Bill Stone, Glenview Trust CIO, joins 'The Exchange' to discuss Kevin Warsh's Jackson Hole speech, the central bank's forward guidance and much more.

Rosenblatt and Needham both raised price forecasts on Marvell Technology (MRVL) to $300 following fiscal Q2 results and an upgraded revenue outlook driven by data center demand.

Nvidia (NVDA) reported results on Wednesday, August 27. The results were solid, but the ‘27 guide (F28) is what significantly surprised to the upside. Read more here...

Nvidia Q2 results: first full-year outlook, Vera Rubin-driven growth vs ASIC risk and margin pressure.

Marvell CEO says Google's AI deal is a "monster number" and signals Wall Street may be underestimating the company's AI growth.

Marvell Technology is rated a Hold and remains expensive versus Broadcom despite improved earnings and a bullish outlook. Read more on MRVL stock here.

Modine secured a $4 billion hyperscaler contract, is spinning off its low-margin segment, and expects significant gross margin improvement. See why MOD stock is a Buy.

Alphabet high CapEx spending is prudent given the all-or-nothing nature of the AI race, with data centers retaining value. Read why GOOG stock is a buy.

Marvell Technology stock fell nearly 8% premarket as clarification around its Google deal and rich valuations outweighed a strong Q2 earnings beat and raised outlook.

MRVL plunged 9% despite a Q2 beat due to margin fears. Is it time to buy the dip? One analyst says Marvell is a "trillion dollar company!"

SK Hynix plans to begin HBM4E production in Indiana by 2029 as AI demand fuels a prolonged memory shortage.