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Ambarella Reports Record Edge‑AI Revenue but Margins and Takeover Talk Weigh on Stock

The company signaled continued revenue growth while its falling GAAP margins and unresolved buyout speculation leave near-term valuation unclear.

Arm Beats Q1 Estimates as Stock Drops on Investor Caution

Marvell to Join S&P 500 After Clearing GAAP Profitability Test

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

Broadcom Draws Fresh Upgrades on AI Momentum as TPU Costs Challenge Nvidia

Broadcom Pullback Meets Fresh Buy Calls From Wall Street

Wall Street Reups Bullish Case for Broadcom After AI-Fueled Quarter and Post‑Earnings Slide