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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Jensen Huang Thinks This Chip Stock Could Hit $1 Trillion. Google Just Gave Him Ammunition
Insider Monkey35d agoneutral
Jensen Huang Thinks This Chip Stock Could Hit $1 Trillion. Google Just Gave Him Ammunition

Nvidia CEO Jensen Huang called Marvell Technology, Inc. (NASDAQ:MRVL) the “next trillion-dollar company” at Computex on June 2. Alphabet Inc. (NASDAQ:GOOGL) has now given that prediction considerably more ammunition. Marvell disclosed on August 19 that it expanded its custom-silicon relationship with Alphabet Inc. (NASDAQ:GOOGL), covering products tied to Google’s TPU ecosystem, including AI inference accelerators, […]

Marvell Sinks 6% as Google Warrant Dilution Overtakes the Deal Rally; Broadcom Ticks Up
24/7 Wall St.35d agobullish
Marvell Sinks 6% as Google Warrant Dilution Overtakes the Deal Rally; Broadcom Ticks Up

The market spent Thursday pricing the revenue in Marvell’s new deal with Alphabet‘s (NASDAQ:GOOGL) Google. Friday is about the dilution that pays for it, and the tape is telling two very different stories across custom AI silicon. Marvell Technology (NASDAQ:MRVL) stock is down 6% to $235.20 in Friday morning trading, giving back part of a ... Marvell Sinks 6% as Google Warrant Dilution Overtakes the Deal Rally; Broadcom Ticks Up