AVGO rebounds on Apple’s 2031 chip pact after a volatile June. We unpack Q2 2026 results, AI pipeline, dividends, buybacks, and the outlook.
Marvell stock spikes after Jensen Huang calls it the “next trillion‑dollar company,” capping strong AI‑driven earnings and a $2B Nvidia tie‑up.
Navitas’ Q1 2026 beat, raised Q2 guide and GlobalFoundries GaN pact fuel NVTS’s rally—what’s driving the surge and what risks remain.
Intel’s 18A era hits data centers and PCs as Xeon 6+ debuts, Nvidia picks Xeon for DGX Rubin, and Intel Foundry chases crucial design wins in 2026.
Ahead of Qualcomm’s April 29 earnings, here’s what could move QCOM: AI PCs, automotive, Apple modem timing, new $20B buyback, and guidance.
AMD jumps after hours as AI megadeals with OpenAI and Meta reshape 2026. Here’s the latest price, catalysts, and what to watch before May 5 earnings.
