Uploaded August 2026 | Updated September 2026, 2 weeks ago
Nvidia (NVDA) earnings took the attention of Wall Street on Wednesday, though Marvell (MRVL) earnings Thursday will add more color to the full picture for AI chipmakers. Derek Yan says investors are underappreciating the data connectivity side of Marvell's business. That said, he sees the company's recent custom silicone partnership with Alphabet's (GOOGL) Google as a significant tailwind. The dilution from that deal is a headwind Derek sees but one that will pay off in the long-term.
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#marvell #nvidia #google #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #mrvl #nvda #googl #alphabet #mag7 #bigtech #chips #blackwell #verarubin #silicone #custom #tpu #gpu #datacenter #earnings #guidance #stockcharts
Nvidia (NVDA) earnings took the attention of Wall Street on Wednesday, though Marvell (MRVL) earnings Thursday will add more color to the full picture for AI chipmakers. Derek Yan says investors are underappreciating the data connectivity side of Marvell's business. That said, he sees the company's recent custom silicone partnership with Alphabet's (GOOGL) Google as a significant tailwind. The dilution from that deal is a headwind Derek sees but one that will pay off in the long-term.
======== Schwab Network ========
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Download the iOS app - apps.apple.com/us/app/schwab-network/id1460719185
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Watch on Sling - watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - vizio.com/en/watchfreeplus-explore
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About Schwab Network - schwabnetwork.com/about
#marvell #nvidia #google #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #mrvl #nvda #googl #alphabet #mag7 #bigtech #chips #blackwell #verarubin #silicone #custom #tpu #gpu #datacenter #earnings #guidance #stockcharts
