Company
Marvell
- Episodes
- 9
- Share
- 0.9%
- Shows
- 6
- Net sentiment
- +1.00
Bullish 9Mixed 0Neutral 0Bearish 0
3 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes that named it
Why each one was bullish, bearish or in between on Marvell. Longest episodes first.
Bullish 9
- Management targets about $80 billion fiscal 2031 revenue, a roughly tenfold increase.Did Google just revive the nuclear trade? · Wall Street Unplugged - What's Really Moving These Markets · Oct 7
- Raised outlook and investor day signaled much larger addressable AI market.9AM HOUR: Stocks Hit Record Highs, CrowdStrike CEO on AI and Stock Surge, Skydance Era Begins 10/6/26 · Squawk on the Street · Oct 6
- Multiple target increases on connectivity demand for AI infrastructure.11AM Hour: Sequoia Capital Partner Shaun Maguire, Webull Shares Tumble & Apple's Smart Home Ambitions 10/7/26 · Squawk on the Street · Oct 7
- Raised AI infrastructure forecast to about $400 billion by 2030 lifted shares.The AI Boom Is Splitting in Two - SpaceX, Micron and the New Winners · Milk Road Stocks · Oct 7
- Investor Day targets and hyperscaler custom chip demand lifted shares.S&p 500 Hits Record High… And 10/6/26 · CNBC's "Fast Money" · Oct 6
- TD Cowan upgraded shares after investor day, citing de-risked custom chip business.10AM Hour: Stocks Pull Back from Records, SpaceX Raising Money to Buy Nvidia Chips, New McKinsey Report on Job Impact from AI 10/7/26 · Squawk on the Street · Oct 7
Show 3 moreShow fewer
- Raised long-term revenue target well above estimates on custom silicon and optical demand.Stocks Hit Record Highs: Your Next Move 10/6/26 · Halftime Report · Oct 6
- Investor day targets and data center capex outlook lifted shares over 7%.10AM Hour: UBS CEO on U.S. Growth, Russia Plague Risks, Nuclear Power Deal 10/6/26 · Squawk on the Street · Oct 6
- Investor day growth plan well above street expectations lifted shares.AI, crypto and market breadth drive the trading day 10/7/26 · Morning Call · Oct 7
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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