In Q2 2026 13F filings, Dan Loeb's Third Point exited Nvidia, Broadcom, KLA, Lam Research, the VanEck Semiconductor ETF, and Meta, while building a new 20 million share position in Warner Bros. Discov…
Google has tapped Marvell Technology to develop custom silicon for its Tensor Processing Unit (TPU) ecosystem, including AI inference accelerators, storage controllers, and network interface controlle…
Marvell Technology issued Alphabet's Google a warrant to buy up to 58,970,907 Marvell shares at $206.58 per share, potentially worth about $12.2 billion, as part of an expanded custom-chip deal coveri…
Broadcom Inc. shares fell between 12.6% and 15% on June 4, erasing roughly $286 billion in market value, after the company reported record fiscal Q2 2026 revenue of $22.2 billion (up 48% year-over-yea…
NVIDIA (NASDAQ:NVDA) has become the load-bearing wall of the AI buildout, with OpenAI's 10GW commitment and hyperscalers like Anthropic, Meta, and AWS queuing for its Blackwell and Vera Rubin silicon.…
Google secured a warrant to buy up to 58,970,907 Marvell Technology shares at $206.58 each, worth about $12.18 billion, tied to a commercial agreement covering Google's tensor processing unit (TPU) pr…
Broadcom Inc. shares fell 5% to $359.66 after Marvell Technology Inc. secured a deal to develop custom AI chips for Alphabet Inc.'s Google, threatening Broadcom's position as Google's incumbent custom…
Marvell Technology shares jumped 13% to $243.66 after the company disclosed a warrant issued to Alphabet's Google worth about $12.18 billion as part of a deal to develop custom AI chips, while Broadco…
Marvell Technology announced discussions with Google to develop custom AI, storage, and networking chips, including a Memory Processing Unit and an inference-optimized TPU, with the MPU design targete…
Arista Networks, Broadcom, and Marvell Technology are quietly dominating the AI networking niche, with Arista's Q2 FY26 revenue up 37.7% year over year to just over $3 billion and full-year guidance r…
Custom AI chips from Google, Amazon, Microsoft and Meta are set to grow shipments 44.6% this year, nearly triple the 16.1% growth rate for Nvidia's GPUs, according to TrendForce. TrendForce expects AS…
Wall Street pulled further from its record high on Tuesday as AI stocks sank, with the S&P 500 falling 0.5 percent for a third straight loss since its all-time high on Thursday. Micron Technology drop…
Snowflake introduced dynamic model routing for its Cortex AI Gateway, which automatically directs workloads to the most cost-effective model based on cost, performance, and latency requirements. The c…
ARK Invest hired Matt Arkin as a research associate covering artificial intelligence, cloud computing, and semiconductors, signaling a deeper focus on AI infrastructure. The firm's March 2026 research…
Billionaire investors Stanley Druckenmiller and Brad Gerstner both sold their stakes in Broadcom (AVGO) and instead purchased shares of an unnamed AI stock, according to recent 13F filings. The moves …
Investors are concerned about roughly US$70 billion in off-balance-sheet 'phantom liabilities' from AI companies' credit backstops, which could materialize during a downturn. Nvidia's US$500 billion f…
The S&P 500 fell 0.2% to 7,785.76 on Friday, retreating from a record high as investors weighed weak retail sales and Middle East tensions, with Applied Materials dropping 5.1% after its forecast fail…
Bridgewater Associates, the macro hedge fund managing an estimated $150B to $170B in assets, disclosed a US equity portfolio worth approximately $22.4B in its Q1 2026 13F filing, with top positions in…
Semiconductor stocks are on pace for their best August since 2003, with the PHLX Semiconductor Sector Index up more than 10% in August 2026 after a 20%-plus decline in July, according to semiconsociet…
Wolfe Research estimates Broadcom could generate up to $200 billion in AI revenue by 2028, driven by its involvement in XPV, an AI infrastructure financing vehicle with Apollo and Blackstone supportin…