Marvell raised its fiscal 2028 revenue target to about $20 billion, up from $18 billion in August and $16.5 billion before that. Chief executive Matt Murphy credits most of the gain to connectivity products such as 1.6T optical signal processors, while data center sales, 79% of revenue, still rest on a handful of hyperscaler budgets.
Perspective Coverage
4 publishers
- Builder
- Builder 11%
- Operator
- Operator 8%
- Investor
- Investor 81%
Reality
- Evidence62
- Adoption68
- Hype gap+25
- Incentives70
- Confidence60
Meta pays $115m to train the electricians its own contractors will hire
America's Workforce Academy opens with pilots in four metros where Meta already runs data centres, and it guarantees every graduate a job offer from one of Meta's construction partners. The credential they earn is portable.
Reality
- Evidence30
- Adoption25
- Hype gap+35
- Incentives78
- Confidence38
Capital Economics's 30% drawdown needs the S&P multiple back at 13.7 times
James Reilly's September 10 report has the S&P 500 cracking next year and eventually falling at least 30% from its high, while Morgan Stanley Wealth Management's committee still carries a year-end target of 8,000.
Reality
- Evidence58
- Adoption
- Not scored
- Hype gap+28
- Incentives66
- Confidence48
Capital Economics pencils in 7.7% more upside before a 21% fall to 6,500
James Reilly's path has the S&P 500 up 7.7% by December and down 21% by the end of 2027, a net loss of about 15% for anyone who holds through both legs. Ruchir Sharma's 5% trigger is three basis points away.
Reality
- Evidence42
- Adoption
- Not scored
- Hype gap+30
- Incentives58
- Confidence45
Microsoft more than triples its gigawatt plan after Azure sent GitHub's agents to AWS
Bloomberg reported a six-year plan taking Microsoft from about 12 gigawatts to more than 38 by 2032, and the $329bn of data-center leases already signed but not yet commenced sits outside the $145bn capex line.
Reality
- Evidence60
- Adoption62
- Hype gap+22
- Incentives62
- Confidence46