Anthropic has integrated Claude Mythos 5, its restricted cyber model, into Claude Security for Enterprise customers, enabling vulnerability scanning with CWE classification, confidence and severity ra…
Broadcom Inc.'s credit default swap spread surged to a record 122 basis points after the company announced a massive off-balance-sheet debt structure, potentially reaching $100 billion, to finance cus…
Anthropic announced on August 5, 2026, the formation of an in-house custom silicon team to design proprietary AI chips, aiming to cut inference costs and reduce dependence on Nvidia, AMD, and Google. …
Broadcom (NASDAQ: AVGO) shares fell 12.88% in the past week to $364.50 despite reporting Q2 FY2026 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue of $10.80 billion,…
Marvell Technology Inc. stock fell 6% to $235.20 on Friday as investors priced in dilution from a warrant granted to Alphabet Inc.'s Google, which can buy up to 58,970,907 Marvell shares at $206.58, w…
NVIDIA Corp. (NASDAQ:NVDA) heads into its Aug. 26 fiscal Q2 2027 earnings report with a conservative revenue guide of $91 billion plus or minus 2%, a non-GAAP gross margin of 75%, and a 0.953 implied …
Broadcom Inc. (NASDAQ: AVGO) reported Q2 FY2026 AI semiconductor revenue of $10.80 billion, up 143% year-over-year, and guided Q3 AI revenue to $16.0 billion, with a fiscal 2027 target exceeding $100 …
AMD and Intel shares each fell nearly 4% on August 19, 2026, while Nvidia held roughly flat, as rising long-term Treasury yields and dilution concerns weighed on the AI chip trade. The 30-year Treasur…
Marvell Technology signed a commercial agreement with Google on July 29, 2026, to develop custom silicon for data center and AI workloads, a deal structured around warrants and up to $120 billion in c…
Broadcom is in talks with lenders to raise more than US$60 billion in debt for an AI chip financing deal that will benefit Anthropic and other companies, according to Bloomberg News. The financing cou…
Marvell Technology announced an expanded partnership with Google on July 29 to co-develop custom silicon products for Google's Tensor Processing Unit ecosystem, including AI inference accelerators, st…
Broadcom is in talks to raise more than $60 billion in senior debt through a special-purpose vehicle to finance AI chip purchases and lease them to companies like Anthropic, with the total structure p…
The First Trust Nasdaq Semiconductor ETF (FTXL) is up roughly 76% year to date and about 134% over the last year, closing at $228, but its modified-equal-weight construction has concentrated risk: the…
Stanley Druckenmiller's Duquesne Family Office fully exited its Broadcom position and opened a new $120 million stake in Alphabet Inc. in Q2 2026, according to 13F filings. Berkshire Hathaway, led by …
Anthropic, the AI lab behind Claude, reportedly holds 70–80 letters of intent for data center capacity, signaling a major infrastructure expansion. The company, valued at $965 billion after a May 2026…
Marvell Technology (NASDAQ:MRVL) signed a commercial agreement with Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) to develop custom silicon for Google's TPU ecosystem, including custom accelerators, storage, n…
Broadcom (NASDAQ: AVGO) posted a record $22.2 billion quarter with AI silicon revenue of $10.8 billion, up 143% year over year, while Marvell Technology (NASDAQ: MRVL) reported $2.418 billion in reven…
Billionaire Stanley Druckenmiller's Duquesne Family Office sold its entire stakes in Micron, Intel, and Broadcom in the second quarter, according to a Form 13F filed August 14, 2026, and instead bough…
Marvell Technology (NASDAQ: MRVL) has a 24/7 Wall St. price target of $288.12, implying 21.43% upside from its recent close of $237.27, with a buy recommendation and 90% confidence. The company report…
Google has committed $12 billion to Marvell Technology for development of its next-generation Tensor Processing Units (TPUs), according to The Wall Street Journal. The multi-year agreement covers seve…