2026-01-15 05:23:46

Marvell Technology sees bullish momentum from institutional research desk. RBC Capital Markets initiates coverage with an Outperform rating, targeting $105 per share as the semiconductor firm capitalizes on accelerating data center infrastructure demand. The thesis hinges on sustained cloud computing expansion and AI infrastructure buildout driving semiconductor consumption across the sector.

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DeFiDoctor

· 6h ago

The consultation records show that this wave of AI infrastructure narratives is indeed heating up. But the question is—Is the $105 target price really based on such a vague assumption of "sustained expansion"? RBC hasn't thoroughly analyzed the liquidity indicators, and risk warnings are somewhat insufficient. It is recommended to regularly review the chip inventory cycle to prevent strategy complications from occurring.

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¯\_(ツ)_/¯