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11.11.26 - 17:18
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Lumentum Slips on Deal Reaction; Fossil Group Rallies on Outlook | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Shares of CoreWeave (CRWV) rallied in premarket trading after the compay eased fears about its debt-laden business during a high-stakes quarterly report, indicating that sales growth remains strong despite challenges facing the data center industry. The AI computing provider projected revenue of $13 billion to $13.3 billion this year. That exceeded its previous range of up to $13.2 billion and sailed past the $12.9 billion that Wall Street had predicted.
- Shares of Lumentum Holdings (LITE) slipped ahead of the US market open. Marvell Technology's (MRVL) plan to double down on AI through a blockbuster $115 billion acquisition of Lumentum is getting a lukewarm early verdict from investment experts who bet on deals.
- Shares of Fossil Group (FOSL) rallied after the company raised its full-year sales outlook after posting quarterly growth sooner than expected. (Source: Bloomberg)...
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03.11.26 - 00:42
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Marvell pays up for Lumentum, 33 times forward earnings, to match Broadcom on lasers (Digitimes)
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Marvell Technology's agreement to buy Lumentum Holdings would give the custom chip designer its own supply of indium phosphide (InP) lasers, one of the scarcest components in AI data center networking, and make it one of the few suppliers spanning both the electrical and optical sides of the link. The deal positions Marvell more directly against Broadcom as connections inside AI clusters move from copper toward optics packaged alongside processors and switches....
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07.10.26 - 08:45
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Marvell hebt Prognose deutlich an, Aktie reagiert (LYNX)
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Nach dem Investor Day reagierte die Marvell Technology-Aktie mit einem deutlichen Kursanstieg auf die angehobenen langfristigen Umsatzprognosen. Gleichzeitig setzte sich die charttechnische Folge höherer Hochs und höherer Tiefs fort....
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07.10.26 - 03:00
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Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands (Digitimes)
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Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook to approximately US$20 billion and setting a fiscal 2031 target of US$70 billion to US$90 billion. The company's strategy centers on extending existing hyperscaler relationships across switches, optics, and custom chips surrounding AI processors....
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28.08.26 - 15:48
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PayPal Drops on Deal News; Gap Soars on Earnings | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- PayPal (PYPL) shares are declining after a consortium of Advent and Stripe has decided to abandon its pursuit of PayPal, according to people familiar with the matter.
- Marvell Technology (MRVL) shares are lower following its second-quarter fiscal 2027 earnings report, despite edging past Wall Street expectations on both profit and revenue.
- Gap (GAP) shares are soaring after the apparel retailer raised both its adjusted earnings per share and adjusted gross margin outlooks for the full year. The company also announced Michael Francis as the newest CEO of Old Navy, which posted a worse-than-feared comparable sales decline in the quarter. (Source: Bloomberg)...
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