Alpha Coverage #112
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Editor’s Pick:
[News] Rocket Lab adds to its national security capabilities with the acquisition of Geost
Geost was described as a Tucson, Arizona-based electro-optical and infrared (EO/IR) payload development and manufacturing company and provider of high-priority national security satellites. With more than 20 years of flight heritage across classified and unclassified missions, Geost was highlighted as delivering advanced EO/IR sensor systems for missile warning and tracking, tactical intelligence, surveillance, and reconnaissance, Earth observation, and space domain awareness—core capabilities for achieving the U.S. Department of Defense’s goals for resilient, proliferated space architectures, like the proposed Golden Dome architecture and the Space Development Agency’s Tracking Layer.
The acquisition marks Rocket Lab's (NASDAQ:RKLB) formal entry into the satellite payload segment, strengthening the company’s position as a provider of end-to-end national security space solutions. Notably, the acquisition adds Optical Systems as a new category within Rocket Lab's (NASDAQ:RKLB) deep portfolio of capabilities, cementing the company’s role as a disruptor in the national security space.
Rocket Lab Corporation (NASDAQ:RKLB) announced on Tuesday that it is acquiring Geost from ATL Partners' Lightridge Solutions for $275 million in a mix of $125 million of cash and $150 million in privately placed shares of Rocket Lab common stock, plus up to $50 million in potential additional cash earnout payments tied to revenue targets.
The acquisition is expected to close in the second half of 2025.
Link to Seeking Alpha News Article - May 27, 2025
[News] Joby Aviation rallies after the Toyota investment pushes it closer to a strategic manufacturing alliance
Joby Aviation (NYSE:JOBY) soared in early trading on Wednesday after the eVTOL company announced the successful closing of the first $250 million tranche of a previously announced strategic investment from Toyota Motor Corporation (TM).
Looking ahead, the investment from the Japanese auto giant is aimed at supporting certification and commercial production of Joby's (NYSE:JOBY) electric air taxi.
The investment is also seen as putting the two companies a step closer toward a strategic manufacturing alliance.
Link to Seeking Alpha News Article - May 28, 2025
[News] Tesla eyes June 12 as the launch date for its robotaxi service in Austin
The electric vehicle maker will start with a small fleet of about 10 to 20 Model Y vehicles equipped with the latest version of its Full Self-Driving software, specifically the new "FSD Unsupervised" system. The initial deployment will be geofenced to select, safer areas of Austin, rather than citywide. The phased approach is designed to prioritize safety and allow Tesla (NASDAQ:TSLA) to monitor performance closely before scaling up.
Eventually, Tesla (TSLA) plans to expand the fleet rapidly, potentially reaching up to 1,000 vehicles within a few months and eventually extending the service to other cities like Los Angeles and San Francisco. Tesla's (TSLA) robotaxi service is expected to use existing consumer models before eventually incorporating a purpose-built vehicle known as Cybercab, perhaps as early as 2026.
Link to Seeking Alpha News Article - May 28, 2025
[News] NuScale's bigger reactor design approved by Nuclear Regulatory Commission
The U.S. Nuclear Regulatory Commission on Thursday approved NuScale Power's (NYSE:SMR) design for 77 MW reactors, clearing a hurdle for the company as it seeks to be the first to build a U.S. small modular reactor.
NuScale (NYSE:SMR) sought approval for the bigger design to improve economics and performance of its planned small modular reactors, after originally receiving NRC approval in 2020 for a 50 MW reactor design.
The approval, which came two months earlier than had been expected, allows NuScale (NYSE:SMR) to build and operate a plant, President and CEO John Hopkins told Reuters.
NuScale (SMR) is in talks to build SMRs with five "Tier-1 hyper-scalers that we have non-disclosure agreements with," but he declined to identify the companies.
Link to Seeking Alpha News Article - May 29, 2025
News, Facts, Analyst & Market Commentary - Short Reads:
[Newsletter Exclusive] D-Wave CEO says US trails other nations in this key quantum technology
In an interview with Seeking Alpha, D-Wave CEO Alan Baratz highlighted the differences between his company and competitors. Namely, that D-Wave systems utilize quantum annealing while most rely on gate-based quantum computing.
IBM (IBM), Google (GOOG)(GOOGL), IonQ (IONQ) and Rigetti (RGTI) are examples of companies developing gate-based quantum computing.
Quantum annealing involves "solving optimization problems by encoding the problem into the energy levels of a physical system and then letting the system evolve towards the global minimum of the energy landscape," according to Quantum Zeitgeist. Meanwhile, "gate-based quantum computing is a method of performing quantum computation by applying a sequence of quantum gates to a set of qubits."
Quantum annealing is generally considered less likely to commit certain errors, such as noise and decoherence.
"I believe the U.S. government is behind other governments on annealing," Baratz said. "They have nothing for annealing systems, and nothing focused on near-term applications that could benefit the public today. It could be used for anything from troop resupply optimization to shipping port throughput. It could reduce delays for hurricane evacuations and assist in wildfire management. There is a broad array of challenging problems the public sector needs to address."
Link to Seeking Alpha News Article - May 24, 2025
NLR 0.00%↑ TAN 0.00%↑ FAN 0.00%↑
[Newsletter Exclusive] EPA draft plan would end limits on greenhouse gases from power plants - report
A plan drafted by the Environmental Protection Agency would eliminate current limits on greenhouse gas emissions from gas and coal-fired power plants.
The plan argues that greenhouse gases such as carbon dioxide emitted from power plants "do not contribute significantly to dangerous pollution" or climate change as it accounts for a declining portion of emissions worldwide, the Times said, quoting from the document. The EPA added that ending such emissions wouldn't have a significant effect on public health and welfare.
In April 2024, the Biden administration unveiled new restrictions on coal-fired plants. At that time, the EPA said the restrictions would reap significant public health benefits, including up to 1,200 premature deaths, 870 hospital visits, and 1,900 cases of asthma.
Link to Seeking Alpha News Article - May 24, 2025
Nvidia said to launch cheaper Blackwell AI chip for China after U.S. restrictions
Semiconductor giant Nvidia (NASDAQ:NVDA) is planning to launch a new chip in China under its Blackwell artificial intelligence (AI) line at a significantly lower price than its H20 model that has been subject to export controls, Reuters reported on Saturday, citing sources familiar with the matter.
The Blackwell AI chip is expected to be priced between $6.5K and $8K, compared to the $10K to $12K price range that the H20 sold for, two of the sources said.
As per the two sources, the new chip will be based on NVDA's RTX Pro 6000D processor and will use conventional GDDR7 memory instead of more advanced high bandwidth memory.
Reuters said the sources added that the new chip would not use Taiwan Semiconductor Manufacturing's (TSM) packaging technology. TSM did not immediately respond to Seeking Alpha's request for comment.
Link to Seeking Alpha News Article - May 24, 2025
[Newsletter Exclusive] All 2025 U.S. tariffs so far equate to a purchasing power loss of $3,600 per household
According to latest estimates from the Budget Lab at Yale, all U.S. tariffs implemented so far this year translate to an increase in consumer prices of 2.2% in the short-run, or the equivalent of a loss of purchasing power of $3,600 per household on average in 2024 dollars.
"Consumers face an overall average effective tariff rate of 21.9%, the highest since 1909. Even after consumption shifts, the average tariff rate will be 20.7%, the highest since 1910," the Budget Lab said on Friday.
The Budget Lab at Yale is a nonpartisan policy research organization that analyzes federal policy proposals.
Link to Seeking Alpha News Article - May 24, 2025
Trump agrees to delay EU tariffs until July 9
President Trump on Sunday said he has decided to hold off on imposing 50% tariffs on the EU until July 9 to allow negotiations to continue.
Trump said he received a call from European Commission President Ursula von der Leyen "requesting an extension on the June 1st deadline," according to a post on Truth Social.
"It was my privilege to do so," Trump wrote. "The Commission President said that talks will begin rapidly."
In her own post on X, von der Leyen said, "Europe is ready to advance talks swiftly and decisively. To reach a good deal, we would need the time until July 9."
Link to Seeking Alpha News Article - May 25, 2025
[Newsletter Exclusive] Tesla struggles in Europe as sales plunge 49% Y/Y in April
The U.S.-based company sold just 7,261 vehicles in Europe last month, a staggering 49% drop compared to April 2024, according to figures from the European Automobile Manufacturers’ Association (ACEA). The decline came in stark contrast to the broader EV sector, which grew 34.1% year-over-year in the same period.
The slump is part of a larger downward trend. Tesla’s European sales have plummeted nearly 40% during the first four months of 2025.
Musk’s growing political entanglements in the U.S., particularly his alignment with President Donald Trump and his role as head of the Department of Government Efficiency, have sparked backlash in Europe. Protests erupted at Tesla dealerships across the continent in March, highlighting consumer unease with the brand.
Link to Seeking Alpha News Article - May 27, 2025
Oklo signs MoU with Korea Hydro & Nuclear Power for advanced nuclear project
Oklo (NYSE:OKLO) +3.1% pre-market Tuesday after saying it signed a memorandum of understanding with Korea Hydro & Nuclear Power outlining the development and deployment of fourth generation small modular reactor technology.
Oklo (NYSE:OKLO) and KHNP said they will explore opportunities to jointly advance the standard design development and verification of Oklo’s planned Aurora powerhouse, and to cooperate on early-stage project development efforts, including manufacturability assessments and planning of major equipment, supply chain development for balance of plant systems, and constructability assessments and planning.
Oklo (OKLO) is in the licensing process to construct a 75 MWe Aurora fast reactor at the Idaho National Laboratory site, and is engaged with the U.S. Nuclear Regulatory Commission in a pre-application readiness assessment with the intention to submit a formal combined license application later this year.
Link to Seeking Alpha News Article - May 27, 2025
X 0.00%↑ $NPSCY $NISTF
[Newsletter Exclusive] Nippon Steel could offer U.S. 'golden share' to clinch US Steel deal - report
US Steel (NYSE:X) +1.2% in early trading Tuesday after President Trump appeared to award conditional approval on Friday for Nippon Steel's (OTCPK:NPSCY) (OTCPK:NISTF) takeover that he described as a "partnership," but lingering questions remain about the scope of the deal and its costs for the Japanese firm.
Nippon Steel (OTCPK:NPSCY) (OTCPK:NISTF) is considering offering "golden shares" in US Steel (NYSE:X) to the U.S. government that would give the U.S. the power to veto important management matters as a way to move forward in its long-sought acquisition of the American company, Japan's Nikkei newspaper reported Tuesday.
Seeking to clarify President Trump's announcement on Friday, U.S. Senator David McCormick of Pennsylvania told CNBC that Nippon Steel (OTCPK:NPSCY) (OTCPK:NISTF) has committed $14B in new investment in US Steel (X), and that the merged company would include a U.S. CEO and a majority U.S. board.
Link to Seeking Alpha News Article - May 27, 2025
ICLN 0.00%↑ TAN 0.00%↑ NLR 0.00%↑
[Newsletter Exclusive] This is how renewed power demand is shifting energy policy - BlackRock
Growing global energy demand is prompting governments to recalibrate their energy policies, according to BlackRock Investment Institute.
Policymakers are now faced with the challenge of balancing “energy security, reliability and affordability with environmental objectives” as mega forces like artificial intelligence and geopolitical fragmentation drive up power needs, said Jean Boivin, head of BlackRock Investment Institute.
Despite recent market slumps, there are potential opportunities in clean energy stocks (NASDAQ:ICLN), (NYSEARCA:PBW).
“Renewables (NASDAQ:RNRG), (NYSEARCA:TAN), (NYSEARCA:RNWZ) are quick to build and valuations are attractive: the factors that contributed to their slump – like high rates and tariffs – are now priced in, we think,” Boivin said, noting that clean energy stocks have been “eclipsing traditional energy (NYSEARCA:XLE) on hopes of limited legislative changes” since April.
Nuclear energy (NYSEARCA:NLR), (NYSEARCA:NUKZ), (BATS:URAN) policy has seen dramatic shifts as well, particularly in Europe. “Last week, Germany ended its longstanding aversion to nuclear power, affirming it as a low-carbon source promoting EU energy independence and affordability,” Boivin added, though he cautioned that “Europe lacks recent experience in nuclear projects – and the few that have happened overran budgets and deadlines.”
Traditional energy markets (NYSEARCA:XLE), (NYSEARCA:VDE) are also experiencing significant changes as OPEC+ policies evolve.
“Even as prices have fallen, hitting a four-year low in April, OPEC+ has kept boosting supply,” which could represent efforts “to reclaim market share from U.S. shale oil producers,” Boivin said.
He concluded that growing power demand has policymakers “rethinking the trade-offs between energy sustainability, affordability and security,” with opportunities emerging in “nuclear, U.S. natural gas (NYSEARCA:FCG), (NYSEARCA:BOIL), (NYSEARCA:UNG) and renewables, especially solar (NYSEARCA:TAN), (NASDAQ:RAYS), and batteries.”
Link to Seeking Alpha News Article - May 27, 2025
#Neuralink
[Newsletter Exclusive] Neuralink raises $600M at $9B valuation: report
Neuralink, the neurotechnology company co-founded by Elon Musk, has raised $600M in new funding that valued it at $9B before the new money, Semafor reported.
Link to Seeking Alpha News Article - May 27, 2025
$BYDDY
[Newsletter Exclusive] BYD's price cuts loom large over the Chinese electric vehicle sector
The Chinese electric vehicle sector was rocked on Tuesday by price cuts announced by BYD Company (OTCPK:BYDDF). Notably, the price of the Seagull Smart Driving Edition hatchback dropped to 55,800 yuan ($7,656) from 69,800 yuan ($9,688). Overall, more than 20 model variants saw a price reduction of at least 10%.
In general, the aggressive pricing strategy from BYD (OTCPK:BYDDF) has stoked concerns again about slowing electric vehicle demand in China due to weakness in the economy and the trade war with the U.S.
Link to Seeking Alpha News Article - May 27, 2025
[Newsletter Exclusive] Nvidia H20 ban may not be factored into Wall Street estimates: Morgan Stanley
“Our data points would suggest that in recent weeks the full year rack forecasts have started to be revised upwards by 50%+,” Moore added, citing recent channel checks that suggest the issues have been resolved and are now starting to show up in numbers.
Additionally, investors appear to be underestimating the “unprecedented explosive token growth” commentary coming from Microsoft (MSFT), Amazon (AMZN) and Google (GOOG) (GOOGL), Moore posited.
“Every hyperscaler has reported unanticipated strong token growth,” Moore explained. “But our conviction is not driven by that, it's driven by the fact that literally everyone we talk to in the space is telling us that they have been surprised by inference demand, and there is a scramble to add GPUs.”
Link to Seeking Alpha News Article - May 27, 2025
Salesforce announces deal to acquire Informatica for $25 per share
“By uniting the power of Data Cloud, MuleSoft, and Tableau with Informatica’s industry-leading, advanced data management capabilities, we will enable autonomous agents to deliver smarter, safer, and more scalable outcomes for every company, and significantly strengthen our position in the $150 billion-plus enterprise data market,” Marc Benioff, Chair and CEO of Salesforce said in a statement.
The deal has been approved by the boards of directors of both companies and is expected to close early in Salesforce's fiscal 2027. It is subject to customary closing conditions, the companies added.
Salesforce added that it expects the Informatica acquisition to be accretive to adjusted earnings per share, adjusted operating margin and free cash flow in the second year after the deal has closed.
Link to Seeking Alpha News Article - May 27, 2025
[Newsletter Exclusive] China could ease up on rare earth curbs: report
China could relax some of its export control curbs aimed at rare earth minerals and allow a select group of companies to obtain them, Chinese state media reported.
The group of companies includes Chinese and European semiconductor firms and companies in their supply chain, Reuters reported, citing China Daily.
China Daily did not specify which companies would be in the group or when the relaxed rule would go into effect. However, it did mention that the controls were a topic of discussion between Chinese and European semiconductor companies at a gathering hosted by China's commerce ministry.
Link to Seeking Alpha News Article - May 28, 2025
[Newsletter Exclusive] Shake Shack unleashes parts of its loyalty program as it looks to boost repeat visitation
Shake Shack (NYSE:SHAK) began to roll out its loyalty program features on Wednesday, including app-exclusive offers for $1 small and large sodas. The next phase of the loyalty program launch will be on June 5, when customers who order a burger or BBQ sandwich at least twice within a specified period via the app or online will unlock additional discounts.
The restaurant chain's full loyalty platform will be introduced later in the year. While details about point structures or tiered rewards have not yet been disclosed.
The company thinks the loyalty program initiatives can accelerate sales growth, in part by increasing visit frequency. The loyalty program is also seen helping speed up service to improve throughput.
Link to Seeking Alpha News Article - May 28, 2025
CDNS 0.00%↑ SNPS 0.00%↑ ANSS 0.00%↑
Cadence, Synopsys sink after US tells EDA companies to halt China sales: Financial Times
The Commerce Department's Bureau of Industry and Security sent letters to electronic design automation companies, directing them to stop selling their products and services to China, in an effort to slow China's development of advanced semiconductors, according to the report, which cited people familiar with the issue.
Cadence shares fell 9.5% while Synopsys plunged 11%. Ansys (NASDAQ:ANSS) was down 5.7%.
It's unclear at this point what the parameters of these new export controls are.
Synopsys shares ticked up after-hours, after Q2 earnings and, guidance topped estimates.
Just one day after Synopsys (NASDAQ:SNPS) released its second quarter financial results and guidance, the company has suspended its guidance for the quarter in progress and full-year fiscal 2025 due to new export controls related to China.
Synopsys (NASDAQ:SNPS) has directed its employees in China to suspend services and sales in the country and stop taking new orders to adhere to new U.S. export curbs, Reuters reported citing an internal letter.
Products impacted include design software and chemicals for semiconductors, the report added.
Link to Seeking Alpha News Article - May 28, 2025
Link to Seeking Alpha News Article - May 28, 2025
Link to Seeking Alpha News Article - May 29, 2025
Link to Seeking Alpha News Article - May 30, 2025
#OpenAI #G42
[Newsletter Exclusive] Elon Musk threatened to scuttle OpenAI UAE data center deal - WSJ
Because his own artificial intelligence company, xAI, wasn't included in discussions, Elon Musk threatened to scuttle a deal involving Sam Altman's OpenAI to build an AI infrastructure center in the United Arab Emirates.
On a call with top officials at G42, the Abu Dhabi-based AI company spearheading the effort, Musk allegedly said that the deal had no chance of winning President Trump's blessing unless xAI was a part of it, The Wall Street Journal reported, according to people familiar with the matter.
After Musk's grumbling, the White House reviewed deal terms but still decided to move forward. White House officials told the newspaper that Musk opposed the arrangement because it would benefit Sam Altman.
One official said Musk voiced his displeasure and "relayed his concerns about fairness for all AI companies."
Link to Seeking Alpha News Article - May 28, 2025
[Newsletter Exclusive] Salesforce climbs after Q1 financial results demonstrate AI traction
First quarter data cloud and AI annual recurring revenue crested $1B, increasing by 120% year over year. Salesforce revealed it had closed more than 8,000 deals since launching Agentforce in late 2024.
Link to Seeking Alpha News Article - May 28, 2025
[Newsletter Exclusive] Nvidia pops as Q1 results, guidance top expectations, despite China controls
Data center revenue jumped 73% year-over-year, coming in at $39.1B. Automotive and robotics revenue for the period clocked in at $567M, up 72% year-over-year. Professional visualization revenue rose 19% year-over-year to $509M. Gaming revenue for the period was $3.8B, up 42% year-over-year and 48% sequentially.
Link to Seeking Alpha News Article - May 28, 2025
Link to Seeking Alpha News Article - May 28, 2025
[Newsletter Exclusive] Nvidia signals $45B Q2 revenue outlook while navigating China export controls and AI infrastructure surge
The Blackwell GPU ramp was cited as the fastest in company history, contributing nearly 70% of Data Center compute revenue in the quarter, and the transition from Hopper nearly complete.
Colette Kress, Executive Vice President & Chief Financial Officer addressed the impact of new U.S. export controls on the H20 GPU for the China market, stating, "In Q1, we recognized $4.6 billion in H20 revenue... but also recognized a $4.5 billion charge as we wrote down inventory and purchase obligations tied to orders we had received prior to April 9." She added that "losing access to the China AI accelerator market, which we believe will grow to nearly $50 billion, would have a material adverse impact on our business going forward and benefit our foreign competitors in China and worldwide."
Timothy Arcuri, UBS: "Have you been approved to ship a new modified version into China?... can we get back to those sorts of quarterly run rates once you get something that you're allowed to ship back into China?" Jensen Huang replied, "We have some -- we have limited options. And so, we just -- the key is to understand the limits... We don't have anything at the moment, but we're considering it."
Kress stated, "Total revenue is expected to be $45 billion, plus or minus 2%.
The outlook includes a loss in H20 revenue of approximately $8 billion for the second quarter. GAAP and non-GAAP gross margins are expected to be 71.8% and 72%, respectively, with continued progress toward mid-70%s gross margins later in the year.
Networking revenue reached $5 billion, with NVLink shipments exceeding $1 billion. GAAP gross margin was 60.5% and non-GAAP gross margin was 61%; excluding the $4.5 billion charge, non-GAAP gross margin would have been 71.3%.
The company returned $14.3 billion to shareholders via share repurchases and dividends.
Link to Seeking Alpha News Article - May 28, 2025
#DOGE #ElonMusk
Elon Musk exits DOGE after criticizing Trump's 'big, beautiful' tax bill
Elon Musk is stepping down from his role as a senior adviser to President Donald Trump, following his leadership in efforts to streamline and reform the federal bureaucracy.
In a post on his social media platform X, Musk thanked Trump for the opportunity to lead the Department of Government Efficiency, commonly referred to as DOGE.
The Tesla (NASDAQ:TSLA) and SpaceX CEO's exit comes after he criticized Trump's "big, beautiful" budget bill - the legislative centerpiece of the president's agenda.
In an interview to be aired June 1 on “CBS Sunday Morning,” Musk said the “big, beautiful bill” will not help the nation’s finances.
“I was, like, disappointed to see the massive spending bill, frankly, which increases the budget deficit, not just decrease it, and undermines the work that the DOGE team is doing,” Musk said in a clip the program shared on social media platform X.
Link to Seeking Alpha News Article - May 28, 2025
Salesforce sustains AI momentum despite macro challenges: analysts
"AI adoption is still in the early days and consumption models will take time to build, however Q1 included multiple data points building confidence that Salesforce is in a strong (if not leading) position for agentic computing," said Morgan Stanley analysts, led by Keith Weiss, in a note.
Weiss noted the number of Agentforce customers has increased to 8,000, including 4,000 paid and 800 fully deployed customers.
Link to Seeking Alpha News Article - May 29, 2025
[Newsletter Exclusive] Apollo: Over 80% of active managers fail to outperform their benchmark
The data shows that 84% of large-cap funds lagged behind their benchmark, while 90% of global funds and 85% of large-cap growth funds also fell short. Even the most successful category—mid-cap funds—saw 77% underperform their benchmark over the same period.
The S&P 500 (SP500), often referred to as the benchmark average, further underscores this trend. Only 10.5% of active funds managed to outperform the index over a 15-year horizon. Over a 10-year span, that figure slightly improves to 15.66%.
Shorter-term results paint a similar picture. Just 23.74% of active funds beat the S&P 500 over five years. That number drops to 15.04% over three years, though it improves to 34.76% in the past year—suggesting some recent gains, albeit limited.
Link to Seeking Alpha News Article - May 30, 2025
[Newsletter Exclusive] JPMorgan's Dimon discusses dangers from 'tectonic shifts' in geopolitics, the global economy
"If we are not the pre-eminent military and the pre-eminent economy in 40 years, we will not be the reserve currency," JPMorgan Chase (NYSE:JPM) Chairman and CEO Jamie Dimon said.
"We've got to fix our permitting, our regulations, our immigration, our taxation, which I think is on their way," he said. Other areas that need to be fixed include inner city schools and the health care system. If those are fixed, "we'll grow 3% a year, and all these problems will disappear."
He sees maintaining military alliances as the most important issue. "Spend whatever you have to spend to have the strongest military in the world," Dimon said.
"I'm hoping the goal of the Trump administration is this — keep the Western military alliances together," he added. "If the world can't rely on America's military umbrella, they are going to be looking at alternatives, and there's only one other real alternative out there, or get a nuclear weapon."
Next in importance is maintaining and expanding economic alliances. "The goal should be to help Europe get stronger...Do the trade agreements, the investment agreements that will keep the Western world together. Those two things will keep the world safe and free for democracy."
The U.S. shouldn't be aiming to bring back the manufacturing of such things as TVs, T-shirts, or sneakers. "It should be the stuff that relates to national security, such as rare earths, pharmaceutical ingredients, maybe AI, chips," or where trade is used to mercilessly dominate an industry. "That might be cars, batteries, solar panels, stuff like that."
Link to Seeking Alpha News Article - May 30, 2025
Charts & Technicals:
Marvell Technology in charts: Q1 data center revenue +76.5%, enterprise networking +16%
Link to Seeking Alpha News Article - May 30, 2025
Disclosure: We own positions in some/all of the tickers mentioned in this article.
