MRVL

Everything Filings Intel has said about MRVL across all issues.

• 8-K · 2026-05-27 Issue 10 · bullish
  Carried from Issue 09. Q1 FY27 net revenue $2,417.8M (+27.6% YoY), data center 76% of the company. No new primary filings in this window; the optical melt-up is press- and market-sourced, the positioning is from the verified convergence layer.
• 8-K · 2026-05-27 Issue 9 · bullish
  Q1 FY27 (ended 2 May 2026): net revenue $2,417.8M (+27.6% YoY), data center $1,832.7M (76% of revenue, +27.2% YoY), GAAP operating income $339.4M. Celestial AI photonic-interconnect acquisition closed in the quarter.
• 10-Q · 2026-05-28 Issue 9 · neutral
  GAAP net income compressed to ~$34.5M by a $203.3M other-expense charge (acquisition-related + forward-contract mark). Gross margin 52.1% GAAP. Data center 76% of net revenue.

• The engine versus the fundamentals — Credo prints +198% and the model still flags it bearish, beside SMCI's dilutive raise Issue 13
  Alongside: CRDOALABSMCIAVGOTSM
• The Broadcom verdict — +143% AI revenue, −13% stock, and why both are true Issue 11
  Alongside: AVGONVDAGOOG
• The sector held while the crowded name bled — SOXX +6%, AVGO −13%, MRVL +54% Issue 11
  Alongside: SOXXAVGONVDA
• The optical melt-up — Huang's copper-vs-optics call repriced the photonics layer Issue 10
  Alongside: COHRLITEGLWAAOINVDA
• The verdicts pending — AVGO tonight, PANW's FCF filter — bars set Issue 10
  Alongside: AVGOPANWZS
• Marvell — data center is 76% of the company now, but our >35% bar missed Issue 9
  Alongside: AVGOCRDOALAB
• $91B Q2 guidance, no China — the next test and what it implies for the thesis arc Issue 8
  Alongside: NVDAAMDAVGO
• Memory trade reawakens, Credo up 8%, NextEra acquires Dominion Issue 8
  Alongside: MUCRDONEEDVRT