One earnings report could reset a soaring semiconductor stock

While Marvell stock has been hot, Broadcom looks like the better buy.

By Avinash P and Purvi Agarwal Aug 21 (Reuters) - The main U.S. stock indexes recovered on Friday after a hammering in the previous session, though markets were still on track to end the week in the

Marvell scored a blockbuster Google deal Thursday and watched investors celebrate. By Friday morning, the fine print arrived, and the stock was sliding fast while its biggest rival quietly climbed.

Apple just posted its ninth consecutive earnings beat and a record Services quarter, but the real question is whether the market has already priced in everything good that is coming, or whether the biggest catalyst is still being underestimated.

Since taking over as CEO, Greg Abel has made some big portfolio moves, but there's one longtime Buffett holding even he won't touch.

(Updated with response from Google spokesperson in sixth paragraph.) Meta Platforms (META), Alpha

Alphabet (GOOGL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Tesla is surging while two other companies that got the exact same regulatory approval barely moved, and a safety crisis in its most important overseas market is somehow not slowing the rally down.

Autonomous rideshare operator — which is owned by Alphabet (GOOG, GOOGL) — has begun building its own AI chips to better optimize sensor data, according to Bloomberg. Yahoo Finance Tech Editor Dan Howley examines Waymo's move to bring more of its technology in-house.

Apple's lower dependence on AI infrastructure spending helped it resist Thursday's bond-yield pressure.

The latest trades reveal where Wood sees fresh upside

Tech giants can avoid the charge by paying publishers.

Amazon and Alphabet are among the stocks positioned to benefit as the use of AI shopping accelerates. AI agents are increasingly capable of performing tasks like comparing prices.

Marvell Technology (MRVL) is expected to deliver a fiscal Q2 beat and raise its Q3 guidance, RBC Cap

Berkshire Hathaway (BRK.A) is back in focus after Q2 2026 results combined a sharp jump in net income with the largest share buybacks since 2021, as well as heavy buying of Alphabet and Delta Air Lines. See our latest analysis for Berkshire Hathaway. Berkshire Hathaway’s recent buying spree under Greg Abel and the large Q2 buybacks come as short term share price momentum has softened, with a 7 day share price return of 1.81% decline and a modest year to date share price return of 0.81%, while...

David Tepper added shares of Amazon, Meta, Alphabet, and Nvidia to his portfolio in Q2.

Investing.com -- Alphabet Inc.'s Waymo announced Thursday that it has developed a custom chip for its robotaxis, marking a shift away from relying solely on third-party suppliers such as Nvidia Corp.

The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a private upstart threatens to leapfrog it entirely.

Dell, Celestica, Lumentum and Vertiv offer four ways to tap into AI data center growth across servers, networking, optics, power and cooling.

By Prathik Jayaprakash Aug 20 (Reuters) - Satellite-constellation developer Muon Space has raised $250 million in a Series C funding round as it looks to expand manufacturing capacity amid rising

Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best performance since 2020, driven largely by a narrow group of Artificial Intelligence-related stocks. As in the pandemic’s early days, […]

Apple is stacking catalysts at a pace the market has not seen in years, and the collision of new silicon, a redesigned iPhone lineup, and a long-awaited Siri AI reveal sets up a moment where getting the call wrong carries serious cost.

Alphabet Inc.’s Waymo has built a custom chip that the company said will improve the performance of its robotaxis, while also diversifying its chip supply beyond third-party companies such as Nvidia Corp.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Investing.com -- Rosenblatt Securities initiated coverage of three e-commerce companies on Wednesday, taking a bullish view on Etsy and eBay while adopting a more cautious stance on Chewy as investors weigh improving execution against slower underlying market growth.

Earlier this week, Marvell Technology announced an expanded commercial agreement under which Alphabet’s Google received a warrant to buy up to about 59 million Marvell shares, tied to Google’s purchases of custom semiconductor products supporting its TPU-based AI infrastructure, including inference accelerators, storage, networking, and memory interface controllers. This equity-linked deal tightly aligns Google’s ownership potential with the business it directs to Marvell, underscoring how...

Barclays models $18.5 billion of annual revenue and $6.15 of incremental EPS

As U.S. companies raise billions of dollars to fund their AI dreams, they’re primarily tapping debt markets. Nearly 70% of the $456 billion cash raised for AI from the public market in 2026 has come from the investment-grade debt market, according to Bank of America Global Research. At $309 billion, that amount is more than double the $136 billion in AI-related investment-grade debt issued in all of 2025.

Many Fed officials favor raising rates to combat inflation, bond prices surge, Trump meets crypto execs, and more news to start your day.

Pre-Market Stock Futures: Futures are trading lower after a wild day on Wall Street, as stocks took off after Treasury Secretary Bessent announced the Treasury would double its current bond buyback, targeting 10- to 20-year and 20- to 30-year maturities. That sparked an initial big rally, which tapered by the close; still, all of the ... Here Are Thursday’s Top Wall Street Analyst Research Calls: Alphabet, Analog Devices, Crown Castle, ebay, EPR Properties, Etsy, Merck & Co., Shopify, TJX Compan

Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.

Some of Wall Street's most influential artificial intelligence (AI) stocks are being shuffled around by Third Point's billionaire boss.

Taiwan Semiconductor Manufacturing (NYSE:TSM) is facing significant capacity constraints as global demand for advanced chips tied to AI applications surges. Major chip customers including Qualcomm, Nvidia, Tesla, and Google are increasingly turning to Samsung as an additional advanced foundry supplier. The shift toward dual sourcing highlights both the strength of demand for TSMC's manufacturing services and potential supply risk for clients. Competition between TSMC and Samsung for AI...

Companies In The Article Are:MRNA,MRK,MRVL,GOOG,TGT and LOW

Chamath Palihapitiya says Mark Zuckerberg avoids emphasizing Meta Platforms Inc.‘s advertising roots because “great engineers” would rather join companies seen as leaders in space, search or artificial intelligence, even though ads remain the engine funding Meta’s costly AI push. Meta’s...

Alphabet has had a strong year, and a 2X leveraged ETF tracking it sounds like an even better deal until you see the actual returns and realize something quietly eroded a significant chunk of the expected gains.

S&P 500 companies are winding up a banner quarterly earnings season, fueled in large part by surging profits at AI-related companies. The S&P 500 is on track for a 52% surge in aggregate second-quarter earnings from ‌the year before, helped by a 74% profit jump in the technology sector. The figures include big mark-to-market boosts at Alphabet and Amazon, ‌both of which recognized large gains in the period on investments in AI highfliers such as Anthropic.

S&P 500 companies are winding up a banner quarterly earnings season, fueled in large part by surging profits at AI-related companies. The S&P 500 is on track for a 52% surge in aggregate second-quarter earnings from ‌the year before, helped by a 74% profit jump in the technology sector. The figures include big mark-to-market boosts at Alphabet and Amazon, ‌both of which recognized large gains in the period on investments in AI highfliers such as Anthropic.

The Vanguard Growth ETF has doubled during the past three years. But the rally may not be over.

The rights are tied to Google's purchases of custom chips from Marvell, with vesting structured in tranches linked to spending.

Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.

Australia passed a law on Thursday ordering Meta Platforms' (META) Facebook and Instagram, Alphabet'

Australia passed legislation on Thursday that will force tech giants to pay millions of dollars in ‌levies if they fail to strike commercial deals with local ‌media outlets for news on their platforms. Proceeds from the scheme would be directed to local Australian news outlets, whose content helps drive user engagement and advertising revenue on the tech firms' platforms. The levy applies to Meta, Alphabet's Google, ‌TikTok and Microsoft's LinkedIn, ⁠covering companies with a "significant" social media or search service in Australia, and local advertising revenue exceeding A$250 million ($178 million).

Nvidia, Micron and Alphabet have been highlighted in this Earnings Trends article.

Morningstar said the long-term opportunity far outweighs share-dilution concerns.

Credit quality is strong in part because banks, the largest issuers, have rarely been in better shape over the past few decades.