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The Latest Breaking News from Harlan Sur

AMD Sets Ambitious AI, Earnings Goals Through 2030

Advanced Micro Devices, Inc’s (NASDAQ:AMD) 2025 Financial Analyst Day in New York outlined aggressive growth targets powered by soaring demand for artificial intelligence graphics processing units (GPUs) and Datacenter central processing units (CPUs).

Benzinga · Nov 12, 2025

Amazon Is Giving Marvell Technologies Stock a Huge Boost. Why, and Should You Buy MRVL Here?

Despite the recent rally, Marvell stock is down 17% in 2025. Is the chipmaker an attractive buy for value investors right now?

Barchart · Nov 3, 2025

Amazon's Trainium Push Adds Fuel To Marvell's 2026 Growth Outlook

Marvell Technology Inc. (NASDAQ:MRVL) is gaining fresh momentum as Amazon.com Inc.’s (NASDAQ:AMZN) expanding Trainium chip deployments and surging cloud capital spending signal accelerating demand for Marvell's AI-focused ASIC and optical products.

Benzinga · Oct 31, 2025

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NXP, Maker Of Chips For Your Car, Posts Strongest Growth In Years—But Wall Street Is Not Convinced

NXP Semiconductors NV (NASDAQ:NXPI) delivered its strongest quarterly growth since 2021, supported by improvements across all regions and end markets.

Benzinga · Oct 29, 2025

Who Benefits From AI Spending? JP Morgan's Top Picks

Strong artificial intelligence (AI) and hyperscale demand are driving significant growth for semiconductor companies, with Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), and Broadcom (NASDAQ:AVGO) poised to benefit from expanding data center and AI infrastructure investments.

Benzinga · Oct 16, 2025

Broadcom's 10GW AI Deal With OpenAI Could Generate Up To $300 Billion Revenue, Analysts Highlight Growth From Custom Silicon And Networking Solutions

Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute Application-Specific Integrated Circuits (ASICs) along with Broadcom's Ethernet, Peripheral Component Interconnect Express (PCIe) and optical connectivity solutions. The deal expands beyond compute chips to networking silicon and…

Benzinga · Oct 14, 2025

Marvell Technology Adds $5 Billion To Share Buyback Plan, Strong Growth Outlook For Datacenter, AI

Shares of Marvell Technology Inc. (NASDAQ: MRVL) came under pressure in early trading on Thursday, despite the company announcing a big share buyback authorization.

Benzinga · Sep 25, 2025

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Nvidia Is The Winner In Intel Partnership: Analyst Says Deal Widens 'Customer Base'

A semiconductor partnership between NVIDIA Corporation (NASDAQ:NVDA) and Intel Corp (NASDAQ:INTC) could benefit both companies, but one analyst sees a clear winner in the tie-up.

Benzinga · Sep 19, 2025

Micron Technology Q4 Preview: Poised To Benefit From Continued AI Adoption, Analysts Say

Micron Technology Inc (NASDAQ:MU) is gearing up to report its fiscal fourth quarter results on Tuesday, Sept. 23.

Benzinga · Sep 19, 2025

Broadcom's $120B AI Bet: Can Hock Tan Outpace Nvidia With Next-Gen Chips?

Broadcom Inc (NASDAQ:AVGO) is no longer content to trail in NVIDIA Corp.'s (NASDAQ:NVDA) shadow. Armed with a $120 billion AI revenue target by 2030 — and CEO Hock Tan whose bonus depends on hitting it — the semiconductor giant is positioning itself to challenge Nvidia's dominance.

Benzinga · Sep 17, 2025

Broadcom Bets Big On AI: Possible New Partnership With OpenAI Sparks Rally

Broadcom Inc (NASDAQ:AVGO) shares rallied in early trading on Friday on media reports of its possible partnership with OpenAI, which is gearing up to mass-produce its first proprietary AI chip.

Benzinga · Sep 5, 2025

Should You Buy the Post-Earnings Plunge in Marvell Stock?

Marvell stock tumbles as the chipmaker misses expectations for Q2 data center revenue and future guidance. A JPMorgan analyst recommends buying the post-earnings dip in MRVL shares.

Barchart · Aug 29, 2025

Nvidia Q2 Guidance Shows Demand Outstrips Supply For 'New Oil And Gold Of AI Revolution'

Nvidia Corporation (NASDAQ:NVDA) analysts are highlighting the company's growth in the second quarter and pending opportunity as China regulations become clear.

Benzinga · Aug 28, 2025

Marvell Set To Double AI Chip Sales To $4 Billion Next Year, Analyst Projects

JPMorgan analyst Harlan Sur projects that Marvell Technology‘s (NASDAQ: MRVL) AI-related business will more than double year-over-year to $4 billion in 2025 and continue to accelerate in 2026.

Benzinga · Aug 25, 2025

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Benzinga · Aug 25, 2025

Amazon, Meta Among Early Adopters Of Nvidia's Jetson Thor Robotics Platform

Nvidia (NASDAQ:NVDA) stock is trading higher on Monday as it rolled out its Jetson AGX Thor developer kit and production modules, a next-generation robotics platform built to power millions of robots, including humanoids, with advanced AI capabilities.

Benzinga · Aug 21, 2025

Analog Devices Unlocks New Growth Engines In AI, Aerospace, And Robotics

Analog Devices (NASDAQ:ADI) delivered stronger-than-expected quarterly results on Wednesday and issued an upbeat outlook, signaling momentum across industrial and communications markets while highlighting new structural growth drivers in AI, aerospace, and automation.

Benzinga · Aug 12, 2025

Micron Rides AI Wave With Upgraded Outlook, Analysts See More Gains Ahead

Micron Technology (NASDAQ:MU) extended gains Tuesday after boosting its August-quarter outlook, fueled by surging demand and pricing for AI-focused memory chips, signaling continued momentum in the DRAM market through 2026.

Benzinga · Jul 31, 2025

Arm AI Ambitions Grow, But Analysts Warn Of Margin Trouble Ahead

Arm Holdings (NASDAQ:ARM) underwhelmed with its latest quarterly results, prompting Wall Street analysts to revise their ratings on the chip designer.

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Benzinga · Jul 23, 2025

Texas Instruments Nails Q2 Numbers, But Guidance Short-Circuits Rally

Shares of Texas Instruments Inc (NASDAQ:TXN) tanked in early trading on Wednesday, despite the company reporting upbeat second-quarter results.

Benzinga · Jul 18, 2025

Apple's Q2 Was The Party - Q3 Might Be The Cleanup

Apple Inc's (NASDAQ:AAPL) second quarter may look like a celebration of iPhone strength, but investors shouldn't mistake momentum for long-term muscle.

Barchart · Jun 18, 2025

Why This Analyst Thinks Marvell Stock Is Headed for $130 After Custom AI Event

JPMorgan reiterated its bullish view on Marvell stock after the company’s Custom AI investor event. MRVL shares are currently trading at a discount versus Nvidia and Broadcom.

Barchart · Apr 30, 2025

This ‘Strong Buy’ Chip Stock Just Scored a New ‘Overweight’ Rating. Should You Buy It Now?

This chip stock has been upgraded by analysts and raised its 2025 outlook when it reported Q1 results.

Kiplinger · Apr 24, 2025

Stock Market Today: Stocks Rise on Good Volatility

Investors, traders and speculators continue to process the "known unknown" of global tariff-and-trade war negotiations.

Barchart · Apr 8, 2025

Is AVGO Stock Set to Bounce Back as Analysts Predict 50% Upside?

With strong fundamentals and exceptional growth projected in the coming years, AVGO is a reasonably priced AI stock to buy right now.

Benzinga · Dec 9, 2024

Broadcom Likely For Upside Backed By AI Pipeline, Market Recovery, VMWare Synergy: Analyst

JP Morgan analyst maintains Overweight rating on Broadcom Inc with price target of $210. Expects better than expected earnings and growth in AI products, with strong demand and revenue opportunities.

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