Stocks remained resilient heading into earnings season despite elevated Treasury yields and oil-price volatility. AI-related stocks continued to support investor sentiment, but upcoming corporate earnings could help determine whether the rally extends through year-end. We're under a month from the ....
Good MorningU.S. stocks ended higher Friday, with the S&P 500 gaining 0.59% and the Nasdaq posting its fourth consecutive weekly advance as technology shares rebounded. The Dow also posted solid gains, while oil prices fluctuated after President Trump said the U.S. would not resume strikes on Iran before November's midterm elections. Crude prices ultimately finished slightly higher.
Telecom stocks came under heavy pressure after SpaceX agreed to acquire a nationwide portfolio of 800 MHz spectrum licenses from Grain Management, a move seen as strengthening Starlink's mobile ambitions. Verizon, AT&T, and T-Mobile sold off sharply, while AST SpaceMobile also fell. The proposed deal underscores growing competitive risks for traditional wireless providers.
Elsewhere, Humana surged after improved 2027 Medicare Advantage star ratings, while Moderna reached a new 52-week high and biotech shares rallied on reports of a planned NIH-backed cancer-vaccine initiative. Fastly jumped following an Oppenheimer upgrade, while AI infrastructure names, including NVIDIA, Micron, and Hewlett Packard Enterprise, remained in focus. Featured: You Won’t Get a Warning Before This Correction Hits (Ad) 
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Technology |
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Stocks remained resilient heading into earnings season despite elevated Treasury yields and oil-price volatility. AI-related stocks continued to support investor sentiment, but upcoming corporate earnings could help determine whether the rally extends through year-end. We're under a month from the ... Read the Full Story |
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From Our Partners |
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James Altucher called Facebook's rise past 100 billion dollars in 2007 and Apple's run to a trillion years later, both times facing skepticism.
Now he's tracking a new Elon Musk production facility that could begin operations as soon as October 21, tied to what he calls a potential 2 quadrillion dollar opportunity by 2040, based on Dallas Fed data.
Altucher has put the full story and drone footage into one presentation. |
| Watch the full presentation before October 21 |
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Communication Services |
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Just days ago, Alphabet (NASDAQ: GOOGL) looked like a stock coiled and waiting for a spark. As a recent piece noted, the chart has spent nearly five months tightening into a textbook base, with its moving averages converging and the setup pointing to a major move, provided a catalyst arrives to lig... Read the Full Story |
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Technology |
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Palantir Technologies (NASDAQ: PLTR) has been one of the biggest winners in the last earnings season. PLTR is up approximately 60% since August, and it's within about 5% of its 52-week high. The stock's rally is supported by recent analyst sentiment. On Oct. 8, Goldman Sachs (NYSE: GS) raised its r... Read the Full Story |
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From Our Partners |
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Growth stocks have swung sharply this month as AI volatility rises and bond yields climb, pushing investors to get more selective.
A new report highlights 5 Nasdaq stocks showing strong growth signals across cloud infrastructure, biotech, AI, and semiconductors, including one AI stock analysts project could climb 31% and a GLP-1 biotech name with 145% upside potential noted by analysts. |
| Discover the 5 Nasdaq stocks gaining momentum now |
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Healthcare |
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When investors hear talk of U.S. cannabis reform, they often look at major Canadian operators. Tilray Brands (NASDAQ: TLRY) frequently finds itself at the center of this conversation. As rumors of Schedule III reclassification circulate, the market tends to price Tilray Brands based on the politica... Read the Full Story |
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Technology |
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Investors looking for the next phase of artificial intelligence (AI) infrastructure growth may want to look beyond semiconductor sector designers and examine the networking backbone tying the compute together. Arista Networks (NYSE: ANET) recently hit an all-time high of about $217, capping a year... Read the Full Story |
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From Our Partners |
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Every afternoon at 2:00 PM Eastern, roughly $3.5 billion in institutional money flows into the market as pension funds and 401(k) contributions get deployed before the close.
Researchers at Duke, Stanford, Notre Dame, and the Nasdaq Economic Advisory Board have studied this pattern. During one volatile week in June, a $1,000 trade set at 2:00 PM settled by 4:00 PM five days in a row, and the full month produced $2,016 in net income on a single contract. |
| Watch the full 2 PM income breakdown before access closes |
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Technology |
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Microsoft Corporation (NASDAQ: MSFT) stock is closing in on familiar territory. Shares traded around $530 this week. That puts MSFT within 5% of its 52-week high of $553.72. That's a remarkable turnaround. Microsoft gained about 37% in the third quarter of 2026. It was the company's best quarterly... Read the Full Story |
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Technology |
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Marvell Technology Inc. (NASDAQ: MRVL) is aiming for the stratosphere, and so far, investors seem willing to bet that the semiconductor maker will achieve its goal. At the company's Oct. 6 Investor Day, it outlined a massively ambitious revenue growth trajectory that could lead to a projected $70 ... Read the Full Story |
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Industrials |
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Airlines face a complex operating environment characterized by rising fuel costs and shifting consumer travel patterns. In this environment, the right airport assets can quickly change a company’s financial outlook. JetBlue Airways (NASDAQ: JBLU) recently secured final Federal Aviation Administrati... Read the Full Story |
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Markets |
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Every tax season, and in the run-up to elections, a familiar argument resurfaces among politicians, commentators, and voters about whether the wealthy are paying enough tax. One side argues that they do not pay their fair share, and on the other, that taxing the rich would stifle economic growth. ... Read the Full Story |
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Technology |
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Software opened the year as the market's favorite casualty. The SPDR S&P Software & Services ETF (NYSEARCA: XSW) and the iShares Expanded Tech-Software Sector ETF (BATS: IGV) each dropped roughly 25% to 27% in the first quarter alone, as traders priced in a future where artificial intellige... Read the Full Story |
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The Early Bird Stock Of The Day Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions, spanning the data center core to network edge. The company develops and scales complex System-on-a-Chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of Ethernet solutions, including controllers, network adapters, physical transceivers, and switches; single or multiple core processors; and custom application specific... |
Should I Buy Marvell Technology Stock? MRVL Bull and Bear Case ExplainedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Marvell Technology was last updated on Wednesday, October 07, 2026 at 6:12 PM. Marvell Technology Bull Case
- Marvell Technology, Inc. recently outlined an ambitious long-term revenue target of $70 billion to $90 billion for fiscal 2031, a significant expansion that implies a compound annual growth rate above 60% from 2026 levels, signaling strong confidence in the durability of AI infrastructure demand.
- Wall Street has responded positively to the company's recent Investor Day, with major firms like Bank of America raising their price target to $400 and Royal Bank of Canada to $425, suggesting that the current stock price of $284.68 may still offer substantial upside potential relative to analyst expectations.
- The company's custom-chip business is positioned to capture a significant portion of the $400 billion AI opportunity, with analysts noting that hyperscalers are increasingly seeking control over AI infrastructure, which could drive Marvell's data center revenue to top $30 billion by 2028.
- Marvell Technology, Inc. has demonstrated consistent earnings growth, with revenue up 36.5% year-over-year in the most recent quarter and a net margin of 27.93%, indicating that the company is effectively converting its AI-driven demand into profitable operations.
- Recent analyst upgrades, including TD Cowen flipping to a 'buy' rating and citing that XPU risk is 'largely de-risked,' suggest that the market is beginning to view the company's execution risks as manageable, potentially attracting more institutional investment.
Marvell Technology Bear Case
- Despite the bullish long-term outlook, the stock price of $284.68 reflects a high P/E ratio of 93.95, which means investors are paying a premium for future growth that may not materialize if the AI buildout slows or if competition intensifies.
- The company's beta of 2.26 indicates that Marvell Technology, Inc. is significantly more volatile than the overall market, meaning that a downturn in broader market sentiment or a rise in interest rates could lead to sharp declines in its stock price.
- Recent insider selling activity, including shares sold by CEO Matt Murphy and COO Chris Koopmans in September and October 2026, may signal that company executives are taking advantage of the current high valuation to reduce their personal exposure.
- While the company has raised its revenue outlook, the stock has experienced recent volatility, including a 2% drop on October 7, 2026, as record-high Treasury yields weighed on broader tech stocks, highlighting the sensitivity of the stock to macroeconomic factors.
- Some analysts, such as those from Erste Group Bank, have downgraded the stock to a 'hold' rating, suggesting that the current price may already reflect much of the positive news, leaving limited room for further short-term gains.
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