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Broadcom has a better setup heading into its third-quarter report, Benchmark analyst Cody Acree says, noting that shares have fallen over the last month and were recently up just 7% year-to-date. \"In our opinion, this creates a better tactical setup after fiscal 2Q26 fell roughly 13% on results that were strong but below elevated buy-side AI expectations,\" Acree writes in a note. The company will need to issue strong fourth-quarter guidance, likely for around $21 billion in AI semiconductor shipments with an operating margin near 67%, and offer positive commentary on AI-semiconductor conversion and customer timing. 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Here’s What Wall Street Thinks","url":"https://stock-news.laohu8.com/highlight/detail?id=2663090459","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663090459?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:54","pubTimestamp":1787936083,"startTime":"0","endTime":"0","summary":"AI infrastructure stocks Marvell (NASDAQ:MRVL) and IREN (NASDAQ:IREN) are giving investors a painful ending to the week. Both stocks are plunging d...","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/looking-for-a-bottom-in-marvell-and-iren-stocks-heres-what-wall-street-thinks?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/looking-for-a-bottom-in-marvell-and-iren-stocks-heres-what-wall-street-thinks?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["IE0004091025.USD","LU1852331112.SGD","BK4141","LU0476273544.USD","MNRS","LU0957808578.USD","LU0823434740.USD","LU2360107168.USD","BK4585","FAI","LU1720051108.HKD","LU2272731782.SGD","XNTK","LU0274383776.USD","LU1303367103.USD","MRVU","BK4516","LU2473716301.USD","LU0061475181.USD","LU2543165471.USD","LU0823434583.USD","BK4023","IREZ","LU1992135399.USD","SMHX","LU0154236417.USD","BK4595","LU1119994496.HKD","AIFD","DAPP","LU0786609619.USD","STCE","IE00BN8TJ469.HKD","BK4605","LU1642822529.SGD","LU1720051017.SGD","LU2931357623.SGD","LU0823421416.USD","BK4543","LU1235294995.USD","LU1261432733.SGD","LU1548497426.USD","LU2272731865.HKD","FTXL","IREC","BK4604","LU2272731600.USD","SG9999000418.SGD","LU1992135472.HKD","IE00BLSP4452.SGD","LU1169589451.USD","MRVL","IREG","WUGI","BK4581","LU0081259029.USD","LU0444973449.USD","LU0823421333.USD","LU1084165304.USD","AIS","BK4588","GTEK","LU0642271901.SGD","MRVX","IE0004086264.USD","LU1989764664.SGD","IE00BLSP4239.USD","LU2098885051.SGD","LU2322448791.USD","IREX","LU1046421795.USD","LU1815336760.USD","ARTY","IE00BMPRXQ63.HKD","LU1316542783.SGD","IE00BMPRXR70.SGD","QQQA","LU2244417387.USD","BKCH","LU1861215975.USD","FDTX","IBLC","LU2458330169.SGD","LU0127658192.USD","DTCR","IREN","LU0444971666.USD","IE00BBT3K403.USD","LU0187121727.USD","LU2357305700.SGD","MVLL","WGMI","LU0056508442.USD","BK4515","LU2458330243.SGD","FDIG","LU2290526834.HKD","LU2089985449.USD","LU1823568750.SGD","IE00BMPRXN33.USD","IRE","LU1989764748.USD","BK4600","LU2322448957.HKD","SOXY","LU1169590202.USD","BITQ","LU1861220033.SGD","FXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1160462549","title":"Morgan Stanley Highlights 5 AI Sovereignty Stocks with 20%+ Upside Potential","url":"https://stock-news.laohu8.com/highlight/detail?id=1160462549","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1160462549?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:50","pubTimestamp":1787935826,"startTime":"0","endTime":"0","summary":"Morgan Stanley has identified artificial intelligence sovereignty as a critical factor for national security and economic strength. 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Much of the commentary and guidance investors were seeking in the Thursday print will come at an investor day early in October, executives said, especially the details of Marvell's expanded Google partnership and the framework for its custom chip business. \"The market now needs a detailed FY29 bridge,\" Acree writes. \"A credible range of FY29 outcomes could move the valuation debate away from quarterly beat magnitude and toward the duration of Marvell's earnings cycle.\" Shares sink 10%.","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2473716301.USD","LU0274383776.USD","LU1046421795.USD","LU2543165471.USD","BK4605","LU0061475181.USD","LU0187121727.USD","LU1235294995.USD","ARTY","LU2931357623.SGD","FDTX","LU2098885051.SGD","MRVU","LU1720051017.SGD","MRVX","BK4515","LU1992135472.HKD","FTXL","IE00BMPRXN33.USD","FXL","AIS","LU1261432733.SGD","LU1861215975.USD","LU2290526834.HKD","BK4581","LU2322448791.USD","LU2089985449.USD","IE0004086264.USD","LU0786609619.USD","BK4543","LU1084165304.USD","LU1861220033.SGD","LU1316542783.SGD","LU1169589451.USD","LU0056508442.USD","IE00BBT3K403.USD","LU0823434583.USD","LU1303367103.USD","SG9999000418.SGD","LU0823421416.USD","BK4585","LU2272731600.USD","LU2360107168.USD","LU2357305700.SGD","LU1720051108.HKD","LU1169590202.USD","LU2272731782.SGD","MRVL","LU1119994496.HKD","LU0444973449.USD","LU0642271901.SGD","BK4604","SMHX","LU1989764664.SGD","LU2244417387.USD","LU0823434740.USD","GTEK","BK4588","FAI","LU0154236417.USD","LU1989764748.USD","WUGI","XNTK","IE00BN8TJ469.HKD","IE00BMPRXR70.SGD","LU0957808578.USD","LU2322448957.HKD","LU0823421333.USD","LU1852331112.SGD","DTCR","QQQA","LU1992135399.USD","IE00BLSP4239.USD","LU1823568750.SGD","LU1642822529.SGD","IE00BLSP4452.SGD","MVLL","IE00BMPRXQ63.HKD","LU0081259029.USD","BK4141","LU1548497426.USD","AIFD","LU2458330169.SGD","LU0476273544.USD","LU2458330243.SGD","IE0004091025.USD","SOXY","LU1815336760.USD","LU0127658192.USD","LU0444971666.USD","LU2272731865.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2663097292","title":"Marvell Stock (MRVL) Keeps Falling as Doubts over Google Chip Deal Payoff Overshadow Earnings Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2663097292","media":"TIPRANKS","labels":["express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663097292?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:24","pubTimestamp":1787934286,"startTime":"0","endTime":"0","summary":"Shares of Marvell ($MRVL), the U.S. optical and custom chipmaker, sank by 10% to about $217 per share on Friday afternoon. 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Corp Stock (NVDA) Moved Down by 3.14% on Aug 28: A Full Analysis","url":"https://stock-news.laohu8.com/highlight/detail?id=2663097446","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663097446?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:15","pubTimestamp":1787933734,"startTime":"0","endTime":"0","summary":"• Nvidia shares retraced following strong earnings due to profit-taking and consolidation.\n• Forward-looking gross margins face mild sequential compression from advanced component costs.\n• Broader macroeconomic caution and Jackson Hole symposium expectations drove sector 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2Q Didn't Meet High Bar, but Valuation Improves","url":"https://stock-news.laohu8.com/highlight/detail?id=2663097851","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663097851?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:08","pubTimestamp":1787933280,"startTime":"0","endTime":"0","summary":"1208 ET - Marvell Technology's 2Q beat-and-raise didn't meet high expectations going into the print, Benchmark's Cody Acree says in a note. A modest beat and \"comparatively measured\" outlook lift \"was insufficient against a stock up roughly 28% in one month and 196% in six months, particularly one day after NVIDIA established a much higher AI earnings-season benchmark,\" Acree says. The market's negative reaction wasn't unexpected given Marvell's setup, but the stock's decline now makes it more attractive, he says: \"In our opinion, the valuation now provides a more balanced entry point than it did before the report, but remains sensitive to FY29 custom sizing and margin execution.\" Marvell slides 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Stocks-Wall St Inches up on Megacap Strength; Fed Chair Warsh Reaffirms Inflation Fight","url":"https://stock-news.laohu8.com/highlight/detail?id=2663209205","media":"Reuters","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663209205?lang=en_us&edition=fundamental","pubTime":"2026-08-29 00:06","pubTimestamp":1787933160,"startTime":"0","endTime":"0","summary":"US STOCKS-Wall St inches up on megacap strength; Fed Chair Warsh reaffirms inflation fightAug 28 (Reuters)-Wall Street's main indexes inched up on Friday, powered by gains in megacap stocks, while 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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2Q Beat-and-Raise, Google Commentary Don't Impress","url":"https://stock-news.laohu8.com/highlight/detail?id=2663092733","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663092733?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:56","pubTimestamp":1787932560,"startTime":"0","endTime":"0","summary":"1156 ET - Marvell Technology sinks despite a solid 2Q showing, as the company's raised guidance and commentary around an expanded Google partnership failed to impress investors, UBS says in a note. \"MRVL delivered a modest beat/raise, though we suspect the result was viewed more as a meet rather than beat by an investor base that had grown increasingly constructive into the print,\" the analysts say. \"Taken together, we think the higher out-year numbers were largely anticipated, while the Google narrative lacked the incremental disclosures investors were looking for.\" Marvell falls 9% to 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Group Acquires AI Firm for HK$20 Million to Strengthen Artificial Intelligence Strategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1121721527","media":"Stock News","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121721527?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:16","pubTimestamp":1787930208,"startTime":"0","endTime":"0","summary":"MTT Group (02350) has announced that its wholly-owned subsidiary, Digital AI Holdings Limited, will acquire the entire equity interest of Qingzhan International Artificial Intelligence Co., Ltd. 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Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662094905","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662094905?lang=en_us&edition=fundamental","pubTime":"2026-08-28 23:12","pubTimestamp":1787929929,"startTime":"0","endTime":"0","summary":"Marvell Technology  is set for stronger growth as AI demand lifts optical networking, custom chips and data center sales, while Alphabet's  Google program could add major revenue from fiscal 2029, RBC Capital Markets said in a note emailed Friday.The investment firm said it expects data center growth to stay strong, helped by rising demand for 800G and 1.6T optical products, with faster growth expected from newer scale-up networking uses.Marvell's custom chip business should accelerate through fiscal 2028, led by Amazon  Web Services' Trainium and Microsoft's  MAIA programs, with another major step-up expected in fiscal 2029, RBC said.Google is expected to become a bigger growth driver from fiscal 2029 and the program could push Marvell's custom chip revenue well above its current target of more than $10 billion, RBC said.RBC maintained its outperform rating and $360 price target for Marvell.Price: 222.26, Change: -19.20, Percent Change: 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