Core Viewpoint - Marvell Technology (MRVL.US) experienced a significant decline of 6.99% in stock price yesterday and continued to drop by 1.09% in pre-market trading today, currently priced at $91. This decline is attributed to Microsoft's potential shift from Marvell to Broadcom for custom chip supply, as negotiations are underway between Microsoft and Broadcom for future collaboration [1]. Company Summary - Marvell Technology's closing price was $92.00 on December 8, with a pre-market price of $91.00 on December 9 [1]. - The stock's highest price reached $92.79, while the lowest was $88.92, indicating a trading range of 3.91% [1]. - The total market capitalization of Marvell Technology is approximately $78.025 billion, with a total share count of 848 million [1]. - The stock has a trailing twelve months (TTM) price-to-earnings (P/E) ratio of 32.39 and a price-to-book (P/B) ratio of 5.550 [1]. - The stock's 52-week high is $127.147, and the 52-week low is $46.962 [1]. Industry Summary - The news highlights the competitive landscape in the custom chip supply market, particularly the implications of Microsoft's potential partnership with Broadcom, which could impact Marvell's market position [1].

通信 周跟踪（20251201-20251207） 领先大市-A(维持) ——光子 OIO 时代不远到来，朱雀三入轨成功看好商业航天 2025 年 12 月 9 日 行业研究/行业周报 相关报告： 【山证通信】商业航天有望迎来规 模 化 发 展 的 关 键 拐 点 - 周 跟 踪 （20251124-20251130） 2025.12.4 现象级热潮，看好国内算力 2026 市场- 周跟踪（20251117-20251123）2025.11.27 张天 执业登记编码：S0760523120001 邮箱：zhangtian@sxzq.com 赵天宇 执业登记编码：S0760524060001 邮箱：zhaotianyu@sxzq.com 投资要点 行业动向： 1）Marvell 拟 32.5 亿美金收购 OIO 创业公司 Celestial AI，Scaleup OIO 时 代预计将在 2 年左右到来。 资料来源：最闻 根据芯东西 12 月 3 日报道，Marvell 将以约 32.5 亿美金预付款收购 Celestial AI，其中包括 10 亿美元现金以及约 2720 万普通股。交易还设定了对赌条款，在 C ...

Market Overview - Wall Street's main indexes closed lower, with the S&P 500 losing 23.89 points (0.35%) to 6,846.51, the Dow Jones Industrial Average down 215.67 points (0.45%) to 47,739.32, and the Nasdaq Composite down 32.22 points (0.14%) to 23,545.90 [10] - The S&P 500 Communication Services Index was the biggest laggard, closing down 1.8%, primarily due to Netflix's performance [2][10] - The technology sector was the only advancing sector, gaining 0.9%, driven by Microsoft, Nvidia, and Broadcom [2][10] Company-Specific Developments - Paramount Skydance made a hostile bid of $108.4 billion to acquire Warner Bros Discovery, which led to a 4.4% increase in Warner Bros Discovery's shares and a 9% rise in Paramount's shares, while Netflix's stock dropped 3.4% [10] - Alphabet, Google's parent company, ended down more than 2%, contributing to the decline in the communications services index [11] - Marvell Technology shares fell 7% after Carvana secured a spot in the S&P 500, while Carvana's shares rose 12% [11] - Confluent shares surged 29% following IBM's announcement to acquire the data-infrastructure company for approximately $11 billion, while IBM's shares increased modestly by 0.4% [11] - Tesla's shares declined by 3% after Morgan Stanley issued a bearish outlook on the electric vehicle manufacturer [11] Market Sentiment and Future Outlook - Traders are anticipating a 25-basis-point rate cut from the Federal Reserve, with a roughly 89% probability according to the CME's FedWatch Tool [10] - The market is expected to remain directionless until after the Fed meeting, as there will be no earnings reports for another four weeks [10] - Oppenheimer has set a year-end 2026 target of 8,100 points for the S&P 500, citing strong earnings and macroeconomic resilience [11] - The focus will shift to tech sector valuations with upcoming earnings reports from Broadcom and Oracle, amid concerns over debt-funded AI spending [10][11]

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. We're joined right now by Carol Nasser in the radio event alongside Tim Stenovec there because lost a little bit of hair.Actually, it looks like Matt Miller filling in today for Tim Sandvik. Welcome to our audiences across all of our Bloomberg platforms, including our partnership with YouTube. But down day Carol Massar here on this Mo ...

Core Insights - The Q3 earnings season has shown strong results, with a projected 13.4% increase in earnings per share for S&P 500 companies, marking the fourth consecutive quarter of double-digit growth [2][3] - Oracle is anticipated to report significant earnings, following its impressive second quarter results that highlighted a substantial cloud backlog [4][17] - Mentions of "AI" during earnings calls have reached a record high, indicating its growing importance in corporate strategies and market performance [13][14] Group 1: Earnings Reports - Campbell's Company reported a 3% decline in net sales year over year to $2.67 billion, with earnings per share dropping to $0.65, below Wall Street estimates [6][7] - Toll Brothers' earnings per share for the fiscal fourth quarter were $4.58, missing estimates of $4.89, while revenue was $3.41 billion, slightly above expectations [10][11] - Victoria's Secret raised its 2025 guidance for net sales to $6.45 billion to $6.48 billion, up from previous estimates, and reported a net loss of $0.46 per share, better than expected [18][19][20] Group 2: Market Trends - The retail sector is experiencing shifts, with specialty retailers like GameStop and AutoZone expected to report results that will provide insights into consumer spending patterns [4] - Companies mentioning "AI" have seen a higher average stock price increase compared to those that did not, indicating a market trend favoring AI-related investments [14][15][16] - The competitive landscape for grocery retailers like Kroger is intensifying, with challenges from Amazon and Walmart affecting market sentiment [28][29] Group 3: Company Strategies - CrowdStrike raised its full-year revenue guidance, attributing growth to increased demand for its AI-driven cybersecurity solutions [55][56] - Snowflake's partnership with Anthropic aims to enhance its AI capabilities, although its revenue guidance fell short of expectations, leading to a stock decline [36][39][40] - Marvell announced the acquisition of Celestial AI for $3.25 billion, aiming to strengthen its position in AI datacenter infrastructure [61][63]

There are new fears on Wall Street related to the future of Marvell's work with Amazon and its potential to capitalize on opportunity with Microsoft. ...

Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

[Music] Welcome back to NextGen Investing. It's now time to discuss our FOMO name today, which is Microsoft, but with a slew of other companies tagged on as we're discussing its relationship now with Broadcom as well as Marll. Joining us is Marley Kaden, host for the Schwab network for some more insights on this story.So, it's the latest development we're seeing from the AI headlines. There's always news and this week is of course no exception as we kick things off. Walk us through the latest though with Mi ...

An analyst poured cold water on the company's positive recent earnings report.Shares of Marvell Technology (MRVL 7.03%) fell as much as 10.1% on Monday, before recovering to a 7.5% decline as of 12:46 p.m. EDT.The company reported better-than-expected third-quarter earnings last week, leading to a rise; however, one analyst threw cold water on the recent jump today, raising the perennial question of whether Marvell has lost a custom XPU contract for Amazon's (AMZN 1.11%) next-gen Trainium chips.NASDAQ : MRV ...

Core Viewpoint - The stock price of Broadcom has increased due to rumors regarding a potential business deal with Microsoft, which may involve Broadcom taking over the AI chip business currently handled by Marvell Technology [1][3]. Group 1: Stock Performance - Broadcom shares rose by 3.9% on positive AI news, reaching a current price of $399.28 [1][4]. - The market capitalization of Broadcom is approximately $1.843 trillion, with a day's trading range between $397.50 and $407.28 [4]. Group 2: Analyst Opinions - JPMorgan analyst Harlan Sur maintains that Microsoft's contract with Marvell is "solidly intact," suggesting skepticism about the rumors [3]. - Despite the uncertainty, investors are reacting to the rumors by buying Broadcom stock and selling Marvell, which has seen a decline of over 7% [3]. Group 3: Valuation Concerns - Broadcom's stock is currently priced at 74 times trailing free cash flow and 97.5 times trailing earnings, indicating a high valuation [6]. - Analysts project a long-term earnings growth rate of about 31% for Broadcom, resulting in a PEG ratio exceeding 3.0, which raises concerns about the stock being overpriced if the rumored deal does not materialize [6][7].