Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

周三，迈威尔科技(MRVL.US)涨7%，报99.33美元。消息面上，迈威尔科技昨日公布2026财年第三季度 业绩，营收20.75亿美元，同比增长37%，超预期20.69亿美元，调整后每股收益0.76美元，超预期0.74美 元。该公司预计，2027财年数据中心业务收入同比增长超25%，显著高于市场预期16%，并预测2028财 年增速将进一步加快。 2025年12月2日，迈威尔科技宣布以32.5亿美元现金和股票收购CelestialAl，最高交易价值可达55亿美 元。通过收购Celestial AI，迈威尔获得了一张"未来王牌"。如果光互连技术成为下一代AI服务器的标准 配置(业界普遍认为会这样)，迈威尔就掌握了核心IP，这将大大增加它在争取云巨头(如微软、谷歌)下 一代订单时的筹码。 ...

2025年12月2日，迈威尔科技宣布以32.5亿美元现金和股票收购CelestialAl，最高交易价值可达55亿美 元。通过收购 Celestial AI，迈威尔获得了一张"未来王牌"。如果光互连技术成为下一代AI服务器的标准 配置(业界普遍认为会这样)，迈威尔就掌握了核心IP，这将大大增加它在争取云巨头(如微软、谷歌)下 一代订单时的筹码。 智通财经APP获悉，周三，迈威尔科技(MRVL.US)涨7%，报99.33美元。消息面上，迈威尔科技昨日公 布2026财年第三季度业绩，营收20.75亿美元，同比增长37%，超预期20.69亿美元，调整后每股收益 0.76美元，超预期0.74美元。该公司预计，2027财年数据中心业务收入同比增长超25%，显著高于市场 预期16%，并预测2028财年增速将进一步加快。 ...

Core Insights - The market has shifted focus from companies like Nvidia, which build the "Brains" of generative AI, to those like Marvell Technology, which build the "Nervous System" [1] - Marvell's recent earnings report revealed a record revenue of $2.08 billion, with Data Center sales increasing by 37% year-over-year, indicating a potential "Optical Supercycle" [3][10] - Marvell's Data Center segment now constitutes 73% of total revenue, confirming a shift in capital expenditure from hyperscalers like Amazon, Google, and Microsoft towards optical and custom chips [10] Company Overview - Marvell has transitioned from a company focused on hard drive controllers and 5G carrier chips to a leader in optical technology [5] - The company dominates the Digital Signal Processor (DSP) market, essential for converting electricity to light in optical cables, positioning it as a critical player in the data center ecosystem [11] Market Positioning - Marvell is trading at approximately 10 times sales, significantly lower than competitors like Astera Labs at 30 times and Broadcom at 29 times, suggesting a valuation opportunity as the market recognizes its growth potential [12] - The company is seen as a "Blue Collar AI stock," focusing on the essential infrastructure needed for AI data centers rather than the more glamorous aspects of AI technology [13] Competitive Landscape - Marvell's strategy allows customers like Amazon to retain intellectual property while benefiting from Marvell's custom chip designs, contrasting with Broadcom's more integrated approach [12] - The company is actively leading research and development in co-packaged optics, positioning itself to adapt to potential industry shifts [17]

Marvell clearly has visibility into big financial opportunities, but analysts wonder about its competitive positioning and the impact of a newly announced deal. ...

(本文来自第一财经) 道指跌0.05%，标普500指数跌0.23%，纳指跌0.4%。微软跌近3%，迈威尔科技涨超7%。 道指跌0.05%，标普500指数跌0.23%，纳指跌0.4%。微软跌近3%，迈威尔科技涨超7%。 (本文来自第一财经) ...

Group 1 - The "small non-farm" employment numbers for November unexpectedly recorded a negative value, leading to an 88.8% probability of a 25 basis point rate cut by the Federal Reserve in December [1] - The three major U.S. stock indices opened lower, with the Nasdaq down 0.42%, the S&P 500 down 0.19%, and the Dow Jones down 0.03% [1] Group 2 - Microsoft shares fell by 2.5% after the company unusually lowered its AI software sales forecast due to lukewarm responses from enterprise customers to new products [1] - Macy's stock dropped 4.7% despite exceeding Q3 earnings expectations, as the company provided a cautious outlook for the holiday quarter [1] - Marvell Technology's stock rose by 8.5% after reporting better-than-expected Q3 results and announcing the acquisition of chip startup Celestial AI [1] - Microchip Technology's stock increased by over 5% after raising its guidance for Q3 net sales and earnings per share, citing strong booking performance during the period [1]

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today for 20% off.Marvell Technology, Inc. ( MRVL ) reported Q3 FY26 results after the bell on Tuesday, and the results and outlook were stale, at best. October quarter sales grew 3% sequentially to ...

Core Insights - Marvell Technology, Inc. (MRVL) reported Q3 FY26 results, showing a sequential sales growth of 3% to $2.07 billion, but the overall results and outlook were considered stale [2] Company Performance - The October quarter sales reached $2.07 billion, reflecting a 3% increase from the previous quarter [2] Investment Group Overview - Tech Stock Pros, consisting of three former technology sector engineers, provides institutional-level company research to individual investors, focusing on the technology sector [2]

Core Insights - Marvell Technology (MRVL) stock surged by 12% following a previous article, outperforming the benchmark [1] - On November 6, MRVL reached a price target of $98, marking a session high [1] Company Overview - Marvell Technology specializes in equity analysis and research, focusing on macroeconomic trends and their impact on asset prices [1] - The company has a beneficial long position in MRVL shares through stock ownership, options, or other derivatives [1]