PRIMECAP Management Co, managed by Theofanis Kolokotrones, recently executed a significant transaction involving Broadcom Inc ...

Below In a recent AI Investor podcast discussion, financial analysts Austin and Eric Bleeker analyzed the current state of Marvell Technology (Nasdaq: MRVL), a leading AI chip company that has ...

"Investors are back to their usual embrace of US large cap Tech stocks over large caps in general and the move is not yet overdone," DataTrek Research Co-Founder Jessica Rabe wrote in a Tuesday ...

Nvidia's stock hit a new high after the company struck a deal with the U.S. government to resume the sale of select chips to ...

AIPI executes a covered call strategy on stocks of AI-focused companies. AIPI has 25 stock holdings weighing a bit more than ...

The question on Wall Street, and inside many IT shops, is whether anyone will need to buy software in the future if AI can ...

While it's still early days, investors are betting big. In fact, enthusiasm around tech and AI has gotten so intense that the sector is now doing something not seen in over 25 years. In fact, the last ...

These large-cap stocks are growing their top lines at a higher-than-average pace, but prospective investors should be wary of ...

Despite macro headwinds, Broadcom and Applied Materials are well-positioned to benefit from AI-driven chip demand and ...

Arista is gaining significant traction in AI networking and Ethernet, and its acquisition of VeloCloud is poised to further ...

Both Red Hat and SUSE’s Gartner gongs came after they both ranked similarly highly on Forrester’s recent “Wave” ranking of ...

Marvell is a value Buy in the AI-driven semiconductor space, with robust growth prospects and relative undervaluation versus ...