News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
Showing headlines before Oct 31, 19:05 ET. Back to the newest
- Lumentum Is Up 11% in a Week. Will Marvell Pay “Close to $100 Billion”?
Key TakeawaysLumentum rose 11% in a week on an optics rebound and a Bloomberg report that Marvell Technology is in advanced talks to buy it. A deal reportedly paid in Marvell stock would tie any premium to Marvell’s share price.
- Intel Sinks 27% in a Week on a Weak Outlook, Despite “Extraordinary Demand” for Its Server Chips
Key TakeawaysIntel shares fell 27% in the past week on a fourth-quarter revenue guide well short of the $17. 1 billion expected.
- Intel Has a Massive Warning for AMD Stock Investors. Is It Time to Book Profits Before Nov. 3?
Intel's tepid guidance has negatively impacted AMD stock.
- Wall Street Is Getting More Interested in Credo. Here’s My Price Prediction
Credo just posted triple-digit revenue growth and still trades at a steeper discount than its closest rivals, yet the stock has fallen nearly 20% in a single month. Something in this picture does not add up, and the answer points to a price target most analysts have not caught up…
- Lumentum Jumped on Reports Marvell Is in Late-Stage Talks to Acquire the Company. LITE Stock Is a Buy No Matter What.
Lumentum jumped 15% in after-hours trading on October 28 after reports that Marvell is in late-stage talks to acquire the company, with a deal potentially possible as soon as early November.
- Prediction: This Under-the-Radar AI Stock Could Have a Big 2030 Ahead
Marvell Technology has quietly become one of the purest plays on AI data center buildout, and its CEO is calling the upside in coming years game-changing. But getting to $500 by 2030 demands three very specific things to break exactly right.
- ORCL Stock Has a Solid Base to Build on After Q1, Especially as Oracle Announces Key AI Partnerships
The deals were with various players in the AI supply chain.
- Piper Sandler’s $400 Target Says Marvell’s Selloff Went Too Far
Key TakeawaysMarvell stock is down 41% from its June high after reports that it’s in advanced talks to buy Lumentum, reportedly in an all-stock deal. Piper Sandler kept its Overweight rating and $400 target, 104% above the current price, and pointed to Lumentum’s lasers as key to…
- Marvell Sinks 14% in a Week on Lumentum Talks: Chipmakers Like It “Don’t Have a Choice”
Key TakeawaysMarvell Technology fell 14% in the past week on reported Lumentum talks, then in a chip selloff after Intel’s weak outlook. Lumentum’s lasers would make Marvell a bigger Broadcom rival and give Coherent a competitor backed by Marvell’s chips.
- What to Expect From AMD’s Q3 Earnings
AMD appears well-positioned to deliver a strong Q3 2026 report, supported by accelerating demand for its products.
- Texas Instruments Has Raised Its Dividend for 23 Years. Here Are 3 More Tech Income Stocks
Tech stocks and reliable dividends rarely belong in the same sentence, but a handful of Nasdaq blue chips have quietly built decade-long streaks of raises backed by massive free cash flow, and the names may surprise income investors who wrote off the sector.
- The 1-Minute Market Report October 31, 2026
The S&P 500 declined 0.6% last week, with AI and mega-cap growth stocks under heavy selling pressure. Discover more in this market report.
- Lumentum: Buy Before Earnings And A Potential Takeover (Rating Downgrade)
Lumentum is rated a Buy on the expectations margin expansion due to higher prices from sold-out capacity. Read more for an investing guidance in LITE.
- AMD Just Dropped 11% in a Day as Intel’s PC Warning Rattles Chips. Is It Time to Sell, or Load Up?
Key TakeawaysAMD shares fell 10. 9% Friday to $505 after Intel’s weak PC outlook triggered a chip rout, leaving the stock 23% below its 52-week high.
- Broadcom Sinks 5.5% as Its $43 Billion Anthropic Backstop Meets an Intel-Led Chip Rout
Key TakeawaysBroadcom’s new backstop on a $63 billion Anthropic rack financing carries a maximum potential liability of about $43 billion, on top of an earlier $29 billion backstop. AI semiconductor revenue rose 221% to $16.
- Intel Is Down 45% in October, Its Worst Month Ever
Intel just suffered its worst month in over four decades, and the analyst community is split on whether the stock represents a historic buying opportunity or a value trap with more pain ahead.
- MarketBeat Week in Review – 10/26 - 10/30
Stocks wavered after the Fed held rates steady and Alphabet's earnings missed on Search revenue, fueling AI bubble concerns despite strong results from Microsoft and resilient earnings elsewhere.
- Apple Leads Packed Earnings Calendar As Investors Eye Tech, Pharma Results
Preview next weekâs market movers: jobs data, PMI reports, major earnings from Apple and AMD, and IPO buzz. Read here for more details.
- Benzinga Bulls and Bears: Carvana, Rivian, Amazon
Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.
- Coherent Stock Fell 11% as Intel and Amazon Earnings Hit AI Hardware Stocks. Here’s Where the Stock Could Go
Key Stats for Coherent StockCurrent Price: $210. 32Target Price (Mid): ~$794Street Target: ~$394Potential Total Return: ~278%Annualized IRR: ~33% / yearWhat Happened?Coherent (COHR:NYSE) fell 11.
- AMD Stock Fell 11% in a Day Ahead of Its November 3 Report. Here’s Why Intel’s 78% Data Center Jump Matters More to AMD Than Its PC Warning
Key Stats for AMD StockCurrent Price: $504. 80Target Price (Mid): ~$2,340Street Target: ~$640Potential Total Return: ~363%Annualized IRR: ~44% / yearWhat Happened?Advanced Micro Devices (AMD:NASDAQ) fell 10.
- Prediction: 2 Under $1 Trillion Stocks That Will Be Worth More Than Micron 5 Years From Now
SK Hynix and AMD should surpass Micron's valuation in the next few years.
- CoreWeave And 2 Other Top Growth Stocks With Insider Buying
When central banks signal that interest rates may need to rise further, as recent comments from Federal Reserve officials suggest, investors often reassess where real growth is coming from. Companies that are already expanding quickly and where insiders hold meaningful stakes can…
- R&D: A Long-Term Investment
Nvidia, Amazon, and Microsoft exemplify how large, sustained R&D and capital investments can drive innovation in transformative areas like AI and cloud computing. Read more here.
- Intel Drags Down CPU Rivals. Is it a Buying Opportunity for AMD and Arm?
CPUs still have a lot of growth potential even with weakness in PCs.
- Broadcom Heads These 3 Top Undervalued Stocks To Watch
With the euro zone still managing growth despite costly energy and higher borrowing costs, investors are again paying close attention to cash generation and valuation. Solid cash flows can act like a shock absorber when conditions turn. That creates a window for you to look at bu…
- Elizabeth Warren Slams Trump's Voluntary AI Safety Deal With Tech CEOs, Says Republicans Aren't Doing Enough to Regulate AI: ‘Not Lifting A Finger...’
Warren slammed Trump for trusting AI companies to regulate themselves, warning that voluntary safety commitments are no substitute.
- Meta's $145 Billion AI Spending Plan Raises Credit Concerns as S&P Global Turns Outlook Negative: ‘Less Certain That It Will Curtail Its Spending’
S&P Global cuts Meta’s credit outlook to negative as rising AI spending and cash flow pressures raise concerns over leverage.
- Dividend Income Report: +15.25% And A Listener's Portfolio Roast
This month I tried something different on the podcast - a listener sent me one of his portfolios and asked me to roast it. Read more here.
- Why Arm Holdings Stock Plummeted by Nearly 10% Today
We can call it "The Intel Effect."