sherwood.news
Marvell cancels order with POET, citing breach of confidentiality
Last week, POET’s CFO gave an interview indicating that the company was a supplier to Marvell, something everyone was assuming anyway....
#$MRVL is an active hashtag on Bluesky. In the last 30 days, 12 people shared 25 posts with it — around 1 a day. Activity is down 60% versus the previous week, peaking on Jul 27 with 4 posts.
Tags most often used together with #$MRVL.
sherwood.news
Marvell cancels order with POET, citing breach of confidentiality
Last week, POET’s CFO gave an interview indicating that the company was a supplier to Marvell, something everyone was assuming anyway....
sherwood.news
Marvell spikes after Nvidia invests $2 billion in the custom chip maker
And YOU get $2 billion and YOU get $2 billion...
youtube.com
Markets in 60 Seconds ⏰: Berkshire invests in Google, Jensen pumps Marvell, Macron & Softbank Deal
YouTube video by Wall Street Game Notes
tsp-wa.azurewebsites.net
Cloudflare’s Huge Endorsement: 8 Key Items Shaping the Stock Market Friday | TheStreet Pro
The July Jobs Report, Homebuilder M&A, semi-cap lead times, and other headlines are moving stocks this morning.
open.substack.com
Samsung Debuts 400-Layer NAND, Roadmap at FMS
Samsung unveils zHBM and zNAND-O at FMS 2026, alongside Kioxia, SanDisk, Marvell, and NVIDIA, showcasing breakthrough memory tech for next-gen AI infrastructure.
tradeintel.ca
Gap Fills | TradeIntel
Opening gap fill rates and forward returns for any stock or ETF, matched to similar past gaps by size and context.
pro.thestreet.com
Fed Preps ‘Most Unpredictable’ Meeting in Year: 8 Key Items Shaping the Stock Market Wednesday | TheStreet Pro
Renewed conflict in the Middle East, Microsoft and Meta earnings and other headlines moving stocks this morning.
pro.thestreet.com
Trump Giving Diplomacy ‘Some Space’: 8 Key Items Shaping the Stock Market Monday | TheStreet Pro
Oil falls, single stock futures to come and other headlines are moving stocks this morning.
open.substack.com
Marvell: King of AI Interconnect
Marvell leads AI interconnect with Teralynx switching and NVLink custom chips, but at $194 the stock prices in years of growth with limited margin of safety.
youtu.be
Marvell: King of AI Interconnect
YouTube video by Meng Li
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