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Market Trends

Huang’s Computex Endorsement Reprices AI Chip Winners and Forces a Market Reset

Jensen Huang’s public praise for Marvell at Computex pushed the stock into stretched valuations that have highlighted investor sensitivity to company guidance.

192 ARTICLES

last mo.

Navitas Elevates Avnet to Global Distribution Partner to Drive Push Into AI Power Markets

29 ARTICLES

7mo ago

Nvidia’s Blowout Quarter Lifts Targets as Shares Whipsaw and AI Risks Come Into Focus

3 ARTICLES

9mo ago

Super Micro Slides as 10-K Discloses Control Weaknesses, Soft Q4 Stokes New Doubts

Market Trends

Huang’s Computex Endorsement Reprices AI Chip Winners and Forces a Market Reset

AI Chip Boom Lifts Global Markets as AMD Soars and Samsung Tops $1 Trillion

Palantir Beats Q1 Estimates and Lifts 2026 Outlook on Surging U.S. AI Demand

Intel Soars on AI CPU Demand as Nvidia Reclaims $5 Trillion

TSMC Maps Faster Growth for 2026 and Retools Manufacturing for the AI Era

Navitas Elevates Avnet to Global Distribution Partner to Drive Push Into AI Power Markets

Nvidia’s Blowout Quarter Lifts Targets as Shares Whipsaw and AI Risks Come Into Focus

Super Micro Slides as 10-K Discloses Control Weaknesses, Soft Q4 Stokes New Doubts