Marvell Technology: Favorable Setup For A Turnaround

JHVEPhoto Marvell Technology (NASDAQ:MRVL) has had a tale of two cities given that it is one of the main beneficiaries of the growing demand for AI data centers, but at the same time, its enterprise and carrier businesses are experiencing a cyclical downturn. As a result, we are not seeing strong growth at the company level given the strong growth from the data center end market is offset by weakness in these other markets. That said, I think for forward looking investors, the second half of FY2025 coul ...