Nvidia is still the market leader in AI processors, but it's facing stiff competition from custom chipmakers.
Big Tech earnings reveal where $700 billion in AI spending is flowing - and why the biggest winners aren't the obvious stocks.
AI chip stocks continue to be some of the biggest winners for technology investors this year.
Analysts are bearish on these two AI stocks. Are they right?
The April 2026 scoreboard for AI infrastructure stocks is in, and the gap between the leaders is wider than most expected.
Marvell Technology is transforming into a pure-play AI infrastructure leader, with data center revenue now 74% of total and accelerating. MRVL's earnings power is scaling, with FY 26 EPS up 81% and ma
The market's latest artificial intelligence panic says more about investor psychology than it does about the future of AI.
These chip stocks have led the semiconductor industry higher in 2026, but only one looks poised to keep climbing.
Josh Brown of Ritholtz Wealth Management said semiconductor stocks remain among the market's strongest performers but warned that extreme momentum has left the sector overextended in the near term.
Nvidia's dominance in data center GPUs is pushing hyperscalers toward custom silicon and diversified AI infrastructure strategies.
In the closing of the recent trading day, Marvell Technology (MRVL) stood at $153.25, denoting a -3.14% move from the preceding trading day.

The Big 3: TMUS, CRDO, MRVL

01:00pm, Tuesday, 28'th Apr 2026
Jessica Inskip (@jessicainskip) takes us through today's Big 3 trades tied to the AI trade. She points to T-Mobile (TMUS) having strong cash generation and a 2.3% dividend yield, Credo (CRDO) enhancin
The core insight behind what we call the Orbital Compute thesis is elegantly simple: Terrestrial infrastructure is resource-bound. Orbital infrastructure is technology-bound.
In the closing of the recent trading day, Marvell Technology (MRVL) stood at $158.21, denoting a -3.71% move from the preceding trading day.
On April 27, 2026, Marvell Technology Inc (MRVL) shares fell 3.7% to $158.21. This move comes after a significant rally over the past month, where the stock has
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