Apple, Meta, Costco, Marvell, C3.ai and more

An attendee wears a Meta Platforms Inc. Oculus Quest 2 virtual reality (VR) headset at the Telefonica SA stand on day two of the Mobile World Congress at the Fira de Barcelona venue in Barcelona, Spai...

Nvidia, Broadcom, and Marvell Are Chip Stocks to Benefit in AI Arms Race

J.P. Morgan says there are three semiconductor companies that will thrive from the rising demand for artificial-intelligence services and software. In a note to clients on Friday, analyst Harlan Sur s...

I say thumbs up to MP Materials

RPC Inc: “I want you to hold [onto] it.” Marvell Technology Inc: “You don’t want to buy until it reports. After it reports, we’re going to take a solid look at it. …...

AMD poaches Marvell’s Jean Hu for CFO slot as Devinder Kumar retires

Advanced Micro Devices Inc. said late Wednesday that financial chief Devinder Kumar was retiring and that Marvell Technology Inc.’s Jean Hu would take his place. Marvell MRVL, +3.81% announced that Hu...

Zscaler, Marvell, DoorDash and more

Zscaler rings the opening bell at the Nasdaq exchange in New York, March 16, 2018. Source: Nasdaq Check out the companies making headlines in midday trading. Zscaler – The cloud security company’...

Marvell Technology, Horizon Therapeutics, DoorDash and more

Marvell Technology Group Source: marvell.com Check out the companies making headlines before the bell: Marvell Technology (MRVL) – The chip maker’s stock slid 4.9% in the premarket after quarter...

Asana, Zscaler, Marvell and more

Pedestrians wearing protective masks pass in front of a banner displaying Asana Inc. signage during the company’s initial public offering (IPO) in front of the New York Stock Exchange (NYSE) in ...

Strong labor report could bring bigger Fed hikes

CNBC’s Jim Cramer on Monday told investors that a key labor report could help drive the Federal Reserve’s inflation strategy. “We need to see the unemployment rate go higher, while w...

18 semiconductor stocks that shine when compared with Nvidia this earnings season

Nvidia Corp., which said yesterday that quarterly sales slumped, exemplifies the cyclical nature of the semiconductor industry despite the company’s inroads into fast-growing markets. Still, many chip...

Semiconductor stocks guide to understanding chip companies

The semiconductor, or chip, industry is perhaps one of the most important and complex sectors in the stock market to understand. Chips are in everything from our smartphones to cars and to all facets ...

Retail, trimming, Qualcomm and Wynn

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. Retail stocks to watch Trim...

Banks as leaders, 3 trades, keeping CRM

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. We like the banks here We&...

5 Chip Stocks for Investors Who Want to Buy the Dip

Text size Cowen has a $70 price target for Marvell Technology Remusrigo/Dreamstime It has been a rough year for chip stocks, but investors should look beyond short-term weakness. Five semiconductor st...

Defensives, trimming semis, Meta downgrade

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. The defensives are the onl...

Takeaways from our meeting: Diversification, inflation data, Ford

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Monday’s key moments. Stay diversified Stocks fal...

Stocks down, buying JNJ, AMD disappoints

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. Jobs data weighs on stocks ...

Still oversold, picking at chip stocks, Club names in the news

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Friday’s key moments. Market still oversold When ...

We want to buy on market weakness

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Thursday’s key moments. We have no choice but to ...

Chip Stocks Marvell and Broadcom Can Outperform, Says J.P. Morgan

Text size Dreamstime J.P. Morgan believes two chip stocks can do well even as growth prospects for the cloud market softens. On Wednesday, semiconductor analyst Harlan Sur told investors the weaker ec...

Terran Orbital is not a buy

Roblox Corp: “I am not in favor of companies that are losing money.” Marvell Technology Inc: “I’m going to talk about it in tomorrow’s [CNBC Investing Club] meeting. R...

I prefer McDonald’s over KFC parent Yum Brands

Verizon: “I’m not crazy about it. It does yield 5.85%. They have the ability to raise the dividend, but I think over time it’s a wasting asset. If it does jump to like $45 or $46, I ...

Marvell stock drops as persistent supply constraints weaken data-center forecast

Marvell Technology Inc. shares fell in the extended session Thursday after the chip maker forecast data-center sales for the third quarter that fell well short of Wall Street’s expectations due to sup...

Ulta, Affirm, Marvell and more

Pedestrians walk past a Gap Inc. store in Shanghai, China. Qilai Shen | Bloomberg | Getty Images Check out the companies making headlines in extended trading. Affirm — The buy-now-pay-later darling...

Semiconductor stocks have been hit hard, but many are poised for rapid growth. Here are 15 expected to shine through 2024

In December, we listed analysts’ favorite semiconductor stocks for 2022. That hasn’t turned out well. But after chipmakers’ stocks have been hammered, the group is now trading at “normal-level valuati...

IBM, Boeing, Hasbro, Ford & more

IBM CEO Arvind Krishna appears at a panel session at the World Economic Forum in Davos, Switzerland, on May 24, 2022. Hollie Adams | Bloomberg | Getty Images Check out the companies making headlines i...

GameStop, Virgin Galactic & more

Shoppers wait for a GameStop store to open on at the Tysons Corner Center, in Tysons, Virginia, November 27, 2020. Hannah McKay | Reuters Check out the companies making headlines in midday trading. Ga...

SOX semiconductor index could double over the next couple of years, analyst says

Despite potential for further downside, semiconductor stocks could rebound significantly over the next couple of years, according to Columbia Threadneedle Senior Equity Analyst Dave Egan. Semi stocks ...

I’m sticking with Marvell Technology

Rocket Companies Inc: “I said the Fed was raising rates: you can’t own anything in that area. And the Fed is still raising, so you still can’t.” Marvell Technology Inc: “...

These software companies are unsung winners in the semiconductor industry

Mention semiconductors and chip giants such as Intel Corp., Advanced Micro Devices Inc. and NVIDIA Corp. spring to mind, but there are other, less high-profile companies, operating in the space that d...

Ulta Beauty, Big Lots, Autodesk, Workday and more

Ulta Beauty store. Scott Mlyn | CNBC Check out the companies making headlines in midday trading Friday. Ulta Beauty — The beauty retailer surged 10% following better-than-expected quarterly earnings a...

Ulta, Gap, Dell and more

Bloomberg | Bloomberg | Getty Images Check out the companies making headlines after the bell:  Ulta Beauty — Shares surged more than 6% after hours as the beauty retailer’s quarterly report beat...

Marvell Technology and Bausch Health are buys

Bausch Health: “We wanted to buy more today, but we ran out of time. This thing is being put on sale. There are shorts taking it all the way down. It is quite ridiculous. I wanted to be able to ...