Q2 deliveries are expected around July 2. Earnings follow three weeks later. Here is what the options market sees between now and then.
MRVL surged 247% in 2026 on Jensen Huang’s endorsement, then sold off hard. The business underneath that number didn’t move.
761 million users, a landmark AI deal with UMG, a 1 billion user target by 2030 — and the stock is trading like the growth story is slowing. It isn’t.
Three years of underperformance, a 20% valuation discount, and a mean-reversion case that’s getting harder to ignore.
The power bottleneck is the most underpriced constraint in the AI buildout — and utilities are finally getting noticed.
A $7 billion equity raise, $39 billion in AI server orders, and a stock in freefall — the setup is messier than it looks.
The Claude maker confidentially filed its S-1 at a $965B valuation. The real story isn’t Anthropic — it’s what this does to the listed AI complex.
Marvell Technology is rewriting its own story — and the market is finally paying attention
Quantinuum just pulled off the largest quantum computing IPO in history. The valuation math is extreme. The opportunity is real. Here’s how to think about it.
Jensen Huang called MRVL the ‘next trillion-dollar company.’ The options market is still catching up.
