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Marvell's Stock Jumps as CEO Ties AI Deals to Record Data‑Center Revenue

Murphy says a decade of trust with hyperscale cloud customers led to bespoke Google and Nvidia agreements that support much higher revenue targets.

Super Micro Probe Finds No Management Role in Alleged AI‑Server Diversion

Analog Devices Beats Estimates and Lifts Q4 Outlook on Strong AI Power Demand

SanDisk Lays Out Bullish Three‑Year Model, Sends Stock Higher

AMD Raises $4.75 Billion in Multi‑Tranche Bond Sale

TSMC Posts Record July Revenue and Raises 2026 Growth and Capex Guidance

Qualcomm Stock Slides After Guidance Miss

STMicroelectronics Shares Plunge After Q2 EBITDA Miss as Company Bets on AI and Satellite Growth

Rebellions Plans South Korea IPO Next Year

Synopsys Ends Support for Fab Analytics to Push All‑In on AI Chip Design

Lam Research Rallies to Record High as Brokers Lift Price Targets

Micron Locks Multi‑Year Deals After Blockbuster Quarter

ASML Reinforces Monopoly as Analysts Lift Targets and Board Clears €12 Billion Buyback

Marvell Stock Rockets After Rally Driven by S&P Inclusion, New CFO and U.S.-Iran Diplomatic News

Nvidia Opens Orders for Vera CPU to Chinese Cloud Customers

Marvell Shares Slide After June 9 Pullback Despite Strong Quarter and $1 Billion Capacity Pledge

PVH Cuts 2026 Revenue Outlook as Iran Conflict Weakens EMEA Demand

Samsung Reports Prototype 900‑Layer V‑NAND Chip

Arm Shifts From IP Licensor to Seller With Its Own AGI Data‑Center CPU

Intel Rebounds After Five‑Day Slide as Analysts Raise Price Targets