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Here’s What Wall Street Thinks","url":"https://stock-news.laohu8.com/highlight/detail?id=2663090459","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663090459?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:54","pubTimestamp":1787936083,"startTime":"0","endTime":"0","summary":"AI infrastructure stocks Marvell (NASDAQ:MRVL) and IREN (NASDAQ:IREN) are giving investors a painful ending to the week. 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Much of the commentary and guidance investors were seeking in the Thursday print will come at an investor day early in October, executives said, especially the details of Marvell's expanded Google partnership and the framework for its custom chip business. \"The market now needs a detailed FY29 bridge,\" Acree writes. \"A credible range of FY29 outcomes could move the valuation debate away from quarterly beat magnitude and toward the duration of Marvell's earnings cycle.\" Shares sink 10%.","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0444971666.USD","BK4515","LU1046421795.USD","LU2931357623.SGD","LU2290526834.HKD","FTXL","LU2322448791.USD","LU0444973449.USD","LU1852331112.SGD","LU1642822529.SGD","LU0823434583.USD","LU1823568750.SGD","MRVX","IE0004086264.USD","WUGI","LU1989764664.SGD","LU1861220033.SGD","BK4581","AIS","FAI","LU1720051108.HKD","BK4141","SOXY","FDTX","LU2360107168.USD","LU1720051017.SGD","FXL","LU2098885051.SGD","LU1261432733.SGD","MRVL","IE00BLSP4452.SGD","IE0004091025.USD","LU2458330169.SGD","LU1119994496.HKD","LU0476273544.USD","LU1992135399.USD","IE00BMPRXQ63.HKD","BK4604","LU1548497426.USD","LU2089985449.USD","LU2322448957.HKD","ARTY","LU1815336760.USD","LU0274383776.USD","LU2272731865.HKD","LU0642271901.SGD","LU0056508442.USD","BK4585","LU1235294995.USD","IE00BN8TJ469.HKD","LU1303367103.USD","BK4543","LU0823434740.USD","LU2357305700.SGD","DTCR","MRVU","LU1861215975.USD","LU2244417387.USD","SG9999000418.SGD","BK4588","LU0127658192.USD","LU0823421333.USD","LU0154236417.USD","LU1169590202.USD","LU2473716301.USD","IE00BMPRXR70.SGD","LU1316542783.SGD","LU2543165471.USD","IE00BMPRXN33.USD","XNTK","LU2458330243.SGD","LU0061475181.USD","LU1169589451.USD","LU0081259029.USD","LU2272731782.SGD","LU0187121727.USD","GTEK","BK4605","QQQA","IE00BBT3K403.USD","LU1989764748.USD","IE00BLSP4239.USD","SMHX","MVLL","LU2272731600.USD","AIFD","LU1992135472.HKD","LU0823421416.USD","LU0786609619.USD","LU0957808578.USD","LU1084165304.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663097292","title":"Marvell Stock (MRVL) Keeps Falling as Doubts over Google Chip Deal Payoff Overshadow Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2663097292","media":"TIPRANKS","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663097292?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:24","pubTimestamp":1787934286,"startTime":"0","endTime":"0","summary":"Shares of Marvell ($MRVL), the U.S. optical and custom chipmaker, sank by 10% to about $217 per share on Friday afternoon. This deepened the 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2Q Didn't Meet High Bar, but Valuation Improves","url":"https://stock-news.laohu8.com/highlight/detail?id=2663097851","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663097851?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:08","pubTimestamp":1787933280,"startTime":"0","endTime":"0","summary":"1208 ET - Marvell Technology's 2Q beat-and-raise didn't meet high expectations going into the print, Benchmark's Cody Acree says in a note. A modest beat and \"comparatively measured\" outlook lift \"was insufficient against a stock up roughly 28% in one month and 196% in six months, particularly one day after NVIDIA established a much higher AI earnings-season benchmark,\" Acree says. The market's negative reaction wasn't unexpected given Marvell's setup, but the stock's decline now makes it more attractive, he says: \"In our opinion, the valuation now provides a more balanced entry point than it did before the report, but remains sensitive to FY29 custom sizing and margin execution.\" Marvell slides 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Stocks-Wall St Inches up on Megacap Strength; Fed Chair Warsh Reaffirms Inflation Fight","url":"https://stock-news.laohu8.com/highlight/detail?id=2663209205","media":"Reuters","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663209205?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:06","pubTimestamp":1787933160,"startTime":"0","endTime":"0","summary":"US STOCKS-Wall St inches up on megacap strength; Fed Chair Warsh reaffirms inflation fightAug 28 (Reuters)-Wall Street's main indexes inched up on Friday, powered by gains in megacap stocks, while 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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2Q Beat-and-Raise, Google Commentary Don't Impress","url":"https://stock-news.laohu8.com/highlight/detail?id=2663092733","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663092733?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:56","pubTimestamp":1787932560,"startTime":"0","endTime":"0","summary":"1156 ET - Marvell Technology sinks despite a solid 2Q showing, as the company's raised guidance and commentary around an expanded Google partnership failed to impress investors, UBS says in a note. \"MRVL delivered a modest beat/raise, though we suspect the result was viewed more as a meet rather than beat by an investor base that had grown increasingly constructive into the print,\" the analysts say. \"Taken together, we think the higher out-year numbers were largely anticipated, while the Google narrative lacked the incremental disclosures investors were looking for.\" Marvell falls 9% to 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The results show 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Technology to Keep Gaining From AI, Optical, Custom Chip Growth, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662094905","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662094905?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:12","pubTimestamp":1787929929,"startTime":"0","endTime":"0","summary":"Marvell Technology  is set for stronger growth as AI demand lifts optical networking, custom chips and data center sales, while Alphabet's  Google program could add major revenue from fiscal 2029, RBC Capital Markets said in a note emailed Friday.The investment firm said it expects data center growth to stay strong, helped by rising demand for 800G and 1.6T optical products, with faster growth expected from newer scale-up networking uses.Marvell's custom chip business should accelerate through fiscal 2028, led by Amazon  Web Services' Trainium and Microsoft's  MAIA programs, with another major step-up expected in fiscal 2029, RBC said.Google is expected to become a bigger growth driver from fiscal 2029 and the program could push Marvell's custom chip revenue well above its current target of more than $10 billion, RBC said.RBC maintained its outperform rating and $360 price target for Marvell.Price: 222.26, Change: -19.20, Percent Change: 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Stock (NVDA) Could Reach a $13 Trillion Market Cap, Says Five-Star Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2662091651","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662091651?lang=en_us&edition=fundamental","pubTime":"2026-08-28 22:20","pubTimestamp":1787926812,"startTime":"0","endTime":"0","summary":"The chipmaker just reported blowout financial 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Flags AI-Driven Earnings Boom May Mask Stretched Valuations as Growth Normalizes","url":"https://stock-news.laohu8.com/highlight/detail?id=2662099643","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662099643?lang=en_us&edition=fundamental","pubTime":"2026-08-28 22:14","pubTimestamp":1787926484,"startTime":"0","endTime":"0","summary":"BCGE flags AI-driven earnings boom may mask stretched valuations as growth normalizesBCGE flagged limits in 12-month forward P/E ratios for AI-linked stocks, arguing profit growth is unusually inflated and may mask valuation risk.Nasdaq-100 trades near 21x earnings, down from almost 100x in the late-1990s tech bubble, within the 20-30x range since 2020.Nvidia profit rose from about USD 10 billion in 2022 to USD 30 billion in 2024, reaching USD 106 billion in 2026.Market expectations imply Nvidia profit of USD 353 billion in 2028, raising the key question of how long exceptional growth persists.Rising competition, including from China, could compress margins as AI performance reaches “good enough,” shifting focus to where growth “lands.”Disclaimer:This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be 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