Tag Archives: Semiconductors

Futuristic trading floor showing a steep red candlestick decline against rising green revenue bars

Credo Stock (CRDO): Inside the Post-Earnings Margin Panic

AI Chips, Photonics

Credo Stock (CRDO): Inside the Post-Earnings Margin Panic Credo Technology Group reported the best quarter in its history on 1 September 2026, and the market sold it anyway. Revenue grew 114.7% year over year to a record $479.0 million. The stock fell about 20% in a single session. That gap between what the business did…

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Marvell custom silicon and optical interconnects wiring an AI data center cluster

Marvell (MRVL): The AI Data Center Backbone — Real Business or Trillion-Dollar Narrative?

Photonics

Marvell (MRVL): The AI Data Center Backbone — Real Business or Trillion-Dollar Narrative? On June 2, 2026, Nvidia CEO Jensen Huang stood on the Computex stage in Taipei next to Marvell CEO Matt Murphy and called Marvell “the next trillion-dollar company.” The stock jumped more than 32% the next day. For a company most retail…

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