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Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money
24/7 Wall St.77d agoneutral
Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money

Jim Cramer has been circling POET Technologies (NASDAQ:POET) for months, intrigued by the pitch but refusing to bite. On the April 21, 2026 episode of Mad Money, he walked through the optical interposer story, the Lighteon collaboration, even the Wolfpack Research short report and the CFO rebuttal, and landed where institutional money tends to land ... Jim Cramer Won’t Touch POET. The Reddit Crowd Thinks He’s Wrong. Somebody’s About to Lose a Lot of Money

After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss
24/7 Wall St.77d agobearish
After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

Most capital chasing the generative AI theme has flowed into chips. Semiconductor funds have absorbed the bulk of inflows, and the price action shows it: the iShares Semiconductor ETF (NASDAQ:SOXX) is up 87% year to date. The software layer, where applications, model providers, and enterprise platforms turn raw compute into recurring revenue, has trailed that ... After Comparing Every Generative AI ETF These 3 Capture the Software Layer Most Investors Miss

Marvell Raises AI Outlook As Record Revenue Meets Optical Chip Ambitions
Simply Wall St.78d agoneutral
Marvell Raises AI Outlook As Record Revenue Meets Optical Chip Ambitions

Marvell Technology (NasdaqGS:MRVL) reported record Q1 fiscal 2027 revenue. The company sharply raised its outlook for fiscal 2027 and 2028. Marvell expanded its collaboration with NVIDIA to target high-speed optical and AI infrastructure. The company agreed to acquire Celestial AI and Polariton Technologies, adding high-speed connectivity and silicon photonics capabilities. Management highlighted strong AI related demand and bookings that support its upgraded multi year revenue outlook. For...

MRVL Q1 Deep Dive: Data Center Growth and AI Demand Drive Outlook Upgrade
StockStory78d agobullish
MRVL Q1 Deep Dive: Data Center Growth and AI Demand Drive Outlook Upgrade

Networking chips designer Marvell Technology (NASDAQ: MRVL) met Wall Street’s revenue expectations in Q1 CY2026, with sales up 27.6% year on year to $2.42 billion. The company expects next quarter’s revenue to be around $2.7 billion, coming in 3% above analysts’ estimates. Its non-GAAP profit of $0.80 per share was in line with analysts’ consensus estimates.

Marvell Technology (MRVL) Valuation Check After AI Driven Earnings Beat And Multiyear Guidance Lift
Simply Wall St.78d agobullish
Marvell Technology (MRVL) Valuation Check After AI Driven Earnings Beat And Multiyear Guidance Lift

Marvell Technology (MRVL) kicked off its latest earnings season with first quarter revenue that topped analyst expectations, supported by strong demand for AI and data center chips and a higher multiyear revenue outlook. See our latest analysis for Marvell Technology. The strong AI data center story is now clearly reflected in the price, with the stock delivering a 30 day share price return of 25.59% and a 1 year total shareholder return of 208.46%, even after a one day pullback of 4.59%. If...

Marvell (MRVL) Q1 2027 Earnings Transcript
Motley Fool78d agoneutral
Marvell (MRVL) Q1 2027 Earnings Transcript

For the first quarter of fiscal 27 Marvell delivered record revenue of $2.418 billion reflecting 9% sequential and 28% year over year growth. Revenue exceeded the midpoint of guidance and as a result non-GAAP earnings per share of $0.80 exceeded the midpoint of guidance by $0.01 We are seeing strong demand and exceptional bookings across our entire data center portfolio. This robust demand is reflected in our guidance for the second quarter of 27, which we expect total company revenue to grow 12% sequentially and 35% year over year at the midpoint.