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Amazon and Anthropic just locked in a $100B AI partnership. JPMorgan says Marvell and Astera Labs are the "nervous system" stocks set to win.
POET Technologies Inc (NASDAQ: POET) stock surges as management addresses Wolfpack Research claims and highlights AI optical module progress.
SOXX is up 27% in April, its best month ever. Record $5.45B in combined inflows pour into SOXX and SMH as Hormuz ceasefire unleashes chip rally.
POET Technologies shares are surging. CFO Thomas Mika calls short-seller reports a "nothing burger" in an exclusive interview.
Marvell Technology hits fresh 52-week highs following a landmark AI chip partnership with Google and record revenue growth of 42%.
Marvell Technology gains attention as Google explores AI chip partnership, potentially boosting its role in data centers.
MRVL: 7% | Google Teams Up With Marvell Technology To Build New AI Chips, Invests Heavily In TPU Strategy Amid Nvidia Dominance: Report CMND: 110% | Clearmind Medicine Says CMND-100, Proprietary
Alphabet Inc. is reportedly partnering with Marvell Technology to develop new AI chips, including a memory unit and next-gen TPU.
These stocks won big: AMD logged its longest win streak since 2005. Bloom Energy hit a record high. SanDisk surged 60%.
Semiconductor ETFs are leading the market as AI-driven demand boosts NVDA-linked funds, with SMH and leveraged chip ETFs delivering strong performance.