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Durant is a Super Investor. 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2Q Didn't Meet High Bar, but Valuation Improves","url":"https://stock-news.laohu8.com/highlight/detail?id=2663097851","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663097851?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:08","pubTimestamp":1787933280,"startTime":"0","endTime":"0","summary":"1208 ET - Marvell Technology's 2Q beat-and-raise didn't meet high expectations going into the print, Benchmark's Cody Acree says in a note. A modest beat and \"comparatively measured\" outlook lift \"was insufficient against a stock up roughly 28% in one month and 196% in six months, particularly one day after NVIDIA established a much higher AI earnings-season benchmark,\" Acree says. The market's negative reaction wasn't unexpected given Marvell's setup, but the stock's decline now makes it more attractive, he says: \"In our opinion, the valuation now provides a more balanced entry point than it did before the report, but remains sensitive to FY29 custom sizing and margin execution.\" Marvell slides 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Stocks-Wall St Inches up on Megacap Strength; Fed Chair Warsh Reaffirms Inflation Fight","url":"https://stock-news.laohu8.com/highlight/detail?id=2663209205","media":"Reuters","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663209205?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:06","pubTimestamp":1787933160,"startTime":"0","endTime":"0","summary":"US STOCKS-Wall St inches up on megacap strength; Fed Chair Warsh reaffirms inflation fightAug 28 (Reuters)-Wall Street's main indexes inched up on Friday, powered by gains in megacap stocks, while 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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2Q Beat-and-Raise, Google Commentary Don't Impress","url":"https://stock-news.laohu8.com/highlight/detail?id=2663092733","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663092733?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:56","pubTimestamp":1787932560,"startTime":"0","endTime":"0","summary":"1156 ET - Marvell Technology sinks despite a solid 2Q showing, as the company's raised guidance and commentary around an expanded Google partnership failed to impress investors, UBS says in a note. \"MRVL delivered a modest beat/raise, though we suspect the result was viewed more as a meet rather than beat by an investor base that had grown increasingly constructive into the print,\" the analysts say. \"Taken together, we think the higher out-year numbers were largely anticipated, while the Google narrative lacked the incremental disclosures investors were looking for.\" Marvell falls 9% to 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Group Acquires AI Firm for HK$20 Million to Strengthen Artificial Intelligence Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1121721527","media":"Stock News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121721527?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:16","pubTimestamp":1787930208,"startTime":"0","endTime":"0","summary":"MTT Group (02350) has announced that its wholly-owned subsidiary, Digital AI Holdings Limited, will acquire the entire equity interest of Qingzhan International Artificial Intelligence Co., Ltd. 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Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662094905","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662094905?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:12","pubTimestamp":1787929929,"startTime":"0","endTime":"0","summary":"Marvell Technology  is set for stronger growth as AI demand lifts optical networking, custom chips and data center sales, while Alphabet's  Google program could add major revenue from fiscal 2029, RBC Capital Markets said in a note emailed Friday.The investment firm said it expects data center growth to stay strong, helped by rising demand for 800G and 1.6T optical products, with faster growth expected from newer scale-up networking uses.Marvell's custom chip business should accelerate through fiscal 2028, led by Amazon  Web Services' Trainium and Microsoft's  MAIA programs, with another major step-up expected in fiscal 2029, RBC said.Google is expected to become a bigger growth driver from fiscal 2029 and the program could push Marvell's custom chip revenue well above its current target of more than $10 billion, RBC said.RBC maintained its outperform rating and $360 price target for Marvell.Price: 222.26, Change: -19.20, Percent Change: 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Nvidia, PayPal, Elastic, Affirm, Solstice, and More Stocks That Explain Today's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2662099220","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662099220?lang=en_us&edition=fundamental","pubTime":"2026-08-28 22:19","pubTimestamp":1787926740,"startTime":"0","endTime":"0","summary":"Stocks were seeking direction Friday as Marvell Technology earnings failed to meet lofty expectations and Federal Reserve Chairman Kevin Warsh sounded a hawkish tone during his speech at the Jackson H","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["PYPL","CNEQ","CLSE","NVDO","WISE","MVLL","ABFL","METV","PMDE","RGLO","LATR","PYPG","SMH","NVDL","CHPX","ESTC","IXN","DECU","FXL","AIPI","MRVL","THMR","FAI","CHAT","GTEK","ESUM","GXDW","AGOX","DTCR","IETC","ILDR","NVDS.UK","NVDA","CMAG","GAMR","ARTY","FEBU","AIS","VGFPF","SMHX","AFRM","ESLG","JOYT","SNVD.UK","STBQ","AIFD","NVD3.UK","VOTE","MRVU","PYPY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662099643","title":"BCGE Flags AI-Driven Earnings Boom May Mask Stretched Valuations as Growth Normalizes","url":"https://stock-news.laohu8.com/highlight/detail?id=2662099643","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662099643?lang=en_us&edition=fundamental","pubTime":"2026-08-28 22:14","pubTimestamp":1787926484,"startTime":"0","endTime":"0","summary":"BCGE flags AI-driven earnings boom may mask stretched valuations as growth normalizesBCGE flagged limits in 12-month forward P/E ratios for AI-linked stocks, arguing profit growth is unusually inflated and may mask valuation risk.Nasdaq-100 trades near 21x earnings, down from almost 100x in the late-1990s tech bubble, within the 20-30x range since 2020.Nvidia profit rose from about USD 10 billion in 2022 to USD 30 billion in 2024, reaching USD 106 billion in 2026.Market expectations imply Nvidia profit of USD 353 billion in 2028, raising the key question of how long exceptional growth persists.Rising competition, including from China, could compress margins as AI performance reaches “good enough,” shifting focus to where growth “lands.”Disclaimer:This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be 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Technology Inc Stock (MRVL) Opened Down by 6.96% on Aug 28: Facts Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2662915350","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662915350?lang=en_us&edition=fundamental","pubTime":"2026-08-28 21:47","pubTimestamp":1787924841,"startTime":"0","endTime":"0","summary":"• Marvell Technology stock declined despite reporting strong second-quarter fiscal 2027 financial results.\n• Google custom chip revenue contributions will not materialize until fiscal year 2029.\n• Analysts maintain a constructive long-term view despite the short-term market 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