Marvell Technology, Inc.’s Lumentum acquisition could reshape AI data center connectivity. Click for a look at the deal and ...

Despite leverage and dilution risks, I see more long-term potential for MRVL post-merger, given secular AI CapEx trends and ...

Q3 distributable EPS of $0.12, in line with the consensus, slipped from $0.14 in the year-ago quarter.

Palantir (PLTR) shares were active in extended trading on Monday as the enterprise software company reported third-quarter ...

There's been no shortage of worries. Yet, the bull market has kept finding a way to carry on. Market leadership has been ...

ON Semiconductor (ON) shares rose/fell xx% in extended trading on Monday as the semiconductor company reported third-quarter results.

Realty Income tops Q3 earnings and revenue estimates, raises 2026 FFO guidance, and posts strong occupancy and rent growth.

Amazon.com, Inc. strengthens its AI moat as AWS backlog jumps to $580B and valuation stays low. I rate AMZN stock as Buy.

Intel Corporation looks overvalued after a 47% drop, with weak growth, soft guidance, and lagging margins. Read more on INTC ...

Align Technology remains a clear aligner leader but faces pricing pressure, rising competition, and rich valuation risks ...

Wall Street’s major indexes ended mixed on Monday as the technology trade does not manage to recover, dragging the Nasdaq ( ...

Alphabet Inc. is rated Buy after a steep selloff mispriced a cash shortfall driven by one-off items and AI-related inventory. Read more on GOOG stock here.