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Marvell Stock Drops After Google Custom Silicon Timing Shift

Marvell Technology logoMarvell Technology
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Alphabet (Google) logoAlphabet (Google)
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Marvell reported a beat-and-raise for fiscal Q2 2027, but shares fell about 7% early Friday after management pushed the expected financial impact of an expanded custom silicon agreement with Alphabet’s Google to fiscal 2029. The quarter delivered record $2.17B data center revenue (79% of total) and 75% YoY data-center growth guidance ahead of an Oct. 6 investor day.

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