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0.00126473415288106 0.00227652147518586 0.00626498709971156 0.00854960287347598 0.00192239591237919 -0.0245985733798756 -0.0167450801841453 -0.0262346334800425
Stock impact report

Marvell Earnings Just Confirmed The Optical Supercycle [Forbes]

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: Forbes
Marvell Technology (MRVL) shot up 9% in after-market hours not because of hope, but because of some hard math. Last night's earnings report delivered the one thing investors have been starving for: proof that the AI spending boom may be spilling over from chips to connectivity With revenue hitting a record $2.08 Billion and Data Center sales exploding 37% year-over-year , Marvell didn't just beat estimates; it signaled the start of the "Optical Supercycle." Let's strip away the noise and look at why this $80 Billion plumber might be a very smart trade. The Earnings Reality: The "Data Center" Takeover For years, Marvell was a confused mess of hard drive controllers and 5G carrier chips. That company is dead. The New Reality: As of last night, the Data Center segment is now the vast majority of Marvell's business. The Growth Engine: While the legacy business stayed flat, the Data Center unit grew sales by 37%. The segment accounted for 73% of total revenue. The Signal: Th Show less Read more
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