Nebius Return Rate
Microsoft1 day ago, 09:55 AM
2 extreme ends of the spectrum following both Nvidia and Marvell earning results. The former beat expectations easily, even giving a glimpse into the revenue of FY2028 which surpassed analysts expectations by a margin. The latter however, also beat earnings, albeit by a smaller fraction, buy most importantly faced short selling pressure as the stock was already kind of priced in heading into earnings. Slower future growth and higher p/e ratio were also concerns for Marvell investors as the stock is currently selling off about 7%.
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