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Amazon's AWS secured a multi-generation partnership with Qualcomm to co-develop custom AI inference silicon and optical connectivity. Broadcom shares rose 3% on strong category validation for custom …
Cisco’s recent stock surge is driven by a broader enterprise campus networking refresh alongside surging hyperscale AI infrastructure orders. With fiscal 2026 AI orders reaching $9.3 billion and camp…
Marvell Technology surges following a $2 billion Nvidia partnership and strong custom ASIC demand. Wall Street anticipates 35% revenue growth ahead of Q2 earnings, highlighting continued secular tail…
Marvell Technology approaches Q2 earnings with strong analyst backing despite a recent pullback. Accelerating data center growth and relentless hyperscaler AI infrastructure capex provide strong mult…
The London Company highlighted strong Q2 equity gains driven by AI infrastructure demand and enterprise tech spending. Cisco Systems benefited from AI networking growth and campus refreshes, reflecti…