Marvell: The CapEx Funeral Nobody Expected
Source: SeekingAlpha
2026-06-02 14:41:49 ET
Marvell Technology, Inc. ( MRVL ) reported its Q1 FY27 results about a week ago now, and consistent with our expectations heading into print, we got a revised up outlook. The stock was up and down and a bit all over the place after the results were out, and the earnings call only added more volatility. The market was confusing itself, with the stock having run up 98% quarter-to-date, pricing in a lot of the good news that the Q1 print brought....
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Marvell: The CapEx Funeral Nobody Expected
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