Podcasts about marvell technology

Die Wall Street steht auf weiterhin dünnem Eis. Die schwache Buchungslage bei ASML wirkt sich auf den Tech-Sektor genauso belastend aus, wie die Meldungslage bei NVIDIA. Gestern Abend wurde bekannt, dass Washington neue Exportrestriktionen für den Verkauf von H20 GPUs an China und einige andere Länder verhängt hat. In Folge der Restriktionen nimmt NVIDIA einmalige Abschreibungen von $5,5 Mrd. vor. Auch AMD muss sich vor dem Verkauf von Chips an China ebenfalls eine Genehmigung einholen. Zahlreiche Analysten senken heute die Ertragsziele für NVIDIA. Das Juli-Quartal dürfte die Ziele der Wall Street weniger stark schlagen als sonst, betont die Citigroup. China macht rund 10% der Data Center-Umsätze aus. Evercore ISI geht davon aus, dass die Ertragsschätzungen für NVIDIA in den nächsten 12 Monaten sinken werden. Die Bank of America senkt ebenfalls die Ziele für Marvell Technology von $120 auf nur noch $72. Der gesamte Sektor könnte in Folge moderater Zölle Umsatzeinbußen von 4 bis 6% sehen. Im Fall aggressiver Zölle drohen Einbußen von 12% bis 13% in diesem Jahr, und in 2026. 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

Die Wall Street steht auf weiterhin dünnem Eis. Die schwache Buchungslage bei ASML wirkt sich auf den Tech-Sektor genauso belastend aus, wie die Meldungslage bei NVIDIA. Gestern Abend wurde bekannt, dass Washington neue Exportrestriktionen für den Verkauf von H20 GPUs an China und einige andere Länder verhängt hat. In Folge der Restriktionen nimmt NVIDIA einmalige Abschreibungen von $5,5 Mrd. vor. Auch AMD muss sich vor dem Verkauf von Chips an China ebenfalls eine Genehmigung einholen. Zahlreiche Analysten senken heute die Ertragsziele für NVIDIA. Das Juli-Quartal dürfte die Ziele der Wall Street weniger stark schlagen als sonst, betont die Citigroup. China macht rund 10% der Data Center-Umsätze aus. Evercore ISI geht davon aus, dass die Ertragsschätzungen für NVIDIA in den nächsten 12 Monaten sinken werden. Die Bank of America senkt ebenfalls die Ziele für Marvell Technology von $120 auf nur noch $72. Der gesamte Sektor könnte in Folge moderater Zölle Umsatzeinbußen von 4 bis 6% sehen. Im Fall aggressiver Zölle drohen Einbußen von 12% bis 13% in diesem Jahr, und in 2026. 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

Los mercados mundiales obtienen un respiro el martes después de tres días de fuertes ventas que han volatilizado billones de dólares del valor de las acciones. Pero sigue mandando la cautela y la atención se centra en si Washington podría estar dispuesto a negociar algunos de sus agresivos aranceles. Las acciones asiáticas rebotaron esta mañana desde mínimos de un año y medio , las europeas ganan un 2% y los futuros sobre índices estadounidenses apuntan a una apertura positiva. En deuda, el rendimiento de los bonos del Tesoro estadounidense a 10 años también se estabiliza tras registrar el lunes su mayor salto diario en un año. El dólar, que se ha visto afectado por la agitación arancelaria, sigue débil frente a otras divisas importantes. El índice de bancos europeo gana un 1%. Las acciones de defensa, el sector con mejor comportamiento este año,sube más de un 3%. Infineon Technologies protagoniza la operación del día. El fabricante de chips alemán compra el negocio de ethernet para automóviles de Marvell Technology por unos 2.500 millones de dólares en efectivo. Analizamos todo con Miguel Ángel Rodríguez, de NAGA Broker.

Ängste vor einer heraufziehenden US-Rezession haben in den vergangenen Tagen für einen Einbruch bei S&P 500 und Nasdaq gesorgt und zuletzt auch den DAX mit nach unten gerissen. Dabei gehörten gerade Technologie-Aktien wie Nvidia und Tesla zu den größten Verlierern.Diese Themen analysiert Finanzspezialist Egmond Haidt im Podcast ebenso wie die neuesten Zahlen und Nachrichten zu Alibaba, Heidelberg Materials, Adidas, Bayer, DHL, Broadcom, Marvell Technology und Traton. Nun warten Investoren gespannt auf die US-Inflationsdaten am Mittwoch.Wie geht es in diesem Umfeld weiter bei S&P 500, Nasdaq und DAX, Euro-Dollar, Öl, Gold und Bitcoin?Wichtige rechtliche Hinweise (www.bnp.de/service/disclaimer/rechtliche-hinweise)Grundsätze zur Weitergabe von Anlage- und Anlagestrategieempfehlungen sowie Informationen über eigene Interessen und Interessenkonflikte (https://www.derivate.bnpparibas.com/service/disclosure/mad-mar)Informationen über Interessen und Interessenkonflikte des Erstellers (https://news.derivate.bnpparibas.com/wp-content/uploads/egmond_pdfs/Offenlegung_EgmondHaidt.pdf)

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.

In this episode, Scott Becker breaks down seven stocks that faced major losses this week, including Carvana, Marvell Technology, Palantir, and Netflix.

In this episode, Scott Becker breaks down seven stocks that faced major losses this week, including Carvana, Marvell Technology, Palantir, and Netflix.

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.

Join Michelle Martin on her tour of markets! Asia-Pacific markets are trading lower following Wall Street’s decline, with Tokyo leading losses. Hosted by Michelle Martin with Ryan Huang, the discussion covers JD.com’s strong revenue growth, Alibaba’s AI advancements, and contrasting trends in US and Chinese markets. Tech stocks remain in focus as Marvell Technology tumbles, while Broadcom jumps on strong earnings. Plus, corporate news from SiTime, Logitech, WalgreensBootsAlliance, and Seven & I, and a look at Singapore’s market movers.See omnystudio.com/listener for privacy information.

Investors have been unnerved by frequent swings in President Trump's tariff policies. Plus: shares of chipmaker Marvell Technology sank despite narrowly beating expectations. And Kroger shares rise as it tries to avoid tariffs. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Zwei Faktoren belasten die Wall Street. Zum einen sehen wir im Vorfeld der am Freitag vor Handelsstart anstehenden Arbeitsmarktdaten viel Zurückhaltung. Gleichzeitig fallen die Aussichten bei den meisten seit gestern Abend gemeldeten Quartalszahlen enttäuschend aus. Betroffen sind die Aktien von BJ‘s Wholesale, Burlington, Macy's, MongoDB und Victoria's Secret. Lediglich Zscaler kann solide Zahlen und Aussichten melden. Dass die Aktien von Marvell Technology nach Zahlen und Aussichten im Rahmen der Ziele derart einbrechen, zeigt wie sich die Stimmung zu den US-Tech-Aktien verschlechtert hat. Hingegen geht es bei den Aktien von Alibaba wegen des neuen KI-Modells bergauf. JD.com profitiert wiederum von den soliden Zahlen. Ein Podcast - featured by Handelsblatt. +++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 +++ +++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 +++ 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

Zwei Faktoren belasten die Wall Street. Zum einen sehen wir im Vorfeld der am Freitag vor Handelsstart anstehenden Arbeitsmarktdaten viel Zurückhaltung. Gleichzeitig fallen die Aussichten bei den meisten seit gestern Abend gemeldeten Quartalszahlen enttäuschend aus. Betroffen sind die Aktien von BJ‘s Wholesale, Burlington, Macy's, MongoDB und Victoria's Secret. Lediglich Zscaler kann solide Zahlen und Aussichten melden. Dass die Aktien von Marvell Technology nach Zahlen und Aussichten im Rahmen der Ziele derart einbrechen, zeigt wie sich die Stimmung zu den US-Tech-Aktien verschlechtert hat. Hingegen geht es bei den Aktien von Alibaba wegen des neuen KI-Modells bergauf. JD.com profitiert wiederum von den soliden Zahlen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, this episode covers Foot Locker’s earnings and its implications for Nike, the latest U.S. job market data, and the impact of Trump’s new tariffs. We also discuss Mandarin Oriental’s mixed earnings, the latest AI stock sell-off at Marvell Technology, and Disney’s job cuts. Plus, Apple’s product refresh ( an ipad that's smarter and cheaper), Seven & i’s potential supermarket sale, and both check-in on the Straits Times Index.See omnystudio.com/listener for privacy information.

The Daily Business and Finance Show - Thursday, 6 March 2025 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: DOGE cuts potentially hitting key FDA drug testing lab - report Brookfield Asset Management eyes Berkshire-like future with insurance at the helm - report Marvell Technology tumbles even as Q4 results, guidance top estimates CEO Niccol shaking up Starbucks' corporate culture Moderna wins court ruling in COVID vaccine patent spat with BioNTech, Pfizer Rigetti Computing GAAP EPS of -$0.68 misses by $0.59, revenue of $2.27M misses by $0.23M Palantir upgraded to Market Perform due to recent selloff: William Blair Huntington Ingalls, defense stocks surge as Trump sees big plans for shipbuilding industry CrowdStrike falls amid mixed outlook, but analysts remain bullish Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

Der DAX setzte seinen Erholungskurs fort und schloss bei 21.431 Punkten, das entspricht einem Plus von 0,7 %. Nach den gestrigen Turbulenzen kehrte an den Märkten etwas Ruhe ein. Die Schockwellen durch die chinesische KI-Software Deep Seek haben sich abgeschwächt. Nvidia legte 2,9 % zu, Broadcom 2,5 % und Marvell Technology 3,1 %. Beim Nasdaq hielt die Schwäche an, während der S&P 500 von 70 % positiver Werte profitierte. Firmenmeldungen: SAP übertrifft dank Cloud-Geschäft die eigenen Ziele: Umsatz plus 11 % auf 9,4 Mrd. Euro, bereinigtes EBIT steigt 24 % auf 2,44 Mrd. Euro. BMW erwartet für 2024 eine Ebit-Marge am unteren Ende der Zielspanne von 6 bis 7 %. GM steigert bereinigtes EPS um 38 % auf 10,60 USD, Nettogewinn sinkt um 40 % auf 6 Mrd. USD. Boeing mit einem Verlust von 11,83 Mrd. USD. Fortschritte bei der Produktionsstabilisierung dauern an. Royal Caribbean überzeugt mit starker Prognose: Aktie steigt 5,3 %, Gewinnziel 14,35–14,65 USD/Aktie. Unsere Gäste: KI-Sputnik-Moment oder Deep-Seek-Beben? Heiko Thieme: "KI-Nvidia-Aktie Mini-Crash, 600 Milliarden Dollar Börsenwert vernichtet." - Turnaround-Kandidat Bayer? wiki-Trader Ritschy. Gute Player, schlechte Player. Marc Schulze: "Wer mit hohen Zahlen hantiert, der gibt auch Zeichen an die Börse." - Thomas Soltau von smartbroker über die private Altersvorsorge: "Die Rente wird krachen."

Generative AI and next-gen applications are transforming the tech landscape, demanding unprecedented levels of innovation. As data grows exponentially, our tech stacks must evolve, from the cloud to data centers and network edges. To unlock the full potential of AI, custom, purpose-built silicon is essential—offering performance, power efficiency, and scalability that traditional solutions simply can't match. In an engaging conversation, Will Townsend delves into this transformative topic, exploring the evolution, impact, and future of custom silicon with insights from Marvell Technology's Sandeep Bharathi, Chief Development Officer, and Will Chu, SVP & GM of Custom Compute and Storage.

New year, new market? We preview what's in store for investors in 2025, the companies we're excited to watch and the businesses we're worried about.   (00:33) Ron Gross and Asit Sharma discuss: - The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors. - The corners of the market they're paying attention to for opportunities.  - Why leadership at Southwest and Moderna is on the hot seat, and which companies seem primed for a turnaround in 2025.  (19:03) This time of year, investors are getting forecasts galore – what the market will return, where interest rates will go. Robert Brokamp and best-selling author Morgan Housel about his latest book Same as Ever, the things that endure, and the follies of following forecasts.  (33:17) Ron and Asit offer up reckless predictions for the new year and break down two stocks on their radar: Endava and Marvell Technology. Stocks discussed: MDNA, LUV, LULU, AMD, DAVA, MRVL. Host: Dylan Lewis Guests: Ron Gross, Asit Sharma, Morgan Housel, Robert Brokamp Engineers: Rick Engdahl  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Scott Becker discusses  the performance of five stocks that faced sharp declines, including Humana, Marvell Technology, CVS Health, Reddit, and Rivian.

In this episode, Scott Becker discusses  the performance of five stocks that faced sharp declines, including Humana, Marvell Technology, CVS Health, Reddit, and Rivian.

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  

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  

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  

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.

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

Join Michelle Martin on her tour of markets! Hosted by Michelle Martin with Ryan Huang, today's episode dives into Foot Locker's struggles, American Eagle's earnings slump, and Abercrombie & Fitch's expansion plans in India. General Motors faces challenges in China, while Disney, Marvell Technology, and Netflix see gains. Learn how Hithink RoyalFlush is riding China's stimulus, and hear Ryan's take on Jaguar's dramatic rebranding. Plus, a close look at the STI and top local performers like Yangzijiang Shipbuilding. Don't miss this action-packed market roundup!See omnystudio.com/listener for privacy information.

Earnings from Salesforce and Marvell Technology showed strong AI demand, helping tech, though some sectors got left behind. Powell seems in no hurry to cut rates, but yields fell.Important DisclosuresInformation on this site is for general informational purposes only and should not be considered individualized recommendations or personalized investment advice. The type of securities and investment strategies mentioned may not be suitable for everyone. Each investor needs to review a security transaction for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market, economic and geo-political 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.All corporate names are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.Investing involves risk, including loss of principal.Past performance is no guarantee of future results.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.

Locally yesterday the ASX200 closed 0.38% in the red with eight of the eleven industry sectors lower. Real estate was down the most, while materials, information technology and energy sectors were the only sectors to close in the green. In US equities overnight, the S&P500 and the Nasdaq both reached record highs, as technology shares led markets, rallying after strong reports released from Salesforce and Marvell Technology. Tech shares saw the Nasdaq close 1.3% higher, the S&P500 gained 0.61%, while the Dow Jones gained 0.69% or 308 points to close above 45,000 for the first time ever. European markets were mostly higher. The STOXX 600 up 0.37%, the German DAX up more than 1%, France's CAC up 0.66%, while the FTSE 100 declined 0.28%. What to watch today:The Australian market is set to open higher this morning, with the SPI futures suggesting a rise of 0.12% at the open. In economic data, the GDP growth rate was released yesterday, coming in slightly below expectations at 0.3% for the quarter. Today, Balance of Trade data for October will be released at 11:30am AEDT. The prior reading for September saw Australia's trade surplus on goods declined, falling short of market expectations. In commodities, Crude oil is trading lower, settling at US$68.50 per barrel, reversing gains from a rise of 2.7% the previous session, as investors await an important OPEC _ decision on production policy. The decision on output cuts is expected to significantly sway prices. Gold is in the green as markets continue to assess the political and monetary outlookAnd iron ore is trading higher, supported by hopes that Beijing will introduce more stimulus measures during its political meetings this month. Trading Ideas:Bell Potter has initiated coverage of Integral Diagnostics (ASX:IDX). The merger between Integral Diagnostics and Capitol Health results in a diagnostic imaging company which operates 151 clinics throughout Australia. Bell Potter's price target is $3.87 and at IDX's current share price of $3.04, this implies 27.3% share price growth in a year. And Trading Central have identified a bullish signal on Australian Clinical Labs (ASX:ACL) indicating that the stock price may rise form the close of $3.63 to the range of $3.78 - $3.82 over 15 days, according to the standard principles of technology analysis. 

This special episode was recorded live at Goodwin's Tech Retreat in San Francisco, where Mary sits down with Phil Mazzara, General Counsel of Astera Labs, to explore the evolving role of the general counsel in today's rapidly changing technological landscape. Phil's journey is nothing short of extraordinary. Before becoming an attorney, he spent over a decade on active duty as a Navy pilot, bringing a unique perspective to the legal field. With a JD/MBA from Stanford, Phil skipped the traditional law firm route and went straight in-house. Prior to joining Astera Labs, he served as General Counsel and Secretary at Innovium, where he oversaw multiple venture financings, negotiated critical commercial agreements, settled bet-the-company litigation, built a robust IP portfolio, and ultimately led the company through its $1.1 billion acquisition by Marvell Technology. At Astera Labs, Phil played a pivotal role in taking the company public in March 2023, a challenging year for capital markets. Under his legal guidance, Astera Labs has been riding the AI wave, focusing on AI infrastructure and experiencing significant growth. In this engaging live conversation, Phil and Mary delve into: ·         The Journey to IPO: Phil shares his experiences taking Astera Labs public in a tough market, the importance of choosing the right outside counsel, and how Goodwin played a crucial role in their successful IPO. ·         AI in Legal Practice: How AI is impacting the legal profession, both within corporate legal departments and in law firms, and the potential future applications of AI in complex legal work. ·         The Evolving Role of General Counsel: Discussing how the general counsel's role has expanded beyond traditional legal services to include compliance, business strategy, and being a key advisor to the executive team. ·         Building Strong Law Firm-Client Relationships: Phil offers advice to law firms on how to better serve their clients, emphasizing the importance of understanding the client's business deeply, being proactive, and building trust. ·         Quality of Legal Work and Service: How to measure and ensure high-quality legal services, the significance of responsiveness, attention to detail, and open communication. ·         Advice for Junior Lawyers: The value of seeking opportunities to engage directly with clients, asking questions to understand their business, and stepping up to deliver work product in front of senior executives. ·         Leadership Lessons from the Navy: Phil reflects on how his experience as a Navy pilot informs his approach to leadership, project management, and the use of checklists to ensure quality and reduce errors. ·         The Future of Legal Practice: A candid discussion on how AI and technological advancements are shaping the legal industry, the enduring importance of judgment and counsel, and the skills lawyers will need to succeed in the future. If you're interested in the intersection of law, technology, and business—or if you're curious about how military experience can translate into corporate leadership—this live episode is a must-listen. Connect with us and join the conversation: Goodwin Exhibit A Follow Mary on LinkedIn Rate and review on Apple Podcasts  

US futures are signaling a mixed open today, following a similar trend seen in European and Asian markets. Market attention is focused on China's latest economic data, where Q3 GDP growth slowed less than expected on a year-over-year basis. Strong September activity data helped offset concerns about the slowdown. Meanwhile, China's property market continues to struggle. Geopolitical tensions remain a key concern, with Israel's military targeting Hamas leaders, intensifying calls to end the war in Gaza. Discussions also continue around Israel's response to an Iranian missile attack.Companies Mentioned: Intel, Marvell Technology, Apple, CSX Corp, Canadian Pacific Kansas City

Die Wall Street profitiert vor dem langen Wochenende von den überwiegend soliden Ergebnissen und Aussichten im Tech-Sektor. Dell, Autodesk, Mongo DB und Marvell Technology konnte alle die Ziele schlagen und revidieren die Aussichten nach oben. Im Einzelhandel sehen wir ein anhaltend gemischtes Bild. Lululemon senkt zwar die Aussichten, aber weniger stark als befürchtet. Die Aktie zieht an! Ulta Beauty steht hingegen vor allem wegen der reduzierten Aussichten unter Druck. Wir sehen an der Wall Street hier auf breiter Front sinkende Kursziele. Die PCE-Inflation für den Juli lag im Rahmen der Erwartungen. Die persönlichen Einkommen und Ausgaben signalisieren eine außerdem weiterhin gesunde Performance der Wirtschaft. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | TRADER 2024 – das Börsenspiel von Société Générale. Jetzt kostenlos anmelden und die Chance auf einen Range Rover Evoque und viele andere Preise sichern: www.trader-boersenspiel.de/wallstreet Werbung | Exklusives Angebot für unsere Hörer: Testet Handelsblatt Premium 4 Wochen für 1 € und bleibt zu den Entwicklungen an den Finanz- und Aktienmärkten informiert. Mehr zum Vorteilsangebot der Handelsblatt-Fachmedien erfahrt ihr unter: www.handelsblatt.com/mehraktien * Werbung | Sichere dir jetzt KOSTENLOS 10 praktische AG1 Travel Packs und informiere dich auf drinkag1.com/wallstreet zu den gesundheitsbezogenen Angaben. Hole dir AG1 im Abo nach Hause, ganz ohne Vertragslaufzeit. Daten der Studienergebnisse liegen dem Unternehmen AG1 vor, 2023. Werbung | EXKLUSIVES NordVPN-Angebot ➼ https://nordvpn.com/Wallstreet Teste es jetzt risikofrei 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 Die Wall Street profitiert vor dem langen Wochenende von den überwiegend soliden Ergebnissen und Aussichten im Tech-Sektor. Dell, Autodesk, Mongo DB und Marvell Technology konnte alle die Ziele schlagen und revidieren die Aussichten nach oben. Im Einzelhandel sehen wir ein anhaltend gemischtes Bild. Lululemon senkt zwar die Aussichten, aber weniger stark als befürchtet. Die Aktie zieht an! Ulta Beauty steht hingegen vor allem wegen der reduzierten Aussichten unter Druck. Wir sehen an der Wall Street hier auf breiter Front sinkende Kursziele. Die PCE-Inflation für den Juli lag im Rahmen der Erwartungen. Die persönlichen Einkommen und Ausgaben signalisieren eine außerdem weiterhin gesunde Performance der Wirtschaft.

Im Vorfeld der ab Mittwoch anstehenden Quartalszahlen herrscht Zurückhaltung, mit Gewinnmitnahmen vor allem im Tech-Sektor. Morgen Abend melden neben CrowdStrike und HP Inc. auch NetApp, NVIDIA und Salesforce. Am Donnerstag werden außerdem AutoDesk, Best Buy, Dell und Marvell Technology die Zahlen vorlegen. Nach dem scharfen Einbruch bei den Aktien von PDD, rücken die am Mittwoch anstehenden Ergebnisse von Meituan in den Fokus. Die Aktien von JD.com profitieren von der etablierung eines neuen $5 Mrd. Aktienrückkaufprogramms. Was die Lage der Weltwirtschaft betrifft, sieht der Rohstoff-Gigant BHP in diesem und nächsten Jahr stetiges Wachstum von über 3 Prozent. Was die großen Länder betrifft, werde Indien das weiterhin höchste Wachstum ausweisen. Das Management geht außerdem davon aus, dass sich innerhalb der OECD die Nachfrage nach Kupfer, Nickel und Stahl erholen wird. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | TRADER 2024 – das Börsenspiel von Société Générale. Jetzt kostenlos anmelden und die Chance auf einen Range Rover Evoque und viele andere Preise sichern: www.trader-boersenspiel.de/wallstreet Werbung | Sichere dir jetzt KOSTENLOS 10 praktische AG1 Travel Packs und informiere dich auf drinkag1.com/wallstreet zu den gesundheitsbezogenen Angaben. Hole dir AG1 im Abo nach Hause, ganz ohne Vertragslaufzeit. Daten der Studienergebnisse liegen dem Unternehmen AG1 vor, 2023. Werbung | EXKLUSIVES NordVPN-Angebot ➼ https://nordvpn.com/Wallstreet Teste es jetzt risikofrei 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. Im Vorfeld der ab Mittwoch anstehenden Quartalszahlen herrscht Zurückhaltung, mit Gewinnmitnahmen vor allem im Tech-Sektor. Morgen Abend melden neben CrowdStrike und HP Inc. auch NetApp, NVIDIA und Salesforce. Am Donnerstag werden außerdem AutoDesk, Best Buy, Dell und Marvell Technology die Zahlen vorlegen. Nach dem scharfen Einbruch bei den Aktien von PDD, rücken die am Mittwoch anstehenden Ergebnisse von Meituan in den Fokus. Die Aktien von JD.com profitieren von der etablierung eines neuen $5 Mrd. Aktienrückkaufprogramms. Was die Lage der Weltwirtschaft betrifft, sieht der Rohstoff-Gigant BHP in diesem und nächsten Jahr stetiges Wachstum von über 3 Prozent. Was die großen Länder betrifft, werde Indien das weiterhin höchste Wachstum ausweisen. Das Management geht außerdem davon aus, dass sich innerhalb der OECD die Nachfrage nach Kupfer, Nickel und Stahl erholen wird.

In a Chip Stock Investor update a month ago, we said we planned on selling our stake in Marvell Technology (MRVL). Earnings are out, and the market wasn't super happy. Marvell's data center AI potential is still showing up in the financials, though, so are we still planning on jumping ship? And if so, why do we view Broadcom (AVGO) as a better buy? Find out why we're switching gears in this strategic investing episode. Videos: https://youtu.be/b40bhVqRAZc https://youtu.be/0ST3Ak52DA4

Instant analysis of Marvell Technology ($MRVL) Q1 earnings, as we hear from CEO Matt Murphy. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move.    https://x.com/corytv #MarvellTechnology #Earnings @Marvell Technology $MRVL #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices

March CPI The March Consumer Price Index (CPI) report spooked investors and sent the likelihood of a Fed rate cut in June to around 20%, which was a sharp drop from the greater than 50% chance that was priced in before the data was released. The concern came as headline CPI was 3.5% over the last 12 months, which topped the estimate of 3.4% and core CPI rose 3.8% from a year ago, compared with the estimate of 3.7%. Last month the annual rate for headline CPI was 3.2% and for core CPI it was 3.8%. Energy prices were a benefit to headline CPI over the last year or so, but with the recent increase in energy we are beginning to see them not benefit the headline number as much and I soon worry they will cause the headline number to top the core CPI reading. In the March report, energy was up 2.1%, but as we lap the easy comparisons from last year the annual increase could climb substantially which would cause the headline CPI to increase. Shelter continues to be a major weight on the numbers as the index climbed 5.7% compared to last year and accounted for over 60% of the climb in core CPI. Transportation services were also a major negative as they climbed 10.7% compared to last year. I believe this can largely be attributed to rising energy prices. Also, motor vehicle insurance continues to be a major negative as it saw an increase of 22.2% over the last year. While this report wasn't overly positive, I would like to wait and see the PCE release on April 26th before abandoning the idea for a potential of three rate cuts this year.  March PPI The March Producer Price Index (PPI) report looked much more favorable than the CPI. Headline PPI rose 0.2% for the month, less than the 0.3% estimate and core PPI matched the estimate as it also rose 0.2% in the month. On a 12-month basis, PPI rose 2.1% which was the biggest gain since April 2023. While that may sound concerning, the inflation rate is near the Fed's target so I would not say that is problematic. Core PPI rose 2.4% over the last year, which was the highest since September. Like the headline number, I don't believe this is problematic considering the rate is still very reasonable in relation to the Fed's 2% target.  Investing Highs and Lows I love to read information from smart people like Daniel Kahneman, who unfortunately passed away at age 90 on March 27. He was a pioneer in behavioral economics, although he felt he was really a psychologist. If investors would listen to his advice, their returns would probably be much higher and their psychological well-being would be far better when it came to investing. He mentions that people who lost on an investment feel at least twice as much pain as the gains feel pleasant. He also discusses how people do not incorporate all available information and people believe that short streaks in a random process enables them to predict what will come next. Interestingly, he also points out that based on research of asking people if they want to take a risk with an 80% chance of success, most people say yes. However, if you flip-flop that around and ask if they incurred the same risk with a 20% chance of failure, they say no. Obviously the risk is the same, but the psychology is different. I believe this is why many people get into bad investments. Sales people just focus on the positive side and leave the unsuspecting investor to do their own risk analysis.  Semiconductor Industry While the semiconductor industry is likely to continue growing, I do worry about China hurting the growth of US semiconductor companies. Shares of chip companies like Intel and Advanced Micro Devices fell after the Wall Street Journal reported that China is ordering the country's largest telecommunications carriers to cease use of foreign chips. According to the Journal, Chinese officials issued the directive earlier this year for the telecom systems to replace non-Chinese core processors by 2027. China also recently set new guidelines to remove U.S. chips from government computers and servers. The problem here is China still remains a major market for US chip companies as the country accounted for 27% of Intel's revenue in 2023 and AMD generated 15% of sales from China. Data from S&P Global showed that U.S. chip giants Intel, Broadcom, Qualcomm and Marvell Technology all generate more revenue from China compared with the U.S. The relationship with China is definitely worth keeping an eye on if you are investing in semiconductor companies, especially since most of them now trade at lofty valuations. To Reinvest or Not Reinvest Dividends From a retirement planning standpoint, it can be helpful to not reinvest dividends, especially in non-retirement accounts. In a non-retirement account, or a taxable account as they are called, dividends are taxed exactly the same way whether they are reinvested or not. In retirement, the focus shifts from accumulation to building tax-advantaged cashflow. When a dividend is automatically reinvested, it repurchases the same holding it came from. On the other hand if it is paid in cash, it will remain in the account where it can be invested or withdrawn. Therefore, when a dividend is paid in cash and incurs its normal tax, that cash can be accessed without any additional tax consequences. Alternatively, when dividends are automatically reinvested which is still taxable, if cashflow is needed, sells will also need to be made to generate that cash which can result in additional capital gain taxes. In a way, you're getting taxed twice to create the same amount of cashflow. From a tax perspective, if a dividend is produced from a holding that is held for more than 60 days within the 121-day period surrounding the ex-dividend date, it will be considered a qualified dividend and taxed at the lower long-term capital gain rate. That criterion is a little technical but basically it means dividends from long-term holdings are taxed at the lower rate. It is popular to have dividends reinvested but this can force unnecessary taxation in retirement and can limit other planning opportunities like Roth Conversions. Stocks Discussed: BP (BP), Redfin (RDFN) and Highwood Properties (HIW)

Chip Stock Investor provides a quick take of the recent earnings and future outlook for top artificial intelligence (AI) chip stocks Broadcom (AVGO) and Marvell (MRVL), focusing on their performance within the AI market. However, excluding AI chip sales, both companies' semiconductor businesses remain in a cyclical decline as cloud and enterprise spending is weak in 2024. Nick and Kasey go on to highlight  Broadcom's strong profit margins, especially as it begins work to integrate the acquisition of VMware. Marvell's outlook was also not so great, so they discuss what investors should expect this year – including a huge stock repurchase plan that cannot be ignored! Don't forget our live Q&A session for members of the channel on Discord on March 12, 2024!

In this episode, fellow analyst Leonard Lee from Next Curve and I discuss our impressions and the key takeaways from the recently held Industry Analyst Day 2023 of Marvell Technology. Marvell executives pitched how they are well positioned to exploit the massive surge in interest in Gen AI through their custom silicon and interconnect offerings. They also talked about the roadmap for leadership in  Automotive Ethernet. 

On this episode of The Six Five – Insider, hosts Daniel Newman and Patrick Moorhead welcome Chris Koopmans, Chief Operations Officer at Marvell Technology for a conversation on the growing performance demands of AI and infrastructure silicon for accelerated computing.  Their discussion covers: How Marvell is reimagining data center architectures, from the ground up, under the growing performance demands of AI The key technologies Marvell is focusing on to enable the changes to data center architectures Marvell's developments in chip IP, innovations in switching and optical technologies, and other solutions for accelerated computing

On this episode of the Futurum Tech Webcast – Interview Series, host Daniel Newman welcomes Raghib Hussain, President, Products & Technologies at Marvell Technology for a conversation on generative AI, accelerated infrastructure, and the evolution of data center architecture during Marvell's Industry Analyst Day Event. Their discussion covers: Marvell's perspective on generative AI and what it means for data centers Insights on accelerated infrastructure: what it means and what it is The differences between the architecture of traditional data centers and AI data centers What Marvell is doing to enable the move to accelerated infrastructure

On this episode of the Futurum Tech Webcast – Interview Series, host Daniel Newman welcomes Loi Nguyen, PhD, EVP Optical & Copper Connectivity at Marvell Technology for a conversation on how Marvell's Optical business has changed under the influence of AI, including bandwidth, power and the key technologies enabling these shifts. Their discussion covers: The evolution of Marvell's Optical business, with the increased networking demands of AI   How optical modules have developed in terms of bandwidth and power The infrastructure needs of inference, within data centers and beyond Silicon photonics: what they are and why they are important #marvell, #marvelltechnology, #opticalnetworking, #infrastructure, #siliconphotonics, #DCI, #datacenter, #loinguyen, #marvelliaday, #danielnewman, #thefuturumgroup, #futurum

On this episode of the Futurum Tech Webcast – Interview Series, host Ron Westfall welcomes Sandeep Bharathi, Chief Development Officer at Marvell Technology for a conversation on AI and the impact that it's having on the semiconductor industry as well as portfolio development, during Marvell's Industry Analyst Day Event. Their discussion covers: The impact that AI will have on semiconductor technology and the market moving forward from Marvell's perspective How Moore's Law is changing and how Marvell has shifted its technology and IP strategy to address this change Advanced connectivity IP and technologies that Marvell is working on in their applications What areas Marvell is investing in moving forward  

Marvell Technology Inc's Q3 2023 earnings call, unedited

In this episode of the Futurum Tech Webcast – Interview Series, The Futurum Group's Ron Westfall is joined by Samuel Liu, Senior Director, Product Line Marketing at Marvell Technology, a top-tier semiconductor company. A new guest on this show, and astutely shares his insights and perspective on the direction of the optical transport market segment and why Marvell's coherent DSP portfolio is driving new breakthroughs.  Ron and Samuel focus on the topic of coherent digital coherent processor (DSP) innovation and why it is vital to enabling cloud providers and carriers to replace traditional transport equipment for improved scalability and total cost of ownership (TCO). Marvell's new Orion coherent DSP offering provides twice the bandwidth over current DSPs for pluggable modules, Orion can increase the performance and reach of pluggable module-based connections up to ~2,000 km. Plus, Orion broadens the opportunity to deploy coherent DSP-based modules in more use cases, including 800 Gbps metro networks, 600 Gbps regional networks, 400 Gbps long-haul networks and 800 Gbps data center interconnects (DCI).  Their conversation examined the following key topics: How the Marvell's Orion coherent DSP solution supports DCI over long distances including up to 2,000 kilometers.  The key distinctions between the cloud and service provider use cases such as bolstering metro, regional, and long-haul capabilities for service providers and strengthening DCI capabilities in areas such as more availability zone flexibility for cloud providers.  Why pluggables were developed and how ZR/ZR+ innovation is helping to drive pluggable module innovation. How service providers are driving demand through rapid upgrades to 400G+ routers as well as how data centers are fueling demand through upgrades to 51.2T capabilities.  Why AI is playing a key tole due to massive demand for AI training in centralized locations and AI inference across distributed, regional data centers requiring DCI advances to ensure application optimization. Plus, the emerging role of virtual hyperscalers.  A look into what's next for Marvell's Orion portfolio and coherent DSP technology including the expectation of greater experimentation by service providers and cloud providers. 

How are countries and companies reshaping their supply chains for a new era of global trade? In this episode, Andrew Tilton, chief Asia Pacific economist in Goldman Sachs Research, Luke Barrs from the Fundamental Equity business in Asset Management, and Richard Hill, chairman of the board at Marvell Technology, discuss the macro pressures and geopolitics that are affecting global supply chains, as well as the impact on the investment landscape. 

The Dow closed down while the S&P and Nasdaq rose and Jim Cramer is helping investors navigate another week on Wall Street. First, AI has set the market abuzz - Cramer is talking to Marvell Technology CEO Matt Murphy about the $800 million opportunity the company sees for itself in AI next year. Then, HP Inc. reported its most recent quarter after the bell and Cramer is going one-on-one with CEO Enrique Lores to break down the numbers. Plus, Cramer goes Off The Charts on copper. Mad Money Disclaimer

Scott Wapner and the Investment Committee discuss the amazing move in semiconductor stocks this week. The chip stock soaring today is Marvell Technology, Blue Line Capital Founder Bill Baruch joins us for The Chart of the Day. Plus, Hightower's Stephanie Link calls in with a Trade Alert on her latest portfolio moves. The panel reacts to today's top analyst stock calls of the day, including an upgrade for Paramount Global.Investment Committee Disclosures

US equity futures are indicating a broadly flat open as of 05:00 ET. This follows mixed Asian trade, while European equity markets are firmer. White House and Republican negotiators are closing on a deal that will raise the debt ceiling for two years. Markets are less nervous about the prospect of a default, with the frothiness out of short-dated bills as well as the US dollar.Companies Mentioned: Paramount Global, Marvell Technology, Workday

Scott Wapner and the Investment Committee react to some upside surprises in bank earnings. Stephanie Link is buying more of one of the big bank stocks. Plus, our Chart of the Day on Boeing. And, our experts grade your latest trades on General Electric, PayPal and Marvell Technology. Investment Committee Disclosures