The US President has demanded the Federal Reserve cut interest rates or face trade consequences with deficit countries, despite a strong labor market and inflation above target. This political pressure risks a bond market meltdown and loss of Fed credibility. Investor Amrita Roy maintains 80% exposure to AI infrastructure, software, hyperscalers, and gold, viewing gold as a hedge against potential Fed-induced market volatility. She selectively added AI stocks while trimming software, expecting continued AI demand and easing bond volatility.
Marvell Technology's stock has surged 214% year to date in 2026, significantly outperforming peers like Broadcom (up 3%) and NVIDIA (up 22%). This rise is driven by Marvell's focus on custom AI silicon chips designed for hyperscale customers, with th...
Marvell Technology has increased its fiscal year 2028 revenue target to $20 billion, fueled by accelerating opportunities in AI connectivity and custom silicon. The company expects data center revenue to reach $18 billion by FY28, with key growth in ...
Credo Technology is projected to grow revenue by over 85% in fiscal 2027, with a price target of $258.39 indicating a 21.17% upside from its current price. Despite strong revenue growth and a bullish outlook on its optics business, Credo trades at a ...
DRAM prices have surged nearly fivefold due to a tight memory supply driven by growing AI infrastructure demands. The open standard CXL (Compute Express Link) allows servers to reuse older memory modules and pool memory across servers, helping data c...
Marvell Technology announced a target of $30 billion in custom silicon revenue by fiscal year 2031, nearly quadrupling current levels. A key growth driver is the expansion of XPU (accelerated processing unit) attach, potentially reaching $15 billion,...
