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2024-04-03 11:59:39 ET Summary Coherent is experiencing strong demand and interest for their 800g transceiver technology due to AI/ML application adoption. Despite traditional networking equipment's headwinds, higher gig rate equipment will drive growth in e2H24-2025. Manageme...
2024-04-02 16:20:51 ET Summary Q1 2024 has passed and several of the predictions made at the start of 2024 are starting to play out as anticipated going into Q2 2024. HPC plays have been winners thus far in 2024 and those exposed to the market for automotive chips are the laggards...
2024-04-02 09:54:23 ET "Demand for NVDA H100/H200 remains ahead of supply, likely into year-end," Schafer notes. "Next-gen Blackwell launches 3Q with B100 server ramp beginning 4Q."... Read the full article on Seeking Alpha For further details see: Nvidia looks to benefit fr...
2024-03-31 23:59:00 ET Summary SPEAR is a fundamental asset manager and ETF issuer specializing in investments in industrial technology value chains. For 2023, Spear Alpha ETF was up both vs. the S&P 500 and the Nasdaq Composite. 2024 started on a defensive note, with inte...
2024-03-30 01:38:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-27 12:32:00 ET Marvell Technology Inc (NASDAQ: MRVL) has gained some 20% since the start of 2024 but a Citi analyst is convinced it can extend its rally further in the coming months. Marvell stock has upside to $91 Atif Malik reiterated his “buy” rating on ...
2024-03-27 08:25:27 ET More on Marvell Marvell's Tug Of War; AI Wins Marvell Technology, Inc. (MRVL) Q4 2024 Earnings Call Transcript Marvell Technology: Not Overly Bullish Ahead Of The Q4 Event Marvell unlikely to be impacted by Nvidia change: Oppenheimer ...
2024-03-27 08:15:04 ET Citigroup analyst issues BUY recommendation for MRVL on March 27, 2024 06:42AM ET. The previous analyst recommendation was Buy. MRVL was trading at $68.26 at issue of the analyst recommendation. The overall analyst consensus : BUY. Current anal...
Marvell Launches Products, Technology and Partnerships at OFC 2024 to Scale Optical Technology for Accelerated Infrastructure PR Newswire Marvell to showcase connectivity optimized for diverse architectures and use cases to meet exploding demand for bandwidth SAN...
Marvell Announces Industry's First 5nm Transmit-Only 800G PAM4 Optical DSP for AI and Cloud Interconnects PR Newswire Spica Gen2-T adds to the Marvell industry-leading portfolio of 800 Gbps DSPs, the most widely deployed optical DSPs in cloud data centers and AI clusters...
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Shares of SentinelOne, Inc. (NYSE:S) shares fell sharply during Friday's session after the company posted mixed first-quarter results. Sentine...
2024-05-31 17:07:37 ET Shares of semiconductor up-and-comer Marvell Technology (NASDAQ: MRVL) sank 10.5% on Friday. Thanks to its networking portfolio and custom ASIC (application-specific integrated chip) business, Marvell has seen bullish sentiment from investors recently. Som...
2024-05-31 17:07:00 ET Marvell Technology (NASDAQ: MRVL) doesn't attract as much attention as many of its chipmaking peers, but its stock has still rallied about 250% over the past five years. That easily beat the S&P 500 's gain of nearly 90% during the same period. Mar...