At the open, the Dow fell 0.4%, the S&P 500 was down 0.18% and the Nasdaq
slipped 0.2%. NVIDIA (NVDA.O) rose 0.6% after saying its Spectrum‑X Ethernet
silicon photonics technology is now in full production. Marvell Technology
(MRVL.O) jumped 16%; Jensen Huang said he sees it as a potential next
trillion‑dollar company. Broadcom (AVGO.O) gained 5% after Morgan Stanley
maintained a buy rating and raised its price target. STMicroelectronics climbed
10% after raising its full‑year data center revenue guidance.
