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AI infrastructure demand drives record revenue and raised full-year guidance.

Nvidia Corp. is investing $3.5 billion into MediaTek Inc., deepening collaboration with the Taiwanese chipmaker at a time when it’s working to persuade more companies to build chips that plug into its dominant data center ecosystem.

Marvell shares fell despite strong fiscal Q2 results.

As the AI trade shifts into its next stage, winners and losers are likely to be increasingly segmented, strategists say.

Investing.com -- Networking is replacing raw computing power as the main constraint on artificial intelligence performance as AI systems grow larger and more complex, Citi analysts said following the second day of the Hot Chips conference.

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.

Find insight on CrowdStrike, Marvell Technology, Affirm, Take-Two and more in the latest Market Talks covering Technology, Media and Telecom.

Fiscal Q2 results beat estimates, but investors zeroed in on near-term monetization risk tied to a major customer partnership, today, Aug. 28, 2026.

Marvell Technology stock fell below a key support level on Friday after the chipmaker's fiscal second-quarter earnings report.

Fed officials signal more work ahead on inflation, keeping investors cautious as major indexes trade with modest gains, today, Aug. 28, 2026.

All three major US stock indexes were up in late-morning trading Friday, as market participants pars

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

Stocks are off to a mixed start as all eyes turn toward Jackson Hole, where Kevin Warsh is set to give his first keynote speech as chairman of the Federal Reserve.

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.

Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Investing.com -- U.S. stock futures slipped slightly Friday morning as investors sifted through a wave of corporate earnings while awaiting remarks from Federal Reserve Chairman Kevin Warsh.

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.

Over the past 12 months, the State Street SPDR S&P Biotech ETF is up around 85% versus roughly 20% for the S&P 500. Last week added an exclamation point: Moderna more than doubled in a single session after its mRNA cancer vaccine, developed with Merck, cleared a late-stage melanoma trial. For decades, U.S. and other Western companies enjoyed something close to a monopoly on cutting-edge science.

U.S. stock futures were mixed and Treasury yields rose slightly as investors awaited Warsh’s first appearance at the Jackson Hole symposium.

U.S. stock futures were mixed and Treasury yields rose slightly as investors awaited Warsh’s first appearance at the Jackson Hole symposium.

Stock futures were sliding on Friday, signaling that a recent tech rebound was running out of steam ahead of Federal Reserve Chairman Kevin Warsh’s keynote address at the Jackson Hole Economic Symposium. Nasdaq 100 futures dropped 0.4%. Dow Jones Industrial Average futures added 95 points, or 0.2%.

All eyes turned to the Federal Reserve's Jackson Hole Symposium, where Fed Chairman Kevin Warsh is scheduled to speak.

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.

Kevin Warsh is scheduled to speak on Friday at the Fed’s annual symposium in Jackson Hole, Wyoming.

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.