Tag: Semiconductors
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Marvell’s $20B FY28 Target Needs 13% Growth Every Quarter
Key Takeaways Marvell now targets about $20 billion of FY28 revenue, up about 67%. That implies about $3.67 billion in Q4 FY27, 16.5% above Q3’s guide. Then about 12.8% growth every quarter through FY28. The target rose from about $15B…
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AMD Crossed $1 Trillion. Is It Above the Analysts’ Average Target? It Depends on the Source
AMD shares jumped about 10% on Monday, Sept 21, 2026, to a record close of $615.52 — market cap above $1 trillion for the first time.
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AMD Q2 2026 Earnings: Every Number Beat, Stock Fell 8%
AMD Q2 2026 earnings landed on August 4 with revenue, EPS, and forward guidance all above what Wall Street had modeled going in. By the usual scorecard, it was close to a clean sweep. Then the stock dropped about 8%…