Google-Marvell deal, AI networking TAM growth, and XPU demand suggest the sell-off is overdone. Click for this AVGO stock ...

Marvell Technology is a Strong Buy as AI infrastructure partnerships, custom silicon, and key acquisitions fuel growth. Click ...

Apple ( AAPL) is laying off some positions associated with its Vision Pro team and Siri, as the company places more emphasis ...

Newsom signals support for settling California AG’s lawsuit over Paramount-Skydance’s $110B Warner Bros. Discovery deal, ...

Wall Street’s major averages closed firmly higher on Friday, with Treasury yields largely steady and Bitcoin experiencing ...

JPMorgan U.S. Tech Leaders ETF is rated a Hold due to weak risk-reward dynamics and inferior quality metrics. Read more on ...

IAMGOLD tapped as a preferred name at Jefferies, reflecting leverage to higher gold prices, strong free cash flow generation, ...

RAP-219 Phase 3 catalyst, cash runway to 2029, long half-life pros/cons, valuation. Click here to read my analysis.

For most of this year, we've followed the cash down the stack into chips, memory, networking and power. This week, we're ...

Rate fear is rampant but misinterpreted as usual. If one reviews history, 10yr rates always rise with rising investor ...

Earnings results from Walmart, La-Z-Boy & Klarna signal consumer weakness as inflation and energy rise. Read the full ...

Alibaba Group Holding Limited pivots to AI-led growth as AI cloud revenue jumps 45% and Qwen 3.8-Max launches. Click for this ...