Venture
from24/7 Wall St.
1 day agoWhy Marvell's Breakout Deserves Investors' Attention
Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.
In recent weeks, China approved the world's first commercial brain-computer interface medical device and unveiled a five-ton class electric vertical takeoff and landing aircraft that has already completed a public flight.
In the 17th Congressional District, incumbent Rep. Ro Khanna is facing a challenge from tech founder Ethan Agarwal, a fellow Democrat. Agarwal is an opponent of the ballot initiative to levy a one-time, 5% wealth tax on Californians with more than $1 billion in assets.
On paper, Positron's next-gen Asimov accelerators, no doubt named for the beloved science fiction author, don't look like much of a match for Nvidia's Rubin GPUs. Yet, the Arm-backed AI startup boasts its inference chip will churn out five times as many tokens per dollar while using one-fifth the power of Nvidia's latest accelerators to do it. Those are certainly some bold claims, which the company contends are possible because the chip was designed to support large-scale inference workloads.
Rambus ( NASDAQ: RMBS) reports fourth-quarter 2025 results Monday after the bell with consensus expecting continued double-digit revenue growth driven by DDR5 product strength and steady licensing demand. The company is coming off a quarter marked by record product revenue and strong cash generation, reinforcing confidence in its hybrid chip-plus-IP model. The stock is already up 20% so far in 2026 as investors look to gauge how durable DDR5 momentum remains and how quickly next-generation platforms like MRDIMM begin to contribute.