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Stock impact report

AMD, Arm, Nvidia in spotlight as Evercore initiates coverage on semiconductor stocks [Seeking Alpha]

Marvell Technology, Inc. (MRVL) 
Last marvell technology, inc. earnings: 3/4 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: marvell.com/company/investor_relations
Company Research Source: Seeking Alpha
Nvidia, AMD, Broadcom ( AVGO ), Marvell ( MRVL ) and ARM were part of a group to receive Outperform ratings, while Intel ( INTC ) and Qualcomm ( QCOM ) received In Line ratings. Texas Instruments ( TXN ), Analog Devices ( ADI ), NXP Semiconductors ( NXPI ), ON Semiconductor ( ON ), Astera Labs ( ALAB ), Microchip Technology ( MCHP ), GlobalFoundries ( GFS ), MACOM Technology Solutions ( MTSI ), Allegro MicroSystems ( ALGM ) and IMPINJ ( PI ) also received Outperform ratings. "On the secular side, we favor Tectonic Shift plays in Parallel Processing (NVDA, AMD, AVGO, MRVL) and IoT (TXN, ADI, MCHP and NXPI) as we believe they are positioned in the segments that will post the highest growth," the investment firm wrote. "Cyclically, we believe that this upcycle lasts into 1Q/2Q-2025, although analog/MCU could extend through the end of 2025 due to the delay those companies had in experiencing their inventory correction. In the meantime, we do believe the group could see a mid-cycle co Show less Read more
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