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Marvell Stock Sinks as Big Expectations Outweigh Solid Earnings
Barrons.com29d agoneutral
Marvell Stock Sinks as Big Expectations Outweigh Solid Earnings

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.

Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave
Insider Monkey29d agoneutral
Marvell (MRVL) Is Betting on Microsoft, AWS and Google to Power Its Next Growth Wave

The near-term setup for Marvell Technology Inc. (NASDAQ: MRVL) looks promising. Marvell has already delivered another beat-and-raise Wall Street was looking for, but the more compelling story is what could unfold over the coming years. The company’s second-quarter ​sales rose 37% to $2.74 billion, beating estimates ​of $2.71 billion, while adjusted profit came in at 94 […]

Warren Buffett Gets Praise for Chairman’s Role, but Berkshire Stock Lags
Barrons.com29d agoneutral
Warren Buffett Gets Praise for Chairman’s Role, but Berkshire Stock Lags

Warren Buffett is getting high marks for his role as Berkshire Hathaway’s chairman as he approaches his 96th birthday on Sunday. Since he stepped down as CEO at the start of the year, Buffett has remained very much in the game, including involvement in Berkshire’s share buybacks and its large Alphabet stake.

When Will the AI Bubble Burst? History Says Not Anytime Soon.
Barrons.com29d agoneutral
When Will the AI Bubble Burst? History Says Not Anytime Soon.

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

Alphabet vs. Meta: One AI Giant Looks More Attractive
24/7 Wall St.29d agoneutral
Alphabet vs. Meta: One AI Giant Looks More Attractive

Alphabet and Meta both posted blockbuster Q2 2026 revenue, but one company's AI spending quietly destroyed its free cash flow by more than 90% while the other expanded margins to levels rarely seen at this scale. The divergence points to a clear winner for the next four quarters.