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MRVL "Company in Recovery" with "Long-Term" Potential

MRVL "Company in Recovery" with "Long-Term" Potential

Schwab Network · Schwab Network

May 29, 20256m 23s

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Show Notes

Marvell (MRVL) sold off more than 40% so far in 2025, but WIlliam Kerwin calls the company a "long-term winner" in the A.I. space. He tells investors to listen for commentary from the CEO that signals strong guidance. R. "Ray" Wang says Marvell is in "recovery" but can rebuild its stock price if data center revenue swells. Ray eventually hopes to see how the company utilizes agentic A.I.


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