GLOBALFOUNDRIES Inc.
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Marvell (MRVL) and GlobalFoundries (GFS) shares rose after expanding their agreement to boost silicon germanium (SiGe) production. MRVL gained 4%, GFS 6%. MRVL reported Q2 2027 revenue of $2.739B, up 37% YoY, while GFS reported Q2 2026 revenue of $1.786B, up 6% YoY. Both companies see strong demand for AI and data center infrastructure.
GlobalFoundries (GFS) secured a $375M CHIPS Act award for quantum semiconductor R&D. Funds will expand its Quantum Technology Solutions unit in New York over five years. GF's 22FDX platform supports cryogenic quantum hardware production, aiming to bolster U.S. quantum computing supply chains.
GLOBALFOUNDRIES Inc (GFS) Chief Legal Officer Samak Azar sold 335 shares on 2026-09-17, reducing his holdings to 9,464 shares. This follows a year of insider selling, with 43 sales vs. 1 buy. GFS trades at $44.87, with a P/E of 37.33, and is deemed fairly valued by GuruFocus. The company manufactures semiconductors for various markets.
Over the past 7 days, AlphAI's AI scored 23 news stories mentioning GFS (GLOBALFOUNDRIES Inc.). Coverage has skewed bullish: 21 bullish, 2 neutral, and 0 bearish.
Recent GFS coverage spans technology, market movers and financial news.
In the last 30 days, GFS insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($76K). The most active reporter was Azar Samak L, Chief Legal Officer, with 5 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Positive market reaction to increased SiGe production capacity.
Funding accelerates GF's quantum hardware scale-up, likely boosting revenue and stock momentum.
Small insider sell adds to a year‑long pattern of net insider selling.
Minor insider sell of ~$15k; unlikely to move price materially.
GlobalFoundries and Marvell Technology expanded their partnership to scale up silicon photonics for data centers, replacing copper wiring. GlobalFoundries will increase SiGe production at its Vermont plant, supporting high-speed connectivity solutions like optical transceivers. Marvell, backed by Nvidia, aims to lead in AI data center connectivity, with Nvidia's CEO predicting its potential to become a trillion-dollar company.
AlphAI scores every news story that mentions GFS with an AI model for sentiment and relevance, and aggregates insider trades from GLOBALFOUNDRIES Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Marvell (MRVL) and GlobalFoundries (GFS) shares rose after expanding their agreement to boost silicon germanium (SiGe) production. MRVL gained 4%, GFS 6%. MRVL reported Q2 2027 revenue of $2.739B, up 37% YoY, while GFS reported Q2 2026 revenue of $1.786B, up 6% YoY. Both companies see strong demand for AI and data center infrastructure.
2 min readGlobalFoundries (GFS) secured a $375M CHIPS Act award for quantum semiconductor R&D. Funds will expand its Quantum Technology Solutions unit in New York over five years. GF's 22FDX platform supports cryogenic quantum hardware production, aiming to bolster U.S. quantum computing supply chains.
2 min readGLOBALFOUNDRIES Inc (GFS) Chief Legal Officer Samak Azar sold 335 shares on 2026-09-17, reducing his holdings to 9,464 shares. This follows a year of insider selling, with 43 sales vs. 1 buy. GFS trades at $44.87, with a P/E of 37.33, and is deemed fairly valued by GuruFocus. The company manufactures semiconductors for various markets.
2 min readGLOBALFOUNDRIES' (GFS) Chief Legal Officer sold 335 shares at $44.87 each on September 17, 2026, under a Rule 10b5-1 trading plan, retaining 9,464 shares.
1 min readGlobalFoundries and Marvell Technology expanded their partnership to scale up silicon photonics for data centers, replacing copper wiring. GlobalFoundries will increase SiGe production at its Vermont plant, supporting high-speed connectivity solutions like optical transceivers. Marvell, backed by Nvidia, aims to lead in AI data center connectivity, with Nvidia's CEO predicting its potential to become a trillion-dollar company.
2 min readGlobalFoundries (GFS) and Taiwan Semiconductor (TSM) reported contrasting results. GFS, with a lower forward P/E of 17, saw 5.8% revenue growth, driven by a 62% jump in its data-center segment. CEO Tim Breen highlighted silicon-photonics revenue growth and oversubscribed silicon germanium. TSM reported 36% revenue growth, with strong AI chip demand and raised full-year guidance. GFS reduced capital spending significantly, while TSM committed $265 billion to Arizona. Investors may consider GFS fo
3 min readGlobalFoundries (GFS) options show a 9-to-1 call-to-put ratio, with traders buying calls like the Oct 16 ’26 $55 Call and Sep 18 ’26 $50 Call. GFS stock is up 5.95% to $45.59. Stifel reiterated a Buy rating with a $60 target, while UBS cut its target to $55. Implied volatility rose to 58.02%, and skew is negative, indicating bullish sentiment.
2 min readGlobalFoundries (GFS) and Marvell (MRVL) expanded their partnership to boost production of AI data center chips. GFS will add capacity at its Vermont facility. Both companies' stocks rose in premarket trading. GFS CEO Tim Breen noted early-stage AI data center demand, while CFO Sam Franklin raised 2026 growth outlook to 50-60%.
2 min readGlobalFoundries and Marvell Technology expanded their agreement to boost production of silicon germanium (SiGe) technology for AI data centers. Shares of both companies rose in premarket trading, with GlobalFoundries up 6% and Marvell up 4.5%. The deal aims to meet growing demand for high-speed optical connections in data centers, driven by AI growth.
2 min readGlobalFoundries (GFS) and Marvell (MRVL) expanded their multi-year agreement to increase SiGe technology capacity at GF's Vermont facility. This supports growing demand for optical connectivity in AI data centers. The deal builds on existing production and aims to meet Marvell's increasing requirements for high-performance SiGe technology in next-gen optical transceivers and other applications.
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