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Marvell Seen Benefiting from Custom Silicon Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=2662564117","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662564117?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:39","pubTimestamp":1787675940,"startTime":"0","endTime":"0","summary":"1239 ET - A look at hyperscalers' most recent earnings suggests that the momentum behind custom silicon chips, or ASICs, remains strong, creating upside potential for custom chip makers Broadcom and Marvell Technology, JPMorgan analysts write in a note. Google's most recent results suggested continued investment in its internal TPUs, they note, while Amazon \"was much more explicit in validating the custom ASIC thesis\" in touting demand for its Trainium chips. \"AI infrastructure is becoming increasingly heterogeneous, with hyperscalers optimizing across GPUs, custom AI ASICs, CPUs, networking, and connectivity to improve TCO, performance per watt, supply assurance, and workload-specific efficiency - all of which are highly supportive of our top picks: AVGO and MRVL,\" the analysts write. 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and Nvidia Stocks Gain on Expanding Full-Stack Data Center Push","url":"https://stock-news.laohu8.com/highlight/detail?id=2662945756","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662945756?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:05","pubTimestamp":1787673953,"startTime":"0","endTime":"0","summary":"Cisco ($CSCO) and Nvidia ($NVDA) are joining forces to make AI infrastructure faster and safer for companies to deploy. 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Reports Q2 Earnings Tomorrow — Here’s What Analysts Expect","url":"https://stock-news.laohu8.com/highlight/detail?id=2662753020","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662753020?lang=en_us&edition=fundamental","pubTime":"2026-08-25 22:52","pubTimestamp":1787669521,"startTime":"0","endTime":"0","summary":"Cybersecurity firm CrowdStrike ($CRWD) is set to release its second-quarter fiscal 2027 earnings tomorrow, August 26, after market close. 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Doing so can reduce deployment risk and help customers run workloads with greater efficiency and more control over their data, Cisco said.\"Every organization is racing to scale AI--but speed only counts if it comes with control of data, managed token costs, and real ROI,\" said Cisco Chief Product Officer Jeetu Patel.Cisco is also supplying built-in setup and monitoring services so companies can use the new hardware without any technical issues.The pre-tested hardware packages will start to roll out in October, Cisco 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