Marvell’s $80 Billion AI Megadeal Has Wall Street Asking: Is This the Dot-Com Bubble All Over Again?
Bloomberg reports Marvell is in advanced talks to buy optics maker Lumentum, and Marvell shares fell about 13%. Eric Bleeker explains why Marvell wants Lumentum's lasers, how the deal could be financed, and where the dot-com comparison holds and where…
Eric Bleeker, CFA has been investing for more than 20 years. He began his career working at Microsoft before joining Motley Fool, one of the largest publishers of financial research. In his 15 years at Motley Fool Eric served as the General Manager for Fool.com and led coverage in the Technology & Telecom sector. In addition, he was a featured columnist and has hosted dozens of investing seminars attended by more than a million total investors. Eric has more than 1,000 financial bylines to his name and has been featured in The Wall Street Journal, CNBC, Fox Business, and many other leading publications. He is currently focused on artificial intelligence investing and is a CFA Charterholoder.
In the video clip below from a recent episode of The AI Investor Podcast from 24/7 Wall St., the team discusses why, despite its enormous market capitalization of $2.9 trillion and a remarkably successful stock…
In the video clip below from a recent episode of The AI Investor Podcast from 24/7 Wall St., the team discusses Coherent Corp. (NASDAQ: COHR), a smaller stock with a market capitalization of approximately $11.5…
On a brand-new episode of The AI Investor Podcast, Eric Bleeker and David Hanson share the details of an exciting new feature of the show – the launch of a $500,000 real-money portfolio that…
In the video clip below from a recent episode of The AI Investor Podcast from 24/7 Wall St., the team discusses Synopsys (NASDAQ: SNPS), a company that may not be a household name but holds…
In the video clip below from a recent episode of The AI Investor Podcast from 24/7 Wall St., the team discusses Taiwan Semiconductor Manufacturing Company, a company that sits comfortably between the giants like NVIDIA…
Disney’s acquisitions of brands like Marvel initially paid off but have seen diminishing returns as audience interest wanes. The company faces significant challenges in the highly competitive streaming market, struggling to achieve substantial margins…
SummaryMarvell Technology (NASDAQ: MRVL) | MRVL Price Prediction recently got just the pop that AI investors have been waiting for. Despite it still lagging behind peers like Intel (NASDAQ: INTC) and Broadcom (NASDAQ: AVGO),…
In the video clip below from a recent episode of The AI Investor Podcast from 24/7 Wall St., the team introduces Synopsys (NASDAQ: SNPS), a key player in the field of electronic design automation (EDA),…
In the video clip below from a recent episode of The AI Investor Podcast from 24/7 Wall St., the team introduces Coherent (NYSE: COHR), a lesser-known company with significant potential in the AI and technology…