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Barclays Cuts Rating on Marvell as Broadcom Pressure Clouds AI Outlook

Barclays cites potential AI share loss to Broadcom, questioning Marvell’s 2025 data-center targets.

Bank of America Reaffirms Buy on TSMC as September Revenue Jumps on AI Orders

Marvell Leans Into AI Infrastructure as Guidance Points to Second‑Half Reacceleration

Apple Buys Ireland’s IC Mask Design After EU Filing Confirms Deal

TSMC Extends Foundry Lead to 38% in Q2 as AI Demand Lifts Sector, Counterpoint Says

Intel Finalizes Altera Sale, Cuts 2025 Cost Target as Restructuring Deepens

China Says Nvidia Violated Antitrust Law During Madrid Trade Talks

Marvell Sets Aug. 28 Q2 Earnings as AI Bets Draw Bullish Targets

New U.S. Tariffs Boost Bitcoin Rig Prices and Push Hardware to Canada

Custom AI Chips Propel Marvell to Record Q1 Results and Higher Q2 Revenue Forecast