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BofA nearly doubled Micron's price target to $950 and raised Nvidia, AMD, Marvell, and Coherent. Memory pricing is the story.
AMD discloses a new position in Marvell Technology in its latest 13F filing, revealing a stake that has already delivered a sharp paper gain.
POET Technologies stock climbs as the company appoints semiconductor veteran Sandeep Kumar as COO ahead of Q1 earnings.
Precious metals are losing value as cryptocurrencies boom, with gold and silver prices falling. Nvidia is a top performer in AI infrastructure, with 20-35% potential upside and a dominant position.
SOXX trades 60% above its 200-day average — a record since 2001. Nine chip stocks are even more stretched. Burry's puts now look early.
POET Technologies (NASDAQ: POET) eyes May 18 earnings after losing Marvell business. See the EPS estimates and latest price action here.
UBS analyst Timothy Arcuri maintains Marvell Technology (NASDAQ:MRVL) with a Buy and raises the price target from $120 to $195.
April 2026 delivered a historic stock market rally led by chipmakers, but a divided Fed, rising inflation and oil shocks are reviving rate hike fears.