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07.03.26 - 22:12
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Is Marvell Finally Closing the Gap on Broadcom? Cramer Thinks So (24/7 Wall St.)
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Jim Cramer made a pointed observation recently, and it's worth unpacking for anyone watching the AI chip space. “While Broadcom has been a huge winner in the AI era, up nearly 500% since the beginning of 2023, Marvell has only rallied about 140% over the same period.” The data backs him up almost exactly: Broadcom ... Is Marvell Finally Closing the Gap on Broadcom? Cramer Thinks So
The post Is Marvell Finally Closing the Gap on Broadcom? Cramer Thinks So appeared first on 24/7 Wall St.....
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06.03.26 - 21:12
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Jim Cramer’s Call on Marvell: ‘$1 Billion More in Sales Than Anyone Thought’ (24/7 Wall St.)
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“Marvell tech had $1 billion more in sales than anyone thought. It's involved directly with the data center. It's got optical, it's got fantastic equipment.” That was Jim Cramer on Friday morning, pointing to Marvell Technology as the standout report from the prior night. The stock was up sharply in pre-market trading, and Cramer's framing ... Jim Cramer's Call on Marvell: '$1 Billion More in Sales Than Anyone Thought'
The post Jim Cramer's Call on Marvell: '$1 Billion More in Sales Than Anyone Thought' appeared first on 24/7 Wall St.....
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06.03.26 - 19:06
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Marvell CEO: “Demand for Our Products Continuing to Accelerate” as Data Center Revenue Hits $1.5B (24/7 Wall St.)
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Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple: custom AI accelerators sold by Broadcom and Marvell are believed to be better suited for inference workloads, while training remains NVIDIA's domain. And with inference demand just beginning to scale, ... Marvell CEO: “Demand for Our Products Continuing to Accelerate” as Data Center Revenue Hits $1.5B
The post Marvell CEO: “Demand for Our Products Continuing to Accelerate” as Data Center Revenue Hits $1.5B appeared first on 24/7 Wall St.....
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06.03.26 - 16:45
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Marvell: KI-Boom zündet – Aktie schießt um 17 Prozent hoch (Der Aktionaer)
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Die Aktie von Marvell Technology hebt am Freitag kräftig ab. Ein überraschend starker Ausblick auf das KI-Geschäft sorgt für Euphorie an der Börse. Die Nachfrage nach maßgeschneiderten KI-Chips explodiert – und könnte dem Konzern in den kommenden Jahren Milliarden bescheren....
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