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Nvidia Stock Shakes Off Dip. Its AI Competition Is Ramping Up.: Nvidia stock has shrugged off AI announcements from Intel, Google, Meta, and Marvell Technology.
barrons.com/articles/nvidia-stock-price-buy-sell-2c6124fa
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Is There An AI Bubble? Ask This Instead, Plus 4 AI Stocks I Own: Explore the hype and uncertainties surrounding transformative technologies, particularly AI ...
seekingalpha.com/article/4683484-is-there-an-ai-bubble-ask-this-instead-plus-4-ai-stocks-i-own
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With Marvell Stock Stuck In Neutral, Option Trade Can Return 23%: Marvell stock iron condor trade has the potential to return 23% if the stock price stays ...
investors.com/research/options/marvell-stock-option-trade/
Marvell Technology Poised To Expand Leadership In AI Chip Market, Analyst Sees Market Potential Worth Bil
benzinga.com/analyst-ratings/analyst-color/24/04/38114903/marvell-technology-poised-to-expand-leadership-in-ai-chip-market-analyst-sees-marke
China remains crucial for U.S. chipmakers amid rising tensions between the world's top two economies
cnbc.com/2024/04/12/china-remains-a-crucial-market-for-us-chipmakers-amid-rising-tensions-.html
This is how Broadcom imagines the future VMware business: After Broadcom's takeover of VMware, many partners are left hanging in the air. Broadcom has now ...
it-business.de/so-stellt-sich-broadcom-das-kuenftige-vmware-business-vor-a-bd3776142fd6906433fd08033bb593b8/
EU investigates Broadcom's licensing practices: After complaints from user associations, Broadcom now has to explain its licensing practices to the EU Commission ...
computerwoche.de/a/eu-untersucht-broadcoms-lizenzpraktiken,3698632
Migrating from VMware to Broadcom: Five days of massive restrictions for customers
heise.de/news/Migration-von-VMware-zu-Broadcom-Fuenf-Tage-massive-Einschraenkungen-fuer-Kunden-9683277.html
Wall Street Breakfast: The Week Ahead: The article discusses upcoming events and earnings reports that investors should watch, including the consumer price index ...
seekingalpha.com/article/4682533-wall-street-breakfast-week-ahead
Spotlight On CPI Report, AI Tech Events And Major Bank Earnings: Stay informed and get ahead of the market with Seeking Alpha's Stocks to Watch newsletter ...
seekingalpha.com/article/4682399-spotlight-on-cpi-report-ai-tech-events-and-major-bank-earnings
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Marvell Technology: Favorable Setup For A Turnaround: Marvell expects continued growth in data center segment, as well as potential growth from its cloud ...
seekingalpha.com/article/4682095-marvell-technology-favorable-setup-for-turnaround
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Micron Is Suddenly a Hot AI Stock—And That’s Not Hype: Several intertwined factors have spurred the huge rebound in Micron’s fortunes, all tied to AI But now the ...
barrons.com/articles/micron-technology-stock-price-ai-hype-9cce9498
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Dow nears 40K as tech rally sets new records: The stock market continued its record-setting rally Thursday with the Dow Jones Industrial Average notably flirting ...
thehill.com/business/4547713-dow-nears-40k-as-tech-rally-sets-new-records/
Automatic migration from VMware ESXi to Proxmox: The free ESXi is history - and Proxmox gets into position. VMware VMs can now be easily moved to PVE using a ...
heise.de/news/Jetzt-verfuegbar-Automatische-Migration-von-ESXi-VMs-zu-Proxmox-9670044.html
Marvell Technology Gives a Weak Outlook. The Chip Stock Tanks.: The company’s shares fell 10.2% to $76.41 in post-market trading following earnings.
barrons.com/articles/marvell-technology-weak-outlook-8fb7b0f8
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Astera Labs Prices IPO. It’s an AI Infrastructure Play at a Hefty Valuation.
barrons.com/articles/ai-stocks-astera-labs-ipo-92497eb6
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Marvell's Tug Of War; AI Wins: Marvell Technology's Q4 earnings report indicates growth in data centers but declines in other sectors. Explore more details here.
seekingalpha.com/article/4677700-marvells-tug-of-war-ai-wins
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Nvidia's dizzying rally spurs rush into AI-themed ETFs: The fervor around artificial intelligence has sparked a gold rush into AI-themed ETFs ...
reuters.com/technology/nvidias-dizzying-rally-spurs-rush-into-ai-themed-etfs-2024-03-19/
Powell Part Two Was Better Than the Original, Why Stocks Marched Higher. And 5 Other Things to Know Before Markets Open.
barrons.com/articles/what-to-know-today-c8e7b4e2
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Stocks Poised for Muted Opening
barrons.com/articles/stocks-poised-for-muted-opening-df624dd8
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Nvidia Stock Is Rising Again. Why This Could Be the Next Catalyst.: Nvidia shows its resilience Tuesday, climbing despite a broader tech sector selloff ...
barrons.com/articles/nvidia-stock-price-buy-sell-ec264ca4
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Nvidia Stock Extends Its Run Higher. Broadcom and Marvell Shares Fall After Earnings.
barrons.com/articles/nvidia-stock-price-buy-sell-487e8901
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The demise of VMware: Since Broadcom completed its acquisition of VMware, the unpleasant consequences for users and partners have been increasing.
computerwoche.de/a/der-niedergang-von-vmware,3698442
Unless You’re Nvidia, the AI Chip Business Is Complicated: Broadcom and Marvell shares have surged on AI hype, but other chip segments weigh on results.
on.wsj.com/3V8uy60
Analog Devices Beats Earnings Expectations. Why the Stock Is Down Anyway.: The outlook for fiscal second-quarter earnings from Analog Devices misses analysts’ ...
barrons.com/articles/analog-devices-earnings-stock-price-f503b843
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VMware vSphere Hypervisor: Free version canceled without replacement: VMware is now owned by Broadcom. The first step after taking over permanent licenses in ...
stadt-bremerhaven.de/vmware-vsphere-hypervisor-kostenlose-version-ersatzlos-gestrichen/
Comment: Broadcom dismantles VMware - is that just cheeky or stupid?: In the end, profit maximization gets the customers out of the way - Broadcom's approach ...
heise.de/meinung/Kommentar-Broadcom-zerlegt-VMware-ist-das-nur-dreist-oder-schon-dumm-9631137.html
TD Synnex expands collaboration with VMware in Europe: TD Synnex expands collaboration with VMware. Partners from Austria, Denmark, Finland, Ireland, Norway ...
it-business.de/td-synnex-baut-zusammenarbeit-mit-vmware-in-europa-aus-a-4e2b9333ac313c57ab493071f0707bed/
Under the radar: These two exciting tech giants offer up to 35% price opportunity
boerse-online.de/nachrichten/aktien/unter-dem-radar-diese-zwei-spannenden-tech-riesen-bieten-bis-zu-35-kurschance-20352761.html
Flash update: record hunt on Wall Street continues - Micron, Broadcom, Nvidia, Guess and Reddit in focus
deraktionaer.de/artikel/maerkte-forex-zinsen/blitz-update-rekordjagd-an-der-wall-street-geht-weiter-micron-broadcom-nvidia-guess-und-reddit-im-fokus-20353526.html
Exploding Chips, Meta's AR Hardware, and More: IEEE Spectrum visits ISSCC, the key conference in integrated circuit tech
spectrum.ieee.org/secure-integrated-circuits-meta-ar
Exclusive: Nvidia chases $30 billion custom chip market with new unit -sources: Nvidia (NVDA.O) is building a new business unit focused on designing bespoke ...
reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/
Insider: KKR está prestes a comprar a divisão Broadcom por 3,8 mil milhões de dólares
handelsblatt.com/technik/it-internet/insider-kkr-vor-kauf-von-broadcom-sparte-fuer-38-milliarden-dollar/100018075.html
AMD, Nvidia & Super Micro: Take a quick breather - nothing more!: Tech stocks like AMD and Nvidia are seeing profit-taking after the AI rally ...
deraktionaer.de/artikel/medien-ittk-technologie/amd-nvidia-super-micro-kurzes-durchatmen-mehr-nicht-20352625.html
Marvell Technology Q4 Earnings: Revenue Beat, EPS In Line, Weak Guidance Sends Shares Tumbling - Marvell
benzinga.com/news/earnings/24/03/37546588/marvell-technology-q4-earnings-revenue-beat-eps-in-line-weak-guidance-sends-shares-tumbling
Chipping In: Billionaire-Founded Unicorn Startup Makes Semiconductor ‘Chiplets’ For The AI Boom
forbes.com/sites/catherinewang/2024/02/16/chipping-in-billionaire-founded-unicorn-startup-makes-semiconductor-chiplets-for-the-ai-boom/
Markets in the morning: DAX still on course for records; Gold, Nvidia, Marvell Technology, Novo Nordisk, Daimler Truck, Sartorius, Symrise, Deutsche Bank ...
deraktionaer.de/artikel/aktien/maerkte-am-morgen-dax-weiter-auf-rekordkurs-gold-nvidia-marvell-technology-novo-nordisk-daimler-truck-sartorius-symrise-deutsche-bank-hugo-boss-hello-fresh-im-fokus-im-fokus-20352437.html
Nvidia, Broadcom, TSMC, ASML & Co.: Shares of the major chip companies: AI is boosting the share prices of large chip companies. The titles are highly rated ...
wiwo.de/my/finanzen/geldanlage/aktien-der-grossen-chipkonzerne-noch-keine-blase/29693488.html
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Broadcom’s Tan Hock Eng joins the Meta board: Facebook parent Meta has announced the election of two new members to its board of directors ...
thestar.com.my/business/business-news/2024/02/16/broadcoms-tan-hock-eng-joins-the-meta-board
Broadcom nears $3.8 billion deal to sell end-user computing business to KKR : Chipmaker Broadcom is on the brink of finalising a $3.8 billion agreement to ...
wionews.com/business-economy/broadcom-nears-38-billion-deal-to-sell-end-user-computing-business-to-kkr-693974
Silicon Box breaks bottleneck in chiplet packaging with sub-5-micron technology: The company’s technology reduces chiplet-based system packaging costs by up to ...
sbr.com.sg/manufacturing/exclusive/silicon-box-breaks-bottleneck-in-chiplet-packaging-sub-5-micron-technology
Malaysian-born Broadcom CEO, Tan Hock Eng, joins Meta’s board of directors: Facebook parent Meta has announced the election of two new members to its board of ...
thestar.com.my/tech/tech-news/2024/02/15/malaysian-born-broadcom-ceo-tan-hock-eng-joins-metas-board-of-directors
Live news: Meta adds Broadcom chief and former Enron trader to board
ft.com/content/2fba2a48-2787-4938-9088-4f00b5f4fb4f
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Virtualization: Dell ends VMware deal because of Broadcom - Golem.de: After VMware was spun off, Dell retained the ability to operate the virtualization products ...
golem.de/news/virtualisierung-dell-beendet-vmware-deal-wegen-broadcom-2401-181735.html
CEO paychecks are soaring and 1 tech chief could even make $1 billion: A surge in chipmaker Broadcom's share price could see its chief executive Hock Tan receive ...
qz.com/ceo-pay-broadcom-cisco-adobe-1851362968
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Marvell Technology: AI Show-Me Story, Shares Near Fair Value, Downgrading To Hold
seekingalpha.com/article/4664008-marvell-technology-ai-show-me-story-shares-near-fair-value-downgrading-to-hold
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Nvidia Is No Longer Citigroup’s Top Specialty Chip Stock. Here’s What Is.: Citi analyst Atif Malik said in a research note that Marvell Technology is now his No ...
barrons.com/articles/nvidia-marvell-ai-chip-stocks-8acf82aa
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Nvidia continues to fall - biggest daily loss in a year: Investors' strong caution ahead of chip producer Nvidia's quarterly results due on Wednesday evening ...
deraktionaer.de/artikel/technischeanalyse/nvidia-faellt-weiter-groesster-tagesverlust-seit-einem-jahr-20350962.html
Quick Glance: Nvidia's Hardware Drives Market Value Beyond Australia's GDP
- Nvidia opened its doors for business in 1993, producing hardware that enables the development of AI applications.
- The company posted revenue of $22.1 billion in the December quarter of 2023, marking a 265 percent increase from the previous year.
- Investors reacted to the news by increasing the company's market valuation by $250 billion, the largest one-day gain in Wall Street's history.
- Nvidia's recent success is attributed to the surge in demand for products utilizing its chips, like Microsoft's ChatGPT, as well as investments in AI infrastructure.
Nvidia and 3 Other Chip Stocks Are the Best to Play AI, Analyst Says
barrons.com/articles/nvidia-ai-chip-stocks-buys-97e1b4fe
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Chaos at VMware: This is how Broadcom is slashing its offering: After the Broadcom takeover, it quickly became clear that many VMware customers would have to ...
heise.de/news/VMware-muss-sich-offiziell-erklaeren-So-streicht-Broadcom-das-Angebot-zusammen-9608778.html
Marvell: Where do they fit in the world of semiconductors?: As most people who have navigated their career knows, long-term plans often take unexpected turns ...
techspot.com/news/101672-marvell-where-do-they-fit-world-semiconductors.html
QTEC: An Equal-Weighted Alternative In Technology ETFs With Surprisingly Strong Performance
seekingalpha.com/article/4664340-qtec-equal-weighted-alternative-technology-etf-surprisingly-strong-performance
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CNBC Daily Open: Markets rebound in time for the Santa Claus rally: In a sign of strength, major indexes rebounded off their worst day in months on Wednesday to ...
cnbc.com/2023/12/22/stock-markets-markets-rebound-in-time-for-the-santa-claus-rally.html
Here are Tuesday's biggest analyst calls: Nvidia, Amazon, Snap, Meta, Adobe, Microsoft, Sunrun & more
cnbc.com/2023/12/19/the-top-wall-street-stocks-on-tuesday.html
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Marvell: Upgrading To Buy; Negatives Priced In: MRVL stock price has declined 12% in the past two quarters, underperforming the market by 20% ...
seekingalpha.com/article/4657093-marvell-upgrading-to-buy-negatives-priced-in
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AI Is the Only Bright Spot for Chips as PC Demand Falters
barrons.com/articles/ai-chips-pc-demand-7c94bf43
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Tech’s Rally Isn’t Done. Why These 10 Stocks Are the Next to Gain.: The Magnificent Seven have rallied 107% this year versus 3% for an equally weighted version ...
barrons.com/articles/ai-tech-stocks-stocks-to-buy-7c8a2a3d
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Broadcom expects $69 bln VMware deal to close before November deadline: U.S. chipmaker Broadcom (AVGO.O) expects its $69 billion buyout of cloud-computing firm ...
reuters.com/markets/deals/broadcom-expects-69-bln-vmware-deal-close-before-november-deadline-2023-10-30/
Marvell Q3 Earnings: Mixed Outlook, But Good Outweighs The Bad: Marvell Technology's stock declines despite beating earnings estimates, as weak Q4 guidance ...
seekingalpha.com/article/4655423-marvell-q3-earnings-mixed-outlook-but-good-outweighs-bad
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Marvell Stock Drops After Earnings. Analysts Say Be Patient on the AI Story.: Analysts remain confident Marvell will gain from investments in artificial ...
barrons.com/articles/marvell-stock-earnings-price-analysts-5645ae37
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Apple Settles 7-Year Wi-Fi Chip Patent Dispute With Caltech: Apple and its Wi-Fi chip supplier Broadcom have reached an agreement with the California Institute ...
macrumors.com/2023/10/12/apple-caltech-wi-fi-lawsuit-settlement/
Serial Dealmakers Reverse $50 Billion M&A Spree in Spinoff Push: Hi, it’s Ben Scent and Swetha Gopinath in London, looking at a group of serial dealmakers ...
bloomberg.com/news/newsletters/2023-10-30/serial-dealmakers-reverse-50-billion-m-a-spree-in-spinoff-push
Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Apple, Disney, Microsoft, AMD, Amazon, Adobe & more
cnbc.com/2023/11/14/tuesdays-top-stocks-that-analysts-are-watching.html
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TSMC Forms A Team of 200 R&D Specialists For Silicon Photonics, Partners Include NVIDIA & Broa…
wccftech.com/tsmc-forms-a-team-of-200-rd-specialists-for-silicon-photonics-partners-include-nvidia-broadcom/
VMware begins job cuts as Broadcom nears deadline to close acquisition: VMware staff started posting about being laid off. Broadcom has said it expects to close ...
businessinsider.com/vmware-layoffs-job-cuts-broadcom-acquisition-deadline-looms-2023-10
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David Tepper's Appaloosa raised its exposure to several big tech names — but not the most famous one
cnbc.com/2023/11/14/teppers-appaloosa-raised-exposure-to-some-big-tech-but-not-this-one.html
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Caltech ends high-stakes US patent fight with Apple and Broadcom: The California Institute of Technology has reached an agreement to end a patent lawsuit against ...
reuters.com/legal/caltech-ends-high-stakes-us-patent-fight-with-apple-broadcom-2023-10-12/
Beijing weighs delaying approval of $69 bln Broadcom-VMware deal- FT: Beijing is weighing holding up U.S. chipmaker Broadcom Inc's (AVGO.O) $69 billion purchase ...
reuters.com/markets/deals/beijing-weighs-delaying-approval-69-bln-broadcom-vmware-deal-ft-2023-10-19/
The Broadcom-VMware merger is through: Broadcom's merger with VMware has cleared its final regulatory hurdle: China has approved the deal.
computerwoche.de/a/der-broadcom-vmware-merger-ist-durch,3697950
Michael Dell gifts $350 million of stock days before massive windfall: The Dell Technologies CEO and founder made a big donation ahead of Broadcom's takeover of ...
markets.businessinsider.com/news/stocks/michael-dell-technologies-stock-philanthropy-charity-vmware-broadcom-billionaires-wealth-2023-10
VMware revealed Symantec SASE integration plan before Broadcom finished buying it
theregister.com/2023/11/14/vmware_symantec_sd_wan_integration/
1 in 5 VMware customers plan to jump off its stack next year: Forrester predicts the loss of custom for Virtzilla following Broadcom takeover
theregister.com/2023/11/08/vmware_customer_forrester_prediction/
Patent: Broadcom wants to ban Netflix H.265 streams - Golem.de: ith a patent, Broadcom is taking action against Netflix streams that use H.265 ...
golem.de/news/patent-broadcom-will-netlix-h-265-streams-verbieten-2309-177977.html
While it waited for Broadcom, VMware set out to do to data services what it did to storage
theregister.com/2023/11/07/vmware_data_services_broadcom/
11 AI stocks to buy for explosive price potential, dividends: BofA: Artificial intelligence will have a $15.7 trillion impact by 2030, Bank of America says ...
businessinsider.com/ai-stocks-to-buy-now-artificial-intelligence-bank-of-america-2023-10
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