after Jensen Huang calls semiconductor a trillion-dollar company candidate, sparking global AI chip rally.
#semiconductor #aiinfrastructure #jensenhuang #marvelltechnology #equitymarkets
O avanço do hardware para IA impulsiona o mercado global 🚀
• Jensen Huang (Nvidia) aponta Marvell como candidata ao valor de US$ 1 trilhão
• Demanda por semicondutores segue em alta
• Foco em infraestrutura de dados e conectividade
US Top News and Analysis | Nvidia's Jensen Huang says Marvell could be the next trillion-dollar company; stock jumps 25%
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Nvidia CEO Jensen Huang declared that Marvell Technology could become the next trillion‑dollar company, sending its stock up about 22 % in pre‑market trading. Speaking at Computex Week alongside Marvell CEO Matthew Murphy, Huang emphasized the chipmaker’s essential role in providing high‑performance networking and connectivity chips that enable fast inter‑chip communication for large AI workloads across data‑center clusters. Nvidia has recently invested $2 billion in Marvell and is also funding other firms developing photonic technology, which uses light to transmit data more efficiently than electricity. Marvell, which designs chips for cloud computing, AI, 5G, and automotive systems, posted $2.4 billion in revenue for its fiscal 2027 first quarter—beating analyst estimates—and forecast continued growth driven by its data‑center business.
Read more: https://www.cnbc.com/2026/06/02/jensen-huang-nvidia-marvell-technology-trillion-dollar-ai.html
US Top News and Analysis | Wall Street's 'fear gauge' is doing something unusual. What it means
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The article notes an unusual pattern in the options market: while the S&P 500 reached record highs, the Cboe Volatility Index (VIX) remained near 20, indicating that investor fear hasn’t eased even as stocks rise. This “VIX‑up/Stocks‑up” scenario can signal underlying caution—such as concerns about geopolitical risks like the Iran war and oil prices—suggesting potential short‑term pullbacks as realized volatility catches up. At the same time, a bullish reading emerges from options activity, where traders are paying high premiums for upside calls on fast‑gaining semiconductor and tech stocks, exemplified by a $2.4 million purchase of Marvell Technology call contracts betting on further gains. The inflated call buying helps keep the VIX elevated despite the rally, reflecting a mix of hedging and optimism in the market.
#Cboe #VIX #S&P500 #MarvellTechnology #WallStreet
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US Top News and Analysis | Stocks making the biggest moves midday: Stanley Black & Decker, American Airlines, Dow, Marvell Technology & more
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Mid‑day trading on Monday saw a mixed set of moves, with Stanley Black & Decker climbing over 4% after noting that recent changes to Section 232 tariffs on aluminum, steel and related products would not materially affect its full‑year outlook. In contrast, energy‑infrastructure firm Fermi slumped more than 22% following the resignation of its CFO just days after CEO Toby Neugebauer’s departure; the company was originally co‑founded by former Energy Secretary Rick Perry to power AI data‑center projects. Psychedelic‑focused drug makers rode a surge after President Donald Trump’s executive order to speed up psychedelic‑medicine research, sending Atai Beckley up about 25% and Compass Pathways nearly 40%. Biogen rose roughly 3% after agreeing to pay $850 million for exclusive Chinese rights to the experimental immune‑disease drug felzartamab. Airlines came under pressure from renewed U.S.–Iran tensions, with American Airlines down nearly 5% and United, JetBlue and Delta each slipping 1‑2%. Shipping bottlenecks in the Strait of Hormuz lifted fertilizer and chemical names: CF Industries up 2%, Dow about 4% and LyondellBasell 2% after previous double‑digit losses. Tech stocks were active, as Marvell Technology jumped over 4% on reports of talks with Google to build two AI chips, while Broadcom fell about 2% despite a recent agreement to produce future Google AI chips. Insulation‑installer TopBuild surged more than 16% after QXO announced a $17 billion acquisition, even as QXO shares dropped 8% on the news. AST SpaceMobile fell 8% after a satellite was placed in the wrong orbit, though it expects insurance recovery and plans for regular 2026 launches. Cruise lines were weighed down by rising fuel costs and weaker demand, with Carnival down 1%, Norwegian Cruise Line nearly 5% and Royal Caribbean about 3%. (Reporting by CNBC’s Fred Imbert and Nick Wells.)
Read more: https://www.cnbc.com/2026/04/20/stocks-making-the-biggest-moves-midday-swk-aal-dow-mrvl.html
#AmericanAirlines #MarvellTechnology #AtaiBeckley #DonaldTrump #MilesEverson #TobyNeugebauer
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undefined | Stocks gain on Iran ceasefire, plus 3 more things that drove last week's market
The S&P 500 posted its strongest week since November after the United States and Iran agreed to a temporary cease‑fire, sparking a broad market rally. The Dow recorded its best day since April 2025 and the Nasdaq jumped 2.8% on Wednesday, while the S&P 500 rose 2.5% that same day and closed the week up 3.6%. Jim Cramer called it a “barn burner” and stressed the importance of diversification, noting that avoiding war‑hit energy stocks would have meant missing gains in economically sensitive names like Home Depot, which climbed 5.5% on Wednesday and was up 4.8% for the week.
Inflation data also weighed on the market narrative. The Consumer Price Index rose 0.9% in March, putting the year‑over‑year rate at 3.3%—right on analysts’ forecasts—and was driven by a 10.9% surge in energy costs. Core inflation, which excludes food and energy, came in better than feared, suggesting underlying price pressures remain modest. Nevertheless, the cease‑fire remains fragile, and upcoming peace talks in Pakistan this weekend are a wildcard that Cramer believes “isn’t being factored in enough.”
Sector dynamics highlighted a stark hardware‑versus‑software divide. Semiconductor and AI‑infrastructure firms surged, with Marvell Technology and Intel up about 20% and 23% respectively, and Corning, a maker of optical fibers, gaining 15.7%. In contrast, software stocks fell sharply: Salesforce dropped nearly 12% for the week, Adobe shed 7.2%, and the IGV software ETF fell roughly 7%, dragging down peers like CrowdStrike and Palo Alto Networks. Adding a bright spot, Meta unveiled its new AI model “Muse Spark,” sending the stock up 9.6% for the week and bolstering confidence in its AI spending plans.
TECK STOCKS : Marvell Technology dépasse les attentes 🦾
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