Marvell beats, raises both years, and falls 8% — the AI trade has stopped paying for beats
Marvell printed a record quarter after Thursday's close — revenue $2.739bn , up 37%, data centre up 46% — guided the October quarter to $3.150bn , which is 15% sequential growth, and raised its revenue outlook for both fiscal 2027 and fiscal 2028 for the second consecutive…
Nvidia guides a year ahead for the first time — and the number that moved was the margin, not the revenue
Nvidia's July quarter landed after Wednesday's close and beat on every line — revenue $96.2bn , up 106% year on year, data centre $89.0bn , up 117%, October-quarter guidance $108bn . None of that is the story. The story is that in her prepared remarks CFO Colette Kress gave a…
Five covered names report tonight. One of them prices the whole complex.
NVIDIA reports fiscal Q2 2027 after the US close, and it is not reporting alone: Salesforce, CrowdStrike, Synopsys and HP all print into the same window. Management guided to $91.0bn ±2% with a 75.0% non-GAAP gross margin, and that guide assumes zero Data Center compute revenue…
A holding pattern before Wednesday’s double catalyst — and a memory-chip complex that just got a preview of how nervous the AI trade has become
Nothing overnight tops what happens in the next 36 hours: Nvidia reports fiscal Q2 after Wednesday's close, Salesforce reports the same afternoon, and the BEA publishes July PCE at 8:30am ET (09:30 BRT) — the inflation print the Fed is watching under new chair Kevin Warsh, who…
Chip-sector risk repricing collides with an earnings wall: NVDA, CRM, CRWD and SNPS all report Wednesday
Asia closed ugly overnight — the KOSPI fell 3.1% as Samsung dropped more than 8% on shareholder-return disappointment, and the chip-sector jitters that hit Broadcom last week ( −4.6% , ~$87bn of market cap, after Google handed Marvell a $12.2bn warrant) are still working through…