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Corp APP.OQ+4.1%Bottom PerformersPercent ChangePayPal Holdings Inc PYPL.OQ-12.4%PepsiCo Inc PEP.OQ-4.3%Trade Desk Inc TTD.OQ-4.3%Marvell Technology Inc MRVL.OQ-3.4%Keurig Dr Pepper Inc KDP.OQ-3.2%The Nasdaq 100 .NDX gained 256.92 points, or 1.21%, to 21,554.50 and recorded 11 new highs and 2 new lows. 65 stocks rose and 36 fell as advancing issues outnumbered decliners by a about a 1.8-to-1 ratio.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250204:nL8N3OV2KS:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["KDP","LU0348805143.USD","PYPL","BK4566","LU1720050803.USD","BK4558","LU0320765646.SGD","LU0633140727.USD","BK4534","BK4543","LU0823039010.USD","LU0143863198.USD","IE0034224299.USD","LU0708995583.HKD","LU1119994496.HKD","LU1244550494.USD","LU1303367103.USD","LU1769817179.HKD","PDD","LU1316542783.SGD","ARM","LU1861558580.USD","LU1808992512.USD","LU1162221912.USD","IE00BMPRXR70.SGD","BK4527","LU0187121727.USD","LU0561508036.HKD","LU0588546209.SGD","LU1244550221.USD","LU1251922891.USD","LU0589944569.HKD","BK4515","LU0320765992.SGD","LU0516422952.EUR","TTD","REGN","PLTR","IE00B0JY6N72.USD","LU2272731782.SGD","LU2362540622.SGD","PEP","BK4581","IE00BMPRXN33.USD","APP","LU0683595622.HKD","LU2360107671.USD","LU2089284900.SGD","LU0516422366.SGD","MRVL"],"gpt_icon":1},{"id":"2509657264","title":"Nvidia sell-off hasn't rocked this bull looking for a nearly 60% pop in the AI darling","url":"https://stock-news.laohu8.com/highlight/detail?id=2509657264","media":"Yahoo Finance","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509657264?lang=en_us&edition=fundamental","pubTime":"2025-02-04 23:58","pubTimestamp":1738684723,"startTime":"0","endTime":"0","summary":"One of Wall Street's biggest Nvidia  bulls is standing pat in the face of a fierce sell-off in the stock.BofA's Vivek Arya reiterated Nvidia as his top pick for 2025 on Tuesday, ahead of a potentially catalyzing earnings report on Feb. 26. Arya's price target of $190 assumes about 57% upside from current trading levels.Arya has one of the highest price target on Nvidia on the Street, as Yahoo Finance data below shows.\"The [earnings] call could mark the trough in investor sentiment as: 1) we expect Nvidia to reassure on Blackwell execution, 2) Signal confidence around fiscal year 2026/calendar year 2025 with 60%+ year over year growth in data center sales , and 3) create excitement ahead of flagship GTC Conf.  where focus shifts to solid pipeline , and physical AI ,\" Arya wrote in the note to clients.In an October appearance on the Opening Bid podcast, Arya said he sees Nvidia as a \"generational investment.\". To be sure, Arya's Nvidia defense  has fallen on deaf ears so far this year — ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/nvidia-sell-off-hasnt-rocked-this-bull-looking-for-a-nearly-60-pop-in-the-ai-darling-155843344.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["LU1267930490.SGD","GOOGL","AAPL","IE00BLSP4452.SGD","LU0053666078.USD","NVDY","NVIW.SI","LU2286300806.USD","IE0005OL40V9.USD","GB00BDT5M118.USD","NVD2.UK","GOOG","MACW.SI","LU1548497426.USD","IE00BFXG0V08.USD","IE000KEQY171.SGD","MSFT","BK4576","IE0034235303.USD","LU0661504455.SGD","LU0820561909.HKD","LU1564329461.SGD","SNVD.UK","LU1823568750.SGD","AMZN","LU2125909247.SGD","NVD3.UK","AMD","AVGO","USAW.SI","BK4514","2NVD.UK","IE0004091025.USD","IE00BZ1G4Q59.USD","LU1989771016.USD","USJW.SI","LU0894486033.HKD","LU2357305700.SGD","LU2083900584.USD","NVDU","NVDA","SG9999014906.USD","NVDD","MRVL","LU1201861165.SGD","NVDS","NVDS.UK","LU0979878070.USD","3NVD.UK"],"gpt_icon":1},{"id":"1158863346","title":"Stock Track | Marvell Technology Plummets 6.69% Pre-Market as AI Chip Competition Intensifies","url":"https://stock-news.laohu8.com/highlight/detail?id=1158863346","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158863346?lang=en_us&edition=fundamental","pubTime":"2025-02-04 22:40","pubTimestamp":1738680042,"startTime":"0","endTime":"0","summary":"Marvell Technology Inc.  stock plunged 6.69% in the pre-market trading session on Tuesday, weighed down by concerns over intensifying competition in the AI chip market. The semiconductor company, known for its infrastructure solutions, faced selling pressure as tech giants and emerging players alike ramp up their efforts in developing advanced AI chips.The competitive landscape in the AI chip space has been heating up, with behemoths like Amazon, Google, and Microsoft co-founder Bill Gates highl","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["MRVL"],"gpt_icon":0},{"id":"1195369340","title":"Stock Track | Marvell Technology Plunges 5.09% in Pre-Market on Concerns over AI Chip Competition","url":"https://stock-news.laohu8.com/highlight/detail?id=1195369340","media":"Stock Track","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195369340?lang=en_us&edition=fundamental","pubTime":"2025-02-04 22:28","pubTimestamp":1738679307,"startTime":"0","endTime":"0","summary":"Marvell Technology Inc.  stock plummeted 5.09% in the pre-market trading session on Tuesday, underperforming the broader market. The semiconductor company, known for its infrastructure solutions, faced selling pressure amid rising concerns over intensifying competition in the AI chip market.The company's pre-market decline comes as tech giants like Amazon, Google, and Microsoft co-founder Bill Gates highlighted the increasing competition in the AI chip space. Gates specifically warned that Nvidi","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"Stock Track | Marvell Technology Plunges 5.09% in Pre-Market on Concerns over AI Chip Competition","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_en","symbols":["MRVL"],"gpt_icon":1},{"id":"2509469044","title":"NVIDIA Stock Plunges 21% in a Month: A Golden Buying Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=2509469044","media":"Zacks","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509469044?lang=en_us&edition=fundamental","pubTime":"2025-02-04 22:23","pubTimestamp":1738678980,"startTime":"0","endTime":"0","summary":"NVIDIA Corporation NVDA stock has tumbled 21% over the past month, largely due to concerns over Chinese AI startup DeepSeek’s breakthrough in developing a competitive AI model at a lower cost. The sell-off was particularly brutal on Jan. 27 when NVDA plunged 17% in a single day, erasing nearly $600 billion in market value on fears that DeepSeek’s innovation could reduce demand for NVIDIA’s high-end graphics processing units .Apart from NVIDIA, shares of AI chip and component providers Marvell Technology, Inc. MRVL, Broadcom Inc. AVGO and Amphenol Corporation APH fell 19.1%, 17.4% and 12.6%, respectively, on Jan. 27.The market often reacts emotionally, and NVIDIA’s recent plunge is a textbook example. While DeepSeek’s AI model is impressive, it still relies on NVIDIA’s GPUs. The startup’s cost efficiency doesn’t necessarily mean a reduction in NVIDIA’s market dominance — it may actually expand AI adoption, driving even greater demand for GPUs.These forecasts reflect confidence in the co","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/nvidia-stock-plunges-21-month-142300229.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["LU0511384066.AUD","AVGO","LU0203202063.USD","LU1935042215.USD","MRVL","LU0056508442.USD","NVDU","NVDY","NVDS.UK","LU0868494617.USD","NVDS","3NVD.UK","NVD3.UK","LU1989764664.SGD","LU0096364046.USD","LU1674673691.USD","NVDD","SGXZ51526630.SGD","LU1989764748.USD","LU0348723411.USD","LU0234572021.USD","NVDA","APH","HK0000306701.USD","LU1145028129.USD","LU1066051498.USD","LU0011850046.USD","SNVD.UK","NVD2.UK","LU0316494557.USD","SGXZ31699556.SGD","LU2272731865.HKD","SG9999014880.SGD","BK4532","LU1861127337.USD","IE00B19Z9P08.USD","LU2133065610.SGD","LU0079474960.USD","HK0000320223.HKD","LU1934455277.USD","2NVD.UK","NVIW.SI","LU1988902786.USD","LU1066051811.HKD","LU0238689110.USD","LU0820561818.USD","LU2357125470.USD"],"gpt_icon":1},{"id":"2508526144","title":"Marvell Technology, Inc. Announces Conference Call to Review Fourth Fiscal Quarter and Fiscal Year 2025 Financial Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2508526144","media":"PR Newswire","labels":["conferences"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508526144?lang=en_us&edition=fundamental","pubTime":"2025-02-04 22:00","pubTimestamp":1738677600,"startTime":"0","endTime":"0","summary":"SANTA CLARA, Calif., Feb. 4, 2025 /PRNewswire/ -- Marvell Technology, Inc. , a leader in infrastructure semiconductor solutions,today announced it will conduct a conference call following the release of its fourth fiscal quarter and fiscal year 2025 financial results on Wednesday, March 5, 2025, at 1:45 p.m. Pacific Time.To deliver the data infrastructure technology that connects the world, we're building solutions on the most powerful foundation: our partnerships with our customers. Trusted by the world's leading technology companies for over 25 years, we move, store, process and secure the world's data with semiconductor solutions designed for our customers' current needs and future ambitions. Through a process of deep collaboration and transparency, we're ultimately changing the way tomorrow's enterprise, cloud, automotive, and carrier architectures transform—for the better.Marvell and the Marvell logo are registered trademarks of Marvell and/or its affiliates.For further informatio","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"yahoofinance","url":"https://finance.yahoo.com/news/marvell-technology-inc-announces-conference-140000117.html","rn_cache_url":null,"customStyle":"img, svg { display: none !important; }","selectors":"article","filters":"","directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/marvell-technology-inc-announces-conference-140000117.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"conferences","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["LU2322448791.USD","LU1989764664.SGD","LU2357305700.SGD","LU1084165304.USD","LU2458330243.SGD","LU1119994496.HKD","LU2244417387.USD","LU1852331112.SGD","LU1989764748.USD","LU0154236417.USD","LU1992135472.HKD","LU1316542783.SGD","LU1169589451.USD","BK4581","LU1720051108.HKD","LU2458330169.SGD","LU1861215975.USD","IE00BMPRXN33.USD","LU1303367103.USD","LU1992135399.USD","LU0127658192.USD","SG9999000418.SGD","LU2322448957.HKD","LU1548497426.USD","LU0786609619.USD","LU1720051017.SGD","BK4585","LU0187121727.USD","LU1861220033.SGD","IE00BMPRXR70.SGD","LU0056508442.USD","LU2272731782.SGD","LU2272731865.HKD","MRVL","BK4141","LU2360107168.USD","LU1261432733.SGD","BK4515","LU2098885051.SGD","LU2272731600.USD","LU0642271901.SGD","LU2473716301.USD","LU0061475181.USD","BK4543","BK4588","LU1169590202.USD","LU2290526834.HKD"],"gpt_icon":1},{"id":"2508456552","title":"Microsoft's Bill Gates issues this key reminder to Nvidia bulls","url":"https://stock-news.laohu8.com/highlight/detail?id=2508456552","media":"Yahoo Finance","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508456552?lang=en_us&edition=fundamental","pubTime":"2025-02-04 20:59","pubTimestamp":1738673953,"startTime":"0","endTime":"0","summary":"Listen and subscribe to Opening Bid on Apple Podcasts, Spotify, YouTube, or wherever you find your favorite podcasts.Staying on top in the AI chip race won't be easy for market darling Nvidia  and its founder Jensen Huang, reminds one fellow tech billionaire.Added Gates, \"But so far he has stayed way ahead and Microsoft is an incredible customer and is always wanting to get as many of his chips as they possibly can. At the same time other big tech companies are working on their own AI chips.\". It surprised markets and those trading hot AI names like Nvidia and AMD  after unveiling RI, its AI model that gave a ChatGPT-esque performance at a cheaper price tag. RI costs a reported $5.6 million to build a base model, compared to the hundreds of millions of dollars incurred at US-based companies such as OpenAI and Anthropic.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/microsofts-bill-gates-issues-this-key-reminder-to-nvidia-bulls-125913525.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["SNOW","NVDS.UK","LU2473716301.USD","GOOGL","QCOM","USAW.SI","SNVD.UK","LU2097344357.USD","LU0784385840.USD","NVDY","2NVD.UK","LU1188199696.SGD","USJW.SI","LU0942090050.USD","LU2213496289.HKD","03145","GOOG","BK4574","MACW.SI","IE00BYV24P56.USD","MRVL","NVDS","NFLX","NVIW.SI","IE00BVYPNW00.USD","3NVD.UK","LU1244550494.USD","AVGO","LU1066051811.HKD","LU0949170426.SGD","NVDA","NVDU","IE00BSNM7G36.USD","LU1206713676.USD","IE00BYQQ9H92.USD","IE00B4JS1V06.HKD","NVD2.UK","LU0289961442.SGD","MSFT","LU0553294199.USD","AAPL","LU2264538146.SGD","NVDD","AMD","LU2106854487.HKD","TSM","NVD3.UK","IE00B3S45H60.SGD","IE00BKVL7J92.USD","LU1153585028.USD","AMZN"],"gpt_icon":1},{"id":"1172047399","title":"24H｜U.S. Stocks Rally After Trump Pauses Canada and Mexico Tariffs","url":"https://stock-news.laohu8.com/highlight/detail?id=1172047399","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172047399?lang=en_us&edition=fundamental","pubTime":"2025-02-04 10:55","pubTimestamp":1738637700,"startTime":"0","endTime":"0","summary":"U.S. stocks rallied in overnight trading after U.S. President Donald Trump paused planned tariffs on goods from Canada and Mexico.Futures tied to the Dow Jones Industrial Average traded 116 points, or 0.3%, higher. S&P 500 futures added nearly 0.4%, while Nasdaq 100 futures gained 0.5%.Data analytics firm Palantir forecast first-quarter and annual revenue above Wall Street estimates on Monday, betting on robust demand for its software from companies adopting generative AI, sending its shares up ","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM","PLTR","AMD","SMCI","TSM","MRVL","TSLA","AVGO","NVDA"],"gpt_icon":1},{"id":"2508776141","title":"Marvell Technology (MRVL) Advances While Market Declines: Some Information for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2508776141","media":"Zacks","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508776141?lang=en_us&edition=fundamental","pubTime":"2025-02-04 06:45","pubTimestamp":1738622723,"startTime":"0","endTime":"0","summary":"Marvell Technology  closed the latest trading day at $113.56, indicating a +0.62% change from the previous session's end. The stock outpaced the S&P 500's daily loss of 0.76%. Meanwhile, the Dow lost 0.28%, and the Nasdaq, a tech-heavy index, lost 1.2%.Coming into today, shares of the chipmaker had lost 4.5% in the past month. In that same time, the Computer and Technology sector gained 1.75%, while the S&P 500 gained 2.71%.The upcoming earnings release of Marvell Technology will be of great interest to investors. On that day, Marvell Technology is projected to report earnings of $0.59 per share, which would represent year-over-year growth of 28.26%. In the meantime, our current consensus estimate forecasts the revenue to be $1.8 billion, indicating a 26.41% growth compared to the corresponding quarter of the prior year.Investors should also pay attention to any latest changes in analyst estimates for Marvell Technology. Such recent modifications usually signify the changing landscape ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/marvell-technology-mrvl-advances-while-224523724.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["BK4543","BK4581","BK4141","LU2272731600.USD","BK4588","LU2290526834.HKD","LU0642271901.SGD","LU1169590202.USD","LU0187121727.USD","LU2322448957.HKD","LU1119994496.HKD","MRVL","LU2272731782.SGD","LU1303367103.USD","BK4211","SG9999000418.SGD","LU2360107168.USD","LU2357305700.SGD","LU2244417387.USD","LU0127658192.USD","LU0786609619.USD","IE00BMPRXR70.SGD","III","LU1861220033.SGD","LU1989764748.USD","LU2458330169.SGD","BK4515","LU1852331112.SGD","LU1861215975.USD","LU2272731865.HKD","LU1169589451.USD","LU1548497426.USD","LU1720051108.HKD","LU2322448791.USD","LU2473716301.USD","ISBC","IE00BMPRXN33.USD","BK4134","LU1261432733.SGD","LU1720051017.SGD","LU0056508442.USD","LU1992135399.USD","LU0154236417.USD","LU1992135472.HKD","LU0061475181.USD","LU1989764664.SGD","LU1084165304.USD","LU2098885051.SGD","LU2458330243.SGD","LU1316542783.SGD"],"gpt_icon":1},{"id":"2508140024","title":"Marvell Technology, Inc. (MRVL): Positioned for AI’s “Sputnik Moment” in the Semiconductor Industry","url":"https://stock-news.laohu8.com/highlight/detail?id=2508140024","media":"Insider Monkey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508140024?lang=en_us&edition=fundamental","pubTime":"2025-02-04 00:10","pubTimestamp":1738599038,"startTime":"0","endTime":"0","summary":"“Deep Research” is the name of the AI tool OpenAI launched yesterday. According to the GenAI star startup, it can conduct multi-step research on the internet for complex tasks. Deep Research is powered by a version of the upcoming OpenAI’s o3 model which is optimized for web browsing and data analysis, as reported byReuters.This kind of technology is called an A.I. agent. AI agents can use other software on the internet, perform tasks, and learn from experience. It seems that artificial intelligence agents are going to be all the hype this year, as predicted by plenty of analysts and industry experts in the artificial intelligence world. Soon enough, there may be jobs that only AI agents could apply for.“We’ve observed tangible progress, with the industry coalescing around the concept of AI ‘agents’ capable of executing a task on your behalf. At work, an agent could analyse customer purchase histories and automatically select and deliver personalized email promotions designed to boost ","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/marvell-technology-inc-mrvl-positioned-161038110.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["IE00BMPRXN33.USD","LU0061475181.USD","LU2272731865.HKD","QLD","NVIW.SI","LU0642271901.SGD","LU2098885051.SGD","TSYW.SI","IE00BMPRXR70.SGD","LU1861220033.SGD","LU2272731600.USD","LU1548497426.USD","LU2322448957.HKD","LU2272731782.SGD","BK4585","LU2322448791.USD","LU2290526834.HKD","QID","BK4543","LU1169590202.USD","LU1084165304.USD","LU2360107168.USD","LU2244417387.USD","LU1992135399.USD","BK4515","TQQQ","LU2473716301.USD","USAW.SI",".IXIC","LU1316542783.SGD","LU0187121727.USD","BK4581","LU1119994496.HKD","LU2458330169.SGD","LU1303367103.USD","LU2458330243.SGD","PSQ","USJW.SI","LU1720051017.SGD","LU1261432733.SGD","LU2357305700.SGD","LU1720051108.HKD","SQQQ","LU1852331112.SGD","NQmain","MNQmain","LU1989764748.USD","LU1992135472.HKD","MRVL"],"gpt_icon":1},{"id":"2508112610","title":"PREVIEW-AMD's AI bets face investor scrutiny as Big Tech switches to custom chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2508112610","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508112610?lang=en_us&edition=fundamental","pubTime":"2025-02-03 20:08","pubTimestamp":1738584509,"startTime":"0","endTime":"0","summary":"Feb 3 - AMD AMD.O investors will closely examine the chip designer's artificial intelligence strategy when it reports fourth-quarter results on Tuesday as Big Tech's shift to custom silicon raises doubts about its place in the AI infrastructure race.Analysts expect AMD's December-quarter revenue to surge over 22% to $7.53 billion, but the company's growth prospects are shadowed by the dominance of Nvidia in the AI chip market and the rising trend of tech giants like Microsoft MSFT.O, Amazon.com AMZN.O and Meta META.O developing custom chips.Investors see \"customer silicon and Nvidia as the AI chip market going forward,\" said Ryuta Makino, analyst at AMD investor Gabelli Funds. Customer silicon refers to custom chips designed for specific customers, unlike off-the-shelf processors.Chinese AI startup DeepSeek's advances with models that can reportedly match or outperform Western rivals at lower costs have also raised concerns over the substantial projected spending on AI infrastructure t","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250203:nL3N3OR1M2:2","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"PREVIEW-AMD's AI bets face investor scrutiny as Big Tech switches to custom chips","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2097344357.USD","LU2237443978.SGD","LU1228905540.USD","MSFT","NVD3.UK","NVDA","NVDY","AVGO","MRVL","LU0225283273.USD","LU1221951046.USD","NVDS.UK","2NVD.UK","SG9999015358.SGD","LU1839511570.USD","USAW.SI","AMZN","LU0960925559.SGD","LU2360106780.USD","NVDD","LU1923623000.USD","LU2452424414.USD","NVDS","NVDU","LU1935042488.USD","IE00BD6J9T35.USD","META","NVD2.UK","LU0157215616.USD","LU0109391861.USD","SG9999014914.USD","LU0708995401.HKD","LU2279689827.SGD","LU0323240290.USD","BK4587","LU2089283258.USD","LU0323591593.USD","LU0792757196.USD","BK4503","LU1145028129.USD","LU1323610961.USD","INTC","SNVD.UK","GB00B4QBRK32.GBP","AMD","NVIW.SI","3NVD.UK"],"gpt_icon":1},{"id":"2508273089","title":"Marvell Technology (MRVL): “You Only Buy for One Reason,” Says Jim Cramer on Insider Buying","url":"https://stock-news.laohu8.com/highlight/detail?id=2508273089","media":"Insider Monkey","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2508273089?lang=en_us&edition=fundamental","pubTime":"2025-02-01 22:02","pubTimestamp":1738418552,"startTime":"0","endTime":"0","summary":"We recently published a list of Jim Cramer’s Bold Predictions About These 9 Semiconductor Stocks. In this article, we are going to take a look at where Marvell Technology, Inc.  stands against other semiconductor stocks that Jim Cramer has made bold predictions about.Semiconductor stocks were once again at the forefront of media and investor attention this week during the stock market selloff triggered by investor apprehensions about lower AI development costs courtesy of China’s DeepSeek AI models. Because AI has dominated headlines for more than a year now, most of Cramer’s attention during his morning appearances focused on the technology whether it was before or after the selloff.For semiconductor stocks, one AI-generate catalyst that did not materialize is the AI PC. These PCs use a special chip called a neural processing unit  along with CPUs and GPUs to run AI tasks. In an appearance before the DeepSeek selloff, Cramer mentioned a Morgan Stanley report that shared that 60% of pe","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/marvell-technology-mrvl-only-buy-140232255.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["LU0642271901.SGD","LU1852331112.SGD","LU1720051108.HKD","LU2322448957.HKD","LU2098885051.SGD","IE00BMPRXN33.USD","LU1989764748.USD","SG9999000418.SGD","LU2357305700.SGD","MNQmain","LU1861215975.USD","LU0154236417.USD","LU0056508442.USD","LU2360107168.USD","USJW.SI","LU1169590202.USD","BK4581","LU2322448791.USD","QID","QLD","LU0127658192.USD","LU2290526834.HKD","BK4585","LU1992135399.USD","LU2272731600.USD","LU2473716301.USD","LU1548497426.USD","MRVL","BK4515","TQQQ","USAW.SI","PSQ","LU2272731865.HKD","BK4141",".IXIC","LU0187121727.USD","TSYW.SI","LU1989764664.SGD","LU1992135472.HKD","SQQQ","LU1169589451.USD","NVIW.SI","LU1303367103.USD","LU0786609619.USD","BK4588","LU2458330243.SGD","LU2244417387.USD","NQmain","BK4543"],"gpt_icon":1},{"id":"1185649515","title":"Chip Stocks Jump. SOXL up 4%; Arm, Marvell up Around 3%; Qualcomm, ASML, Broadcom up Around 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1185649515","media":"Tiger Newspress","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185649515?lang=en_us&edition=fundamental","pubTime":"2025-01-31 23:01","pubTimestamp":1738335672,"startTime":"0","endTime":"0","summary":"Chip stocks jumped on Friday. $SOXL$, $Arm Holdings$ up more than 3%; $Marvell$, $Qualcomm$ up 2%; $ASML$, Applied Materials$, $TSMC$ up 1%.President Donald Trump will meet with $Nvidia Corp.$ chief executive Jensen Huang at the White House on Friday, according to people familiar, days after a new Chinese AI model from DeepSeek sparked concern among technology industry leaders and tanked the US stock market.The meeting is the latest sign of Trump’s growing commitment to the rapidly evolving sphe","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bloomberg.com/news/articles/2025-01-30/intel-first-quarter-outlook-shows-weak-demand-during-turnaround","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["UCTT","QCOM","MRVL","AMAT","ASML","SOX","MU","ARM","MCHP","SMCI","INTC","TXN","TSM","ON","GFS","NVDA","UMC","AMD","NXPI","AVGO","STM"],"gpt_icon":1},{"id":"2507503159","title":"5 Strong Buy Stocks With Double-Digit Upside in the Short Term","url":"https://stock-news.laohu8.com/highlight/detail?id=2507503159","media":"Zacks","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507503159?lang=en_us&edition=fundamental","pubTime":"2025-01-31 20:05","pubTimestamp":1738325100,"startTime":"0","endTime":"0","summary":"U.S. stock markets are set to close January on a positive note, maintaining the bull run that started at the beginning of 2023. With just a day of trading left this month, the three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — are up 5.9%, 3.5% and 2.1%, respectively. The small-cap benchmark — the Russell 2000 — is also up 3.4%.The trading pattern of January has not been a smooth one. Fluctuations appeared intermittently due to sticky inflation, a relatively hawkish Fed, the Trump administration’s trade and tariff policies and the DeepSeek-related mayhem in the technology sector. Therefore, it is commendable that Wall Street is finishing January in the green with a broad-based rally.At this stage, we have selected five large-cap strong buy stocks with double-digit upside potential in the short term. These are: Amphenol Corp. APH, Weyerhaeuser Co. WY, Marvell Technology Inc. MRVL, United Airlines Holdings Inc. UAL and News Corp. NWSA.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/5-strong-buy-stocks-double-120500158.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance_au","symbols":["SDS","LU1261432733.SGD","APH","SG9999018865.SGD","SPXU","NWS","SG9999014906.USD","IE00BFXG0V08.USD","VOO","SG9999017495.SGD","LU1989764664.SGD","SPY","LU0786609619.USD","LU1169590202.USD","BK4008","BK4221","LU1244550577.SGD","BK4500","LU1720051108.HKD","IE00BD6J9T35.USD","APH.AU","BK4543","LU0061475181.USD","LU1992135399.USD","NWSLV.AU","UPRO","NWS.AU",".SPX","BK4534","LU1084165304.USD","LU1244550221.USD","MRVL","SH","BK4559","IVV","LU1548497426.USD","OEF","WY","LU1989764748.USD","LU2272731865.HKD","OEX","ESmain","BK4148","IE00BYQQ9H92.USD","IE00BQXX3D17.EUR","LU1119994496.HKD","NWSA","LU1861220033.SGD","LU1992135472.HKD","SSO","LU1244550494.USD","UAL"],"gpt_icon":1},{"id":"2507605409","title":"Credo Technology Group Holding Ltd (CRDO): A Bull Case Theory","url":"https://stock-news.laohu8.com/highlight/detail?id=2507605409","media":"Insider Monkey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507605409?lang=en_us&edition=fundamental","pubTime":"2025-01-31 05:27","pubTimestamp":1738272453,"startTime":"0","endTime":"0","summary":"We came across abullish thesison Credo Technology Group Holding Ltd  on Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on CRDO. Credo Technology Group Holding Ltd 's share was trading at $58.79 as of Jan 29th. CRDO’s forward P/E was 63.69 according to Yahoo Finance.The company is at an inflection point, with surging demand and an expected near-term achievement of GAAP profitability, which would mark a significant milestone. Despite its impressive growth prospects, CRDO is trading at just 0.69x PEG and an EV/Sales ratio of 17.2x, which is favorable when compared to competitors like Marvell Technology , w","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/credo-technology-group-holding-ltd-212733089.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["BK4515","LU2360107168.USD","LU1992135399.USD","LU2272731865.HKD","LU2357305700.SGD","LU1548497426.USD","LU1316542783.SGD","IE00BMPRXN33.USD","LU1852331112.SGD","BK4585","LU2458330169.SGD","LU1992135472.HKD","LU0187121727.USD","BK4588","LU0127658192.USD","LU1169589451.USD","LU2473716301.USD","LU1989764748.USD","LU2322448957.HKD","LU0642271901.SGD","LU1720051108.HKD","LU0061475181.USD","LU2272731600.USD","LU1861220033.SGD","MRVL","IE00BMPRXR70.SGD","LU1119994496.HKD","SG9999000418.SGD","LU2272731782.SGD","LU1861215975.USD","BK4141","BK4543","LU0786609619.USD","LU0154236417.USD","BK4581","LU1084165304.USD","LU1169590202.USD","LU2244417387.USD","LU1720051017.SGD","LU1261432733.SGD","CRDO","LU2322448791.USD","LU1989764664.SGD","LU2458330243.SGD","LU0056508442.USD","LU2290526834.HKD"],"gpt_icon":1},{"id":"2507030826","title":"Is Marvell Technology (MRVL) the Unstoppable Tech Stock to Buy Right Now?","url":"https://stock-news.laohu8.com/highlight/detail?id=2507030826","media":"Insider Monkey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2507030826?lang=en_us&edition=fundamental","pubTime":"2025-01-31 05:06","pubTimestamp":1738271196,"startTime":"0","endTime":"0","summary":"We recently published a list of 10 Unstoppable Tech Stocks to Buy Right Now. In this article, we are going to take a look at where Marvell Technology, Inc.  stands against other unstoppable tech stocks to buy right now.To identify the 10 best unstoppable stocks, we conducted extensive research to compile a list of fundamentally strong U.S.-listed companies that performed well in 2024 and are expected to continue their success in 2025. Our focus included technology companies with a market capitalization of $2 billion and above. We screened our coverage based on the","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.yahoo.com/news/marvell-technology-mrvl-unstoppable-tech-210636770.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"yahoofinance","symbols":["BK4141","LU1169589451.USD","LU0642271901.SGD","USAW.SI","LU0056508442.USD","QLD","BK4543","LU1169590202.USD","LU1992135399.USD","BK4588","LU2290526834.HKD","LU1989764748.USD","LU2244417387.USD","LU2458330169.SGD","QID","LU2322448957.HKD","TQQQ","USJW.SI","BK4585","LU1720051108.HKD","LU1989764664.SGD","LU1084165304.USD","LU2322448791.USD","SQQQ","LU1548497426.USD","SG9999000418.SGD","LU0061475181.USD","LU1861215975.USD","LU2272731865.HKD","PSQ","IE00BMPRXR70.SGD","LU2458330243.SGD","LU0187121727.USD",".IXIC","LU2473716301.USD","BK4515","MNQmain","LU2272731600.USD","LU1992135472.HKD","NQmain","LU0154236417.USD","TSYW.SI","LU0127658192.USD","BK4581","LU2357305700.SGD","IE00BMPRXN33.USD","LU2360107168.USD","MRVL","NVIW.SI"],"gpt_icon":1}],"pageSize":16,"totalPage":25,"pageCount":14,"totalSize":400}]}}