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Blackwell Ultra Offers Upside, VR200 Ramps Boost H2 Momentum, Oppenheimer Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2661235267","media":"MT Newswires Live","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661235267?lang=en_us&edition=fundamental","pubTime":"2026-08-21 00:05","pubTimestamp":1787241958,"startTime":"0","endTime":"0","summary":"Nvidia's (NVDA) Blackwell Ultra offers upside to fiscal Q2 and Q3 prints, while next-generation VR200 ramps in the current quarter strengthen H2 momentum, Oppenheimer said in a note Wednesday.The 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Technology Likely to Post Slight Q2 Beat, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2660235546","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660235546?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:41","pubTimestamp":1787240468,"startTime":"0","endTime":"0","summary":"Marvell Technology  is expected to deliver a fiscal Q2 beat and raise its Q3 guidance, RBC Capital Markets said in a note Wednesday. The Q2 results are due Aug. 27.\"We are looking for a slight beat and 2-4% raise, driven primarily by Optical,\" the report said, adding that Custom XPU trends also appear solid although tight wafer supply could limit near-term upside.The note said Marvell has room to raise its fiscal 2028 revenue forecasts by about 5%, driven by continued strength in its Optical business and Amazon  deals.The report also said recent supply agreement with Alphabet's  Google is a \"significant\" positive because it has a total addressable market of over $80 billion, outweighing lingering share shift concerns at Amazon.\"We believe premium valuation is justified,\" the note said, pointing to custom XPU wins at three US hyperscalers, optical connectivity leadership, and greenfield pipeline opportunities.RBC kept its outperform rating and a $360 price target.Price: 243.50, Change: ","market":"sg","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://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["BK4543","IE00BN8TJ469.HKD","LU1169590202.USD","IE0004086264.USD","LU1642822529.SGD","LU0642271901.SGD","IE00BMPRXQ63.HKD","LU1316542783.SGD","LU0957808578.USD","LU0823434740.USD","LU0823421333.USD","LU0061475181.USD","QQQA","LU2272731782.SGD","LU2458330169.SGD","MRVU","SG9999000418.SGD","LU1303367103.USD","LU1852331112.SGD","SMHX","LU2322448791.USD","LU2290526834.HKD","LU2473716301.USD","MRVL","IE0004091025.USD","FTXL","LU1861220033.SGD","IE00BLSP4239.USD","LU2458330243.SGD","ARTY","LU2089985449.USD","LU2931357623.SGD","LU1992135472.HKD","IE00BMPRXR70.SGD","LU1119994496.HKD","LU0127658192.USD","LU0154236417.USD","GTEK","LU0786609619.USD","LU2098885051.SGD","AIFD","LU2360107168.USD","LU1720051108.HKD","MVLL","WUGI","LU1261432733.SGD","LU1720051017.SGD","LU2357305700.SGD","LU1823568750.SGD","LU1992135399.USD","LU1084165304.USD","LU2272731865.HKD","LU0476273544.USD","LU0823434583.USD","BK4581","BK4605","SOXY","BK4141","LU2543165471.USD","FAI","IE00BBT3K403.USD","DTCR","LU1989764664.SGD","BK4515","LU0056508442.USD","LU1235294995.USD","IE00BMPRXN33.USD","LU2322448957.HKD","XNTK","IE00BLSP4452.SGD","AIS","BK4604","LU0823421416.USD","BK4585","LU1548497426.USD","LU1169589451.USD","LU0444973449.USD","FXL","LU1861215975.USD","BK4588","LU1815336760.USD","LU1046421795.USD","LU0081259029.USD","LU0187121727.USD","LU0274383776.USD","LU2244417387.USD","LU0444971666.USD","FDTX","LU1989764748.USD","LU2272731600.USD","MRVX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660235670","title":"Cboe data suggests bullish flow in Marvell with shares up 2.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660235670","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660235670?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:40","pubTimestamp":1787240413,"startTime":"0","endTime":"0","summary":"Cboe data suggests bullish flow in Marvell (MRVL), with shares up $4.95, or 2.09%, near $242.22. 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Stock Forecast: BofA Says AI May Have Broken Memory Cycle, Stock Could Rise to $1,144","url":"https://stock-news.laohu8.com/highlight/detail?id=2661423502","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2661423502?lang=en_us&edition=fundamental","pubTime":"2026-08-20 23:30","pubTimestamp":1787239809,"startTime":"0","endTime":"0","summary":"Micron (MU) shares pulled back slightly after breaking above $1,000 and are currently hovering around $950. Bank of America believes artificial intelligence may have broken the memory boom-and-bust cycle, projecting long-term and massive earnings growth for Micron Technology. According to BofA's scenario model, Micron's revenue could reach $377.3 billion in fiscal year 2030, far exceeding the market consensus of $280.5 billion. On the profitability front, BofA expects its EPS to reach $236.16, representing a compound annual growth rate (CAGR) of up to 34.1%. The market's current valuation of Micron remains relatively conservative, standing at only about 6 times projected FY2027 earnings.","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262121630-micron-mu-ai-memory-cycle-interest-dram-hbm-shortage-1000-price-1144-tradingkey","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":null,"symbols":["LU0109391861.USD","BK4532","LU0056508442.USD","PSI","HBMX","LU0133085943.USD","JGRO","LU1868836757.USD","TTXU","SOXQ","IE00BK4W5L77.USD","BK4585","LU2931357623.SGD","SHOC","LU1674673691.USD","LU0082616367.USD","EGGY","FXL","LU2250418816.HKD","LU0642271901.SGD","LU2896262040.SGD","MUYY","AIS","LU2357305700.SGD","CHPS","LU0943347566.SGD","LU1316542783.SGD","LU0203345920.USD","SGXZ51526630.SGD","LU0689472784.USD","LU0820561909.HKD","BK4527","LU1868836591.USD","LU1989764748.USD","LU1267930813.SGD","LU2750360997.AUD","LU0203347892.USD","SG9999001424.SGD","LU0889566641.SGD","LU1868837136.USD","LU1914381329.SGD","SGXZ81514606.USD","LU0256863902.USD","LU1551013425.SGD","LU2756315318.SGD","BOBP","LU0787776722.HKD","BK4588","LU2290526834.HKD","LU1989764664.SGD","AIFD","CHPX","LU2286300806.USD","IE00BKDWB100.SGD","WUGI","MUU","LU1720051017.SGD","IE0009356076.USD","LU0109392836.USD","EMSF","LU1145028129.USD","LU2360107168.USD","LU1366333091.USD","LU2543165471.USD","LU0792757196.USD","IXN","SOXX","BK4566","FAI","LU0320765059.SGD","LU0157215616.USD","LU1629891620.HKD","LU0672654240.SGD","LU1852331112.SGD","LU0256863811.USD","LU1778281490.HKD","XNTK","LU2403377893.USD","IE00B19Z3581.USD","IE00BSNM7G36.USD","BK4575","MIC","LU1861215975.USD","LU0127658192.USD","IE00BK4W5M84.HKD","BK4533","FTXL","LU0683600562.USD","GB00BDT5M118.USD","LU2168564065.EUR","BK4512","SMH","IE000M9KFDE8.USD","IE0034235303.USD","FDTX","MUG","LU2168563687.JPY","MU","LU0708995401.HKD","IETC","BK4554","CGGO","LU1868836914.USD","USXF","LU1267930730.SGD","LU1551013342.USD","LU0238689110.USD","LU1803068979.SGD","IE00BWXC8680.SGD","BAI","LU1674673428.USD","LU2168564222.USD","LU0081259029.USD","LU1323610961.USD","LU1868837300.USD","RULE","SMU00main","BK4141","LU0154236417.USD","LU0889565833.HKD","MUZ","LU1720051108.HKD","BK4553","PTF","LU2458330243.SGD","LU0210536198.USD","IE00B7SZLL34.SGD","LU0859254822.USD","LU0964807845.USD","LU2471134879.HKD","LU2054465674.USD","TRFK","FTEC","LU1861220033.SGD","BK4579","IE00B1XK9C88.USD","IE00BJLML261.HKD","LU2756315664.SGD","LU2089985449.USD","LU2102340556.USD","SGXZ99366536.SGD","XLK","BK4543","LU1548497426.USD","LU0323591593.USD","IE00B5949003.HKD","LU2213496289.HKD","BK4605","LU2471134796.USD","LU0417517546.SGD","LU0096364046.USD","IE00B19Z3B42.SGD","IE0002270589.USD","LU2750360641.GBP","WLDR","EFIV","LU2471134523.USD","LU2048586759.USD","LU2360106780.USD","LU2211815571.USD","AIQ","LU0820562030.AUD","LU0640476718.USD","LU0719512351.SGD","LU2458330169.SGD","LU0820561818.USD","LU2168564149.EUR","LU2357627491.SGD","LEGR","LU2023250330.USD","LU2471134952.CNY","LU0061475181.USD","LU0274383776.USD","LU1280957306.USD","LU2168564495.EUR","MUD","VGT"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":52,"pageCount":16,"totalSize":1033,"code":"91000000","status":"200"}]}}