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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 4.50%.","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262190120-openai-pauses-training-ai-chip-stocks-plunge-nasdaq-sandisk-micron-intel-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2168564065.EUR","LU2290526834.HKD","IE000MB6IJN5.SGD","XNTK","LU0056508442.USD","LU0683600562.USD","SHOC","BK4554","MUZ","IE00B19Z3581.USD","LU2168564495.EUR","LU1861558580.USD","IE000WAW04H5.SGD","LU0823397103.USD","LU0859254822.USD","LU2456880835.USD","LU1316542783.SGD","LU1548497426.USD","LU0444973449.USD","LU1629891620.HKD","IE00B1XK9C88.USD","LU1551013425.SGD","LU0109391861.USD","XLK","SKHU","IE00BQXX3D17.EUR","LU1244550221.USD","LU0417517546.SGD","LU1804176565.USD","INTW","AMDC","FAI","LU0210536198.USD","LU1880398554.USD","LU2357627491.SGD","LU0868494617.USD","IXN","BK4614","AMDW","LU2756315664.SGD","BK4533","LU1242518857.USD","AMYY","IE00BBT3K403.USD","LU0672654240.SGD","IE00B5949003.HKD","SNDC","LU0823413587.USD","LU1914381329.SGD","IE00BKDWB100.SGD","LU1956131251.USD","HK0000304805.HKD","LU2168564222.USD","LU0943347566.SGD","SG9999015952.SGD","LU1989764748.USD","INYY","LU2360107168.USD","SOXY","MUYY","BK4148","LU0048573561.USD","LU2063271972.USD","LU0321505439.SGD","LU1868837136.USD","BK4585","LU0256863902.USD","LU0048584097.USD","BK4532","LU1235294995.USD","SKHN","QQQG","LU0321505868.SGD","SNDK","SG9999015945.SGD","LU1815336760.USD","LU0082616367.USD","LU1242518931.SGD","IE00BVYPNP33.GBP","LU1720051108.HKD","SCHA","JGRO","IE0004091025.USD","LU1951200564.SGD","LU1989764664.SGD","LU0251142724.SGD","INT","LU2148611432.USD","LU0127658192.USD","INTC","MRVU","LU1917777945.USD","WUGI","DRIV","AMUU","IE0004086264.USD","LU1066051811.HKD","BK4604","IE00BVYPNQ40.USD","AIFD","AMDG","QCML","IE0034235303.USD","SGXZ51526630.SGD","LU2471134879.HKD","LU1035775433.USD","IE00BSNM7G36.USD","LU2211815571.USD","LU1989772923.USD","LU1823568750.SGD","LU2355687059.USD","07709","TDV","AMDD","LU0823397285.USD","LU2361045086.USD","BK4170","LU1868836757.USD","SMU00main","IE00BLSP4452.SGD","GLW","SCHM","SNDU","LU2471134523.USD","LU2089985449.USD","QCOM","BK4598","LU0061475181.USD","EFIV","IE00BKVL7J92.USD","SKDD","LU2272731600.USD","LU2417539215.USD","DTCR","LU2168563687.JPY","COWG","SKHYV","LU0642271901.SGD","GLWG","LU0097036916.USD","LU2403377893.USD","LU0823413660.USD","IE0002270589.USD","LU0823421416.USD","LU2462591350.SGD","SINTCmain","LU1303367103.USD","LU0256863811.USD","LU2357305700.SGD","LU1861559042.SGD","LU1232071149.USD","LU0081259029.USD","LU0390134368.USD","IE00BQXX3F31.USD","MUD","LU1992135399.USD","BAI","BK4527","BK4515","USXF","AMDY","LU2023250504.SGD","AMDS","LU0640476718.USD","HYNX","LU2750360641.GBP","LU0963586101.USD","LU2322448957.HKD","LU0149725797.USD","IE0000B7K699.USD","SGXZ99366536.SGD","IE00BZ1G4Q59.USD","LU1169589451.USD","LU1674673428.USD","TTXU","LU2756315318.SGD","SOXQ","LU2250418816.HKD","AMDL","LU0234570918.USD","ILDR","IE00BFMHRM44.USD","LU2168564149.EUR","DISK","IE00BQXX3C00.GBP","LU2360106780.USD","SKHZ","BK4512","SKHL","LU0787776722.HKD","LU1066051498.USD","DAMD","LU1720051017.SGD","LU1880398471.USD","LU1852331112.SGD","BK4605","LU0708995401.HKD","LU0174119429.USD","LU0964807845.USD","LU2764262908.HKD","LU0187121727.USD","LU1267930813.SGD","IE00BK4W5L77.USD","LU2264538146.SGD","LU2213496289.HKD","LINT","LU1244550494.USD","MUG","LU1674673691.USD","IE00B1BXHZ80.USD","LU1066053197.SGD","SKHX","LU1280957306.USD","LU2048586759.USD","LU0109392836.USD","GTEK","SKHY","IE00BK4W5M84.HKD","LU2236285917.USD","LU2102340556.USD","LU0154236417.USD","BK4550","LU0689472784.USD","OPTZ","LEGR","VGT","AMDU","BOBP","CHPS","IE000F7OJYX1.SGD","LU2242649171.HKD","LU1267930730.SGD","IE00B7SZLL34.SGD","LU0957808578.USD","LU1974910355.USD","LU0868494708.USD","FTEC","CNAV","LU2461242641.AUD","LU2286300806.USD","IE00BLSP4239.USD","IE000SO60NU8.SGD","AIS","IE0009356076.USD","BK4534","LU1992135472.HKD","LU1064131342.USD","LU1861220033.SGD","BK4579","BK4141","SKUU","LU0792757196.USD","BK4573","LU0820562030.AUD","CHPX","LU1169590202.USD","IETC","LU0079474960.USD","BK4575","IE000BZT7R73.USD","AIQ","LU1551013342.USD","WLDR","LU2471134796.USD","MULL","LU1868837300.USD","LU2272731865.HKD","LU0198837287.USD","BK4588","BK4553","LU2543165471.USD","LU0054578231.USD","LU1778281490.HKD","LU1868836914.USD","BK4535","BK4529","LU1366333091.USD","SG9999001424.SGD","LU2054465674.USD","LU2361044865.SGD","LU1989772840.SGD","LU1496350502.SGD","PSI","SMH","SNXX","LU2860962120.EUR","LU2244417387.USD","TRFK","IE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Top and Bottom Performing Stocks at About 11:01 A.m. EDT on 2026-09-28","url":"https://stock-news.laohu8.com/highlight/detail?id=2670321256","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670321256?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:01","pubTimestamp":1790607665,"startTime":"0","endTime":"0","summary":"BUZZ - Nasdaq top and bottom performing stocks at about 11:01 a.m. EDT on 2026-09-28Nasdaq 100.NDXTop PerformersPercent ChangeIntuitive Surgical, Inc.ISRG.OQ+2.1%NVIDIA CorporationNVDA.OQ+1.9%Old 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Reiterates Buy on Nvidia as Open Agent Safety Platform and BlueField 4 DPUs Poised to Anchor AI Data Center Security Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=2670625656","media":"TIPRANKS","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670625656?lang=en_us&edition=fundamental","pubTime":"2026-09-28 22:55","pubTimestamp":1790607325,"startTime":"0","endTime":"0","summary":"William Blair analyst Sebastien Naji has maintained their bullish stance on NVDA stock, giving a Buy rating on September 22. Sebastien Naji has 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initiated with a Buy at D. 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Boral Capital initiated coverage of Trio-Tech (TRT) with a Buy rating and $17 price target The firm cites accelerating semiconductor demand and 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on Pace for Highest Close Since May 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2670528253","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670528253?lang=en_us&edition=fundamental","pubTime":"2026-09-28 22:04","pubTimestamp":1790604240,"startTime":"0","endTime":"0","summary":"NVIDIA Corporation  is currently at $232.28, up $7.22 or 3.21%--Would be highest close since May 14, 2026, when it closed at $235.74--On pace for largest percent increase since Aug. 27, 2026, when it rose 8.74%--Currently up two consecutive days; up 3.43% over this period--Up 5.21% month-to-date--Up 24.55% year-to-date--Down 1.47% from its all-time closing high of $235.74 on May 14, 2026--Up 27.73% from 52 weeks ago , when it closed at $181.85--Down 1.47% from its 52-week closing high of $235.74 on May 14, 2026--Up 40.63% from its 52-week closing low of $165.17 on March 30, 2026--Traded as high as $233.21; highest intraday level since Sept. 8, 2026, when it hit $233.71--Up 3.62% at today's intraday high; largest intraday percent increase since Sept. 2, 2026, when it rose as much as 4.83%--Best performer in the DJIA today--Second best performer in the S&P 500 today--Most active stock in the S&P 500 today--Best performer in the Nasdaq 100 today--Most active stock in the Nasdaq 100 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AI-Related Stocks Turn Positive After Nvidia Buyback","url":"https://stock-news.laohu8.com/highlight/detail?id=2670258404","media":"Dow Jones","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670258404?lang=en_us&edition=fundamental","pubTime":"2026-09-28 21:41","pubTimestamp":1790602860,"startTime":"0","endTime":"0","summary":"1341 GMT - European AI-related stocks trade in the green after opening the day down, as Nvidia's record stock buyback helps sentiment. Nvidia added $150 billion to its existing share-repurchase program, lifting it to $235 billion--the largest buyback in history. ASML shares add 1.8% after trading around 1.2% lower earlier in the session. Chip makers Infineon and STMicroelectronics also rally to rise 3% and 3.4%, respectively. Stocks linked to the build-out in AI data centers also gain, with Siemens Energy and Prysmian up 1.1% and 0.9%, 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