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Seen with Upside Potential on Data-Center Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=2662700992","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662700992?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:44","pubTimestamp":1787589840,"startTime":"0","endTime":"0","summary":"1244 ET - Marvell Technology's strength in the data-center business and its plans to ramp its next-generation Trainium 3 chips provide the setup for a strong outlook, JPMorgan analysts write in a note. They expect a fiscal second-quarter beat and a third-quarter outlook above consensus views, driven by the Trainium 3 ramp. Marvell's commercial agreement with Google, which includes a warrant to buy nearly 59 million Marvell shares, further validates the company's progress, the analysts write. Investors will be looking closely at the data-center outlook for 2027 and 2028, but a combination of factors including Trainium 3 should improve \"visibility into CY27 data center growth, creating strong upside potential versus the current +55% Y/Y expectation,\" they write. Shares are down 3.6% at 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Instead, they write, traders will be listening for a range of substantial updates: Nvidia's GPU shipments to China, the strategy behind the company's infrastructure funding agreements, the state of memory supply, and competitive pressures from other compute platforms. The threat of competition from AMD, Cerebras, and makers of custom chips \"has been an ongoing narrative headwind for NVDA, and one that we think will be challenging to dispel entirely given the significant program ramps planned for the next few years,\" they 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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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Minute: Largest fixed interest issuance in Australian history","url":"https://stock-news.laohu8.com/highlight/detail?id=2662578139","media":"Morning Star AU","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662578139?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:00","pubTimestamp":1787587200,"startTime":"0","endTime":"0","summary":"Mark LaMonica: Welcome to another edition of Market Minute. We are going to talk a little bit about fixed interest today, but also AI. And the big news last week was alphabet. So Google’s parent company did a big bond issuance in Australia. So I guess start out talking a little bit about what they did.Joel Grosvenor: Yes, they they came to Shreya and they raised around 5.5 billion AUD in both fixed and floating rate securities. It was one of the biggest issuance deals that has happened within the corporate bond space. But pleasingly it was very well received in the Australian marketplace. It was three times oversubscribed as well.Mark: You mentioned that it’s oversubscribed. It’s obviously very popular with investors. Why do you think that 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