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A bullish read from AI data-center demand and JPMorgan's top-pick endorsement suggests potential re-rating and price appreciation, though valuation risk exists after the recent rally.
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Marvell Technology is poised for upside as AI data center demand strengthens and earnings expectations improve. JPMorgan has named MRVL its top pick, underscoring institutional support. While a sharp recent rally can cap upside due to valuation concerns, analysts expect robust revenue growth and improving leverage, potentially fueling further upside in the near term.
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