SYMBOL
$MRVL
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Published
Memory stock rotation scare: four facts behind the selloff
Connectivity stocks partied on Marvell's 2031 targets while memory names sold off; behind the move sit a TDK bidding war, a Micron settlement and Samsung margins.
Nasdaq on top: nuclear deal, memory rally and the $40B AI race
As the S&P 500 and Nasdaq notch all-time closing highs, host Bora Özkent reads a packed agenda, from Google's nuclear deal to Marvell's targets and SpaceX's $40B hunt, with a bullish stance.