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MRVL Surges 31% in a Month: Should You Hold or Fold the Stock?
Marvell Technology's 31% surge rides on booming AI and data center demand, but lofty valuation and fierce rivals keep investors cautious.
Zacks·6h ago
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TSM Soars 18% in a Month: Should You Buy, Sell or Hold the Stock?
Taiwan Semiconductor's 18% surge underscores its AI-fueled momentum and dominant chipmaking edge. However, near-term headwinds suggest holding may be the wiser move.
Zacks·8h ago
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Credo Acquires Hyperlume, Taps MicroLED Tech for AI Data Centers
CRDO's Hyperlume acquisition brings cutting-edge microLED optical interconnects to strengthen AI and data center connectivity solutions.
Zacks·3d ago
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Microsoft Uses Microfluidics Tech to Outpace AI Chip Rivals
MSFT's microfluidics breakthrough cools chips three times better than cold plates, boosting AI performance and data center efficiency.
Zacks·5d ago
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ADI's Communications Segment Improves: Is the Momentum Sustainable?
Analog Devices' communications unit surges 40% in Q3, fueled by AI-driven data centers and 5G investment, but competition remains intense.
Zacks·10d ago
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The Zacks Analyst Blog Highlights Broadcom Oracle, Cisco Systems and United-Guardian
Broadcom, Oracle, Cisco Systems, and United-Guardian take center stage in the latest Zacks Analyst Blog with fresh research insights.
Zacks·11d ago
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Top Research Reports for Broadcom, Oracle & Cisco Systems
Today's Research Daily features new research reports on 16 major stocks, including Broadcom Inc. (AVGO), Oracle Corporation (ORCL), and Cisco Systems, Inc. (CSCO). as well as a micro-cap stock United-Guardian, Inc. (UG).
Zacks·12d ago
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ALAB Rides on Strong Demand for PCIe Solution: A Sign of More Upside?
Astera Labs benefits from strong PCIe demand, rapid adoption of the Scorpio switch and an expanded partnership with NVIDIA.
Zacks·12d ago
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AVGO's Infrastructure Software Sales Rise: A Sign of More Upside?
Broadcom's Infrastructure Software revenues surged on VMware strength, while AI and semiconductors are set to fuel further growth.
Zacks·12d ago
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MRVL's Carrier Infrastructure Segment Recovering: What Lies Ahead?
Marvell Technology's carrier infrastructure revenues surge 71.4% y/y as product refreshes, inventory normalization and strong adoption fuel recovery momentum.
Zacks·12d ago

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