Marvell’s ‘sticky’ XPU attach business could unlock $30 billion by decade’s end, BofA says
Bank of America analyst Vivek Arya says Marvell's "XPU attach" business — the components that support its custom chips inside…
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Latest stock market news — earnings reports, S&P 500, Nasdaq, major tech stocks and global equities. Expert analysis updated throughout the trading day.
Dell stock jumps 12% after RBC initiates coverage with $640 price target
RBC Capital Markets initiated coverage of Dell Technologies with an outperform rating and a $640 price target, sending the stock…
Oracle renews expiring AI contracts at 20% higher rates as GPU demand surges
Oracle renewed or resold all of its expiring GPU capacity at prices roughly 20% higher than prior contracts, even though…
Salesforce’s AI-driven rally faces test at Dreamforce as analysts weigh Claudeforce
Salesforce heads into its Dreamforce conference this week carrying a stock that surged 23% the day after last month's earnings…
NuScale Power Stock Crashes 13.5% After UBS Downgrade to Sell
NuScale Power shares dropped 13.5% through 2 p.m. ET Friday after UBS analyst Jon Windham cut the stock from neutral…
