Marvell stock surged to $237.69 after Piper Sandler initiated coverage with a $270 price target, while Broadcom edged up to $364.83 and TSMC’s outlook boosts Nvidia’s AI supply chain.
SEALSQ reported first-half 2026 revenue of $11.2 million, up 131% year-over-year, with $486.1 million in cash on hand as the company reaffirms its FY2026 guidance.
Nvidia and Palantir unveil a sovereign AI supply-chain platform while Nvidia separately plots a major Australian expansion, deepening its global AI infrastructure bets.
Treasury Secretary Scott Bessent’s warning to bond traders hasn’t stopped 10-year yields from hitting 4.93%, the highest since 2023, despite fresh buyback plans.
Analog Devices (ADI) announced a definitive $1.35 billion cash acquisition of Alif Semiconductor on September 9, 2026. Here’s what the deal means for chip investors.
S&P 500 futures slipped 0.20% and Nasdaq futures edged up 0.05% as rising oil prices and awaited US inflation data kept Wall Street cautious.
Micron Technology shares advanced as demand for high-bandwidth memory chips surged, helping Impax’s Sustainable Economy Fund outperform the Russell 1000 with a 17.96% Q2 2026 return.
Micron Technology shares are up 256% in 2026 but stalled below June highs. Analysts eye a $1,513 consensus target as FY2027 EPS estimates jump from $103 to $155.
Marvell Technology’s AI-driven momentum continues as investors eye photonics as the semiconductor maker’s next growth lever. Here’s what the shift means for chip investors.
Nvidia closed at $230.36, just 2.6% off its 52-week high, while chip peers AMD, Broadcom, Micron and Marvell trade well below their own records despite riding the same AI spending wave.
