Marvell

Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure

10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…

9 hrs ago • The Scuttlebutt

Sherwood's markets editor: Apple is where you hide from hyperscaler AI capex

13 insights: The number of S&P 500 stocks above 40x sales is at bear-market levels, why the Mag 7 just went negatively correlated with momentum, and the…

Sep 17 • The Scuttlebutt

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