Trader C0bb(@TraderC0bb):Marvell’s data centre revenue growth accelerated from 27% to 46% year over year in a single quarter. They also raised their fiscal 2028 outlook for the second straight quarter. Eight days earlier, Google took a warrant for roughly 7% of $MRVL. The bookings are accelerating. And Google just bought a bigger seat at the table.

Trader C0bb

@TraderC0bb

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Trader C0bb@TraderC0bb

2026.08.31 11:20

Marvell’s data centre revenue growth accelerated from 27% to 46% year over year in a single quarter. They also raised their fiscal 2028 outlook for the second straight quarter. Eight days earlier, Google took a warrant for roughly 7% of $MRVL. The bookings are accelerating. And Google just bought a bigger seat at the table.