Broadcom (AVGO) trades at just 19x forward earnings despite AI semiconductor revenue surging 221% YoY, supporting a $424 price target with 22% upside.
AVGO's 19x forward multiple looks cheap against NVIDIA (NVDA) at 24x and Marvell (MRVL) at 56x, despite faster AI revenue acceleration than both peers.
Hock Tan targets $230 billion in fiscal 2028 AI revenue across a $350 billion XPU pipeline with Google, OpenAI, and Meta as anchor customers.
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Broadcom (NASDAQ:AVGO) has become the second most valuable custom AI chip franchise on the planet, yet the stock is down over the past month and trading well below its 52-week high. Our proprietary model says that disconnect is an opportunity.

#despite #nvda

KeyBanc targets $400 for MRVL, implying 83% upside, as the stock sits 34% below its 52-week high despite record Q2 revenue up 37% year-over-year.
A sector-wide AI chip selloff dragged Broadcom down 12% and NVIDIA down 6% over the past month, yet both still carry consensus upside above 54%.
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Marvell Technology (NASDAQ:MRVL) currently trades at $218.82, well below the consensus 12-month ****** yst price target of $284.64. That gap implies roughly 30% upside to the average, but one outlier target from KeyBanc sits at $400, a call that would nearly double the stock and represents about 83% upside from here.
Marvell designs custom AI silicon and optical interconnect chips that hyperscalers stitch into their data center fabrics. The company's data center segment now accounts for 79% of total revenue, up from 74% a year ago, which is why Wall Street tracks every hyperscaler order like a leading indicator.

#sits

KeyBanc targets $400 for MRVL, implying 83% upside, as the stock sits 34% below its 52-week high despite record Q2 revenue up 37% year-over-year.
A sector-wide AI chip selloff dragged Broadcom down 12% and NVIDIA down 6% over the past month, yet both still carry consensus upside above 54%.
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Marvell Technology (NASDAQ:MRVL) currently trades at $218.82, well below the consensus 12-month ****** yst price target of $284.64. That gap implies roughly 30% upside to the average, but one outlier target from KeyBanc sits at $400, a call that would nearly double the stock and represents about 83% upside from here.
Marvell designs custom AI silicon and optical interconnect chips that hyperscalers stitch into their data center fabrics. The company's data center segment now accounts for 79% of total revenue, up from 74% a year ago, which is why Wall Street tracks every hyperscaler order like a leading indicator.

#marvell #below

The often-teflon AI trade has officially been rattled.
AI stocks are getting absolutely crushed in premarket trading on Monday after Anthropic (ANTH.PVT) CEO Dario Amodei dropped a gloomy 3,800-word essay that rattled investor confidence across the entire semiconductor and AI infrastructure complex.
Momentum AI names took it on the chin, with Marvell (MRVL) and SK Hynix (SKHY) each down 7%, CoreWeave (CRWV), SanDisk (SNDK), Intel (INTC), and AMD (AMD) all off 6%, Micron (MU) and Super Micro (SMCI) down 5%.
Even the two most important names in AI — Nvidia (NVDA) and Broadcom (AVGO) — are sliding 3% before the opening bell.
Within the course of two days, AI ******* ans at Anthropic (ANTH.PVT), CEO Dario Amodei, and OpenAI (OPAI.PVT), CEO Sam Altman, have managed to scare the ******* out of the human race with the powerful technology they created and pushed their teams full of pioneering super-coders to supercharge.

#names #momentum

Investors seeking exposure to artificial intelligence infrastructure must weigh the explosive growth of Astera Labs Inc (NASDAQ:ALAB) against the established scale and diverse portfolio of Marvell Technology Inc(NASDAQ:MRVL) to determine the better buy.
Both companies focus on the plumbing of the digital world, ensuring data moves quickly between processors and memory. While Astera Labs focuses on specialized connectivity for AI racks, Marvell offers a broader range of networking, storage, and custom compute solutions. This comparison explores which strategy offers more potential for long-term investors.
Astera Labs designs connectivity solutions that integrate various protocols to support rack-scale AI infrastructure, a high-growth niche among semiconductor stocks. The company serves major hyperscalers and equipment manufacturers who need to overcome data bottlenecks in massive data centers, though its revenue is highly concentrated. In 2025, one end customer -- Amazon.com Inc (NASDAQ:AMZN) -- accounted for over 70% of revenue, which adds a significant layer of risk to the business model.
According to its latest annual report, filed for the fiscal year ended Dec. 31, 2025, revenue reached close to $853 million, representing a significant jump of 115% compared with the prior fiscal year. This growth trajectory helped the company transition to a net income of just over $219 million after recording losses in the previous two years. The net margin for the latest year was close to 26%.
As of its December 2025 balance sheet, the debt-to-equity ratio was 0.0x, meaning the company carries no debt relative to its shareholder equity, while the so-called current ratio was 10.2x. Free cash flow for the period reached nearly $282 million. Note that stock-based compensation (SBC) represented roughly 50.1% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.

#company #million

Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
There is a moment in every wild party where somebody suggests a new thing that will make the night 10 times more fun for 45 minutes and excruciatingly worse for the days that will follow. Defiance ETFs has decided that we've reached that point in the ETF party and just filed its suggestion with the Securities and Exchange Commission… Sixteen times over.
Defiance wants to launch 16 new ETFs, all built on the same idea and all named for it: the Defiance 2X Hourly Reset ETF, one each for NVDA, TSLA, PLTR, GOOG, META, MSFT, AMD, MU, TSM, MRVL and six more. Paperwork went in through Tidal Trust V with the clock set to run 75 days, so they go live around November 4 unless somebody stops them.
Each fund promises double whatever the stock does, and then delivers on that promise six separate times a day. Every roughly hour-long window starts fresh, with the leverage reset to 2x from wherever the stock happens to be sitting. The filing says outright that the promise applies to nothing else. Not to a day, not to a month, not to a year. Six windows, and after each one closes, whatever happened in it is permanent.
Your losses don't get a fresh start when the leverage does. A stock that whipsaws its way to nowhere by 4 p.m. can leave the fund substantially poorer, and every additional reset is another chance for that to happen.

#somebody

Nvidia (NASDAQ:NVDA) closed Friday at $230.36, 2.6% below its 52-week high. Four of its biggest artificial intelligence (AI) chip peers ended the week nowhere near theirs. Advanced Micro Devices (NASDAQ:AMD) sits about 18% below its high, Micron Technology (NASDAQ:MU) about 19%, Broadcom (NASDAQ:AVGO) about 28%, and Marvell Technology (NASDAQ:MRVL) about 32%.
That spread is strange, because one wave of data center spending is paying all five companies. Nvidia expects capital spending by the five biggest hyperscalers (the biggest cloud and internet companies) to land near $800 billion this year and reach $1.3 trillion in 2027.
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 »
Do the discounts rank the opportunities? I don't think they do.
Image source: Nvidia.

#technology #below #near

Nvidia rose only 0.8% on September 4, while Astera Labs jumped 9.8% and Marvell gained 7.1%. The comparison was consistent with investors broadening the AI trade beyond accelerators into connectivity suppliers. Astera's rally also coincided with speculation that the company could be added to the S&P 500, although it was ultimately not selected in the September rebalance. Bigger accelerator clusters need retimers, switches, optical links, and custom silicon to move data without leaving expensive processors idle. Astera Labs, Inc. (NASDAQ:ALAB) and Marvell Technology, Inc. (NASDAQ:MRVL) monetize that connectivity bottleneck from different positions.
Photo from Astera Labs
Astera is the focused rack-scale connectivity play. Its second-quarter update said a Q3 production ramp of the Scorpio X-Series 320-lane fabric switch was expected to drive the next revenue inflection, alongside growth opportunities across Aries, Taurus, and Leo. The bull case is content growth: each new generation of AI rack can require more connectivity silicon and software. The bear case is dependence on a concentrated group of hyperscale customers, product-transition timing, and a valuation that ***** umes strong adoption before every design win becomes revenue.
Hedge-fund breadth strengthened before the rally. Insider Monkey counted 73 funds holding Astera Labs, Inc. (NASDAQ:ALAB) at June 30, up from 53 at March 31. Lee Ainslie's Maverick Capital disclosed 1,067,215 shares, 12% more than in Q1. The quarter-end filing cannot show whether Maverick participated in the September move.
Marvell is more diversified. Its data-center business spans custom compute, electro-optics, switching, and interconnect, giving it multiple ways to benefit as cloud companies redesign AI systems. That breadth is the bull case because one customer's architecture can pull several product families. It is also the risk: custom programs can be lumpy, development costs arrive before revenue, and investors may overestimate the near-term contribution of announced wins.

#september #alab

September Nasdaq 100 E-Mini futures (NQU26) are up +0.51% this morning, led by advances in chip and other AI-linked shares, while investors await the key U.S. jobs report for fresh clues on the Fed's interest-rate path.
Chip and AI infrastructure stocks gained in pre-market trading as lower bond yields eased pressure on their valuations. Sandisk (SNDK) and Marvell Technology (MRVL) were up over +2%, while Micron Technology (MU), Intel (INTC), and Advanced Micro Devices (AMD) were up more than +1%.
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#chip #mini #sndk

Marvell Technology (MRVL) lifted its revenue outlook for fiscal 2027 and fiscal 2028 in its late-August report. The stock, at about $206, is up more than 220% over the past twelve months and down about 32% over the past three months. The bear case is the gross margin, and management supplied the number. The counter sits one line further down, in an operating margin that has widened two years running.
Marvell Expects Its Gross Margin To Step Down, Then Hold, Through Fiscal 2028
For fiscal Q3 2027, the company guided non-GAAP gross margin as low as 57.5%. The CFO named the custom silicon ramp as the reason it steps down, and put the preliminary view for fiscal 2028 in the same range. So the part of Marvell accelerating hardest is also the part pushing the gross margin down.
Timing is the bear case's other half. The expanded agreement and warrant Marvell disclosed with a large hyperscaler in August add nothing to fiscal 2028, because management says revenue from the programs it covers through that year already sits inside the custom target, though management says that same agreement gives it greater confidence in the custom business from fiscal 2029 onward. If the fastest-growing products carry a thinner gross margin, each extra dollar of revenue arrives with less profit attached, and growth alone does not fix that.
The Company Keeps More Of Every Dollar Than It Did Two Years Ago

#fiscal #marvell #gross #management

During the September 1 episode of Mad Money, a caller inquired whether Marvell Technology, Inc. (NASDAQ:MRVL) is a buy. In response, Jim Cramer commented:
Okay, this is another one that proves my point. Marvell reported an amazing quarter. What they then said was, "Look, listen, maybe our big win won't be till 2029… It's going to be pushed back." They have an October meeting, beginning of October, their ****** yst meeting. That's going to tell us what's going to happen. I don't feel comfortable until I see what they say before I say just pull the trigger.
Marvell Technology, Inc. (NASDAQ:MRVL) has quietly become a powerhouse in the infrastructure driving the AI boom, specializing in custom chips and ultra-fast optical connections. Through massive partnerships, including custom silicon work with Google, the company has positioned itself right at the center of the AI buildout. Its data center revenue keeps shattering records because tech giants desperately need its networking gear to keep expensive GPUs from getting bottlenecked. For bulls, these multi-year deals mean steady, dependable growth that can ride out the usual semiconductor boom-and-bust cycles.
Even with great numbers, Wall Street has zero patience for tech stocks when timelines get pushed out. With Marvell Technology, Inc. (NASDAQ:MRVL) trading at a steep 50.25x forward multiple, there is no room for slip-ups if margins or execution wobble. As Cramer pointed out, management indicated that the big financial payoff from Google partnership might not arrive until 2029 which complicates things for investors expecting quick returns. Anyone counting on quick gains could face a reality check if customer spending slows down or unexpected hurdles pop up.
Wall Street's smart money is paying close attention to Marvell Technology, Inc. (NASDAQ:MRVL) as a practical way to back the AI infrastructure buildout. According to Insider Monkey's database tracking over 1,000 elite hedge funds, 96 hedge funds held positions in the company during the second quarter, up from 79 in the previous quarter, showing clear institutional backing. It is worth noting that the D E Shaw increased its position in Q2 by 658%, as per Insider Monkey. At the same time, short interest sits at just 3.79% of the float, indicating limited skepticism against the stock.

#NASDAQ #cramer #wall

Snowflake Inc. (SNOW) call options saw unusually heavy volume today at a strike price higher than today's price and expiring in 9 days. That could signal either bullish sentiment or existing investors selling covered calls for extra income.
SNOW is trading at $306.92 in midday trading, down about 4% on the day. It's off from a recent peak of $337.38 on Aug. 13, but well up from a recent trough of $265.13 on July 23.
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Unusual Options Volume in Hewlett Packard Enterprise Co Ahead of Earnings Shows Investors Bullish on HPE
Marvell Technology Posts Lower FCF Margins, But Revenue Is Could Surge Next Year - Is MRVL Stock Too Cheap?

#snow #call #volume #trading

A deal potentially worth $120 billion would normally be the kind of announcement investors celebrate.
For Marvell Technology (MRVL), it produced the opposite reaction.
Shares of the chip designer dropped more than 8% to $221.60 in early trading Aug. 28, putting the company on pace to lose more than $17.4 billion in market value.
The company performed well. Management raised its revenue forecast, according to Reuters. **** ysts lifted price targets. Marvell has one of the biggest new artificial intelligence opportunities in the semiconductor industry in a custom-chip deal with Alphabet (GOOGL) subsidiary Google.
But Wall Street dumped the shares.

#chip #company #management

Today's heavy volume in out-of-the-money (OTM) put and call options in Hewlett Packard Enterprise Co. (HPE) shows investors are bullish ahead of its fiscal Q3 earnings release tomorrow. Moreover, ******* ysts have higher HPE price targets.
HPE is down today in midday trading at $50.87, but the stock is higher than a recent low at the end of July ($44.44 on July 29). However, it's still below a recent peak of $59.82 on Aug. 13.
Marvell Technology Posts Lower FCF Margins, But Revenue Is Could Surge Next Year - Is MRVL Stock Too Cheap?
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Why Marvell Stock's Post-Earnings Malaise Offers Another Shot

#earnings #Stock #higher #packard

Covered call ETFs have taken retail investors' portfolios by storm over the past few years, but most of them suffer from a fundamental structural flaw: They apply an income-generating overlay to the wrong ****** et class.
Products that write options against equity indexes cap your upside during bull markets while leaving you with nearly all the downside risk when stocks plunge.
Marvell Technology Posts Lower FCF Margins, But Revenue Is Could Surge Next Year - Is MRVL Stock Too Cheap?
October Volatility Warning: How Options Traders Can Prepare
Why Marvell Stock's Post-Earnings Malaise Offers Another Shot

#marvell #products #technology

Marvell Technology (MRVL) has raised the bar for its own growth story. The company reported a strong second quarter while raising the revenue forecast for fiscal 2027 and 2028. Yet, the market's reaction was anything but enthusiastic. Although a 10% drop barely puts a dent in Marvell stock's 2026 rally of 137% so far, it exposed a problem that matters more than the AI opportunity. The reason is the deal with Google (GOOG) (GOOGL).
Let's find out what led to the sell-off and if MRVL stock is a buy now.
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#mrvl #technology

I hate earnings season. Sure, there are many debit-side options traders that claim to love it and there's a reason for that — basically, it comes down to the heightened implied volatility (IV). But as Marvell Technology (MRVL) recently demonstrated, this sharp movement is a double-edged sword. You just don't know what may actually transpire, which is why MRVL stock has given up significant value.
At the same time, the red ink presents a contrarian opportunity for bold, data-driven traders. If you're the risk-tolerant type, MRVL stock may have just provided another chance to scalp some quick profits.
Marvell Technology Posts Lower FCF Margins, But Revenue Is Could Surge Next Year - Is MRVL Stock Too Cheap?
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#volatility #Stock #earnings #sure

Marvell Technology (MRVL), the custom system-on-a-chip designer, had lower-than-expected Q2 FCF and FCF margins, as in Q1. Nevertheless, ****** ysts expect revenue to surge over 51% next year. As a result, MRVL stock could have over 34% upside using conservative FCF margin and FCF yield ****** ysis.
MRVL closed down over 2.2% on Monday, Aug. 31, at $211.66. That's below its pre-earnings release peak of $251.01 on Aug. 20.
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Why Marvell Stock's Post-Earnings Malaise Offers Another Shot

#marvell #technology #Monday #report

A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc. (NASDAQ: MRVL) win a major boost from Wall Street. Yet, shares fell more than 8% anyway.
On August 28, Oppenheimer raised its price target on the stock to $325 from $300 while maintaining an Outperform rating. His note serves as a bull case that explains why the selloff was wrong, while the market reaction serves as the bear case for why it wasn't.
Several factors led Oppenheimer to raise its price target and reiterate its Outperform rating. For starters, Marvell's revenue rose 37% to $2.7 billion, $39 million above the company's guidance. The firm noted that the company has raised its calendar year 2026 revenue outlook to $12 billion, up from $11.5 billion last quarter. Marvell now anticipates calendar year 2027 revenue of $18 billion, up from its $16.5 billion outlook in May and $15 billion in March.
A majority of this raise is driven by interconnect products, while the rest is driven by custom chip programs. Its Trainium and Maia programs also remain on track, with Maia likely to contribute $700 million in revenue next year. The quarter highlighted strong AI-related demand across the company's data center portfolio, with data center representing 79% of total revenues.
Speaking of the Google-Marvell expanded partnership announced recently, the firm noted how the full vesting of warrants would imply roughly $120 billion in **** ulative Google purchases over an estimated seven years if milestones are met.

#billion #Google #year #oppenheimer

Marvell Technology (MRVL) keeps winning over the **** ysts. GF Securities reiterated its favorable view on the stock, naming it a top pick within its positive outlook on custom AI chips. **** yst Henry Huang said much of the growth he sees comes from Alphabet's (GOOG) (GOOGL) Google. He expects three of Marvell's chip lines tied to Google to bring in around $3 billion each by 2028. Huang also sees Marvell playing a growing role in Amazon.com's (AMZN) Trainium chips, worth roughly $1 billion this year and $2 billion next year. GF was not alone. Wells Fargo, Morgan Stanley, Susquehanna, and Rosenblatt Securities all raised their Marvell price targets within a day of each other.
None of this comes out of nowhere. Just a few days back, Marvell signed a custom chip deal with Google that let the search giant take a potential $12 billion equity stake in the company. Huang expects that partnership to improve Marvell's odds of winning even more of Google's future chip work.
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#huang #Google #chip #within

Nvidia (NVDA) posted a banner quarter on Wednesday that sent a clear message to Wall Street: AI demand is still hot, no matter the doubters.
And yet, shares in Marvell Technology (MRVL) — another major chip designer — plunged after its own strong earnings report.
The tech trade, strategists told Yahoo Finance, isn't as simple as it once was.
Take software, for example. After spending much of 2026 getting hammered by investors, software stocks came roaring back over the past week as the narrative turned away from redundancy and toward resilience.
"This earnings season has caused investors to look at the issue of potential AI disruption in software in a little bit more of a nuanced fashion," Steve Koenig, Macquarie US head of software and services research, told Yahoo Finance.

#software #nvda

Marvell (MRVL) stock was under significant pressure on Aug. 28 even though the custom chip specialist posted a market-beating Q2, featuring a 37% year-on-year increase in revenue.
Crucially, the semiconductor giant also raised its guidance for fiscal 2028 to around $18 billion, which would represent 50% growth on a year-over-year basis.
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#marvell

The second quarter earnings season is nearly complete, and Nvidia's (NVDA) Q2 earnings beat on Wednesday served as a keystone to a remarkably strong stretch of corporate reports.
Nvidia stock jumped 8% on Thursday following the company's earnings release. Software and cybersecurity stocks also rose following a string of strong earnings reports. Salesforce (CRM), CrowdStrike (CRWD), and Okta (OKTA) stocks lifted by double digits in afternoon trading.
According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
In addition to Nvidia's results, investors weighed key updates this week from dollar stores Dollar Tree (DLTR) and Dollar General (DG), software companies Intuit (INTU) and Zoom (ZM), and other retailers like ******* 's Sporting Goods (DKS) and Kohl's (KSS).
Marvell (MRVL) stock dipped after the data center chip manufacturer's second quarter earnings beat and guidance raise wasn't enough for Wall Street investors.

#earnings #second #beat

US stocks moderated from earlier gains in midday trading on Friday as investors digested Kevin Warsh's first keynote address at the annual Jackson Hole Symposium, with the Fed chairman's comments interpreted as mildly hawkish in the near term.
The Dow Jones Industrial Average (^DJI) slipped below the flat line, while the S&P 500 (^GSPC) slide 0.2%. The Nasdaq Composite (^IXIC) declined by 0.4% after rising by as much as 0.5% earlier in the day.
In his speech, Warsh stated that inflation was running too high and that price stability would be the Fed's predominant focus. Even if market participants didn't necessarily get all of the clarity they were looking for, Warsh's comments were taken as hawkish enough to send yields on short-term Treasurys higher by several basis points.
In the equities market, investors continued to digest Nvidia's (NVDA) blowout earnings report and growth projections from Wednesday, while shares in Marvell Technology (MRVL) fell on its own second quarter figures. PayPal (PYPL) lost more than 10% on the news that Advent and Stripe have backed out of a proposed $50 billion takeover.
Upward revisions in the University of Michigan's consumer sentiment readings, released at 10 a.m. ET, provided a lightly positive note for the economy.

#investors

The stock market saw solid gains for the major indexes, rebounding off their 21-day moving averages, though small caps fell slightly toward their 50-day line. Federal Reserve Chairman Kevin Warsh leaned hawkish in his Jackson Hole speech, and markets generally seemed to like it. Nvidia (NVDA) surged on booming earnings and blowout guidance, but many chip and AI hardware plays struggled. Negative earnings reactions to Marvell (MRVL) and Everpure (P) didn't help. Meanwhile, Salesforce (CRM), CrowdStrike (CRWD), Okta (OKTA) and Elastic (ESTC) were big software earnings winners, fueling a bisector move. Youth apparel retailer Abercrombie & Fitch (ANF) skyrocketed while ****** 's Sporting Goods (DKS) dived.
The major indexes rose solidly off their 21-day moving averages, not far from record highs, though small caps retreated toward their 50-day line. Fed Chief Kevin Warsh's Jackson Hole speech got a generally positive reaction. Nvidia (NVDA), Salesforce (CRM), CrowdStrike (CRWD), Okta (OKTA), Elastic (ESTC) and Abercrombie & Fitch (ANF) were among the notable earnings winners. Crude oil prices and the 10-year Treasury yield fell, though they came off weekly lows.
Federal Reserve Chairman Kevin Warsh, coming off his July 29 news conference that left Wall Street doubting his inflation-fighting credibility, turned the page with Friday's address at the annual Jackson Hole, Wyo., monetary policy conference. Warsh said his perception is that the economy has strengthened, allowing the Fed to focus on achieving its 2% inflation target. Citing strong business capital spending and strong profit growth, with the exceptions of housing and agriculture, Warsh said he would be "hard pressed to describe broad financial conditions as restrictive." Reaction to his address lifted odds of a Sept. 16 Fed rate hike to 56% from around 35% on Thursday, according to CME Group's FedWatch tool.
The latest inflation data may have added to pressure on Fed Chair Warsh to set a hawkish tone on Friday. The PCE (personal consumption expenditures) price index topped forecasts with a 0.2% rise that kept the 12-month headline inflation rate at 3.7%. Core inflation held at 3.3%, though the figure was 3.344% when unrounded to the nearest tenth of a percent. Q2 GDP growth was unrevised at an unimpressive 1.5%, but the underlying measure of growth was revised to a sizzling 4.2% from 3.9% initially. That reflects final real sales to private domestic purchasers. The Bureau of Labor Statistics said it expects to revise payroll growth in the year through March down by 79,000 overall and 178,000 for the private sector. That would leave 12-month gains of 195,000 overall and 321,000 for private employers.
AI chip leader Nvidia (NVDA) posted a beat-and-raise fiscal second-quarter report and gave a bullish forecast for next year. Nvidia stock jumped on the news. Adjusted earnings surged 112% year over year. Sales soared 106% to $96.2 billion, the fourth straight quarter of accelerating revenue g

Marvell Technology (NASDAQ:MRVL) reports its fiscal second-quarter 2027 results on Thursday, Aug. 27, with the conference call set for 4:45 p.m. ET. The chipmaker arrives at the date hot.
The growth stock trades near $243 as of this writing, close to four times its 52-week low of $61.44. The latest leg came a week ago, when Marvell disclosed an expanded custom chip agreement with Google -- the search giant owned by Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), plus a warrant that could eventually hand Google stock equal to about 7% of the company.
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 »
Some investors may go looking for that agreement in Thursday's numbers. But most of it isn't there yet. And Marvell's own filing says exactly where it will be.
Image source: Getty Images.

#NVIDIA #marvell #Google #agreement

Good morning. Stocks advanced on Thursday after Nvidia's (NVDA) bullish outlook sparked a rally in tech stocks, offsetting weakness elsewhere. Nvidia stock gained over 6% in early trading, while semiconductor stocks like Intel (INTC) and SK Hynix (SKHY) also rose.
Earnings movers Salesforce (CRM), Okta (OKTA), and CrowdStrike (CRWD) also surged by double digits on the backs of strong results and outlooks, spurring on a rally in software names as well. Salesforce CEO Marc Benioff called for an end to fears of software disruption, saying, "This nonsense of this SaaSpocalypse, I think it's time for it to stop."
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Tech (XLK) outperformed the rest of the market as the lone S&P 500 sector in the green. Strength in tech helped counterbalance declines in Utilities (XLU), Energy (XLE), and Communications Services (XLC).
Here are some notable stocks that Yahoo Finance readers are viewing this morning: Nvidia, Sandisk (SNDK), INTC, Marvell (MRVL), CrowdStrike, SK Hynix, Dollar Tree (DLTR)

#stocks #hynix #okta

Good morning. Stocks began trading on a more upbeat note on Tuesday as falling oil prices and Treasury yields lifted sentiment, helping markets shake off concerns about US tensions with Iran and Canada.
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Tech (XLK) stocks bounced back after posting losses on Monday, showing broad strength across semiconductor, software, and hardware stocks. Nvidia (NVDA) stock rose by about 2%, putting shares on track to end a seven-day losing streak if today's gains hold.
Investors fled Consumer Staples (XLP) names, reversing Monday's trading pattern. As Treasury yields and oil prices pull back and inflation jitters subside for now, it's creating a rotation into growth and technology plays.
Here are some notable stocks that Yahoo Finance readers are viewing this morning: Sandisk (SNDK), Marvell (MRVL), Intel (INTC), SK Hynix (SKHY), AMD (AMD), Bloom Energy (BE), and Lam Research (LRCX).

#finance

The clues to the run sat in dated interconnect milestones, not in the custom-silicon question that dominated the argument surrounding the stock.
Marvell Technology (MRVL) stock returned 233.5% over the past year, against 21.0% for the S&P 500. The argument that filled those months was custom silicon, and whether the company would keep its lead accelerator program. Its own disclosures before the run pointed somewhere quieter, and that is where the payoff came from.
The Earliest Sign Was A Chip, Not A Forecast
In December 2024, Marvell reported that it had begun shipping the industry's first 1.6T PAM DSP, the part inside the optical modules that carry traffic between AI accelerators, and announced a three-nanometer successor designed to cut optical module power by more than 20%. Those PAM parts sit inside the interconnect portfolio, and connectivity had by then become just as critical as the processors themselves, by the company's own account. At its fiscal Q1 2026 results in May 2025, the last quarterly report filed before the run began, management said shipments were underway at five nanometers and the bigger ramp was still ahead.
The Numbers Filed Just Before The Run Cut Both Ways

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Matt Murphy already raised MRVL's revenue outlook to ~$11.5 billion for fiscal 2027, and the stock has beaten earnings estimates in 5 of its last 6 reports.
After Q1 FY27 earnings, MRVL surged 54% in one week while QQQ gained just 0.11% over the same 30-day stretch.
Polymarket gives MRVL an 88% probability of beating earnings, and 38 ****** ysts rate it Buy with zero Sells.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn't make the cut. Grab the names FREE today.
Marvell Technology (NASDAQ:MRVL) heading into the August 27, 2026 fiscal Q2 2027 earnings report, carries a favorable setup. Management has already telegraphed acceleration, the bookings are in hand, and the crowd is betting on a beat. The catalyst is defined and the evidence points in one direction.

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