Optics stocks that soared triple digits this year are getting hammered Tuesday, and the reason traces back to a single line in Alphabet's latest earnings report that traders cannot stop talking about.

Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week of the year.

The chipmaker looks expensive on today's numbers, but a steep discount emerges once you account for the growth analysts see coming.

A sell-off in semiconductor stocks deepened on Tuesday.

A sell-off in semiconductor stocks deepened on Tuesday.

MXL is riding AI infrastructure demand with surging optical networking growth, but faces fierce competition from MRVL and AVGO.

One profitable and growing, the other still burning cash but expanding fast, their risk profiles and valuations tell very different stories.

US equity futures were mostly tracking in the red on Tuesday amid a selloff in chip stocks over conc

Wall Street's sweeping semiconductor sell-off deepened as investors move into the Dow's blue-chip names

At $196.51, NVIDIA (NVDA) looks set up for roughly 56% upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

Nvidia's net margin tops 55%, but Marvell's revenue growth rate nearly matches its GPU rival, revealing a valuation gap that favors one over the other.

Micron, Nvidia, and other AI stocks struggle as investors fret about rising costs and competition from China.

Investing.com -- U.S. chip stocks extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.

Marvell trades at a premium valuation with higher growth, while UiPath offers a cheaper entry point with a lower growth profile.

Marvell is profitable with fortress-like balance sheet strength, while Planet Labs burns cash despite satellite growth. One carries far less financial risk.

Between the lingering geopolitical conflict, the upcoming mid-term elections, AI concerns, and poor seasonality, market volatility is likely to persist.

Dell trades at a fraction of Marvell's valuation multiple, but one company is growing revenue 42% annually with a 32.6% net margin.

MXL's AI infrastructure surge, led by Keystone and hyperscale optical demand, lifts its outlook as competition and a premium valuation loom.

SIMO is set to report Q2 earnings with rising estimates, a modest surprise track record and growing enterprise and embedded storage momentum.

FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.

Its five-year record is its own story, but its correlation says much of what you would be buying is the same market you already hold, dialed up.

Artificial-intelligence stocks rise ahead of a slew of mega-cap earnings reports, while lower oil prices drag down shares of energy majors.

(Bloomberg) -- Nvidia Corp. is working on a fresh round of AI infrastructure deals potentially worth more than $750 billion, accelerating a streak of investments that skeptics warn is artificially inflating demand and valuations across the industry.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Bloc

Marvell maintains a commanding revenue lead, but UiPath's latest quarter shows accelerating growth that narrows the gap.

Marvell is closely related to another AI giant.

A number of stocks fell in the morning session after the U.S. government announced new tariffs of 10% to 12.5% on 60 trading partners over concerns related to forced labor. The targeted nations include the European Union, Japan, South Korea, and Taiwan—the fundamental pillars of the global semiconductor supply chain. While the U.S. designs many of the world's leading chips, the industry relies heavily on imported specialty chemicals, raw silicon wafers, and multi-million-dollar fabrication equip

In the closing of the recent trading day, Marvell Technology (MRVL) stood at $194.29, denoting a -7.18% move from the preceding trading day.

This AI chipmaker is on a historic run, but the price of admission is steep, forcing investors to decide if the engine has more power than the market has already paid for.

Marvell Technology is back in focus after an analyst fair value estimate was revised from US$118.93 to US$254.41, a sharp reset in how some models frame the stock’s long term potential. Much of that shift lines up with recent Street commentary that leans on AI data center exposure, optical interconnect strength, and custom silicon programs, while still flagging premium valuation and customer concentration as key watchpoints. Read on to see what is driving this evolving narrative around...

Every quarter the AI capex numbers get bigger, and one company collects a toll at nearly every layer of the stack. Here is why the buy button keeps getting pressed even after a $4.5 billion inventory charge.

Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three very different calls with very different risk profiles.

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Investors dumped technology stocks after results from Tesla and Alphabet failed to ease concerns about surging AI spending

CRDO, AVGO, MRVL and ALAB are riding booming AI data center networking demand as faster Ethernet, optics and interconnect technologies fuel growth.

Nvidia is a significant Marvell investor.

Nvidia's latest quarter hit $81.6 billion while Marvell reached $2.4 billion — a 34x gap that's only widened over eight quarters.

The chipmaker kept telling investors its own AI targets were too low, but the message took a while to land.

The Nasdaq 100 (^NDX) is where investors find some of the most innovative and disruptive companies shaping the future. A select few continue to execute at a high level, growing their market dominance and delivering strong returns.

Marvell stock is trading with high implied volatility. This option setup on the chipmaker could produce a 45% return in a few weeks.

Google's AI spending may be spooking markets but it will benefit a number of stocks linked to the buildout of data centers.

Two semiconductor giants are chasing the same hyperscaler dollars with radically different strategies, and only one can sustain its margin edge when the optical ramp arrives.

AI data center networking demand is surging as AI clusters grow. See why Marvell, Broadcom, Credo and Astera Labs are stocks to watch in August.

Marvell, Coherent, and Vertiv are all reliable plays on this secular trend.

The chipmaker is a standout winner, but owning it means doubling down on the market's biggest swings, not escaping them.

In recent months, Marvell Technology has been at the center of renewed AI-chip enthusiasm, buoyed by sector-wide optimism, accelerating AI-related bookings, and high-profile endorsements such as Nvidia CEO Jensen Huang’s “next trillion-dollar company” remark and its addition to the S&P 500 index. At the same time, options markets are signaling very large ranges for potential outcomes and elevated implied volatility, underlining how ambitious growth expectations and dependence on hyperscaler...

Marvell Technology (MRVL) closed the most recent trading day at $210.99, moving +1.46% from the previous trading session.

ALAB rides on strong Taurus demand as AI infrastructure spending fuels growth, expands its connectivity portfolio and supports upbeat revenue guidance.

Marvell collapsed 34% from its June peak while reporting accelerating AI bookings and raising its full-year outlook, a contradiction that points to either a rare buying opportunity or a value trap hiding behind hypergrowth expectations.

The company's latest deal shows it's no longer content to supply the parts; it's coming for the whole AI data center.

If you hold shares in the chipmaker, the market is pricing a journey that could either double your money or cut it in half over the next year, and you're buckled in for the whole ride.