Nasdaq
Netflix’s AI Gamble and Ad Boom Test Investor Patience as Hastings Exits Board
Netflix is rolling the dice on generative artificial intelligence to pull subscribers away from YouTube’s ever-lengthening grip, even as the...
Alphabet Enlists IBM’s Thousands of Consultants as Cloud Revenue Surges 63%
Alphabet is deploying a two-front strategy to dominate enterprise artificial intelligence: building its own data centers at a historic pace...
Marvell’s Two-Stage Rocket: Record Results and a Nvidia CEO Nod Send Shares to New Highs
The AI infrastructure trade has found a new poster child. Marvell Technology, once a diversified chipmaker, has transformed into a...
ServiceNow’s Whiplash Week: A 9% Leap, a 6% Slip, and a Three-Manager Test
ServiceNow investors have had whiplash. After a stunning 9.24% surge on June 1 that lifted the stock to $135.86, the...
IonQ’s Supply Chain Blind Spot Emerges as the Stock Rallies 128% Since April
IonQ’s stock has been on a tear—up 128.9% since April 1, compared with a 14.4% gain in the S&P 500....
Navitas Semiconductor Stock Pulls Back from Highs as Insider Sales and Share Issuance Test Rally
The narrative around Navitas Semiconductor took a sudden turn last week. After hitting an all-time high of $31.79 just days...
Nvidia’s Jensen Huang Heads to Taipei With a Surprise Product, a $150 Billion Promise, and a Delicate China Balancing Act
The week before the industry’s biggest hardware showcase in Taipei, Jensen Huang’s schedule read like a diplomatic ledger. On May...
Marvell’s Optical and Custom Chip Engines Fuel Analyst Price Target Stampede to $300
The analyst community has piled into Marvell Technology with a flurry of upgraded price targets, led by HSBC's new Street-high...
AMD Shatters Records as AI Demand Fuels Data Center Surge and Dell Deploys Ryzen AI PRO in Business Laptops
The semiconductor heavyweight posted yet another milestone this week, with its stock carving out a fresh all-time high at 446.75...
AMD’s Trillion-Dollar Ambition Meets the $500 Ceiling: Strong Earnings Can’t Silence Profit-Takers
The numbers are staggering. A 38% revenue surge to $10.25 billion. Data-center sales climbing 57% to $5.8 billion. A quarterly...
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