Marvell Technology is transforming into a pure-play AI infrastructure leader, with data center revenue now making up 74% of its total and accelerating. The company's earnings power is scaling, with projected earnings per share (EPS) growth of 81% by fiscal year 2026, alongside expanding profit margins as AI-driven revenue grows faster than costs. Despite risks like customer concentration and competition from hyperscaler in-house silicon, strong demand for data center solutions and recent strategic wins support a positive outlook. The company is rated a buy, priced for execution amid the ongoing AI infrastructure cycle.
The FTSE 100 index fell slightly, dragged down by mining stocks reacting to China's slower GDP growth of 4.3% in Q2, its weakest in three years. Despite this, oil prices remained steady amid US-Iran tensions. PayPal shares jumped over 14% following r...
The Goldman Sachs Future Tech Leaders Equity ETF (GTEK) has delivered a 48.9% return year-to-date, nearly doubling the 25% return of the Vanguard Information Technology ETF (VGT). Unlike VGT, which heavily invests in mega-cap tech giants like Nvidia,...
