Lam Research, Xerox, FormFactor, Microsoft And Other Big Stocks Moving Higher On Thursday

Applied Materials vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026?

Applied Materials and Marvell Technology are compared as semiconductor investment options for 2026. Applied Materials, a chipmaking equipment manufacturer, shows steady 4.4% revenue growth with a conservative P/E of 35.4 and strong financial metrics. Marvell Technology, focused on AI data center solutions, demonstrates explosive 42.1% growth but trades at a premium P/E of 55.9 with high customer concentration. The author recommends Applied Materials as the less risky choice, citing concerns about Marvell's heavy exposure to AI spending sustainability and intense competition from tech giants.

Applied Materials To Invest $5B In India Over Next Decade To Deepen Semiconductor R&D

-Press Trust of India

FPS Q4 Earnings Beat Estimates on Powertrain Solutions Growth

Forgent Power Solutions (FPS) reported 94% revenue growth in Q4 fiscal 2026 to $462 million, driven by custom products and Powertrain Solutions for data center customers. The company achieved record bookings of $1.50 billion and backlog of $3.02 billion with a 3.3x book-to-bill ratio. FPS projects fiscal 2027 revenues of $2.4-$2.6 billion with 76% growth and is expanding capacity with a $35 million Powertrain Solutions facility investment.

Elon Musk Flags Taiwan as AI’s Weak Link. These Semiconductor ETFs Could Offer a Hedge

Elon Musk’s AI chip warning is putting Taiwan supply risks back in focus. Here are the ETFs offering alternative ways to play the buildout.

Shares of chip companies are trading higher amid overall market strength, falling yields and declining oil prices. The industry may be boosted by recent talks between Intel and SK Hynix regarding U.S. chip manufacturing.

Nasdaq 100 Rallies as Oil Slides, Yields Retreat: Stock Market Today

Wall Street snapped a two-day losing streak Thursday as oil retreated from its geopolitical spike and the 10-year Treasury yield slipped back below 5%. Chipmakers led the rebound, with Intel, AMD and Micron all posting outsized gains, while gold climbed 2.5% to $4,369 an ounce. The bounce came one day after the Federal Reserve delivered its first interest rate hike since 2023 and signaled at least one more this year.