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Marvell Technology Options Spot-On: On February 28th, 74,998 Contracts Were Traded, With 662.59K Open Interest
Express News | Shares of Chip Stocks Are Trading Higher, Rebounding After Falling This Week in Sympathy With NVIDIA
Stifel Maintains Marvell Technology(MRVL.US) With Buy Rating, Maintains Target Price $130
Wells Fargo Maintains Marvell Technology(MRVL.US) With Buy Rating, Maintains Target Price $140
Drawing lessons from history, is this wave of AI capital expenditure a boom or a bubble?
Deutsche Bank believes that historically, capital expenditure booms often end in collapse. The key factor that distinguishes prosperity from recession is the level of leverage (debt) involved. Historical experience shows that credit-intensive capital expenditure booms often lead to more severe recessions. Considering the current AI spending boom, which is primarily funded by the profits of large Technology companies in the USA rather than debt, this somewhat reduces systemic risk. However, the ratio of USA household net Assets to disposable income is at a historical high, and the concentration of the stock market has also hit a new high, which increases the systemic risk brought about by the transmission of wealth effects.
Nasdaq-100 Logs Fastest Drop From an All-time High Since 2020
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something on my watchlist goes down big, I buy, then it goes down more, I do this a few times. Once aggravation kicks in, I stop buying and watch very acutely. 
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