Marvell ($MRVL) podcast mentions
Fed Day. S&P slightly higher this morning as we await the decision this afternoon. We do have some names in tech like Coherent, Dell once again, Marvell, all top gainers. J.B. Hunt's the biggest laggard today. Stock is tumbling after the trucking company did warn of an earnings drop between 5% and 10%. Kind of notable since they're not classic guidance givers to begin with. But diesel certainly hurting transports today. We're hearing from some airlines too, also at Morgan Stanley.
Carl Quintanilla · Squawk on the Street · 11AM Hour: Senator Richard Blumenthal on AI, Early Facebook Investor Roger McNamee & Clarity Act Fails to Advance 9/16/26 · 2026-09-16The word checks and balances, actually, it's incredible reading the, what some Dutch merchants would say, why they started investing in Britain, because they just like that. And then over time, that bond market made Britain more powerful. One of the reasons, a large reason why England was able to beat Napoleon eventually wasn't— I mean, Horatio Nelson and the Duke of Wellington did an incredible job, but England was only able to fight for so long against a far larger enemy because it could fund itself to an enormous degree by the bond market. Even Napoleon marveled at how England could do this. So he called Britain a nation of shopkeepers. Rather pejoratively. But it was then afterwards you can see that England was triumphant and the British bond market was huge. But because people trusted England to keep paying those bonds, they never defaulted. They just became kind of portable money in an era where, yeah, again, gold and silver sometimes were in short supply.
Robin Wigglesworth · Top Traders Unplugged · IL53: How Bonds Quietly Built the Modern World ft. Robin Wigglesworth · 2026-09-16Right. The problem is that if we take our senses too literally, too seriously, we are wrong. And we know we're wrong. I mean, so many In many cases, we find out we're wrong. And the reason I love science is when it corrects us in some big way. Think about that. Think about the sunset. Sunset is marvelous. You know, you sit by the ocean, you see the sun going down, going down, going down. It's beautiful. The sky becomes dark. So the sun goes down. But science has taught us that's not really what happens. The sun doesn't move. It stays there. It's actually us. The Earth is a big rock that is spinning and we are moving out of the light of the sun. And if you see the sun going down and remember that, you can think about that. You say, "Oh, my senses cheat me in telling me that the sun is moving, but it's not moving. I am moving."
Carlo Rovelli · The Joe Rogan Experience · #2554 - Carlo Rovelli · 2026-09-15Yeah, yeah, in that sense, yes, yes, absolutely. I met all sorts of people. But when I arrived in the Rockies, it was in Canada near Banff, and I spent some time hiking high in the mountains. It was marvelous for a European, exactly because it was empty. But then I came down to Banff. It was a a small, teeny village at the time. And the camping was too expensive for a young kid. So I said, "Okay, I don't want to stay in the camping." So I walked up a little bit and put my tent in a little empty space. And then a grizzly came. Ooh! Yeah. So I was inside my tent, the sun was going down, and this big bear bear started walking around the tent.
Carlo Rovelli · The Joe Rogan Experience · #2554 - Carlo Rovelli · 2026-09-15Yeah. And there is all this marvelous area, sort of Arizona, Utah, New Mexico.
Carlo Rovelli · The Joe Rogan Experience · #2554 - Carlo Rovelli · 2026-09-15It's just the south of Utah is just marvelous. Oh, it's incredible. I was actually watching another documentary yesterday on jaguars entering into Arizona.
Joe Rogan · The Joe Rogan Experience · #2554 - Carlo Rovelli · 2026-09-15They filed an agreement Friday in Manhattan federal court seeking dismissal of Verizon's lawsuit and T-Mobile's countersuit, bringing the dispute to a close after months of litigation. Discussions between the carriers had also explored ways to handle similar advertising disputes in the future. Costco has sharply raised the price of its Kirkland Signature Full Synthetic Motor Oil and introduced purchase limits. The 10-quart package, which contains two 5-quart bottles, now sells for about $57.99, almost double the prior range of $30 to $35. Members are generally limited to 2 packages per week, with some local listings indicating a limit of 1 purchase at a time. Costco has also reportedly imposed limits on Mobil 1 Full Synthetic 6-quart packs, which sell for around $44. Now for a look at a few other articles that are trending: The Air Force Secretary Confirms the US Has Weapons in Space. The CEO of Chevron, along with other U.S. oil executives, warn that the global fuel crisis has arrived. And we mentioned this in our top story, but we do have a separate article about it: The U.S. 10-year Treasury yield climbs to its highest level since 2007 ahead of the Fed decision. I have a couple of items on our Catalyst Watch: Marvel's Wolverine video game will be released. Disney-owned Marvel is releasing the game exclusively on Sony's PlayStation And Corteva will hold an Investor Day event. On Wall Street, stock index futures are in the red. Crude oil is up 2.6% at $104 a barrel. Brent crude is up 2.4% at $108. The FTSE 100 is down 0.7%, and the DAX is down 0.6%. Dave& Buster's Entertainment is on our Biggest Movers list. Play is down 14% after higher food and beverage, payroll, and pre-opening costs pushed the company to an unexpected Q2 loss. And on today's economic calendar, it's the first day of the two-day FOMC meeting. That's it for today's Wall Street Breakfast. Thanks for listening! For a full offering of news, analysis, ratings, and data on stocks and ETFs, become a Premium subscriber. Learn more at seekingalpha.com/subscriptions. I'm your host, Julie Morgan. Go out and make it a great day.
Julie Morgan · Wall Street Breakfast · Alarm bells on Wall Street · 2026-09-15Sure. Thank you, first of all, for the opportunity. My name is Faraj Alahi. I'm the founder and CEO of Cognichip. I've been in this industry for over 40 years, the last 30 of it in— Overnight? Semiconductor business. Yeah. Yeah, I started when I was only 2 years old, guys. So— Straight out of the crib. Exactly. Yeah. Prior to founding this company, I founded a semiconductor company back in the late '90s, took it public on NASDAQ. Wow. And then I took another startup, built it up, and took it public on NYSE in 2017, sold it in 2019 to Marvell Semiconductors. I went on for 2, 3 years and did investing. You know, helping other entrepreneurs get their ship off the ground. And that's when I learned enough about AI to, to kind of have the light go on and see, realize that perhaps with AI I could actually solve some of the issues that I had as an entrepreneur building two semiconductor companies. And, and that's really kind of like, like it's been the mission for me now the last 2.5 years. Amazing.
Faraj Alahi · TBPN · The "Pacing AI" Debate | Nico Wittenborn, Scott Keogh, Mitchell Green, David Rosenthal & Ben Gilbert, Faraj Aalaei · 2026-09-14That's so true of just DC Comics as a company. Like Marvel, there's sort of a Marvel style. Everything is kind of in that Stan Lee, Jack Kirby sort of mindset, and it works really well as a shared universe. DC's always been kind of all over the place. Some of the titles are really violent and nasty. Some of them are like Superman where it's kind of old-fashioned and a little corny. And I think that's what's working really well about DC now is just let it all coexist.
Speaker A · This Week in Startups · The Pentagon Wants Equity in AI Startups | E2336 · 2026-09-11And, and right, and it becomes this sort of between-universes war between all the different Joel Edgertons. But then it gets even more complicated, other people start going into the box themselves, and so they're creating multiples of themselves that are going between universes. And you— it's a story ultimately set in several different parallel universes. It's very trippy. It's based on a sci-fi novel by this guy Blake who's also making the show. And I mean, if you are a hard sci-fi fan, it is, it is great. And it really plays around with that multiverse premise in a way that, like, the Marvel stuff, they're just kind of doing it in a more cartoony way. This is really thinking deeply about, like, what would happen if a person from one reality went into another? And they, like, if you started traveling between these realities, like, what would that do to you? What would that do to the universe? How would that affect people? Like, it's really interesting. Interesting stuff.
Speaker A · This Week in Startups · The Pentagon Wants Equity in AI Startups | E2336 · 2026-09-11My mission is simple: to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Kramer Argyle. Do you want friends? I'm just trying to make a little bit of money. My job is not just entertain, but to educate and do some teaching. So call me 1-800-743-CNBC or tweet me @JimCramer. Thank heavens oil went down today. It changed everything, as is this one, keeping a lid on Treasury yields, which then triggered a rally of solid proportions in the stock market. In a tech-led move, the Dow gained 509 points, S&P climbed 0.86%. Nasdaq jumped 0.96%. I'll tell you what, it was a true throwback day. Funnily enough, the tech rally had little to do with some things that confused me and a lot to do with positive statements by Adobe and Oracle, even as their stocks themselves weren't participating that much. Adobe, a fallen angel, represents enterprise software, and Oracle, once a database company and now a data center builder, represents artificial intelligence. The fact that Adobe showed some growth, any growth, and Oracle was able to raise $20 billion in what's known as an at-the-market equity offering showed that they can live to play again. Both gave conservative forecasts. That's okay. Neither of these companies about to be crushed anytime soon, though. That's what matters. I'll give you the lowdown on Oracle later in the show. But as I said on the morning show, I thought that Adobe, which was down badly, would actually finish up. And it did, gaining 1.3%. I think Adobe is a candidate for a short squeeze. And who else gets to live to play again because of those two? How about all the enterprise software and hardware players dedicated to the data center that have been performing so poorly of late? Companies like Dell, like Vertiv, Cisco, Marvell, GE Vernova, Hewlett-Packard Enterprise, all beneficiaries of hyperscaler largesse, not to mention the stocks of the hyperscalers themselves. Meta, Amazon, Alphabet, and Microsoft, all of which finished in the black. I'd add Apple, but it's— Apple's is very much its own world. Luckily, in a great world to be in, as demand for this new Duo foldable iPhone could be off the charts.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 9/11/26 · 2026-09-11Before I dive into AI, I want to explain that our community on Substack has grown enormously. I write a note and chat in Substack almost every day, and I get many comments, which I learn a great deal from, and I'm now going to share some of them. When I share these comments, I may jump into the middle of the comment to explain what the commentator is getting at. So here we go. The Ed Zitron interview got a lot of responses from viewers, many positive, but some negative. One viewer sent in a long email criticizing Ed's negative thesis on AI, and I quote it below. Steve, I'm surprised you characterize NVIDIA's strategy as circular financing. Historically, semis were roughly 45% gross margin businesses. NVIDIA is now operating at close to 80%. Economically, NVIDIA is extracting rent from hyperscalers and then using it to finance their emerging competitors. What the subscriber is pointing out is that NVIDIA's margins are unusually high. They weren't 80% this quarter. I think they were 74%, but still very high. And it is using some of that excess profit to support the AI ecosystem with financing. I continue. Initially, Those competitors were the AI labs. Increasingly, they are the neo clouds and the open source OpenWeight ecosystem. Hence the strategic logic of acquiring Hugging Face, which NVIDIA acquired, I believe, last week. Hyperscalers hate this dynamic. They are responding by developing their own silicon, working with Broadcom, Marvell, and others. But this takes time. His point here is that the hyperscalers know that they are overly dependent on NVIDIA and they hate it. And they're looking for alternatives. I continue. In this knife fight, you want to be the one selling the knives. Upstream semiconductor suppliers such as ASML, KLA, LAM Research, and Applied Materials, together with memory suppliers such as Micron and SK Hynix. They benefit regardless of whether the winner is NVIDIA, a hyperscaler, an AI lab, or some architecture we haven't seen yet. A second order effect is that all this competition should drive the cost of inference and models sharply lower. Lower prices should stimulate usage, which in turn drives greater demand for compute, memory, and semiconductor manufacturing capacity. So Nvidia's actions may actually accelerate the commoditization of the very economics from which it currently earns extraordinary rents. In that sense, Nvidia is a modern-day Robin Hood.
Steve Eisman · The Real Eisman Playbook · AI Terminator Fears Grow & Rates Breach 4.9% | The Weekly Wrap · 2026-09-11They do, but they only work as much as you're willing to ensure that they are adhered to by all. I mean, one of the things that I've been marveling at is the success, at least so far, of this new sanctions regime that we've put in place against the Islamic Republic of Iran is actually not new at all. There's nothing new or innovative about what we're doing. We're just simply making sure that these sanctions are adhered to in jurisdictions that were ignoring our, you know, our sanctions guidance. So I think right now about the UAE, a friend of the United States that continued to allow for Iranian assets to move through their banks and through their businesses. The Turks, NATO allies that had banks that were openly operating on behalf of the Islamic Republic. In fact, one bank moved $20 billion in cash and gold during the height of our effort to sanction the nuclear program of Iran back in 2012 to 2015. Iraq is another jurisdiction that we need to be aware of. Malaysia, Indonesia. These are all areas and countries where we have a Alliances and we have an understanding with these governments, but they have not been enforcing our sanctions. So now we're really starting to, you know, to button all of this down and we've made it serious that nobody gets a free pass. That's great. But why did it take so long? Why can't we make these sanctions work the first time, bankrupt our enemies, force them to come to the table and get the capitulation that we were looking for?
Jonathan Schanzer · Bloomberg Intelligence · Microsoft Plans Data Center Push to Triple Its Computing Power · 2026-09-11Yeah, I'll agree with Matt in what he said. These— that growth by acquisition strategy can be a good move. And I would just point to one of the greatest ones of all time was Disney buying out Marvel. I mean, Marvel is premier intellectual property, whereas Disney is a distribution platform, if you think about it. So that is a good example of 1+ 1= 3. Marvel doesn't have the distribution and the production means, but it does have intellectual property. Disney can acquire that intellectual property and grow it far beyond what Marvel could on its own because of Disney's power in the entertainment business. So that was a good example of an acquisition gone right. But I would say that's more of the exception than the rule. There are so many things that can go wrong with a growth by acquisition strategy. Now I wanna point out that I did, I, I think I probably could figure out the stock that we're talking about here. Like it's kind of narrowed down the candidates. I did not look up the specific company here and try to, Scooby-Doo what company we're talking about here, 'cause we don't give personalized investing advice. I would just say, I would agree with Matt when it comes to a smaller company, it, it, it depends. There can be good reasons to acquire other companies, but I would be suspicious more than bullish specifically because let's say that you're a small tech company. Really, what are you bringing to the table if you're not bringing innovation to the table? If you're a tech company needing to acquire other businesses, to me, that is a tell that your product is not as innovative as you need it to be. Therefore, you have to go out and acquire innovation elsewhere. To me, that's just kind of a red flag. Or how about a small company that is really a consumer-facing company? Really, in that case, you need to build your brand almost more than anything, and acquiring other companies doesn't necessarily help you build that brand recognition, your, your mindshare in the market. So when you're acquiring other businesses, you're probably overpaying because you have to pay up a little bit of a premium. There's a chance that you're not going to integrate them into your business well.
Matt Frankel · Motley Fool Hidden Gems Investing · Apple Launches New Products in Time for New CEO · 2026-09-10He looks like a Marvel character.
Ehsan Ahmad · The Joe Rogan Experience · #2552 - Ehsan Ahmad & Deric Poston · 2026-09-10