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Why Marvell’s beaten-down stock is now seeing a big gain - MarketWatch

1. Marvell's stock surged 9% due to positive analyst report. 2. Concerns remained about competition with Alchip for Amazon's Trainium chips. 3. Microsoft plans to rely more on Marvell for chip design, boosting investor confidence. 4. Analyst suggests potential significant upside in Marvell's revenue by 2027. 5. Investors are encouraged by Microsoft changing chip specifications and increasing volumes.

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FAQ

Why Bullish?

The bullish report from Fubon indicates stronger ties with Microsoft, appealing amid past decline. Historical instances show significant price recovery from similar positive dependence on major clients.

How important is it?

The report touches on Marvell's core business relationships and potential future growth—critical for the company's market positioning.

Why Long Term?

The relationship strengthening with Microsoft may provide sustained revenue increases ahead, similar to historical partnerships in tech that have solidified over time.

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