Here is how Cisco Systems (CSCO) and Aehr Test Systems (AEHR) have performed compared to their sector so far this year.

Why Marvell's mad at Poet. Seems somebody let the cat out of the bag too soon, and Marvell is not happy about it. As Poet revealed this morning, "all purchase orders received by [

Nvidia, AMD and Broadcom were hit by OpenAI concerns but the focus is now on Big Tech earnings.

The S&P 500 information-technology sector’s forward P/E ratio is at its lowest relative to five-year averages among all sectors in the index.

Silicon Motion Technology just served up a massive beat-and-raise quarter.

Microsoft is one of the oldest companies on this list. The company was founded in 1975 and went public in 1986. Nearly half a century after its founding, Microsoft's pivot to subscription-based software,

The stock is being pulled down by OpenAI target worries, but NVDA’s demand signal is really Big Tech capex guidance and chip procurement mix. If Microsoft/Alphabet/Amazon/Meta confirm AI infrastructure spending and keep custom-chip plans from fully displacing third-party GPUs,

Stock investors appear to be anxiously awaiting tech majors' earnings results after bidding up their shares over the last few weeks.

What Happened? Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) fell 4% in the afternoon session after the company canceled all purchase orders with POET Technologies that were originally placed by Celestial AI,

Amid a backdrop of record highs in major U.S. stock indexes and robust economic data, the technology-heavy Nasdaq Composite has led gains, driven by strength in AI-linked stocks and positive earnings reports.