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Wall Street Raises Marvell Price Targets as AI Data‑Center Bookings Gain Steam

Rising data‑center bookings and strength in networking products justify upgraded forecasts.

HPE Unifies Juniper and Aruba to Make Networking the Foundation for Agentic AI

Equinix Expands Cisco‑Nvidia Secure AI Factory Across Its Global Data Centers

Vertiv Stakes Claim as Core AI Data‑Center Supplier on $15 Billion Backlog

Broadcom Launches $35 Billion AI XPV Platform to Fund Large-Scale Compute

Arista Launches 1.6T 7060XE7 Rack-Scale AI Networking Series

HPE Posts Record Q2 Revenue and Triggers Broad Analyst Upgrades

Ciena Beats Q2 Estimates but Stock Drops After Rally Raises Expectations

HPE Posts Blowout Quarter, Lifts Guidance on AI and Networking Demand

Credo Completes DustPhotonics Acquisition to Add Silicon Photonics

Marvell Stock Hits 15th Record Close as Rally Peaks Before Earnings

Nokia Unveils Agentic AI for Home and Broadband Networks

Celestica Starts Taking Orders for 1.6TbE AI Data Center Switches

Arista Beats Q1 as Shares Sink on Margin Outlook, 2026 Growth Guide

Lumen to Buy Alkira for $475 Million

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Cisco Reports a 'Wireless AI Paradox' and Charts Fix for Stronger Wi‑Fi ROI

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In

Applied Optoelectronics Secures $53 Million 800G Order From Major Hyperscaler

Nvidia to Supply About 1 Million GPUs to AWS Through 2027