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(AVGO) vs. Marvell (MRVL): Why Morgan Stanley Favors One AI Chip Stock after Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2664805457","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664805457?lang=en_us&edition=fundamental","pubTime":"2026-09-04 01:07","pubTimestamp":1788455230,"startTime":"0","endTime":"0","summary":"Morgan Stanley analyst Joseph Moore is more bullish on Broadcom ($AVGO) than Marvell Technology ($MRVL). Moore maintained his Overweight rating on 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500 Sector Performance at 12:01 P.m. 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Snowflake posted higher fiscal Q2 adjusted net income and revenue, and raised its fiscal 2027 product revenue outlook.AST SpaceMobile  advanced by 0.8% pre-bell, following an 11.8% rise at Wednesday's close.Meta Platforms  was up 0.8% premarket, after a 2.5% increase at Wednesday's close.Nvidia  was 0.1% higher hours before market open, following a 3.2% rise from the previous session.Broadcom  declined by 3.6% in premarket hours, after a 0.7% fall at Wednesday's close.Hewlett Packard Enterprise  fell by 3.4% pre-bell, swinging from a 1.9% increase at Wednesday's close.Dell Technologies  was 1.5% lower in pre-bell activity, after closing Wednesday with a 15.8% rise.Micron Technology  was down 0.8% premarket, following a 2.4% increase from the previous 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and China Chip Makers Fight for Market Share. There's One Big Loser.","url":"https://stock-news.laohu8.com/highlight/detail?id=2664875294","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664875294?lang=en_us&edition=fundamental","pubTime":"2026-09-03 18:22","pubTimestamp":1788430920,"startTime":"0","endTime":"0","summary":"South Korea's SK Hynix looks to be feeling the pressure as its DRAM market share dropped to 25% from 29% in the preceding quarter. In NAND, Sandisk's market share fell to 11% from 13%.Micron shares were down 0.6% in Wednesday's premarket. American depositary receipts of SK Hynix were falling 2.8% and Sandisk shares were slipping 0.7%.Of course market-share figures don't tell the full story. For one thing, the memory-chip market is growing so fast that there is still massive revenue and profit growth for all the participants even with a dip in share. The DRAM market grew 57% in the second quarter from the prior quarter and NAND grew 70%, Counterpoint said.Another thing to bear in mind is companies are shifting their resources. SK Hynix for example has redirected some of its manufacturing toward high-bandwidth memory, the specialized form of DRAM used in artificial-intelligence hardware, sacrificing some of the broader market for a stronger position in the most valuable future 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( ($KR:001200) ) just unveiled an announcement. 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