New AI PCs May Take Years To Make Sales Impact; Microsoft, Dell, HP Among Makers Highlighting AI PCs; Only 3% Of PCs Shipped In 2024 Will Be AI-Optimized
- Bloomberg
- Bloomberg
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| Company | Date | Price Target | Rating | Analyst |
|---|---|---|---|---|
| 2/24/2026 | $185.00 | Underweight → Equal Weight | Wells Fargo | |
| 2/24/2026 | $185.00 | Hold → Buy | Loop Capital | |
| 2/13/2026 | $450.00 | Buy | DA Davidson | |
| 2/11/2026 | $140.00 | Outperform → Neutral | Daiwa Securities | |
| 2/10/2026 | $132.00 | Underweight | Morgan Stanley | |
| 2/9/2026 | Buy → Hold | Melius | ||
| 2/9/2026 | $35.00 → $38.00 | Hold | TD Cowen | |
| 2/5/2026 | $140.00 | Positive → Neutral | Susquehanna |
Marvell and Ecosystem Partners to Enable Hyperscalers to Make Transition to Next-generation, Standard-based, High-bandwidth Interconnect Technology Marvell Technology, Inc. (NASDAQ:MRVL), a leader in data infrastructure semiconductor solutions, today announced that it will demonstrate PCIe® 8.0 SerDes running at 256 gigatransfers-per-second (GT/s) data rate in the Marvell booth #904 at DesignCon 2026, February 24 to 26 at the Santa Clara Convention Center in Santa Clara, California. As AI workloads continue to drive a massive expansion in data center infrastructure requirements, PCIe technology continues to evolve to deliver higher bandwidth for in-chassis, in-rack and across-rack conne
Extensive Technology Ecosystem Partners to Demonstrate Marvell-powered Offerings Marvell Technology, Inc. (NASDAQ:MRVL), a leader in data infrastructure semiconductor solutions, today announced it will showcase its latest data center connectivity products and technologies driving the next wave of AI innovation at DesignCon 2026—February 24 to 26 at the Santa Clara Convention Center in Santa Clara, California. The primary bottleneck in AI data center infrastructure has shifted from compute to connectivity. Data center operators require scalable, ultra-high performance connectivity solutions to address the massive growth of new, more demanding AI workloads. To meet this challenge, Marvell
AMC Entertainment Holdings, Inc. (NYSE:AMC) (the "Company," or "AMC"), announced today that Muvico, LLC, a wholly-owned indirect subsidiary of AMC, has commenced an offering of $1,730 million aggregate principal amount of first lien notes due 2031 (the "Notes") in a private offering (the "Offering"), subject to market and other conditions. The Notes will be guaranteed on a joint and several basis by the Company and each of its existing and future direct or indirect wholly-owned subsidiaries that guarantee obligations under the Company's new $750 million term loan facility (the "New Term Loan Facility") which is expected to be entered into concurrently with consummation of the Offering. The
Wells Fargo upgraded Qualcomm from Underweight to Equal Weight and set a new price target of $185.00
Loop Capital upgraded Qualcomm from Hold to Buy and set a new price target of $185.00
DA Davidson initiated coverage of Taiwan Semiconductor Manufacturing with a rating of Buy and set a new price target of $450.00
4 - QUALCOMM INC/DE (0000804328) (Issuer)
4 - AMC ENTERTAINMENT HOLDINGS, INC. (0001411579) (Issuer)
4 - AMC ENTERTAINMENT HOLDINGS, INC. (0001411579) (Issuer)
4 - MICROSOFT CORP (0000789019) (Issuer)
4 - MICROSOFT CORP (0000789019) (Issuer)
4 - Marvell Technology, Inc. (0001835632) (Issuer)
8-K - AMC ENTERTAINMENT HOLDINGS, INC. (0001411579) (Filer)
8-K - AMC ENTERTAINMENT HOLDINGS, INC. (0001411579) (Filer)
10-K - AMC ENTERTAINMENT HOLDINGS, INC. (0001411579) (Filer)
Confirms October 23, 2026 U.S. Release Date LAIKA, the studio behind Coraline and ParaNorman, announced today that it has partnered with Fathom Entertainment for U.S. theatrical distribution and FilmNation Entertainment for international sales on its upcoming stop-motion feature film Wildwood. The film will open in theaters nationwide on October 23, 2026. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260120938376/en/LAIKA Names Fathom Entertainment as US Distributor and FilmNation Entertainment for International Sales for "Wildwood" coming October 23, 2026 The announcement reflects a new phase for LAIKA, as the studio expands
Adam Aron, Chairman and CEO of AMC Entertainment (NYSE:AMC), the world's largest theatrical exhibitor, issued the following statement today: "A few months ago, we announced that in September of 2025, a high-level dialogue between AMC and Netflix led to both companies pledging to explore ways to visibly begin working together. This led quickly to AMC showing, in many of its theatres, a Halloween bring-back of Netflix's immensely popular KPop Demon Hunters. It was quite the success. AMC was responsible for more than 35% of all the attendance for KPop Demon Hunters that holiday weekend. So, the two companies immediately turned their focus to what would come next in their mutual cooperation
AMC Entertainment Holdings, Inc. (NYSE:AMC) ("AMC" or "the Company"), announced today the results of its 2025 Annual Meeting of Stockholders held on December 10, 2025. The matters submitted to stockholders at the Annual Meeting and the voting results were as follows: Proposal 1: Amendment of the Certificate of Incorporation to declassify the Board of Directors, shorten all existing terms to expire at the Annual Meeting, and remove restrictions on the number of directors Stockholders failed to approve the amendment of the Certificate of Incorporation to declassify the board of directors of the Company, shorten all existing terms to expire at the Annual Meeting, and remove restrictions on
National CineMedia, Inc. (NASDAQ:NCMI), the managing member of National CineMedia, LLC ("NCM LLC"), the operator of the largest cinema advertising platform in the U.S., plans to issue its fourth quarter and full year 2025 earnings results after the market closes on Thursday, February 26, 2026. A conference call and audio webcast to discuss the results will take place at 5:00 p.m. Eastern Time. The conference call can be accessed by dialing 1-844-826-3033 or for international participants 1-412-317-5185. Participants should register at least 15 minutes prior to the commencement of the call to register, download, and install necessary audio software. Additionally, a live audio webcast will
Dell Technologies (NYSE:DELL) will conduct a conference call Thursday, Feb. 26, 2026, at 3:30 p.m. CST to discuss its fiscal 2026 fourth quarter and full-year financial results. The conference will be available to the public as a live, audio-only webcast on Dell Technologies' website at investors.delltechnologies.com; an archived version will be available at the same location. The company will issue the results before the conference call broadcast via a press release with accompanying financial statements and guidance. At that time, the release, prepared remarks and a presentation containing additional financial and operating information with financial guidance may be downloaded from inve
Marvell Technology, Inc. (NASDAQ:MRVL), a leader in data infrastructure semiconductor solutions, today announced it will conduct a conference call following the release of its fourth fiscal quarter and fiscal year 2026 financial results on Thursday, March 5, 2026, at 1:45 p.m. Pacific Time. Conference Call Interested parties may join the live conference call without operator assistance at Call me™ (link will be active approximately 30 minutes before the call) to receive an instant automated callback. To join the call with operator assistance, please dial 1-877-407-8291 or 1-201-689-8345. The call will be webcast and can be accessed at the Marvell Investor Relations website at http://inv
SC 13G/A - Dell Technologies Inc. (0001571996) (Subject)
SC 13G/A - Dell Technologies Inc. (0001571996) (Subject)
SC 13G/A - NVIDIA CORP (0001045810) (Subject)