Podcasts about Marvell

  • 313PODCASTS
  • 626EPISODES
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  • May 12, 2025LATEST

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Best podcasts about Marvell

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Latest podcast episodes about Marvell

Go To Market Grit
How Matt Murphy Made Marvell Essential to AI and Cloud

Go To Market Grit

Play Episode Listen Later May 12, 2025 85:07


Matt Murphy transformed Marvell from a broad-based chip supplier into a $100B data infrastructure leader—powering the rise of AI, cloud, 5G, and custom silicon.On this week's Grit, the Marvell CEO shares how he refocused the company's strategy, led major acquisitions like Inphi ($10B) and Cavium ($6B), and positioned Marvell at the center of the next era of compute.He also reflects on lessons from his father, a longtime CEO, the discipline of running 90 miles a week, and how staying steady through industry cycles has set him apart.Chapters:00:00 Trailer00:47 Introduction03:00 Huge company, taking the long view10:28 Market cap shift to big tech14:44 The data infrastructure opportunity20:30 Massive economic opportunity31:33 Semiconductor industry and geopolitics40:46 Taiwan and Moore's Law 44:05 Getting hammered down 50%47:05 Silicon Valley51:15 All in despite risks55:37 The CEO checkbox1:01:22 Email from Matt, subject: Grit1:07:35 The higher you go1:15:44 Who Marvell is hiring1:20:14 What “grit” means to Matt1:24:40 OutroMentioned in this episode: Jim Cramer, Taiwan Semiconductor Manufacturing Company Limited (TSMC), Maxim Integrated, Mattel, Inc., Cisco Systems, Inc, Juniper Networks, Meta Platforms, Amazon.com, Inc., Cavium, Inc., Inphi Corporation, Aquantia Corporation, Mellanox Technologies, Nvidia Corporation, Microsoft Corporation, OpenAI, Anthropic, John Chambers, Facebook, Spotify, Airbnb, Google, Barack Obama, Ronald Reagan, Donald Trump, Intel Corporation, Robert Norton Noyce, Gordon Moore, Advanced Micro Devices, Inc. (AMD), Andrew "Andy" Stephen Grove, Bloomberg, Intuit Inc., Lip-Bu Tan, Sehat Sutardja, Whay S. Lee, Starboard Value, Rick Hill, Novellus Systems, Inc., Michael Strachan, Deloitte & Touche LLP, Apple Inc., Steve Jobs, Chris KoopmansLinks:Connect with MattLinkedInConnect with JoubinXLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins

NY to ZH Täglich: Börse & Wirtschaft aktuell
Disney überzeugt. FED im Fokus | New York to Zürich Täglich

NY to ZH Täglich: Börse & Wirtschaft aktuell

Play Episode Listen Later May 7, 2025 13:38


Die Wall Street ist im Vorfeld der FED-Tagung in Wartestellung. Wie dem auch sei, ist sich die Wall Street darüber einig, was Jerome Powell signalisieren dürfte. Die Zinsen werden erst gesenkt, wenn eine Abschwächung des Arbeitsmarktes und Anstieg der Arbeitslosenrate sichtbar wird. Das ist das Fazit der Deutschen Bank, der Citigroup, von Morgan Stanley und von Goldman Sachs. Was die Ergebnisse betrifft, gibt es einzelne Highlights. Disney überzeugt, auch durch angehobene Aussichten. Die Aktien von AMD können hingegen von den Zahlen nur leicht profitieren, mit den Aktien von Arista Networks und Uber unter Druck. Marvell hat wiederum den Analystentag verschoben, mit dem Wert ebenfalls unter Druck. Spannend bleibt es bei der Handelspolitik. Noch diese Woche soll in der Schweiz ein Treffen zwischen hochrangigen Vertretern der USA und Chinas stattfinden. Trump hatte gestern außerdem betont, dass es bis Montag „sehr große und gute Nachrichten“ in Sachen Handelsabkommen geben wird. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Wall Street mit Markus Koch
Disney fest | Uber, Arista und Marvell unter Druck

Wall Street mit Markus Koch

Play Episode Listen Later May 7, 2025 27:05


Die Wall Street ist im Vorfeld der FED-Tagung in Wartestellung. Wie dem auch sei, ist sich die Wall Street darüber einig, was Jerome Powell signalisieren dürfte. Die Zinsen werden erst gesenkt, wenn eine Abschwächung des Arbeitsmarktes und Anstieg der Arbeitslosenrate sichtbar wird. Das ist das Fazit der Deutschen Bank, der Citigroup, von Morgan Stanley und von Goldman Sachs. Was die Ergebnisse betrifft, gibt es einzelne Highlights. Disney überzeugt, auch durch angehobene Aussichten. Die Aktien von AMD können hingegen von den Zahlen nur leicht profitieren, mit den Aktien von Arista Networks und Uber unter Druck. Marvell hat wiederum den Analystentag verschoben, mit dem Wert ebenfalls unter Druck. Spannend bleibt es bei der Handelspolitik. Noch diese Woche soll in der Schweiz ein Treffen zwischen hochrangigen Vertretern der USA und Chinas stattfinden. Trump hatte gestern außerdem betont, dass es bis Montag „sehr große und gute Nachrichten“ in Sachen Handelsabkommen geben wird. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ +++Probier Seeberger Snacks – deine natürliche Energiequelle. Mit dem Code wallstreet könnt ihr euch jetzt 20% Rabatt im Seeberger Onlineshop sichern: https://www.seeberger.de/?utm_campaign=podcast-q1&utm_medium=nativead&utm_source=podcast&utm_content=wallstreet +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Gold im Depot - wann, wie, wozu?” - Dead Cat Bounce, Infineon & Westfield in HH

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Apr 9, 2025 13:56


Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit Flatrate und Zinsen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Ripple, Infineon, Marvell, Santander & Broadcom trotzen dem Trend und machen Deals. Deutsche CEOs machen Schlagzeilen: Bei Rheinmetall, Harley-Davidson & Shopify. Die Börse ist volatil, gehandelt wird viel, Humana & UnitedHealth sind happy. Gold hat in den letzten Jahren besser performt als der Aktienmarkt. Warren Buffett ist trotzdem kein Fan. Denn Gold hat keinen Cashflow. Was spricht für Gold? Was spricht dagegen? Welchen Anteil sollte es im Portfolio haben? Wie bewertet man es? Nach jahrelangem Hin und Her und mehr als 2 Mrd. € an Kosten eröffnete gestern endlich das Westfield Einkaufszentrum in der Hamburger Hafencity. Und shoppen kann man dort auch an der Börse - mit Unibail-Rodamco-Westfield (WKN: A2JH5S). Diesen Podcast vom 09.04.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

il posto delle parole
Paola Tonussi "Poesie" Rupert Brooke

il posto delle parole

Play Episode Listen Later Mar 14, 2025 31:27


Paola Tonussi"Poesie"Rupert BrookeInterno Poesiawww.internopoesialibri.comCuratela e traduzione: Paola TonussiPostfazione: Silvio RaffoDefinito come «il migliore dei Georgiani» da Ezra Pound, Rupert Brooke (1887-1915) è il poeta della transience, la bellezza che presto svanisce. Celebre per i sonetti di guerra, da lui poco considerati, Brooke è poeta ben più intenso del mito creato da quei versi e dalla morte precoce nell'azzurro Egeo: una leggenda, un'illusione che colma il disperato bisogno d'ideale degli inglesi in guerra, ma deforma il giovane agitatore socialista e amante dei cruenti elisabettiani nell'idolo dell'establishment. Di straordinaria maestria tecnica adagiata su un letto formale, la sua poesia s'immette nel solco di Marvell e l'assunto nostalgico del tempo che va, quale tentativo di fermare l'istante, la bellezza dai piccoli piedi sempre in fuga, transitoria. Nei così detti “ugly poems” si rivela invece poeta di acuminata ironia, il primo a considerare temi tabù per l'epoca – decadimento fisico della vecchiaia, avversione per la banalità borghese, contrasto tra eros e matrimonio. Con occhi addestrati alle visioni – Donne, Marvell, Webster, Milton – quella di Rupert Brooke è una poesia molto più moderna della sua fama, che va scoperta e restituita al suo vero orizzonte: la meraviglia della linea inglese, da Shakespeare a Auden.Rupert Brooke, nato a Rugby nel 1887 è l'astro della sua generazione: brillante sportivo, studioso che concorre alla riscoperta di Donne, Webster e gli elisabettiani, i cui saggi lo rendono Fellow del King's College a Cambridge. Personalità affascinante, sognatore che scrive versi in giardino e vegetariano ante litteram, attrae a Grantchester, il villaggio fuori Cambridge dove vive, amici e artisti: Virginia Woolf, Forster, Lytton Strachey, Maynard Keynes, Duncan Grant e altri. Ammirato da Pound e Henry James, Eliot e Fitzgerald, è il poeta della transience, la bellezza che presto svanisce, l'amico generoso che lascia la propria eredità letteraria ai poeti Gibson, Abercrombie e de la Mare, perché possano scrivere senza assilli pratici. Oltre i “sonetti di guerra” che gli danno fama di war poet quasi suo malgrado, Rupert Brooke pubblica in vita una sola raccolta, Poems 1911, che rivela agli inglesi un Marvell minore e una poesia colma d'ironia, levità ed eccezionale maestria tecnica. La seconda raccolta, Poems 1914, esce postuma: il poeta muore infatti andando ai Dardanelli nell'aprile 1915, ed è sepolto a Sciro nell'Egeo dai compagni soldati destinati a morire poco dopo di lui. IL POSTO DELLE PAROLEascoltare fa pensarewww.ilpostodelleparole.itDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/il-posto-delle-parole--1487855/support.

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
Silicon Design in the Cloud: Marvell's CIO on the Future of Semiconductor Innovation

Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

Play Episode Listen Later Mar 10, 2025 34:12


957: Marvell Technology is at the forefront of AI-driven semiconductor innovation. In this episode, Nishit Sahay, CIO of Marvell Technology, joins Peter High to discuss the company's rapid growth, enterprise AI strategy, and the transition of semiconductor design to the cloud. Nishit shares how Marvell is leveraging AI and data analytics to enhance decision-making, improve semiconductor product development, and accelerate business processes. He also provides insights into the challenges of integrating $10B+ acquisitions and how Marvell is pioneering cloud-based silicon design with AWS. Additionally, Nishit discusses quantum computing, data governance, and how Marvell is preparing for the next wave of technology disruption.

The Circuit
Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

The Circuit

Play Episode Listen Later Mar 10, 2025 46:07


In this episode, Ben Bajarin and Jay Goldberg discuss the recent Mobile World Congress (MWC) in Barcelona, reflecting on its relevance in the current tech landscape, particularly in the telecom and semiconductor industries. They explore the shift in focus from traditional mobile technologies to AI and data centers, the challenges faced by telecom operators, and the evolving role of software in the industry. The conversation also touches on Qualcomm's positioning, the dynamics of network processors, and humorous observations about the latest innovations, including humanoid robots and AI avatars. Finally, they tease an upcoming discussion about Apple's modem technology and its implications for the market. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent earnings reports of Marvell and Broadcom, analyzing the competitive dynamics in the semiconductor market. They delve into Marvell's challenges with customer relationships and market positioning, contrasting it with Broadcom's strategic advantages. The discussion also touches on the implications of Apple's product updates and the overall market sentiment regarding capital expenditures and technology investments.

摩股史塔克(Moore Stock)
EP149 | 辦公室政治、市場跌什麼、Marvell

摩股史塔克(Moore Stock)

Play Episode Listen Later Mar 8, 2025 16:33


專欄漲價前通知,現在訂閱終身享有原價! 本專欄將於 3/14 起調漲訂閱費用,歡迎對於總經、半導體、車用、紡織、零售銷售其中一項有興趣,或是想持續吸收時事資訊的朋友趁漲價前訂閱,終生皆能目前原價訂閱。 每年 $990 訂閱方案

The Six Five with Patrick Moorhead and Daniel Newman
Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Mar 7, 2025 52:54


Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   MWC Wrap-Up https://x.com/PatrickMoorhead/status/1897644077958725984 https://x.com/PatrickMoorhead/status/1896980302494621856 https://x.com/PatrickMoorhead/status/1897271496063537479 https://x.com/PatrickMoorhead/status/1897260017260118242 https://x.com/PatrickMoorhead/status/1897275407956631987 https://x.com/PatrickMoorhead/status/1897315734075928768 https://x.com/PatrickMoorhead/status/1897324890929422364 https://x.com/PatrickMoorhead/status/1897327150585528503 https://x.com/danielnewmanUV/status/1897768085433495572   Salesforce Agentforce 2dx https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/ https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/ https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/   Broadcom Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897318547245662290 https://x.com/danielnewmanUV/status/1897759473483288852 https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/ https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html   Marvell Q4FY25 Earnings https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/ https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html   HPE Q1FY25 Earnings https://x.com/danielnewmanUV/status/1897764313768825021 https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/   Tariffs Impact on Tech https://x.com/PatrickMoorhead/status/1897209988910551359 https://x.com/danielnewmanUV/status/1896605525221245318 https://x.com/danielnewmanUV/status/1896662541390241929 https://x.com/danielnewmanUV/status/1896903202827579696 https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828 https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates https://x.com/danielnewmanUV/status/1897768085433495572   TSMC and Intel   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

investir.ch
La valse des tarifs et le tango de l'incertitude – 7 mars 2025

investir.ch

Play Episode Listen Later Mar 7, 2025 11:18


Cette fois c'est officiel. Le Nasdaq est entré en zone de correction. Il avait échappé à la punition il y a deux jours, mais là c'est bon. Encore une fois ; la faute aux tarifs et la faute à une société – Marvell – qui n'a pas publié de « guidance » assez optimiste et … Continued

Becker Group C-Suite Reports Business of Private Equity
8 Stories We Are Following Today 3-6-25

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Mar 6, 2025 2:48


In this episode, Scott Becker discusses jobless claims data shaking investor confidence, major declines in tech stocks like NVIDIA and Marvell, and private equity trends with KKR and capital calls.

Squawk on the Street
Tariffs and the Sell-Off, Chips Not So Marvell-ous, DOGE Effect: Layoffs Surge 03/06/25

Squawk on the Street

Play Episode Listen Later Mar 6, 2025 43:27


Carl Quintanilla, Jim Cramer and David Faber delved into the catalysts sparking Thursday's market sell-off, one day after the White House announced temporary tariff relief for U.S. automakers -- news that fueled an afternoon stock rally. The chip sector under pressure, led by Marvell Technology shares tumbling on disappointing guidance. Also in focus: DOGE contributing to what Challenger, Gray and Christmas said is the largest number of monthly layoffs since 2020, Brown-Forman CEO on Canada and "what's worse than tariffs" for the maker of Jack Daniel's. Squawk on the Street Disclaimer

The Investing Podcast
ECB Cuts Rates & Beige Book Shows Economic Activity Up Slightly | March 6, 2025 – Morning Market Briefing

The Investing Podcast

Play Episode Listen Later Mar 6, 2025 21:07


Andrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

TD Ameritrade Network
Stock Market Today: SPX Taps 200-Day SMA, MRVL Sell-Off, AVGO Gains

TD Ameritrade Network

Play Episode Listen Later Mar 6, 2025 2:11


Today's trading session destroyed Wednesday's gains and continued weakness for the week. The NDX and RUT are both down 4% and the SPX isn't far behind as it tapped the 200-day SMA, a bearish indicator for the index. Marvell's (MRVL) 20% sell-off didn't help boost sentiment and added onto losses throughout the A.I. space. Broadcom (AVGO) offered a bright spot for the industry after posting an earnings beat. Oliver Renick runs through the day's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Becker Group Business Strategy 15 Minute Podcast
8 Stories We Are Following Today 3-6-25

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Mar 6, 2025 2:48


In this episode, Scott Becker discusses jobless claims data shaking investor confidence, major declines in tech stocks like NVIDIA and Marvell, and private equity trends with KKR and capital calls.

The Option Block
The Option Block 1360: The Flowmaster Unleashed!!!!

The Option Block

Play Episode Listen Later Mar 6, 2025 62:34


In this episode, the hosts, led by Mark Longo, delve into the current market volatility, the dynamics of the options market, and strategies for navigating today's financial landscape. Joined by guests like Uncle Mike Tosaw and Flowmaster Henry Schwartz, they discuss the influence of tariffs, unusual options activity, and the state of various financial indices. They also explore specific trades and positions, such as in Birkenstock and Deutsche Bank, and engage with listener questions on topics like the need for a strategic crypto reserve. The show combines expert insights, market analysis, and a lively discussion on where the VIX might be headed by the end of the month.   03:08 Market Overview and Analysis 04:15 Deep Dive into Market Movements 07:31 Trading Block Insights 11:14 Options Trading Strategies and Opportunities 15:46 Impact of Tariffs on the Market 24:31 Single Stock Analysis and Trends 32:09 Retail Earnings Recap 32:51 Kroger's Earnings Breakdown 33:37 Marvell's Market Reaction 33:55 Macy's Earnings Analysis 34:38 Costco's Performance Post-Earnings 35:22 Oracle's Earnings Preview 35:53 Earnings Season Overview 36:19 Unusual Options Activity: The Odd Block 36:55 Birkenstock's Volatility 42:27 Deutsche Bank's Strong Performance 46:45 Listener Questions and Poll Results 49:16 Market Predictions and Crypto Debate 52:32 VIX Trading Insights 54:53 Around the Block: Market Watch  

Mercado Abierto
Wall Street: Claves en el mercado estadounidense

Mercado Abierto

Play Episode Listen Later Mar 6, 2025 7:22


Sesión marcada por el Libro Beige de la FED, Kroger, Target, Brown Forman, Marvell, Netflix y Broadcom. Con Rafael Damborenea, profesor de finanzas en Eude Bussines School.

Closing Bell
Closing Bell Overtime: Former Ford CEO on Autos & Tariffs; former Boston Fed Presidentent Rosengren on Latest Econ Data 3/5/25

Closing Bell

Play Episode Listen Later Mar 5, 2025 42:30


Former Ford CEO Mark Fields weighs in what the one-month delay in auto tariffs means for the stocks. Former Boston Fed President Eric Rosengren breaks down the Beige Book, jobs, and Fed policy after the latest economic data. Vital Knowledge's Adam Crisafulli and Wilmington Trust's Meghan Shue analyze the market landscape, and we cover key earnings from Marvell, MongoDB, Victoria's Secret, and Zscaler. Plus, Christopher Rolland of Susquehanna on Marvell's earnings. 

Schwab Market Update Audio
Jobs, Services Data Ahead After Failed Comeback

Schwab Market Update Audio

Play Episode Listen Later Mar 5, 2025 8:01


After a recovery attempt failed Tuesday, investors weary of tariff news can focus today on services data and earnings from Foot Locker and Marvell. ADP jobs data is also on tap.Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance.Investing involves risk, including loss of principal.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.(0131-0325)

TD Ameritrade Network
Can MRVL Meet Data Center Expectations in Earnings?

TD Ameritrade Network

Play Episode Listen Later Mar 5, 2025 8:36


Marvell's (MRVL) earnings will draw eyes after the close, and Jeff Pierce notes the high bar for the report. Data center demand will serve as the catalyst, which Jeff believes is paramount to drive its stock price higher. Prosper Trading Academy's Scott Bauer believes the stock is poised for "some disappointment." He offers an example options trade for Marvell.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Stock Market Today: MRVL Plunges After Hours, CRWD & ANF Slide

TD Ameritrade Network

Play Episode Listen Later Mar 5, 2025 2:33


A rollercoaster trading session closed with all green arrows for the first time in several days, though it's hard to tell looking at today's biggest movers. Both Crowdstrike (CRWD) and Abercrombie & Fitch (ANF) plunged 9%. Marvell continued weakness after hours with a sell-off despite posting a 78% increase in data center revenue. Oliver Renick has more on the day's top stories.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Ransquawk Rundown, Daily Podcast
Europe Market Open: Equities react to Lutnick on tariffs, EUR and Fixed tracks German debt reform

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 5, 2025 2:42


US futures gained after the Wall St. close as Lutnick suggested Trump could potentially reduce tariffs on Canada and Mexico, perhaps as soon as Wednesday.APAC mixed but with strength in China after data and the Official Growth Report which maintained a growth target of around 5% and pledged measures to boost spending.EUR underpinned by German debt brake reform with the DXY under pressure as a result, Cable hit a YTD peak while NZD was unreactive to Orr resigning.Bunds weighed on by CDU's Merz saying the first results on debt brake reform have been reached with the SPD alongside proposing new instruments and defence exemptions.Fed's Williams said he does not see the need to change policy currently, and described it as "still restrictive" and with the right balance; highlighted UoM inflation data as one to watch.Crude subdued, XAU range bound and Copper gained on China's report; Trump said he received a letter from Zelensky who is ready to come back to the table.Looking ahead, highlights include Swiss CPI, US ADP National Employment, US Factory Orders, ISM Services, China NPC, Fed's Beige Book, BoE Treasury Select Hearing, Speakers including BoE's Bailey, Pill, Taylor and Greene, Supply from UK, Earnings from Telecom Italia, Bayer, Adidas, Sandoz, Abercrombie & Fitch, Foot Locker & Marvell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ransquawk Rundown, Daily Podcast
US Market Open: Global Sentiment lifted on tariff optimism, European stocks at highs & Bunds hammered on German spending plans

Ransquawk Rundown, Daily Podcast

Play Episode Listen Later Mar 5, 2025 4:24


Sentiment lifted after the US Commerce Secretary suggested Trump could potentially reduce tariffs on Canada and Mexico, perhaps as soon as Wednesday.European bourses at session highs; DAX 40 +3% outperforms; US equity futures broadly higher with the RTY +1.2%.EUR surges on German spending plans, DXY around 1.05 after breaking below its 200DMA.Bunds battered by Merz's fiscal reform, USTs await data and tariff updates.Crude subdued continuing recent action & failing to benefit from China's support which has bolstered base metals.Looking ahead, US ADP National Employment, US Factory Orders, ISM Services, Fed's Beige Book, BoE Treasury Select Hearing, Speakers including BoE's Bailey, Pill, Taylor and Greene. Earnings from Abercrombie & Fitch, Foot Locker & Marvell.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“DeepSeek erschüttert KI-Aktien” - Ryanair hofft & wartet, Heidelberger Druck geht steil

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Jan 28, 2025 12:42


Nur noch bis zum 29.01: Das erste offizielle OAWS-Merch: Geiles Shirt kaufen. Nachhaltige Betriebe unterstützen. Aktienkultur nach vorne bringen. Win Win Win.  https://shop.oaws-buch.com/products/shirt Eier, wir brauchen Eier. Hat sich der Fleisch-Gigant JBS gedacht. Ansonsten gibt's diese Woche extrem viele Quartalszahlen. Gestern ging's entspannt los. Mit SoFi, AT&T und Ryanair. Und der Bitcoin hat sich von KI-Aktien runterziehen lassen. ASML, Hochtief, NVIDIA, Broadcom, Marvell, ARM, Constellation Energy, Dell, Arista, Oracle. Die Liste der KI-Profiteure ist lang. Die Liste der gestrigen DeepSeek-Verlierer leider auch. Wir schauen, was dahintersteckt. Heidelberger Druckmaschinen (WKN: 731400) geht 2025 durch die Decke. Keiner weiß, warum. Wir haben uns umgehört. Ohne Aktien-Zugang ist's schwer? Starte jetzt bei unserem Partner Scalable Capital. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Diesen Podcast vom 28.01.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Wall Street mit Markus Koch
DEEPSEEK Disruption | Big Tech Kurseinbruch an der Wall Street

Wall Street mit Markus Koch

Play Episode Listen Later Jan 27, 2025 25:25


EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie! +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Ein Podcast - featured by Handelsblatt. China treibt seine Aktivitäten im Bereich der künstlichen Intelligenz (KI) massiv voran. Das neue Sprachmodell DeepSeek R1 erzielt in wichtigen Tests herausragende Ergebnisse und hebt sich durch eine offene Lizenzierung von der Konkurrenz ab. Während in den USA unter Donald Trump milliardenschwere Investitionen in KI angekündigt wurden, setzt DeepSeek die amerikanische Konkurrenz und deren Aktien zum Wochenauftakt massiv unter Druck, denn der Gedanke, dass die Milliardeninvestitionen wie sie unlängst Microsoft (80 Mrd. US $) und Meta ankündigten (65 Mrd. US $) auch günstiger zu haben sein (deepseek 95 % billiger ?), lassen Anleger die berechtigte Frage der Rentabilität von KI Unternehmen ins Anlegerinteresse rücken. Größte Verlierer waren vorbörslich die Aktien von NVIDIA, Marvell und Broadcom.

On The Tape
Semi Charmed Life Cycle with Gene Munster | Okay, Computer.

On The Tape

Play Episode Listen Later Jan 7, 2025 29:59


Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Silicon developments with Broadcom and Marvell. The conversation also touches on potential market risks from macroeconomic factors, software applications of AI, and industry-specific AI use cases in sectors like retail and content creation. Gene offers insights into the future trajectories of these trades while highlighting the challenges and opportunities ahead. — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Okay, Computer.
Semi Charmed Life Cycle with Gene Munster

Okay, Computer.

Play Episode Listen Later Jan 7, 2025 29:59


Dan Nathan and Gene Munster from Deepwater Asset Management discuss the current state of the semiconductor market, emphasizing strong performances from tech giants driven by positive forecasts from Foxconn. They delve into hardware trade concerns, Nvidia's outlook, and custom Silicon developments with Broadcom and Marvell. The conversation also touches on potential market risks from macroeconomic factors, software applications of AI, and industry-specific AI use cases in sectors like retail and content creation. Gene offers insights into the future trajectories of these trades while highlighting the challenges and opportunities ahead. — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Diverse
Ep 295: Sisterly Advice: Engineering Execs Share Keys to Success

Diverse

Play Episode Listen Later Dec 31, 2024 41:37


Two sisters earned degrees in electrical engineering — but from there, their careers diverged into different paths. Jeanne Trinko Mechler, fellow at Marvell, followed the technical track, and Donna Trinko Majcen, vice president and general manager of the global services portfolio at Keysight Technologies, pursued the management track. In conversation with FY25 SWE President Karen Roth, Trinko Mechler and Trinko Majcen share insights from their 65+ years of combined experience to help women engineers maximize their careers, take calculated risks, and decide whether to pursue a technical or management path in STEM.

Becker Group C-Suite Reports Business of Private Equity
14 Stories We Are Following Today 12-18-24

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Dec 18, 2024 3:29


In this episode, Scott Becker highlights 14 key stories, including major stock movements from CVS, Marvell, and Rivian, market trends influenced by Fed rate cuts, and more.

Becker Group Business Strategy 15 Minute Podcast
14 Stories We Are Following Today 12-18-24

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Dec 18, 2024 3:29


In this episode, Scott Becker highlights 14 key stories, including major stock movements from CVS, Marvell, and Rivian, market trends influenced by Fed rate cuts, and more.

The Six Five with Patrick Moorhead and Daniel Newman
How Custom HBM is Shaping AI Chip Technology - Six Five On The Road at Marvell Industry Analyst Day

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Dec 17, 2024 15:30


How is the ever increasing AI demand and workloads affecting memory? Six Five is On The Road at Marvell Industry Analyst Day to answer just that.  Hosts Patrick Moorhead and Daniel Newman are joined by Marvell Technology, Samsung Semiconductor, and SK hynix America executives—In Dong Kim, Sunny Kang, and Will Chu, for a conversation on the collaboration between Marvell, Samsung, and SK Hynix on custom high bandwidth memory (HBM) solutions, aimed at enhancing the processors driving accelerated infrastructure. This new approach to memory solutions is projected to increase memory capacity, optimize power usage, and reduce silicon waste, marking a significant advancement in the custom chip technology space.  Their discussion covers: The collaboration between Marvell, Samsung Semiconductor, and SK hynix on developing custom HBM solutions The key benefits of custom HBM, including increased memory capacity and optimization of power and performance Insights into the customization process of HBM and how it delivers its advantages The impact of custom HBM on AI processors and projections for its market adoption The roadmap and future potential of custom HBM for various applications and industries  

The Six Five with Patrick Moorhead and Daniel Newman
Scaling Up and Out for AI - Six Five at Marvell Industry Analyst Day

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Dec 17, 2024 15:44


To scale up or to scale out? Discover why both are important for the future of AI. Host Patrick Moorhead is joined by Marvell Technology's Achyut Shah, SVP and GM, Connectivity, and Nick Kucharewski, SVP and GM, Network Switching at Marvell's Industry Analyst Day, for a conversation on the seismic changes in AI infrastructure. As the digital world embarks on a major shift with the advent of new technologies, Marvell Technology is developing crucial technologies to support this transformation. Tune in for more on ⤵️ The concept of 'scale up' in technology development An exploration of 'scale out' and the enabling technologies that support this approach Insights into the driving forces behind the trends toward scale up and scale out, and their implications for the future AI infrastructure The potential of optical interconnect as a universal medium and Marvell's roadmap for its adoption Predictions on how these advancements could transform data center architectures and systems  

The Six Five with Patrick Moorhead and Daniel Newman
The Future of Silicon Is Custom - Six Five at Marvell Industry Analyst Day

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Dec 17, 2024 15:14


Tech giants are increasingly turning to custom silicon to power their AI ambitions – a shift that is rapidly reshaping the semiconductor industry. Heavy-weights like AWS, Google, Microsoft, and Meta, are aiming to enhance performance, conserve power, and stay ahead in the AI race. Host Patrick Moorhead is joined by guest Nigel Alvares, VP of Marketing at Marvell Technology, on this episode of Six Five On The Road at Marvell Industry Analyst Day to unpack the implications of this trend for the semi industry and how Marvell is navigating the future of custom silicon development. Tune in for these key takeaways: Hyperscalers are driving the demand for custom chips to optimize performance and power efficiency as Moore's Law slows Customization is happening across various devices, including CPUs, XPUs, CXL devices, and NICs Examples of chip customization in action, including projects from major players, showcasing the technological innovation driving the semiconductor market Marvell's role and strategies within the custom chip sphere, highlighting the importance of IP foundation, process technology advancements, partnerships, and IP flexibility The emerging trend of leveraging AI in Electronic Design Automation (EDA) to expedite design processes, cut costs, and democratize access to chip customization  

Becker Group C-Suite Reports Business of Private Equity
3 Chip Makers That Keep Rocking & Rolling 12-14-24

Becker Group C-Suite Reports Business of Private Equity

Play Episode Listen Later Dec 14, 2024 1:55


In this episode, Scott discusses TSMC, Marvell & Astera Labs

Becker Group Business Strategy 15 Minute Podcast
3 Chip Makers That Keep Rocking & Rolling 12-14-24

Becker Group Business Strategy 15 Minute Podcast

Play Episode Listen Later Dec 14, 2024 1:55


In this episode, Scott discusses TSMC, Marvell & Astera Labs

The Circuit
Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

The Circuit

Play Episode Listen Later Dec 13, 2024 51:49


In this episode, Ben Bajarin and Jay Goldberg discuss the recent Marvell Industry Analyst Day, focusing on the concept of accelerated infrastructure in data centers, the competitive landscape with Broadcom, and the significance of custom HBM in AI silicon. They explore how Marvell is positioning itself as a data center company and the implications of custom solutions in the evolving semiconductor industry. The conversation also touches on Nvidia's dominance and the future of data centers, emphasizing the need for optimization and the potential for a shift back to more affordable solutions. In this conversation, Ben Bajarin and Jay Goldberg discuss the recent developments surrounding Broadcom, particularly its stock surge attributed to optimism in AI. They delve into the company's market position, the significance of data center design, and the distinction between Total Addressable Market (TAM) and Serviceable Addressable Market (SAM). The discussion also covers the critical role of networking in AI, the rise of million-node data centers, and Broadcom's strategy regarding M&A and custom silicon. The conversation highlights the evolving landscape of AI and the competitive dynamics between major players in the industry.

The Six Five with Patrick Moorhead and Daniel Newman
Ep. 243: Talking Adobe, Broadcom, Oracle, NVIDIA, Broadcom & Apple, Marvell, Lattice Semi

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Dec 13, 2024 51:29


Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   Adobe Q4FY24 Earnings https://x.com/danielnewmanUV/status/1867193602943631837 https://www.adobe.com/content/dam/cc/en/investor-relations/pdfs/11214202/a56sthg53egr.pdf https://finance.yahoo.com/news/adobe-inc-adbe-q4-2024-070108531.html   Broadcom Q4FY24 Earnings https://finance.yahoo.com/news/broadcom-inc-announces-fourth-quarter-211500508.html https://x.com/danielnewmanUV/status/1867324836160450789 https://www.wsj.com/business/earnings/broadcom-revenue-surges-on-semiconductor-business-momentum-31bdb0ee https://seekingalpha.com/news/4386067-broadcom-releases-q4-results   Oracle Q2FY25 Earnings https://x.com/PatrickMoorhead/status/1866582232389029997 https://x.com/danielnewmanUV/status/1866232631656120374 https://www.oracle.com/news/announcement/q2fy25-earnings-release-2024-12-09/#:~:text=Oracle%20Corporation%20(NYSE%3A%20ORCL),constant%20currency%2C%20to%20%2410.8%20billion.   China Antitrust Probe Into NVIDIA https://x.com/danielnewmanUV/status/1866133215032774938 https://www.reuters.com/technology/china-investigates-nvidia-over-suspected-violation-antimonopoly-law-2024-12-09/ https://www.bloomberg.com/news/articles/2024-12-09/china-targets-nvidia-for-potential-breaches-of-anti-monopoly-law   Broadcom & Apple Chip? https://x.com/danielnewmanUV/status/1866864685263237392 https://www.reuters.com/technology/apple-is-working-ai-chip-with-broadcom-information-reports-2024-12-11/ https://www.theregister.com/2024/12/12/apple_ai_chip_broadcom/ https://www.bloomberg.com/news/articles/2024-12-11/apple-is-working-on-ai-chip-with-broadcom-information-reports   Marvell Industry Analyst Day https://x.com/PatrickMoorhead/status/1866574385789931707 https://x.com/PatrickMoorhead/status/1866548010668396971 https://x.com/danielnewmanUV/status/1866573189750591968 https://x.com/danielnewmanUV/status/1866532542347874313 https://x.com/danielnewmanUV/status/1866533287814197683 https://x.com/danielnewmanUV/status/1866546727182086641 https://x.com/danielnewmanUV/status/1866546317578866889 https://x.com/danielnewmanUV/status/1866543048722940170 https://x.com/danielnewmanUV/status/1866537849245536399 https://x.com/danielnewmanUV/status/1866531125948273059 https://investor.marvell.com/2024-12-10-Marvell-Announces-Breakthrough-Custom-HBM-Compute-Architecture-to-Optimize-Cloud-AI-Accelerators   Lattice Semi Developer Conference https://x.com/PatrickMoorhead/status/1866927705423229335 https://www.stocktitan.net/news/LSCC/lattice-advances-low-power-fpga-leadership-with-new-small-and-mid-cviawj7vhp13.html https://www.businesswire.com/news/home/20241210483055/en/Lattice-Advances-Low-Power-FPGA-Leadership-with-New-Small-and-Mid-range-FPGA-Offerings   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Canaltech Podcast
Green Coding: novo conceito garante mais sustentabilidade à programação

Canaltech Podcast

Play Episode Listen Later Dec 12, 2024 15:26


Hoje vamos explorar um tema cada vez mais relevante no mundo da programação e desenvolvimento de software: o Green Coding. Em um cenário onde a preocupação com o meio ambiente é crescente, o Green Coding surge como uma abordagem que une eficiência energética e sustentabilidade, reduzindo o impacto ambiental dos aplicativos e soluções digitais sem comprometer a qualidade ou a funcionalidade. Para falar sobre esse assunto eu recebo hoje aqui no Podcast Canaltech o Tonimar Dal Aba, gerente técnico da ManageEngine no Brasil. E mais: OLX abre vagas de estágio em SP e RJ; veja como se inscrever; Maior marca de drones do mundo, DJI pode ser banida dos EUA; "Como fazer mochila maluca" dominou buscas de brasileiros em 2024, diz Google; MacBook Pro deve ganhar display OLED a partir de 2026; Fabricante de chips Marvell passa Intel em valor de mercado. Receba notícias do Canaltech no WhatsApp Entre nas redes sociais do Canaltech buscando por @Canaltech nelas todas Entre em contato pelo nosso e-mail: podcast@canaltech.com.br Entre no Canaltech Ofertas Acesse a newsletter do Canaltech Este episódio foi roteirizado e apresentado por Gustavo Minari. O programa também contou com reportagens de Raphael Giannotti, Diego Corumba, André Lourenti Magalhães e Emanuele Almeida. Edição por Vicenzo Varin. A trilha sonora é uma criação de Guilherme Zomer e a capa deste programa é feita por Erick Teixeira.See omnystudio.com/listener for privacy information.

WSJ Tech News Briefing
The Small AI-Chip Maker That's Now More Valuable Than Intel

WSJ Tech News Briefing

Play Episode Listen Later Dec 10, 2024 12:01


Marvell's role in helping tech titans create their own data center chips has boosted its revenue and valuation, but you may not have heard of the company. WSJ columnist Dan Gallagher joins host Belle Lin to talk about how the tiny chip maker's market capitalization briefly catapulted above $100 billion. Plus, a look at Robinhood's hot new tech bet: the desktop computer. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Six Five with Patrick Moorhead and Daniel Newman
Ep. 242: We are Live! Talking AWS, Intel, Salesforce, Pure Storage, Synopsys, Marvell, HPE

The Six Five with Patrick Moorhead and Daniel Newman

Play Episode Listen Later Dec 7, 2024 63:26


Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    Welcome to this week's edition of “The 6-5.” I'm Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:   AWS re:Invent 2024 https://x.com/PatrickMoorhead/status/1863979345372418331 https://x.com/PatrickMoorhead/status/1863981392930984272 https://x.com/PatrickMoorhead/status/1863984153684771003 https://x.com/PatrickMoorhead/status/1863985966714618127 https://x.com/PatrickMoorhead/status/1863986630366757279 https://x.com/PatrickMoorhead/status/1863982303375970766 https://x.com/PatrickMoorhead/status/1863996947553472603 https://x.com/PatrickMoorhead/status/1864000470928257310 https://x.com/PatrickMoorhead/status/1864006069518836008 https://x.com/PatrickMoorhead/status/1864069504449597624 https://x.com/PatrickMoorhead/status/1864661834328125951 https://x.com/danielnewmanUV/status/1864074108956553656 https://x.com/danielnewmanUV/status/1863978211815919882 https://x.com/PatrickMoorhead/status/1863613525169435007 https://x.com/PatrickMoorhead/status/1863613489631113383 https://x.com/danielnewmanUV/status/1863615476116455540   Intel CEO Departure https://x.com/PatrickMoorhead/status/1863589549491802538 https://x.com/PatrickMoorhead/status/1863634552884711910 https://x.com/PatrickMoorhead/status/1863718873394184612 https://x.com/CNBCOvertime/status/1863707562996011191 https://x.com/PatrickMoorhead/status/1863995991348985913 https://x.com/PatrickMoorhead/status/1864003775822000628 https://x.com/danielnewmanUV/status/1863591333115334797 https://x.com/danielnewmanUV/status/1863636053246067177 https://x.com/danielnewmanUV/status/1863785662149021870 https://x.com/danielnewmanUV/status/1864002966342213911   Pure Storage Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1864118303599546864 https://x.com/danielnewmanUV/status/1864062565699006759 https://investor.purestorage.com/financial-information/quarterly-results/default.aspx https://www.investors.com/news/technology/pure-storage-stock-earnings-q3-2024-ai/   Salesforce Q3FY25 Earnings https://x.com/PatrickMoorhead/status/1864116557825364009 https://x.com/danielnewmanUV/status/1864059340082069950 https://www.salesforce.com/news/press-releases/2024/12/03/salesforce-announces-third-quarter-fiscal-2025-results/ https://www.cnbc.com/2024/12/03/salesforce-crm-q3-earnings-report-2025.html   Synopsys Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1864509615230341404 https://x.com/danielnewmanUV/status/1864446576493764961 https://news.synopsys.com/2024-12-04-Synopsys-Posts-Financial-Results-for-Fourth-Quarter-and-Fiscal-Year-2024#:~:text=Revenue%20for%20the%20fourth%20quarter,billion%20in%20fiscal%20year%202023.&text=Synopsys%20headquarters%20in%20Sunnyvale%2C%20Calif https://www.prnewswire.com/news-releases/synopsys-posts-financial-results-for-fourth-quarter-and-fiscal-year-2024-302322901.html   Marvell Q3FY25 Earnings https://x.com/danielnewmanUV/status/1864102441467191465 https://x.com/PatrickMoorhead/status/1864120274293281037 https://investor.marvell.com/2024-12-03-Marvell-Technology,-Inc-Reports-Third-Quarter-of-Fiscal-Year-2025-Financial-Results https://finance.yahoo.com/news/q3-2025-marvell-technology-inc-144042859.html   HPE Q4FY24 Earnings https://x.com/PatrickMoorhead/status/1864781487251558517 https://www.businesswire.com/news/home/20241205728686/en/Hewlett-Packard-Enterprise-Reports-Fiscal-2024-Fourth-Quarter-Results https://www.barrons.com/articles/hp-enterprise-hpe-stock-price-earnings-74ea7a90 https://www.gurufocus.com/news/2625131/hewlett-packard-enterprise-co-hpe-reports-q4-revenue-of-85-billion-eps-of-099-surpassing-estimates   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

Chip Stock Investor Podcast
Episode 246: The Next Massive Chip Stock Winner In 2025? Marvell Technology (MRVL) Lands Amazon Deal

Chip Stock Investor Podcast

Play Episode Listen Later Dec 7, 2024 15:03


Check out the New Bond account with an initial APY of 6.9%, only at https://public.com/csi Could Marvell Technology Group (MRVL stock) be the next big AI stock winner in 2025? The last earnings update suggest they could be. Chip Stock Investors Nick and Kasey discuss the high points, the expanded custom AI chip design deal with Amazon, and the upside for these companies as 2025 gets ready to begin. Join us on Discord with Semiconductor Insider: https://ko-fi.com/chipstockinvestor Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://finchat.io/csi/ Safeguard your personal information with Aura's monitoring service – try it free for two weeks and see where your data might be lurking: https://aura.com/chipstockinvestor

摩股史塔克(Moore Stock)
EP137 | 從戒嚴回來的男人&聊 Marvell

摩股史塔克(Moore Stock)

Play Episode Listen Later Dec 7, 2024 21:14


▶風傳媒x華爾街日報 專屬優惠:https://bit.ly/3MKzUyU ▶推薦碼:MOOREWSJ ▶方格子訂閱專欄:https://reurl.cc/r6vojN ⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯⎯ ▲本次大綱: 01:19 生活分享 14:33 聊 Marvell&AI 後續機會 20:56 笑話時間 如果喜歡我的節目,歡迎在 #Applepodcast #Spotify #Mixerbox 留下五星評價。 另外也歡迎支持我的方格子訂閱專欄,讓節目持續成長。 Powered by Firstory Hosting

Alles auf Aktien
Die Dax-Nachzügler und die besten Bodyguard-Aktien

Alles auf Aktien

Play Episode Listen Later Dec 5, 2024 19:15


Wir freuen uns an Feedback über aaa@welt.de. In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über den neuen SEC-Chef mit einem Faible für Krypto, Glücksspielfantasie bei Robinhood und den großen Umbau der Dax-Familie. Außerdem geht es um Salesforce, Marvell, Okta, Nvidia, Robinhood, Flutter, Bitcoin, MediaForEurope, Unicredit, Hugo Boss, Auto1, Evotec, Befesa, Stabilus, Formycon, Nexus, Springer Nature, Stabilus, Adtran Holding, Takkt, Thyssenkrupp Nucera, Ionos, Energiekontor, SMA Solar, SAP, Rheinmetall, Münchener Rück, MTU Aero Engines, Deutsche Börse, Siemens, Siemens Energy, Heidelberg Materials, Hannover Rück, Airbus, Beiersdorf, Commerzbank, Deutschen Bank, Bayer, E.on, RWE Merck, Sartorius, Deutsche Telekom, UnitedHealth, Securitas, Loomis, Prosegur, GEO Group, CoreCivic und Brink's. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Wieso geht Ripple durch die Decke?" - Foot Locker, Politik & Geschäftsreisen boomen

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Dec 5, 2024 12:46


Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Frankreich stürzt Ministerpräsidenten. Südkorea steht kurz davor. Besser geht's den USA, denn Tech läuft. Das zeigen Salesforce, Pure Storage & Marvell. Foot Locker zeigt mal wieder Abhängigkeit von Nike, ProSiebenSat.1 spekuliert & Krypto verschenkt Milliarden. Geschäftsreisen sind tot. Das dachten während Corona viele. American Express Global Business Travel (WKN: A3DGQT) beweist das Gegenteil. Ripple überholt alle. Aber wieso? SEC-Stress, ETF-Push und gebt einfach mal “XRP” bei YouTube ein… Diesen Podcast vom 05.12.2024, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

TD Ameritrade Network
FOMO: Marvell (MRVL)

TD Ameritrade Network

Play Episode Listen Later Dec 4, 2024 8:24


Marc X. LoPresti says the market is finally realizing that the explosion of new data centers for A.I. is a big issue for our energy network. Therefore, companies like Marvell (MRVL) that can make data centers more efficient are getting some love. He talks about other catalysts for the stock and its recent earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Alles auf Aktien
Irre Korea-Volte und 9 ETFs mit Deregulierungs-Booster

Alles auf Aktien

Play Episode Listen Later Dec 4, 2024 20:03


Wir freuen uns an Feedback über aaa@welt.de. In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über Samsung im Ausverkauf, eine Hoffnungs-Rallye bei Janux und den absurdesten Rekord, den der Finanzplatz Deutschland je gesehen hat. Außerdem geht es um iShares MSCI South Korea (WKN: A0HGWD), Samsung Electronics, Sk Hynix, Coupang, United States Steel, Nippon Steel, AT&T, Apple, Zscaler, Palantir, Janux Therapeutics, Transmedics, Salesforce, Okta, Marvell, Intuitive Machines VW, Bayer, SAP, Siemens, Deutsche Telekom, Allianz und Münchener Rück, Porsche AG, ExxonMobil, Chevron, ConocoPhillips, iShares S&P 500 Energy Sector (WKN: A142NX), iShares Oil and Gas Exploration&Production (WKN: A1JKQL), Canadian Natural, EOG, Hess, iShares S&P 500 Utilities Sector (WKN: A142N3), Xtrackers Artificial Intelligence and Big Data (WKN: A2N6LC), Nvidia, Microsoft, Amazon, Alphabet, VanEck Uranium and Nuclear Technologies (WKN: A3D47K), ishares S&P 500 Communication Sector (WKN: A2JQ2H), Xtrackers MSCI USA Consumer Discretionary (WKN: A1W9KB), SPDR S&P US Financials Select Sector (WKN: A14QB1) und Xtrackers MSCI USA Banks (WKN: A2N6AF). Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

TD Ameritrade Network
MRVL's A.I. Standing Against NVDA, CRM Growth Rate Key

TD Ameritrade Network

Play Episode Listen Later Dec 3, 2024 9:32


Tech hardware and software take focus after markets close with Salesforce (CRM) and Marvell (MRVL) reporting earnings. Angelo Zino says "you've seen the worst" with Marvell, now expecting A.I. momentum to pick up. He weighs how the company's link to Amazon (AMZN) AWS can leverage it against Nvidia (NVDA). As for Salesforce (CRM), Angelo points to customer delays and a decelerating growth rate as headwinds it needs to overcome. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The Three Ravens Podcast
Three Ravens Bestiary #13: Nymphs

The Three Ravens Podcast

Play Episode Listen Later Nov 14, 2024 69:44


The Ancient Greeks believed they existed before the dawn of time, yet they're a mystery to most, so, for this week's Bonus Episode we're exploring the long and complex history of Nymphs!Part of the "Three Ravens Bestiary" series, we start off discussing the roles Nymphs played in the Greco-Roman pantheon, including how they were classified and eventually used, in Imperial projects, to present local and regional gods of pagan cultures, such as the Celts and Britons, as less powerful than the Olympians. This then sees us look at examples of some ancient genius loci from across England, including those found in shrines at Hadrian's Wall, where some local deities defied the odds and survived well into Christianization, later becoming recognised as Saints. From there we head in two directions - firstly, forward, via Chaucer, Marvell and Shakespeare, into a place where Nymphs and Faeries got a little bit muddled up in the British mindset. After that, we journey back to the start, exploring how writers like Hesiod, Homer, and many others, developed and contributed to the collective idea of 'Nymph Lore' - the roles Nymphs played in city foundation, how they were worshiped, and what 'Nympholepsy' - Nymph Madness - was, and why some people sought it out! Via discussions of the 18th century invention of the idea of 'Nymphomania' - in contrast with other misogynistic (and anti-British) ideas such as Tacitus' characterisation of the Roman Witch Empress Messalina, the vengeful Iceni Queen Boudica, and figures like Britannicus, we wash up in the present day - a time when being called a "nymph" seems to have nothing to do with nature spirits, and much more to do with systems of power and control...The Three Ravens is an English Myth and Folklore podcast hosted by award-winning writers Martin Vaux and Eleanor Conlon.Released on Mondays, each weekly episode focuses on one of England's 39 historic counties, exploring the history, folklore and traditions of the area, from ghosts and mermaids to mythical monsters, half-forgotten heroes, bloody legends, and much, much more. Then, and most importantly, the pair take turns to tell a new version of an ancient story from that county - all before discussing what that tale might mean, where it might have come from, and the truths it reveals about England's hidden past...Bonus Episodes are released on Thursdays (Magic and Medicines about folk remedies and arcane spells, Three Ravens Bestiary about cryptids and mythical creatures, Dying Arts about endangered heritage crafts, and Something Wicked about folkloric true crime from across history) plus Local Legends episodes on Saturdays - interviews with acclaimed authors, folklorists, podcasters and historians with unique perspectives on that week's county.With a range of exclusive content on Patreon, too, including audio ghost tours, the Three Ravens Newsletter, and monthly Three Ravens Film Club episodes about folk horror films from across the decades, why not join us around the campfire and listen in?Learn more at www.threeravenspodcast.com, join our Patreon at www.patreon.com/threeravenspodcast, and find links to our social media channels here: https://linktr.ee/threeravenspodcast Get bonus content on Patreon Hosted on Acast. See acast.com/privacy for more information.

Paragould Podcast
On Vocational Calling with Blake Ligon from Central Baptist Church, Paragould

Paragould Podcast

Play Episode Listen Later Nov 8, 2024 58:27


Blake Ligon grew up in a small town called Marvell, AR and had never heard of Paragould. After interning at Bellevue Baptist in Memphis, he was offered a role at Central Baptist Jonesboro. A few years later, with the wisdom of his wife in hand, he would go on to plant Central Baptist Church, Paragould. His passion, character, and authenticity has led him to be deeply loved by his congregation. 

Marveling at Marvel's Marvels
Episode 273: Rick Jones

Marveling at Marvel's Marvels

Play Episode Listen Later Aug 28, 2024 69:52


By popular demand, we bring you Marvel's most marvelous sidekick, Rick Jones! Strap in, because we've got to move at a breakneck pace to cover his 60+ years of history!