Scenarios that move MRVL
Marvell Technology, Inc. - Common Stock
Scenarios that move MRVL: 41 analyses, 18 positive, 23 negative.
- · TSMC says AI chip demand far exceeds available supply — ▼ · impact -62 · confidence low · horizon weeks
- · Nvidia loses $200 billion in value after OpenAI revenue miss — ▲ · impact +38 · confidence low · horizon quarters
- · Hewlett Packard Enterprise stock plunges 20% this week — ▼ · impact -48 · confidence low · horizon quarters
- · ASML cannot keep up with 2027 and 2028 demand — ▼ · impact -46 · confidence medium · horizon quarters
- · Microsoft unveils new AI chip challenging Nvidia — ▲ · impact +58 · confidence low · horizon quarters
- · Marvell sets new $18 billion revenue target, reshaping outlook — ▲ · impact +92 · confidence high · horizon immediate
- · Amazon's AWS backlog hits $496 billion as cloud margins surge to 39% — ▲ · impact +66 · confidence low · horizon quarters
- · US chip stocks extend slide as China memory report rattles AI spending — ▼ · impact -60 · confidence low · horizon weeks
- · Broadcom backs Anthropic and OpenAI with $92 billion — ▼ · impact -59 · confidence medium · horizon immediate
- · IonQ stock falls 10% in trading today — ▲ · impact +14 · confidence low · horizon quarters
- · Alphabet reports 82% Cloud revenue growth to $24.8 billion — ▲ · impact +55 · confidence low · horizon quarters
- · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▲ · impact +55 · confidence low · horizon weeks
- · TSMC Q3 earnings set high growth bar on AI demand — ▲ · impact +67 · confidence medium · horizon weeks
- · Nebius has $40 billion in customer commitments, mostly from two — ▲ · impact +30 · confidence low · horizon quarters
- · AMD reaches a $1 trillion market cap, challenging Nvidia — ▼ · impact -37 · confidence medium · horizon quarters
- · Western Digital stock crashes as investors seek explanation — ▲ · impact +18 · confidence low · horizon quarters
- · ◇ What if… Google leads AI models at the end of October 2026 — ▼ · impact -34 · confidence low · horizon quarters
- · Amazon signs $1 billion Synopsys deal for AWS chips — ▼ · impact -31 · confidence medium · horizon weeks
- · ◇ What if… Anthropic leads AI models at the end of October 2026 — ▲ · impact +58 · confidence low · horizon quarters
- · Michael Burry buys puts on Nvidia, Micron and Palantir — ▼ · impact -38 · confidence low · horizon weeks
- · AMD agrees to buy World Labs for $8.2 billion — ▲ · impact +30 · confidence low · horizon quarters
- · Nvidia unveils historic buyback as stock gains 1.7% — ▼ · impact -34 · confidence low · horizon weeks
- · Nvidia demand outpaces its 70% growth forecast — ▼ · impact -50 · confidence low · horizon quarters
- · Alibaba deepens AI push with new chip and larger model — ▼ · impact -27 · confidence low · horizon quarters
- · ◇ What if… China imposes a blockade on Taiwan — ▼ · impact -72 · confidence low · horizon weeks
- · Nebius Group stock skyrockets on Nvidia backing — ▼ · impact -38 · confidence low · horizon quarters
- · Broadcom guides AI revenue to reach $230 billion by 2028 — ▼ · impact -51 · confidence medium · horizon weeks
- · Keysight reports 56% order growth and Q4 guidance focus — ▲ · impact +47 · confidence low · horizon quarters
- · TXN data center sales double as growth continues into 2026 — ▲ · impact +55 · confidence low · horizon quarters
- · Corning shares plunge in today's trading session — ▼ · impact -45 · confidence low · horizon weeks
- · Tech stocks slide as dire AI warnings send Micron down 5% — ▼ · impact -69 · confidence medium · horizon immediate
- · Qualcomm lands a major AI deal with Amazon — ▼ · impact -46 · confidence medium · horizon quarters
- · Amazon plans more than $200 billion in AI spending — ▲ · impact +68 · confidence low · horizon quarters
- · ◇ What if… Anthropic shares fall 70% one month after IPO — ▼ · impact -43 · confidence low · horizon quarters
- · Hon Hai sales climb 52% as AI server demand grows — ▲ · impact +58 · confidence low · horizon quarters
- · ◇ What if… China Blockades Taiwan — ▼ · impact -80 · confidence low · horizon weeks
- · ◇ What if… Nvidia Accounting Scandal Wipes Out 80 Percent Of Reported Earnings — ▲ · confidence high
- · ◇ What if… NVDA Announces Financial Misconduct, Restates Earnings Lower By 80% — ▲ · confidence low
- · ◇ What if… Google Freezes Capex Spending — ▼ · confidence low
- · US Government Announces 25 Percent Tariff On All Imported Semiconductors — ▼ · confidence low
- · Nvidia Beats Earnings Expectations And Raises Guidance For AI Datacenter Demand — ▼ · confidence low