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Score one to Nvidia The chip company emerged as the clear winner over rival Broadcom when it comes to the market reaction to their latest earnings report. It’s not that there was much wrong with Broadcom’s earnings. Nvidia’s projections were well ahead of what Wall Street analysts had penciled in.
Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.
If you read my last article on Marvell, what I feared most came true. But now, there might be another opportunity in MRVL stock to exploit.
AI infrastructure demand drives record revenue and raised full-year guidance.
As the AI trade shifts into its next stage, winners and losers are likely to be increasingly segmented, strategists say.
Marvell Technology (NasdaqGS:MRVL) reported strong quarterly results and raised near term and long term revenue guidance, yet the stock fell after the earnings release. The company lifted its fiscal 2027 and 2028 revenue outlook, pointing to building momentum in data center demand and AI related growth drivers. The post earnings share price reaction highlighted that investor expectations for AI exposure remain very high, even when companies report solid operational performance. For a...
Marvell Stock Crashes Below Key Support After 10% Selloff
The chipmaker beat on both lines Thursday, then watched its stock shed nearly 11% by Friday.
Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.
Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.
A stronger forecast comes with one important valuation catch
On this episode of Stock Movers: - PayPal (PYPL) shares are declining after a consortium of Advent and Stripe has decided to abandon its pursuit of PayPal, according to people familiar with the matter. - Marvell Technology (MRVL) shares are lower following its second-quarter fiscal 2027 earnings report, despite edging past Wall Street expectations on both profit and revenue. - Gap (GAP) shares are soaring after the apparel retailer raised both its adjusted earnings per share and adjusted gross margin outlooks for the full year. The company also announced Michael Francis as the newest CEO of Old Navy, which posted a worse-than-feared comparable sales decline in the quarter.
Marvell Technology (NASDAQ:MRVL) shares fell 7. 9% in pre-market trading after the chipmaker reported fiscal second-quarter results that exceeded revenue and earnings expectations and raised its full-year outlook.
Marvell raises fiscal 2027 and 2028 revenue targets to $12 billion and $18 billion, fueled by data center demand and a game-changing hyperscaler agreement.
Marvell Technology (NASDAQ:MRVL) reported record fiscal second-quarter 2027 revenue of $2.739 billion, up 13% sequentially and 37% from a year earlier, as demand for data-center connectivity and custom silicon products continued to rise. Chairman and Chief Executive Officer Matt Murphy said revenue
Marvell Technology stock fell sharply in after-hours trading Thursday after the chip designer narrowly beat the market’s expectations for its fiscal second quarter. The company, which both designs custom chips and supplies optical networking technology to connect artificial-intelligence servers, has been a darling of the AI trade in 2026. Marvell reported adjusted earnings of 94 cents a share for its fiscal second quarter, up from 67 cents a year ago and roughly in line with analysts’ consensus estimate of 93 cents, per FactSet.
The chipmaker's data center revenue climbed 46% year over year in the second quarter, and it now expects $3.15 billion in Q3 sales
Options traders are betting Marvell could blow past expectations
Marvell Options Traders Bet on Big Earnings Shock as $300 Calls Surge
Marvell Technology, Inc. (NASDAQ:MRVL) reports second-quarter earnings after the bell Thursday, one day after Nvidia Corp. (NASDAQ:NVDA) reported strong results. Polymarket traders put the chance of adjusted earnings topping $0.93 per share at 83%. On Kalshi, traders are betting on...
The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.
Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.
The bigger story may be what comes after Thursday
Marvell is set to report its Q2 earnings on Aug. 27, and Barchart data is constructive heading into the company’s quarterly release.
Stock futures were heading for a negative open early Wednesday ahead of crunch earnings from chip maker Nvidia that will give a steer on artificial intelligence spending—a major headache for markets. Nvidia will report after trading closes today.
Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.
Marvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265
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