Marvell's up 22% because a man in a leather jacket said so

Jensen Huang called Marvell the next trillion-dollar company yesterday, and the stock is up over 22% this morning on the strength of one sentence.

HPE is up 26% on its best earnings beat since 2018.

So naturally, futures are red.

Alphabet is the one getting punished, down after announcing it'll raise $80 billion to fund its AI buildout.

One analyst put it bluntly: if the best business model in the history of capitalism can't fund AI out of its own pocket, who can?

That's the whole tape in a nutshell.

The names ripping are doing it on a quote, while the one name getting punished is the only one actually doing the math on what this buildout costs.

Don has been saying this rally is thinner than it looks.

A market that hangs on what Jensen says into a microphone, while the broad index goes nowhere, is not a market built on solid ground.

He's live at 9:20 am ET to break down the Marvell move, this week's expected move in the S&P, and where the rotation is actually happening underneath the headlines.

Click here to join Don at 9:20 am ET

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Marvell's up 22% because a man in a leather jacket said so

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