Ithaka's portfolio underperformed the R1000G by 30bps in 1Q25, with negative stock selection offset by positive sector allocation. Palantir, Visa, and Uber were top contributors, driven by strong earnings, market stability, and strategic investor interest. ServiceNow, Nvidia, and The Trade Desk were top detractors, impacted by revenue model changes, AI competition, and missed earnings expectati...
Enabling Cloud Data Center Operators to Overcome Memory Performance and Scaling Challenges in General-purpose Servers SANTA CLARA, Calif. , April 23, 2025 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the successful interoperability of the Marvell® Structera™ portfolio of Compute Express Link® (CXL®) devices wit...
Marvell's stock has plummeted due to management's refusal to upgrade their FY26 AI revenue target, despite overachieving FY25 targets. Amazon scaling back data center plans and possible dissatisfaction with Marvell's custom silicon programs pose significant risks to Marvell's future growth. Despite these challenges, MRVL's current stock pessimism presents a short-term attractive buying opportun...
Marvell Technology plunged into a 65% waterfall decline over the past few months. MRVL isn't your unprofitable growth stock. It's an AI leader with a multi-year roadmap. Marvell is well-primed to regain its composure as it executes its AI plans.
Marvell Technology stock is significantly undervalued with limited downside risk, despite a sharp decline in stock price and underperformance in the semiconductor sector. The company reported modest earnings beats in Q4, lifted guidance, and secured key AI-related contracts, positioning it well for future growth. Marvell's AI business now constitutes over half of its revenue, and the firm expec...
The ongoing U.S.-China trade tensions, particularly around chip tariffs, are causing significant volatility and anxiety for tech investors, impacting stocks like Nvidia, AMD, and Marvell. Despite the tariff issues, AI growth remains strong, and high-quality chip companies could remain highly profitable, with the potential for a trade deal boosting their stocks. Nvidia, AMD, and Marvell have see...
Tech is one of the best places to look for bargain-priced stocks now, because the sector has been hit so hard. The worst of the tariff storm could be behind us.
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