3 days ago
In late September 2026, AT&S Austria Technologie & Systemtechnik AG announced an expanded collaboration with Marvell Technology to increase advanced IC substrate capacity for next-generation AI and cloud infrastructure, while Marvell also affirmed a quarterly dividend of US$0.06 per share payable on October 29, 2026.
This deeper manufacturing partnership gives Marvell greater access to complex packaging technologies that are increasingly critical for high-performance AI chips and data center hardware.
Next, we'll examine how this expanded AT&S manufacturing capacity could influence Marvell's AI-focused growth story and longer-term investment narrative.
The future of work is here. Discover the 89 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.
To own Marvell, you need to believe its AI and data center franchises can justify today's rich valuation and eventually translate into stronger, more consistent earnings power. The expanded AT&S IC substrate deal directly supports Marvell's near term AI optics and custom silicon ramp, while also amplifying the existing risk that long term supplier prepayments and capacity commitments could weigh on margins and free cash flow if AI demand or customer ramps slow.
#term #substrate #Manufacturing #data
This deeper manufacturing partnership gives Marvell greater access to complex packaging technologies that are increasingly critical for high-performance AI chips and data center hardware.
Next, we'll examine how this expanded AT&S manufacturing capacity could influence Marvell's AI-focused growth story and longer-term investment narrative.
The future of work is here. Discover the 89 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation.
To own Marvell, you need to believe its AI and data center franchises can justify today's rich valuation and eventually translate into stronger, more consistent earnings power. The expanded AT&S IC substrate deal directly supports Marvell's near term AI optics and custom silicon ramp, while also amplifying the existing risk that long term supplier prepayments and capacity commitments could weigh on margins and free cash flow if AI demand or customer ramps slow.
#term #substrate #Manufacturing #data
22 days ago
SPCX trades at $151.89, up 5.86%, as Musk claims next-gen V3 satellites will push Starlink's total bandwidth 100x above today's levels.
Musk argues that even if revenue per bit drops tenfold, the V3 upgrade still produces a 10x increase in Starlink's total revenue.
Starlink's ARPU has already fallen from $85 to $66, and roughly 1,000 V3 satellites must launch before service meaningfully improves, expected Q2 next year.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and **** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
Elon Musk used a post on X to argue that the next generation of Starlink satellites now beginning deployment will eventually push the constellation's total bandwidth to more than 100 times what the roughly 11,000 satellites currently in orbit deliver today. That is a capability claim from the company's chief executive, not audited performance data, and investors in **** eX (NASDAQ:SPCX) should treat it that way. Still, it is the kind of claim that reframes how you think about the biggest revenue engine inside the business.
#musk #satellites #still #push
Musk argues that even if revenue per bit drops tenfold, the V3 upgrade still produces a 10x increase in Starlink's total revenue.
Starlink's ARPU has already fallen from $85 to $66, and roughly 1,000 V3 satellites must launch before service meaningfully improves, expected Q2 next year.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and **** eX made the cut. Enter your email to see the other nine names and why SPCX earned its spot. The report is free. Enter your email and see the full list.
Elon Musk used a post on X to argue that the next generation of Starlink satellites now beginning deployment will eventually push the constellation's total bandwidth to more than 100 times what the roughly 11,000 satellites currently in orbit deliver today. That is a capability claim from the company's chief executive, not audited performance data, and investors in **** eX (NASDAQ:SPCX) should treat it that way. Still, it is the kind of claim that reframes how you think about the biggest revenue engine inside the business.
#musk #satellites #still #push
23 days ago
I don't make the news, I just report it, albeit through a lens biased by 40 years of charting.
So when I look at what's happening with the S&P 500 Utilities Sector SPDR (XLU), the most prominent ETF devoted to the utilities sector, I simply translate what I see.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#spdr #sachs #expects #chair
So when I look at what's happening with the S&P 500 Utilities Sector SPDR (XLU), the most prominent ETF devoted to the utilities sector, I simply translate what I see.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#spdr #sachs #expects #chair
1 month ago
After a few years of watching Walmart (NASDAQ: WMT) crush Target (NYSE: TGT), the pauper has become the prince in 2026. Shares of Target are bullseye-red hot, soaring 68% this year. In the other corner, Walmart is a laggard with a 4% year-to-date decline.
The two retail chains have withstood the test of time. They have raised their quarterly dividends for more than five decades. However, which one is the better buy in September? A case can be made for buying both, but the name I'm going with might surprise you.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When you see a stock outperforming against a rival over the past eight months, you might conclude that Target is growing faster than Walmart. You might also ******* ume that it's trading at a higher earnings multiple or packs a lower yield, given the wide performance gap. You would be wrong on all three counts.
Target's trailing revenue has risen a mere 2% over the past 12 months. Walmart's trailing top-line growth at 6.2% is more than three times faster. Target stock is simply bouncing back from a dark ******* e. It will end a run of three consecutive years of declining revenue this fiscal year.
#NVIDIA #three
The two retail chains have withstood the test of time. They have raised their quarterly dividends for more than five decades. However, which one is the better buy in September? A case can be made for buying both, but the name I'm going with might surprise you.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
When you see a stock outperforming against a rival over the past eight months, you might conclude that Target is growing faster than Walmart. You might also ******* ume that it's trading at a higher earnings multiple or packs a lower yield, given the wide performance gap. You would be wrong on all three counts.
Target's trailing revenue has risen a mere 2% over the past 12 months. Walmart's trailing top-line growth at 6.2% is more than three times faster. Target stock is simply bouncing back from a dark ******* e. It will end a run of three consecutive years of declining revenue this fiscal year.
#NVIDIA #three
2 months ago
Even bullish S&P 500 investors are waiting for a market correction. But it's already here for nearly two-thirds of stocks.
Roughly 300 stocks in the S&P 500 — including Trade Desk (TTD), Costar (CSGP) and Fiserv (FISV) — are down 10% or more from their 52-week highs, says data from S&P Global Market Intelligence and MarketSurge. That puts them in a correction — or worse.
Such widespread pain in the S&P 500 signals that a dreaded sell-off is already happening in slow motion. Many investors are unnerved that the S&P 500 is trading at its highest valuation since the dot-com bubble burst in 2021, based on the Shiller/CAPE PE. The measure stands at 42, close to its December 1999 peak of 44, says Nicholas Colas of DataTrek Research. Roughly a third of S&P 500 stocks are down 20% or more from their highs — putting them in bear market territory.
"Bubbles burst when real world outcomes fall short of expectations, not just in terms of corporate fundamentals but monetary and fiscal policy as well," Colas said.
Much of the concern centers on AI plays. And, to be sure, shares of AI king Nvidia (NVDA) are down more than 10% from their 52-week highs. But even more pain is being felt in other areas of tech.
#highs #colas #correction #already
Roughly 300 stocks in the S&P 500 — including Trade Desk (TTD), Costar (CSGP) and Fiserv (FISV) — are down 10% or more from their 52-week highs, says data from S&P Global Market Intelligence and MarketSurge. That puts them in a correction — or worse.
Such widespread pain in the S&P 500 signals that a dreaded sell-off is already happening in slow motion. Many investors are unnerved that the S&P 500 is trading at its highest valuation since the dot-com bubble burst in 2021, based on the Shiller/CAPE PE. The measure stands at 42, close to its December 1999 peak of 44, says Nicholas Colas of DataTrek Research. Roughly a third of S&P 500 stocks are down 20% or more from their highs — putting them in bear market territory.
"Bubbles burst when real world outcomes fall short of expectations, not just in terms of corporate fundamentals but monetary and fiscal policy as well," Colas said.
Much of the concern centers on AI plays. And, to be sure, shares of AI king Nvidia (NVDA) are down more than 10% from their 52-week highs. But even more pain is being felt in other areas of tech.
#highs #colas #correction #already
