I have began accumulating a mid to long term position in $GLXYPerfect mixture of crypto & AI / Data center exposureData centers in 2025 & beyond is like selling shovels in a gold rush ...

Microsoft's development of a better way to cool data center chips underscores the fragility of an industrial economy that's increasingly dependent on AI spending. https://t.co/30nzz9mxZZ ...

Core Insights - Marvell Technology's stock has surged approximately 25% since a previous note, driven by a $5 billion stock repurchase authorization and management's optimistic outlook on growth related to AI and data centers [2] - The AI market is experiencing significant investments, with major firms like Amazon and Microsoft projected to spend substantial amounts on AI infrastructure, which could benefit Marvell's specialized chips [5][6] Company Performance - Marvell's stock declined nearly 30% earlier this year due to sporadic orders for its custom AI accelerators, but these fluctuations are common in the sector [3] - The company's data center business has tripled since 2023, with AI-related revenue increasing sixfold, indicating strong growth potential [7] AI Market Dynamics - Marvell's engagement in the AI market focuses on high-speed interconnect solutions essential for data transfer in AI tasks, with application-specific integrated circuits (ASICs) expected to be a major growth driver [4] - The shift from large-scale AI models to smaller, specialized ones may favor niche players like Marvell, which can provide customized solutions [6][7] Valuation Metrics - Marvell is trading at approximately 50 times trailing earnings and about 28 times estimated FY'26 adjusted earnings, which is lower than peers like AMD and Nvidia, suggesting a favorable valuation [8] - The company's balance sheet is robust, with a low debt-to-equity ratio of 7% and a cash-to-assets ratio of 5.9% [8]

A lot of focus at the moment on the neo cloud and scale kind of fits into that. What are the details from this story. We know a lot more than what you said.This is 1.1% billion. They've described it as one of the large actually, they said it's the largest series B round in Europe. You know, it's really fascinating to see the scale, though.We have some in our in our story in the Bloomberg today, but this might be just the amount of money they need to purchase just one of their data centers they have had plan ...

Group 1 - Jacobs Solutions Inc. is recognized as a relatively cheap stock within the S&P 500, with strong growth prospects driven by its involvement in advanced projects such as data centers and pharmaceutical plants [1][2] - The company is projected to achieve 16% earnings growth next year, with its stock currently priced at 21.5 times the 2026 earnings estimates [1] - Jacobs Solutions has benefited from the AI data center boom, which has emerged as a significant growth driver following a successful merger breakup last year [2] Group 2 - The company provides a range of services including consulting, design, engineering, project management, and long-term facility operations [2] - There is a recognition that while Jacobs Solutions has potential as an investment, certain AI stocks may offer greater upside potential with less downside risk [2]

Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer America, my friends. I'm just trying to save a little money. My job is not just to entertain you, but to educate, to teach you. So, call me at 1800 743 CCMC. Tweet me at Jim Kramer. All right, it's time we need to start worrying about the froth. I've been willing to look the other way on this issue because I figured speculative stocks would keep roaring because the public wants them badly enough to pay almost any price. But after day where the Dow dip ...

Outsized numbers being thrown around regarding AI and data center buildouts, including OpenAI's $850 billion expansion. That's equal to the output of 17 nuclear plants. But how is the energy grid going to handle the added load.And who will ultimately pay for the increased consumption. Well, joining us right here on set is ABV CEO Morton Verrod. Morton, it's great to have you.Welcome. >> Thank you. Great to be here.>> This is one of the areas that you play in is electrification, automation, and sort of uh bu ...

For more on the AI power buildout, we're joined by Bloom Energy CEO KR Shredar. Uh KR, it's great to have you on. Um you know, it's understandable that investors are impatient to try and gain leverage to this massive trend and everybody keeps having higher estimates of the power needs.The street is pushing back and saying, "Look, it can only happen so quickly in terms of the the build out the pipeline of where you can actually deploy." So, how do you uh characterize where you are in that process. So two or ...

Marvell Technology Conference Call Summary Company Overview - **Company**: Marvell Technology (NasdaqGS:MRVL) - **Date of Conference Call**: September 24, 2025 Key Industry Insights - **Industry**: Semiconductor and Data Center Technology - **Growth Drivers**: Strong demand for accelerated compute and AI technologies, particularly in data centers Core Points and Arguments 1. **Data Center Business Growth**: Marvell's data center business has increased threefold since 2023, now accounting for 75% of total revenues [4][12] 2. **AI Franchise Expansion**: The AI segment has grown over six times since 2023, surpassing previous targets set for 2024 [4][12] 3. **Custom XPU Program Concerns**: Investors expressed concerns about potential revenue gaps in the custom XPU business due to competition. However, Marvell does not anticipate a revenue hole and expects growth in this segment [4][12][38] 4. **Partnership with AWS**: A five-year agreement with Amazon Web Services (AWS) includes collaboration on custom AI silicon and networking products, which is progressing well [11][12] 5. **CapEx Growth Projections**: Expected capital expenditures (CapEx) growth of approximately 18% for the next year, with potential for upward adjustments [14][15] 6. **Optics Business Performance**: The optics segment, which constitutes 50% of the data center business, is expected to outperform CapEx growth, driven by strong demand for 800G and 1.6T products [30][58] 7. **Custom Business Growth**: The custom business is projected to grow in line with CapEx, with a baseline estimate of $1.5 billion, effectively doubling from the previous year [18][19] 8. **Switching Business Expansion**: The switching segment is anticipated to grow significantly, with the introduction of the 51.2T Teralynx 10 platform, which is expected to outperform initial revenue projections [32][77] Additional Important Insights 1. **Long-term Outlook**: Marvell is optimistic about growth in 2027 and 2028, with new custom programs and contributions from optics and switching expected to drive acceleration [50][51] 2. **Competitive Landscape**: Marvell has maintained a strong position in the optical market, with significant growth in the DSP franchise since the acquisition of Inphi [60][61] 3. **Market Positioning**: The company emphasizes its leadership in optical technology and its ability to innovate and adapt to market demands, particularly in the context of AI and cloud computing [62][64] 4. **Future Product Development**: Marvell is actively engaged in developing new products for scale-up networking, including retimers and AECs, which are expected to contribute to future revenue growth [70][73] This summary encapsulates the key points discussed during the Marvell Technology conference call, highlighting the company's growth trajectory, strategic partnerships, and market positioning within the semiconductor and data center industry.

Marvell Technology, Inc. MRVL shares rose Wednesday after the chipmaker unveiled a fresh capital return plan and highlighted its growing focus on data center and AI infrastructure. The company said its board approved a new $5 billion share repurchase authorization and disclosed an accelerated share repurchase agreement.Marvell’s board cleared a new buyback program totaling $5 billion. As of Aug. 2, 2025, the company had about $2.0 billion remaining under its prior repurchase authorization. Since then, it ha ...