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Marvell Sinks 14% in a Week on Lumentum Talks: Chipmakers Like It “Don’t Have a Choice”
31.10.2026 14:07
Key TakeawaysMarvell Technology fell 14% in the past week on reported Lumentum talks, then in a chip selloff after Intel’s weak outlook. Lumentum’s lasers would make Marvell a bigger Broadcom rival and give Coherent a competitor backed by Marvell’s chips.
Is There A Risk Hiding In Ciena Stock's Growth?
30.10.2026 13:42
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4 Stocks Where Rising Yields Come From Bigger Dividend Checks, Not Falling Prices
30.10.2026 13:17
Not every rising dividend yield signals good news, but four familiar companies just handed shareholders bigger checks while their stock prices climbed. The distinction separating these raisers from the rest is worth understanding before you buy.
Latest News In AI Chips - AI Demand Spurs Semiconductor Market Transformation 2027 Predictions
30.10.2026 11:37
TechInsights, an authoritative information platform for the semiconductor industry, has released its 2027 Outlook Report detailing five significant trends poised to reshape the semiconductor market. The report highlights the growing impact of AI-driven demand, which is intensifying supply chain constraints and affecting chip architecture and manufacturing investments. Key issues identified include a memory market shift, where AI is rapidly depleting high-bandwidth memory (HBM) supply, and...
Broadcom’s $63B Anthropic Deal Could Be The One That Finally Gets it Into Gear
30.10.2026 11:15
A $63 billion financing deal just handed Broadcom a funded customer for its most ambitious revenue forecast yet, but Wall Street is still waiting to see if the chipmaker can actually deliver before it prices any of that in.
Should You Buy Texas Instruments Stock Now Or Wait?
30.10.2026 10:49
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Marvell Rumored to Buy Lumentum in Major Challenge to Broadcom: Counterpoint
30.10.2026 10:10
Marvell and Lumentum stocks dropped premarket on buyout rumors as Marvell aims to secure critical AI laser fabs and tackle the shift toward co-packaged optics.
What Does Seagate Technology Holdings (STX) Mozaic Milestone Mean For AI Storage?
29.10.2026 02:08
Seagate Technology Holdings (NasdaqGS:STX) reported a new interoperability milestone for its Mozaic drives with Broadcom and Microsoft Azure Storage. The company confirmed successful integration of its HAMR and SMR-based Mozaic drives with Broadcom host bus adapters for cloud data center use. Microsoft Azure Storage has now qualified Seagate's Mozaic drives, providing validation from a major hyperscale cloud provider for AI and cloud workloads. This Mozaic interoperability and Azure...
Rosenblatt’s $600 Target Says Broadcom’s Selloff Went Too Far
28.10.2026 15:52
Key TakeawaysRosenblatt Securities reiterated its Buy rating and $600 price target on Broadcom on Oct. 27, 75% above the stock’s price, after a $63 billion financing deal for Anthropic’s Broadcom chips.
How Anthropic's IPO structure could become the AI blueprint
28.10.2026 12:00
F/m Investments CEO and CIO, Alex Morris, sits down with Yahoo Finance Senior Reporter Brooke DiPalma to share his thoughts on what an Anthropic (ANTH.PVT) IPO could mean for the larger AI landscape.
Nvidia Stock Faces a Test From Its Biggest AI Chip Rival
28.10.2026 11:07
Nvidia stock has fallen back into range-bound trading and a major AI chip competitor could be to blame.
SK Hynix Stock Gains 1.9% on AI Chip Demand, Dividend Hopes
28.10.2026 11:02
SKHY shares rose 1.9% on AI chip demand and hopes for a 16 trillion won special dividend ahead of its third-quarter earnings report.
Today Is a Powder Keg for Markets
28.10.2026 09:39
Good morning and the day of reckoning for markets has arrived as megacap tech players join the earnings party and the Fed announces its latest rate decision.
Credo Is Walking Into Broadcom's Backyard
28.10.2026 08:50
Broadcom is rated buy and Credo Hold, favoring AVGO's scale versus CRDO's higher risk profile. Read more on AVGO and CRDO stocks here.
Was There Any Sign Astera Labs Stock Would Run?
28.10.2026 08:22
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Stock market today: Dow wavers, S&P 500 and Nasdaq climb ahead of Fed decision, Big Tech earnings
28.10.2026 08:06
A critical day for markets arrives, with a Fed decision and earnings results from Microsoft and Alphabet.
Chip shortage and AI demand justify bullish view, says Wolfe's Chris Caso
28.10.2026 07:27
Chris Caso, Wolfe Research senior analyst, joins 'Squawk Box' to discuss the latest market trends, sate of the chip sector, Anthropic's impending IPO, and more.
Jim Cramer Flags 3 AI Rally Risks, Including a Deal He Praised Hours Earlier
28.10.2026 06:02
Jim Cramer flags 3 AI rally risks, from Neocloud debt to an Anthropic deal he praised, before Wednesday's Fed decision.
Dow, S&P 500, Nasdaq Futures Mixed Ahead Of Key Tech Results, Fed Rate Decision: SKHY, HOOD, BA, ENPH In Focus
28.10.2026 02:25
On Tuesday, markets edged higher after Broadcom announced that a group of banks would provide $63 billion in financing to purchase its chips and networking solutions for Anthropic.
Broadcom CEO says capital is ‘available’ after banks wavered
28.10.2026 02:03
Some lenders weighed walking away from Broadcom’s Anthropic chip financing. The weekend scramble behind it tells a different story.