Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Chip names showed the split most clearly, with Micron's bulls pushing back against a prior-session selloff even as Broadcom's AI-driven valuation drew fresh skepticism.
U.S. stocks are being driven by two competing forces at once, according to market commentary: continued optimism over AI spending, and unease tied to Iran-related geopolitical risk.
A Seeking Alpha analysis argues investors chasing Marvell's pullback after Q2 results are moving too fast.
An analysis published after Marvell's fiscal Q2 report argues that buying the stock's dip is premature, even as other coverage floats Marvell as a potential $100 billion AI stock.
Goldman Sachs held its price target at $195 even after the chipmaker's upgraded guidance, and MarketWatch says the July-quarter results didn't clear a high enough bar.
Marvell boosted its forecasts following July-quarter results, but Goldman Sachs kept its price target unchanged at $195, and MarketWatch reported the update wasn't enough to lift the stock.
The search giant secured the right to buy Marvell shares as part of a custom silicon deal struck this summer, an unusual twist on a supplier contract.
Google negotiated warrants — the right to buy Marvell stock at a set price — as part of its deal to buy custom chips from Marvell, tying its own upside to Marvell's stock performance.
Off-balance-sheet obligations tied to compute leases, data centre financing and vendor structures are estimated at $3 trillion and expanding by $1.2 trillion per quarter, raising questions over reported free cash flow across the hyperscaler and neocloud complex.
Mainstream financial press has now adopted a thesis long circulated in independent research: the AI capital cycle is increasingly financed through structures that sit outside reported balance sheets. With obligations estimated near $3 trillion and compounding, the divergence between GAAP earnings quality at incumbents and cash-burning neoclouds is becoming the central risk debate of the cycle.