JHVEPhoto Valuations across the Information Technology sector have been volatile in the last handful of months. Its P/E multiple climbed above 30 earlier this year before pulling back to near 28 at the April market trough. The same pattern played out from the July peak to the August nadir. Today, I.T. trades at 29.4 times forward earnings estimates, about five turns above its 5-year average. Much of the valuation premium stems from optimism around the AI trade. Near record-high margins today support a l ...

Marvell Technology, Inc.’s (MRVL) shares have rallied more than 14% over the past week. This exceeds the broader market's performance, with the S&P 500 and the Zacks Computer and Technology sector rising 3.5% and 4.9%, respectively.The impressive rise in Marvell’s shares is part of a broader recovery in the market following a sell-off in early August 2024. The market correction was primarily driven by fears of a potential U.S. recession, spurred by concerns over the Federal Reserve's interest rate policies ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Marvell Technology (MRVL) .Marvell currently has an average brokerage recommendation (ABR) of 1 ...

Marvel Announces Its Collaboration with FRAXA to Test MB204 In Pre-Clinical Models of Fragile X SyndromeAugust 13, 2024 9:00 AM EDT | Source: Marvel Biosciences Corp.Calgary, Alberta--(Newsfile Corp. - August 13, 2024) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF), and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively the "Company" or "Marvel"), is pleased to announce it has entered a collaboration with the FRAXA Research Foundation to test its lead asset MB204 in a ...

Awarded Most Innovative Sustainability Technology for Marvell® Structera™ X CXL Memory-Expansion Controller SANTA CLARA, Calif., Aug. 7, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it will showcase its industry-leading cloud storage and CXL memory technologies for AI, ML and other data-intensive workloads at the Flash Memory Summit, taking place August 6–8, 2024 at the Santa Clara Convention Center. Marvell was honore ...

SANTA CLARA, Calif., Aug. 6, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that Microsoft—which extensively uses the Marvell® LiquidSecurity® family of HSMs to perform encryption, key management, and other security functions within Azure—will update its fleet of LiquidSecurity HSMs to the FIPS 140-3, Level-3 standard to further enhance its internal security posture and the portfolio of security services offered to its c ...

文章核心观点 公司推出了Structera CXL产品线,包括Structera A和Structera X两个系列,旨在帮助云数据中心运营商解决内存性能和扩展方面的挑战[2]。 关于Structera A系列 1) Structera A系列是一种新型的CXL近内存加速器,集成了服务器级处理器内核和多个内存通道,可以提高深度学习等高带宽内存应用的性能[4][6] 2) Structera A 2504加速器支持高达200GB/s的内存带宽和4TB的内存容量[6] 3) 将Structera A加速器添加到单个64核处理器服务器中,可以将计算核心数增加25%、内存带宽增加50%、内存容量增加4TB、每核内存带宽增加25%,并提高内存带宽能效[7] 关于Structera X系列 1) Structera X系列是CXL内存扩展控制器,可以为通用服务器添加TB级内存容量,适用于内存数据库等高内存容量应用[8] 2) Structera X 2404是业界首款支持4通道DDR4内存和3DPC(每通道3个DIMM)的CXL内存扩展产品,可以让运营商重复利用退役服务器的DDR4内存模块[9][10] 3) 重复利用DDR4内存可以大幅降低每台服务器的资本支出[10] 其他亮点 1) Structera产品线是业界首款集成Arm Neoverse V2处理器、内联压缩和4通道内存的产品[1][4] 2) Structera产品线支持硬件内联压缩和加密功能[11][20][21][22] 3) 公司正在与业界合作伙伴密切合作,推动CXL技术在数据中心的广泛应用[14][15][16][17][18]

文章核心观点 - 美国政府计划收紧对中国获取先进人工智能芯片的限制,这可能严重影响到半导体公司Marvell Technology的财务表现[1][2][6] - Marvell股价在7月17日下跌10.1%,截至7月底已经下跌15.4%,大幅落后于整个科技行业[2][3] - 尽管Marvell长期前景看好,但短期内受到中国市场受限的影响,投资者需谨慎考虑是否买入[4][18][19] 公司概况 - Marvell是一家专注于人工智能半导体的公司,其产品在数据中心中扮演关键角色[9][10][11][12][13] - 公司正在加大在新兴技术如PCIe Gen 6和下一代数据中心互联产品的投资,以满足人工智能数据流量增长的需求[12] - 分析师对Marvell2026财年的收入和利润增长预期较高,长期增长前景乐观[14][15][17] 行业趋势 - 根据Gartner预测,人工智能半导体收入将在2024年增长33%,2025年再增长29%[9] - 随着数据中心升级使用NVIDIA和AMD的GPU来处理人工智能工作负载,对Marvell的数据处理解决方案需求将增加[10] - 行业整体正在向更高性能和更高数据传输能力的方向发展,这有利于Marvell的产品[11][12]

Marvell Technology (MRVL) closed the latest trading day at $63.99, indicating a -0.56% change from the previous session's end. The stock's performance was behind the S&P 500's daily loss of 0.51%. On the other hand, the Dow registered a gain of 0.2%, and the technology-centric Nasdaq decreased by 0.93%.The chipmaker's stock has dropped by 5.74% in the past month, falling short of the Business Services sector's loss of 1.69% and the S&P 500's loss of 0.26%.Investors will be eagerly watching for the performan ...

Calgary, Alberta--(Newsfile Corp. - July 25, 2024) - Marvel Biosciences Corp. (TSXV: MRVL) and its wholly owned subsidiary, Marvel Biotechnology Inc. (collectively the "Company" or "Marvel"), announce that, effective July 23, 2024, its board of directors approved the grant of incentive stock options (the "Options") to certain directors and officers to acquire an aggregate of 1,475,000 common shares in the capital of the Company at an exercise price of $0.125, being the closing price of the Company's common ...