Marvell Technology just had the wildest week in the chip sector. The question now isn’t whether the story is real — it’s whether the market has already paid for it.
Vera Rubin is in full production. Three suppliers certified. And the real trade might not even be NVDA.
A guidance slash in consumer discretionary meets the hottest labor market print in two years — and the VIX noticed
The biggest AI listing in history is coming. The smart trade might not be Anthropic itself.
Jensen Huang called MRVL “the next trillion-dollar company” — what that actually means for investors
The largest IPO in history hits Nasdaq next week. The numbers are extraordinary. The risks are real.
Marvell Technology is rewriting its own story — and the market is finally paying attention
Q1 results were strong. The cloud business Zuckerberg dangled? Not happening yet — but the setup is interesting.
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 it the next trillion-dollar company. The market believed him.
