Marvell Stock (MRVL)

Earlier this morning we discussed Google’s ( GOOGL ) NATO win and now we see Amazon ( AMZN ) is targeting U.S. government agencies. Amazon announced an investment of up to $50 billion to expand AI and supercomputing capa…

Let's see what Lisa Su is up to now, and why Advanced Micro Devices' stock is on my top 10 list. Also, some ugly economic stats start to stink up Wall Street.

Not only did JPMorgan upgrade its rating on Super Micro Computer SMCI , the firm also lifted its price target to $45 from $35. In a note published by Samik Chatterjee: “We are upgrading shares of Super Micro to Neutral f…

Now let’s turn to Dell’s DELL comments on its earnings call about AI servers and related equipment and see what it means not only for companies like Nvidia NVDA but also those that serve other aspects of digital infrastr…

Tomorrow, Alphabet’s GOOGL Google will have its latest Made By event during which it is expected to show its new Pixel 9 smartphone and a Pixel 9 Pro Fold. While the fold version is another positive data point for the Po…