$Marvell Technology(MRVL)$ i hope it can turn green today.
Marvell Reports Friday — Can Optical Networking Hold the AI Narrative?
Marvell reports FY27 Q2 early Friday Beijing time, consensus revenue ~$2.708bn. One caveat: EPS consensus ranges from $0.40 to $0.94 across sources — likely GAAP versus non-GAAP — so check which line any beat is measured against. Watch guidance revisions, whether the Google partnership converts to orders, and whether gross margin holds near 59%, a sharper question after Nvidia conceded three to four points to memory costs. Marvell +1.97% Wednesday, +3.63% after hours on Nvidia's print. Custom ASICs gaining is Marvell's tailwind and Nvidia's problem. Marvell, Broadcom, or optical modules?
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