$650 Billion AI Capex: How Marvell, Nvidia, Micron Benefit
By Trefis Team Publication Date: 2026-02-10 10:00:00 The Marvell Technology logo is displayed on a mobile phone with a financial…
Virtual Machine News Platform
By Trefis Team Publication Date: 2026-02-10 10:00:00 The Marvell Technology logo is displayed on a mobile phone with a financial…
By Aparajita Dutta Publication Date: 2026-02-10 14:02:00 After a week of broad tech selloffs that caused an industry-wide loss of…
By Chris Ciaccia Publication Date: 2026-02-09 12:54:00 Lumentum (LITE) could gain as Nvidia accelerates co-packaged optics (CPO) switches; see key…
By Alex Wigglesworth Publication Date: 2026-01-31 02:31:00 A former software engineer at Google has been convicted of stealing artificial intelligence…
By Chris Ciaccia Publication Date: 2026-01-27 15:33:00 BNP says Microsoft’s Maia 200 AI chip could boost Marvell and Broadcom via…
By Zacks Equity Research Publication Date: 2026-01-22 15:48:00 International Business Machines Corporation IBM is scheduled to report fourth-quarter 2025 earnings…
By Geoffrey Seiler Publication Date: 2026-01-22 00:15:00 Broadcom is poised to be one of the biggest beneficiaries of increasing AI…
Christine Ji Christine Ji is a reporter covering Big Tech. https://www.marketwatch.com/story/amazon-and-these-four-tech-stocks-can-benefit-most-from-the-next-ai-wave-according-to-bank-of-america-d72f6ef4
By Mohd Haider Publication Date: 2026-01-04 03:30:00 Aravind Srinivas, CEO of Perplexity AI, which is backed by Jeff Bezos and…
By Manali Pradhan, CFA Publication Date: 2026-01-04 01:35:00 Networking could prove to be the next big opportunity in the AI…