Marvell stock falls on Microsoft, Amazon fears. 'Block out the noise.'

Analysts at Stifel and J.P. Morgan pushed back on reports the chip maker is losing important orders for custom chips.

Amazon, Microsoft Risk: Is Marvell’s AI Moat Leaking?

Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword.

Amazon, Microsoft and 8 other biggest global tech job cuts of 2025

Tech giants are undergoing a massive workforce overhaul in 2025, with over 122,000 employees laid off. This significant ...

Marvell Technology Debunks Speculations Of Losing Business From Amazon, Microsoft

Marvell Technology confirms XPU programs for Amazon and Microsoft on track to ramp in 2026, will add $2B in revenues by 2028.
Yahoo Finance

Microsoft and Amazon Got Hit With Huge Downgrades—Why I’d Buy Anyway

Microsoft (MSFT) and Amazon (AMZN) were downgraded to neutral by Rothschild due to high AI spend and profit uncertainty. Amazon Web Services posted 20% growth in the third quarter, with AI ...

Tech Moves: T-Mobile names COO; Microsoft and Amazon execs depart; Redfin vet joins RentSpree

T-Mobile names a new chief operating officer, Microsoft and Amazon execs depart, and a Redfin vet joins RentSpree as CTO.