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MRVL
Market Watch
2 days

Nvidia and Marvell shares fell after earnings. Will Broadcom’s stock fare better?

1. MRVL aims for 60% AI revenue growth next year amid high investor expectations. 2. Melius suggests buying MRVL on weakness as AI leadership is scarce. 3. Broadcom projected to have impressive AI growth, potentially impacting MRVL's market. 4. Investors wary as AI stocks fell post-earnings despite strong projections. 5. Key customers like Google and Meta are increasing AI chip investments.

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FAQ

Why Bullish?

MRVL's projected growth in AI revenue puts it in a favorable position. However, similar high expectations can lead to volatility.

How important is it?

The article highlights MRVL's growth potential and the competitive AI landscape, making it highly relevant.

Why Short Term?

Investor sentiment can fluctuate quickly following quarterly earnings announcements.

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