Nvidia's Blackwell could propel 2025 revenue to $200B: Strategist [Yahoo! Finance Canada]
Marvell Technology, Inc. (MRVL)
Last marvell technology, inc. earnings: 3/4 04:05 pm
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Source: Yahoo! Finance Canada
Nvidia ( NVDA ) is at the front and center of conversations concerning the AI trade as investors eye the chipmaker's early 2025 deliveries for its Blackwell GPUs (graphic processing units). "We see significant upside once the delivery numbers ramp up. We think they're going to be able to exceed $200 billion in revenue just from this product launch for this year," Spear Invest Founder and CIO Ivana Delevska forecasts. Delevska joins Madison Mills in the Yahoo Finance studio to talk about this year's prospects for the artificial intelligence landscape, including her bull cases for semiconductor competitors Broadcom ( AVGO ) and Marvell Technology ( MRVL "Now we are getting into a phase where we need physical build-out of data centers and power associated with them. And the US has gone through a period of time where the power infrastructure has not really been upgraded, both on the grid and the generation side," Delevska says about the role energy providers like Vistra ( VST ) and C
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MRVL
News
- Marvell (MRVL) Down 6.5% Since Last Earnings Report: Can It Rebound? [Yahoo! Finance]Yahoo! Finance
- Q3 Earnings Highs And Lows: Kulicke and Soffa (NASDAQ:KLIC) Vs The Rest Of The Semiconductor Manufacturing Stocks [Yahoo! Finance]Yahoo! Finance
- Nvidia Stock Vs. Custom AI Chips: Should Investors Worry? [Forbes]Forbes
- AI infrastructure, compute: Ben Bajarin's 2025 Big Tech predictions [Yahoo! Finance Canada]Yahoo! Finance Canada
- Stock market today: Wall Street climbs as S&P 500 closes out fourth straight winning month [Yahoo! Finance]Yahoo! Finance
MRVL
Earnings
- 12/3/24 - Beat
MRVL
Sec Filings
- 1/2/25 - Form 144
- 12/26/24 - Form 4
- 12/23/24 - Form 4
- MRVL's page on the SEC website