Pessimistic
Last updated: 2026-03-07 01:22:55 ET
Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple...
AI data center demand drives upbeat outlook as BofA, J.P. Morgan and Evercore raise targets.
These are the stocks posting the largest moves in midday trading.
Marvell shares surged on Friday after the company beat earnings expectations and issued strong guidance on continuing AI demand.
Marvell’s stock was up in after-hours trading on Thursday after an upbeat earnings report and full-year guidance.
Wall Street expects to see strong demand for the chip maker’s custom AI chips and optical networking when earnings are released.
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