MarketPulse

hyperscaler investments

2 articles
The Motley FoolThe Motley Fool··Harsh Chauhan

Marvell Technology Positioned for 66% Upside as AI Chip Demand Accelerates

Marvell Technology shows 81% earnings growth in fiscal 2026 with analyst projections for 66% upside potential to $148/share by end of 2026, driven by surging AI infrastructure spending.
METAMSFTAMZNGOOGGOOGL+1AI infrastructure spendinghyperscaler investments
The Motley FoolThe Motley Fool··Adam Spatacco

Sandisk Maintains Valuation Edge Despite Explosive Post-Spinoff Rally

Sandisk's stock surged 1,750% post-spinoff, driven by AI infrastructure demand. Despite gains, analysts see 20% upside potential given modest valuation versus growth prospects.
NVDAAMDMETAMSFTSNDK+6AI infrastructurehigh-bandwidth memory