AI networking stocks like Marvell Technology and Credo Technology jumped sharply following a Mizuho research note highlighting a strong ramp in VR200 optical technology, which boosts data center connectivity and bandwidth. This growth benefits companies involved in near-package optics (NPO), co-packaged optics (CPO), and NVIDIA's Spectrum-X networking stack. Institutional investors have also increased holdings in these stocks, signaling confidence in their 2027 earnings potential. Investors should watch upcoming earnings reports from Marvell and Credo for confirmation of this positive trend.
Technology stocks are experiencing a rotation today with software ETFs like iShares Expanded Tech-Software ETF (IGV) up 0.6%, while semiconductor ETFs such as iShares Semiconductor ETF (SOXX) fall about 5.4%. This shift is driven by mixed signals on ...
Fabrinet's shares fell about 20% after it reported record Q4 revenue and earnings that beat expectations but gave cautious guidance for Q1, signaling slower growth ahead. The stock's decline also reflects broader market concerns about AI infrastructu...
Marvell Technology's stock fell 6% to $219.28 as rising Treasury yields pressured the semiconductor sector, reversing part of its 176% rally in 2026. This decline comes despite a bullish UBS report highlighting strong AI infrastructure demand from ma...
Lumentum's stock jumped 14% following a strong fiscal Q4 report showing revenue up 109% year over year and better-than-expected earnings. The company highlighted growing demand for co-packaged optics from NVIDIA, expected in late 2027, and expanding ...
Broadcom reported $22.2 billion in quarterly revenue, with $10.8 billion from AI chips, showing a 143% year-on-year growth and projecting over $100 billion AI revenue by 2027. Marvell posted $2.418 billion, focusing on data center chips, with plans t...
