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500 Top and Bottom Performing Stocks at About 12:00 P.m. 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They believe that the company is currently shipping custom CXL silicon to Google, with projected revenue of $1 billion for 2028.\"We expect initial revenue ramps starting in late CY27 and expect management to raise its CY28  AI revenue forecast by at least $2B from the prior $10B+,\" the analysts said.They also expect Marvell to slightly increase revenue contribution from Microsoft  XPU programs in fiscal 2028.Further, Marvell could present 2030 targets for data center total addressable market and market share targets, the note said.\"We are leaving our estimates unchanged but continue to like the story given >50% revenue growth potential for the next 2-3 years,\" the note","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["LU0274383776.USD","LU1992135399.USD","LU1989764748.USD","AIFD","LU1852331112.SGD","MRVL","LU1720051108.HKD","IE00BMPRXR70.SGD","LU2360107168.USD","LU0061475181.USD","BK4604","LU2098885051.SGD","IE00BMPRXQ63.HKD","LU0642271901.SGD","FAI","LU1989764664.SGD","IE00B1BXHZ80.USD","BK4515","XNTK","LU1235294995.USD","GTEK","BK4588","LU1861215975.USD","LU2322448957.HKD","LU1720051017.SGD","QQQA","LU2290526834.HKD","LU2458330243.SGD","BK4605","LU1261432733.SGD","IE00BMPRXN33.USD","BK4585","LU0444973449.USD","LU2322448791.USD","LU0154236417.USD","IE00BBT3K403.USD","IE00BN8TJ469.HKD","LU0187121727.USD","LU0823434740.USD","LU0823434583.USD","LU1992135472.HKD","LU2458330169.SGD","SMHX","ARTY","MRVX","LU2272731782.SGD","LU1815336760.USD","FDTX","IE00BLSP4239.USD","SOXY","BK4543","FXL","LU2244417387.USD","LU0476273544.USD","LU0823421333.USD","LU0056508442.USD","LU1316542783.SGD","LU2931357623.SGD","LU1169590202.USD","BK4141","LU1861220033.SGD","LU0444971666.USD","AIS","LU1169589451.USD","LU2272731865.HKD","LU2473716301.USD","LU1548497426.USD","LU0786609619.USD","LU0957808578.USD","BK4581","LU1084165304.USD","IE00BLSP4452.SGD","LU2089985449.USD","LU1119994496.HKD","SG9999000418.SGD","IE0004086264.USD","LU0081259029.USD","LU1823568750.SGD","LU2543165471.USD","LU1046421795.USD","MVLL","IE0004091025.USD","LU1303367103.USD","LU1642822529.SGD","FTXL","LU2272731600.USD","DTCR","WUGI","LU0823421416.USD","LU2357305700.SGD","MRVU","LU0127658192.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670256985","title":"Philadelphia Semiconductor Index Drops Over 3% and Micron Falls Over 4% as OpenAI Model Training Pause Sparks AI Hardware Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256985","media":"TradingKey","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256985?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:08","pubTimestamp":1790608104,"startTime":"0","endTime":"0","summary":"On September 28 Eastern Time, the three major US stock indexes fell across the board, with the Nasdaq Composite Index dropping over 1% and the Philadelphia Semiconductor Index falling more than 3%. At the sector level, AI hardware stocks plummeted, with chip, memory, and optical communications stocks all suffering sell-offs. Among them, SK Hynix (SKHY) fell 6.20%, SanDisk (SNDK) dropped 6.05%, and Micron Technology (MU) slid 4.22%. Qualcomm (QCOM) fell 6.71%, Intel (INTC) dropped 6.18%, AMD (AMD) slid 5.37%, Marvell Technology (MRVL) declined 4.81%, and Corning (GLW) fell 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Top and Bottom Performing Stocks at About 11:01 A.m. 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