Marvell’s stock sinks on earnings, showing Wall Street’s harsh view of AI plays - MarketWatch

1. MRVL anticipates $1.875 billion revenue, beating consensus of $1.865 billion. 2. Despite positive earnings, MRVL shares fell 17% post-report amid AI stock scrutiny. 3. Data-center revenue surged 24% sequentially, indicating strong growth potential. 4. Customer concentration fears and Asian competition weigh on MRVL's outlook. 5. Mizuho analysts note funds are reducing exposure in AI-related stocks.