NASDAQ:MRVL - Nasdaq - US5738741041 - Common Stock - Currency: USD
While Marvell Technology is encountering choppy waves in the market, investors historically view red ink in MRVL stock as discounts.
Mentions: NVDA
Nvidia stock was flying high on Blackwell expectations until DeepSeek and custom AI chips took it down. Investors want to see the next act.
Cadence Design Systems Inc (CDNS) reported strong Q4 results with record backlog and potential for revenue growth. Analysts maintain Buy ratings.
Morgan Stanley maintains Nvidia as a ‘Top Pick,’ citing strong Blackwell chip demand, but investor caution persists as stock declines year-to-date.
Leading AI chip stocks got a lift this week from hyperscale cloud computing companies reiterating their hefty data center spending plans.
AMD stock plunged after the chipmaker reported weaker-than-expected sales of chips for artificial intelligence data centers.
While AI stocks may rebound from their DeepSeek-induced sell-off, the competitive outlook changed almost overnight.
China’s DeepSeek AI advancements might be a good thing for AI chipmakers, analysts say. Nvidia stock is still down on the DeepSeek news.
Retail investors poured money into Nvidia shares as the stock saw its largest single-day drop since March 2020.
Despite dismissing the knee-jerk reaction of markets on Monday, analysts at Morgan Stanley underscored that the impact of DeepSeek’s efficient performance could prove deflationary for the sector.
Nvidia and other AI chip stocks looked to regain lost ground after the ugly sell-off sparked by news related to China's DeepSeek.
China’s AI startup DeepSeek triggered a tech sell-off today as investors panicked over fears of a cheaper open-source model.