMax funds have several years' worth of performance history, I've been adjusting my portfolio and fine-tuning my positions. Some of these funds have resulted in disappointing performance, but I believe thatFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offe ...

责任编辑：李桐 英伟达首席执行官黄仁勋离开美国众议长约翰逊的办公室时告诉记者，他周三前往国会山回答有关人工 智能的问题。 英伟达首席执行官黄仁勋离开美国众议长约翰逊的办公室时告诉记者，他周三前往国会山回答有关人工 智能的问题。 责任编辑：李桐 ...

While Palantir Technology has been one of the most talked-about AI winners this year, another AI player, Credo Technology, is growing faster and is up more year-to-date because of surging demand. Unlike Palantir, which generates revenue by helping enterprises and governments securely develop AI applications, Credo's success stems from being the market-share leading supplier of high-speed active electrical cables, or AECs, used to connect network infrastructure within data centers. Demand is soaring becau ...

Nvidia recently presented the case for there being much more room for growth.In today's video, I discuss recent updates affecting Nvidia (NVDA 0.43%) and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the market prices of Dec. 2, 2025. The video was published on Dec. 2, 2025. ...

Amazon continues to develop its own AI chips, yet Nvidia still emerges victorious.In today's video, I discuss recent updates affecting Amazon (AMZN 1.04%), Nvidia (NVDA 0.54%), and other artificial intelligence stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Dec. 2, 2025. The video was published on Dec. 2, 2025. ...

Welcome to Yahoo Finance's flagship show, Morning Brief, [music] presented by Robin Hood, the home to commission free trading. I'm Julie Heyman. Let's get to the [music] three things you need to know today.First, the fulcrum of the AI trade may be shifting or at least expanding since Alphabet rolled out the latest version of its nano banana image generator [music] two weeks ago. Adoption of both it and its Gemini AI chatbot have [music] been gaining steam. Open AAI's chat GPT still has more than twice the u ...

U.S. equity markets opened on a positive note this Wednesday, December 3rd, 2025, extending gains from a tech-driven rally seen in the previous session. Investors are closely monitoring a fresh batch of economic data and corporate earnings reports, while also keenly anticipating signals from the Federal Reserve regarding potential interest rate adjustments. The early trading hours suggest a cautious optimism pervading Wall Street, as major indexes attempt to reverse some of the week's earlier losses.Major M ...