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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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Drain Hits OpenAI and Google, but the Impact Isn't Equal","url":"https://stock-news.laohu8.com/highlight/detail?id=2662755048","media":"Dow Jones","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662755048?lang=en_us&edition=fundamental","pubTime":"2026-08-26 00:00","pubTimestamp":1787673600,"startTime":"0","endTime":"0","summary":"People change jobs a lot in tech. 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Delivers Samples of First Custom Chip Jalapeno, Outperforming Nvidia's Existing Products in Some Tests","url":"https://stock-news.laohu8.com/highlight/detail?id=2662675694","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662675694?lang=en_us&edition=fundamental","pubTime":"2026-08-25 23:40","pubTimestamp":1787672448,"startTime":"0","endTime":"0","summary":"OpenAI said on Wednesday that engineering samples of Jalapeno, its first custom chip jointly developed with Broadcom (AVGO), have been delivered and are currently undergoing laboratory testing. Broadcom CEO Hock Tan stated that early results show Jalapeno's operating costs could be approximately 50% lower than those of common AI GPUs under typical AI 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Top and Bottom Performing Stocks at About 11:01 A.m. EDT on 2026-08-25","url":"https://stock-news.laohu8.com/highlight/detail?id=2662537627","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662537627?lang=en_us&edition=fundamental","pubTime":"2026-08-25 23:01","pubTimestamp":1787670077,"startTime":"0","endTime":"0","summary":"BUZZ - Nasdaq top and bottom performing stocks at about 11:01 a.m. EDT on 2026-08-25Nasdaq 100.NDXTop PerformersPercent ChangeMarvell Technology, Inc.MRVL.OQ+6.0%Advanced Micro Devices, Inc.AMD.OQ+5%Lumentum Holdings Inc.LITE.OQ+4.4%Strategy IncMSTR.OQ+3.7%Cadence Design Systems, Inc.CDNS.OQ+3.5%Bottom PerformersPercent ChangeThomson Reuters CorpTRI.OQ-3.0%Intuit Inc.INTU.OQ-2.4%Workday, Inc.WDAY.OQ-2.1%Walmart IncWMT.OQ-1.7%Adobe IncADBE.OQ-1.5%The Nasdaq 100.NDXgained 127.82 points, or 0.44%, to 29,149.88 and recorded one new high and no new lows. 55 stocks rose and 47 fell as advancing issues outnumbered decliners by a about a 1.2-to-1 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