AI Infrastructure "Shovel Sellers" Rally: When the Market Rotates from "Compute" to "Interconnect," Marvell Becomes the Most Certain AI Chip Bet Outside Nvidia In Monday's after-hours session, Marvell Technology (MRVL) extended gains by nearly 3%, bringing its month-to-date rally to nearly 50% with repeated record highs. In sympathy, optical plays $Astera Labs, Inc.(ALAB)$ jumped over 5%, $Credo Technology Group Holding Ltd(CRDO)$ rose nearly 4%; drone concept IPO Aevex surged another ~14% after-hours, accumulating a 67% gain in just two trading days since listing. Marvell's surge is not sentiment-driven—it has solid earnings footing. In FY2026 (ended January 2026), the company posted record revenue of $8
Oracle Launches Agentic AI Tools; Fund Builds Major Position
Oracle gained 1.44% after unveiling next-generation Agentic AI tools that deeply embed autonomous agent capabilities into enterprise cloud services, positioning directly against Salesforce and ServiceNow. A prominent value fund simultaneously disclosed a significant Oracle position, which markets interpreted as a conviction buy signal on long-term AI infrastructure. Technically, the stock trades near $177, at a relative valuation discount to SaaS peers. Can the Agentic product line unlock the next enterprise procurement cycle, or will extended sales timelines delay revenue recognition?
+ Follow
+0