BREAKING: Bullish Rebound Pares Market's Weekly Losses Marvell Technology (MRVL) stock rose Thursday after the chipmaker's chief executive gave Wall Street analysts an upbeat assessment of the company's prospects. At an investor conference Wednesday, Chief Executive Matt Murphy provided reassuring guidance. He said the company's custom chip business should see no revenue gap next year, despite concerns about the status of its business with Amazon's (AMZN) AWS unit. Murphy also provided growth rates for Marv ...

公司业务定位 - 专注于数据基础设施技术 在人工智能和数据中心解决方案领域具备创新优势 与博通等行业巨头竞争但通过定制化AI硅芯片实现差异化 [1] 管理层动向 - CEO Matthew J Murphy于2025年9月25日以每股77.09美元价格增持13,600股公司普通股 使其总持股量达到268,637股 此举通常被解读为对公司未来前景的信心信号 [2][6] 资本回报计划 - 授权50亿美元股票回购计划 同时执行10亿美元加速股票回购 体现管理层对股东价值回报的承诺 [3][6] - 当前股价估值具有吸引力 较同行博通存在显著折价 存在潜在上行空间 [3] 股价表现与市场反应 - 股票近期上涨7% 表现超越标普500指数 主要受股东友好型政策推动 [5][6] - 尽管早期交易面临压力 但回购计划公布后市场反应积极 [4][6] - 公司市值约710亿美元 持续吸引投资者关注 [5] 机构评级动向 - 美国银行证券将目标价从78美元上调至88美元 摩根大通维持增持评级且目标价达120美元 [4] - 机构看好公司在人工智能和数据中心支出增长领域的业务前景 [4]

Marvell Technology (NASDAQ: MRVL) shares rose Thursday, fueled by investor optimism around artificial intelligence infrastructure and the company’s recent strategic moves. The stock gained momentum on Wednesday after Marvell’s board approved a new $5 billion share repurchase authorization and an accelerated buyback program, signaling management confidence in the company’s long-term outlook. On Thursday, Marvell announced it will showcase its next-generation interconnect portfolio at the European Conferenc ...

Shares of Marvell Technology (NASDAQ:MRVL) rose about 3% on Thursday after regulatory filings showed that several company executives bought the chipmaker's stock. Chairman and CEO Matt Murphy bought 13,600 shares at $77 apiece. Following this, Murphy owns 268,637 shares of the company. ...

I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Artificial intelligence (AI) has been one of the most significant catalysts behind the stock market’s rally over the past couple of years. With tech giants pouring billions into AI infrastructure and businesses across industries racing to adopt the technology, many AI-linked companies have seen their share prices surge. Yet, not every stock in this space has appreciated significantly. Some, despite strong AI-driven tailwinds, have struggled. Marvell Technology (MRVL) is one such example. The semiconductor ...

Shares of Marvell Technology Inc. (NASDAQ: MRVL) came under pressure in early trading on Thursday, despite the company announcing a big share buyback authorization.Here are some key analyst takeaways from the JPMorgan Fireside Chat with Marvell Technology's CEO on Wednesday:BofA Securities analyst Vivek Arya maintained a Neutral rating, while raising the price target from $78 to $88.JPMorgan analyst Harlan Sur maintained an Overweight rating and a price target of $120.Check out other analyst stock ratings.B ...

费城半导体指数跌超2%，半导体股多数走低，Wolfspeed跌超9%，纳微半导体跌超6%，Arm跌超4%， 迈威尔科技、台积电、美光科技跌超3%，博通、AMD、高通跌超2.5%。(格隆汇) ...

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Outsized numbers being thrown around regarding AI and data center buildouts, including OpenAI's $850 billion expansion. That's equal to the output of 17 nuclear plants. But how is the energy grid going to handle the added load.And who will ultimately pay for the increased consumption. Well, joining us right here on set is ABV CEO Morton Verrod. Morton, it's great to have you.Welcome. >> Thank you. Great to be here.>> This is one of the areas that you play in is electrification, automation, and sort of uh bu ...