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Does Marvell (MRVL) Signal Patience or Urgency With Its AI Data Center Timeline and Buybacks?
Simply Wall St.22d agobullish
Does Marvell (MRVL) Signal Patience or Urgency With Its AI Data Center Timeline and Buybacks?

In late August 2026, Marvell Technology reported higher second-quarter revenue and earnings compared to a year earlier, raised its fiscal 2027 and 2028 revenue outlook, driven by broad-based Data Center strength, and completed a US$4.56 billion share repurchase program begun in 2016. At the same time, management disclosed that much of the financial benefit from its expanded hyperscaler, including Google, partnerships may arrive closer to 2029, creating a tension between strong near-term...

What Are You Actually Buying In Applied Digital Stock?
Trefis22d agobullish
What Are You Actually Buying In Applied Digital Stock?

Applied Digital (APLD) has fallen 44.3% over the past three months while the S&P 500 returned 1.4%, and at about $24.90 the stock sits roughly 50% below its 52-week high. It still trades at 12.4 times sales against 3.2 for the S&P 500. Both are true at once, because the price has little to do with the business you can see today.

SoundHound AI (SOUN) Wins Stockholder Approval For Its Planned Acquisition
Simply Wall St.22d agobullish
SoundHound AI (SOUN) Wins Stockholder Approval For Its Planned Acquisition

SoundHound AI (NasdaqGM:SOUN) received approval from LivePerson stockholders for its planned acquisition of the company. The vote clears a key hurdle for SoundHound AI to expand further into conversational AI services. The deal is positioned to bring together SoundHound AI's voice technology with LivePerson's customer engagement tools. Investors following SoundHound AI may also want to review other listed companies focused on artificial intelligence and conversational platforms through 29...

Nvidia’s $5 Billion Intel Bet Was Worth $30 Billion by June. Is the Partnership Still Mispriced?
Insider Monkey22d agobullish
Nvidia’s $5 Billion Intel Bet Was Worth $30 Billion by June. Is the Partnership Still Mispriced?

Nvidia’s $5 billion Intel investment has produced an extraordinary paper gain, but the timeline matters. The companies announced the investment and product collaboration on September 18, 2025. Intel’s SEC filing shows that NVIDIA Corporation (NASDAQ:NVDA) actually completed the purchase on December 26, 2025, acquiring 214,776,632 Intel shares at $23.28 each for $5 billion. Nvidia’s June […]

Palladyne AI’s Revenue Jumped 470%, but Its Operating Loss Widened. Is the Backlog Enough?
Insider Monkey22d agobullish
Palladyne AI’s Revenue Jumped 470%, but Its Operating Loss Widened. Is the Backlog Enough?

Palladyne AI reported headline growth that looks dramatic: second-quarter revenue rose 470% year over year and 63% sequentially to $5.783 million. Palladyne AI Corp. (NASDAQ:PDYN) ended June with $24.6 million of backlog, up 43% during the quarter after roughly $13 million of new contract awards, net of revenue recognized. Management expects most of that backlog […]

What Are You Actually Buying In PayPal Stock?
Trefis22d agobullish
What Are You Actually Buying In PayPal Stock?

PayPal (PYPL) trades at 9.8 times earnings while the S&P 500 trades at 23.2. The profitability underneath is ordinary: an 18.4% operating margin against 18.5% for the market. The discount is not about whether the company makes money. It is about what each dollar it moves is worth.