🔥 $MRVL Earnings report worth watching tonight

Recently, Google and Marvell have further deepened their AI chip partnership, and market expectations for MRVL have also risen significantly. Google has also obtained the right to subscribe to up to approximately $12.2 billion worth of Marvell shares, while the potential scale of the partnership could reach approximately $120 billion

But a question has also emerged
With such a major positive catalyst, has the stock price already priced it in?

The market is currently focused not only on how much the company earned in this earnings report, but more importantly on management's guidance for its AI custom chips and data center businesses going forward

Wall Street previously expected quarterly revenue of approximately $2.71 billion and adjusted EPS of approximately $0.93. The options market implies that the stock could move approximately ±10% after the earnings report

So the focus for MRVL this time is simple
Beating expectations is not difficult; the challenge is whether it can provide sufficiently strong forward guidance.
Whether the AI chip rally can continue may hinge on tonight's report. 👀
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