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Lead DevelopmentFACT · 4/5•28 Aug '26•Via CNBC Technology

Marvell shares tumble 8% after underwhelming outlook

Marvell Technology shares fell about 8% in premarket trading after the chipmaker raised its fiscal 2028 revenue outlook but failed to meet elevated investor expectations. The company reported fiscal second-quarter revenue of $2.7 billion, up 37% year-over-year and $39 million above guidance. Marvell now expects revenue to grow roughly 50% year-over-year to about $18 billion in fiscal 2028, up from a prior forecast of $16.5 billion, but provided limited detail on the outlook. Management said data-center demand remained strong, with data-center revenue accelerating 46% year-over-year. The stock’s momentum was also shaped by a recently announced partnership with Google that allows Google to buy up to 58.97 million Marvell shares at $206.58 each and covers products for Google’s TPU systems. Goldman Sachs analysts noted investor expectations were elevated heading into the quarter.

•Marvell reported fiscal Q2 revenue of $2.7 billion, up 37% year-over-year.
•Marvell raised its fiscal 2028 revenue outlook to about $18 billion, implying ~50% year-over-year growth (prior forecast: $16.5 billion).
•Shares fell about 8% in premarket trading after the outlook failed to meet investor expectations.

Entities:Marvell Google Goldman Sachs VERSANT Thomson Reuters OneTrust

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FACT · 4/526 Aug '26· Via Manager Magazin

Nvidia's Risky Carousel Financing Raises Investor Concern

Nvidia's quarterly results headline a wider debate about the company's increasingly bold financing arrangements that tie it closely to large AI customers. Analysts expect exceptionally strong Q2 revenue (around $92 billion) and high EPS, while Nvidia is simultaneously partnering with Wall Street investors to raise at least $500 billion for AI infrastructure. The company has provided large guarantees — including a reported $105 billion backing for OpenAI — and entered so-called "carousel" deals where Nvidia and its customers mutually commit to buying each other's technology and revenue streams. Investors are wary that these financing bets, and guarantees such as minimum-revenue commitments, could expose Nvidia to significant downside if major customers scale back AI spending.

•Analysts expected Nvidia's second-quarter revenue to be about $92 billion and EPS around $2.10 per share.
•Nvidia is partnering with firms including Goldman Sachs, Apollo, BlackRock and KKR to raise at least $500 billion for AI infrastructure investments.
•Nvidia reportedly provided a $105 billion guarantee for OpenAI's planned data-center investment in Ohio.

NVIDIA Goldman Sachs Apollo Global Management BlackRock KKR OpenAI Amazon Meta Microsoft The Wall Street Journal

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