Author: arthursheikin@gmail.com

[ad_1] Marvell Technology will report its fiscal second quarter results on Thursday after market close. Consensus estimates point to more than 50% year-over-year earnings growth thanks to artificial intelligence demand. Despite 11%-12% adjusted EPS growth over the next year, the stock is trading at just 23x forward 12-month earnings, well below the average over the past two years. The secular backdrop for Marvell would seem to be extremely strong, as the expected capex by the hyperscalers and performance of Nvidia suggest. Why then is Marvell trading at a discounted multiple? A clue might be the stock’s post-earnings performance in recent…

[ad_1] There’s a new AI anxiety sweeping Hollywood that’s a mix of FOMO and fear.Entertainment giants like Netflix and Lionsgate have recently touted how they’re using the tech variously to make previews, generate shots, and aid in licensing. But AI still carries a stink in the creative community, and five Hollywood insiders tell Business Insider they dread being associated with it.The fundamental question the industry is grappling with: Would embracing AI boost my career or torch it?For some, the answer is to use the tech in secret.One documentary producer said they avoided weeks of work by using AI to produce…

[ad_1] Many packages imported into the US valued at $800 or less are exempt from tariffs — until Friday.President Donald Trump signed an executive order on May 2 ending the de minimis exemption for Chinese imports. That resulted in price rises for consumers, especially from retailers like Shein.In July, the White House called the de minimis exemption a “catastrophic loophole,” claiming that it resulted in tariff evasion and made it easier to import opioids.The Biden administration also proposed steps to tighten the exemption, including removing some goods from its purview, but no big changes happened until Trump took office.On Friday, the de minimis…

[ad_1] The Startup Battlefield 2025 judging panel is getting even stronger. Our first wave of VCs brought serious firepower, and now we’re adding more top investors who will grill founders, unpack the big questions, and help crown this year’s $100,000 champion at TechCrunch Disrupt, October 27–29 in San Francisco’s Moscone West. Like the legendary investors who’ve judged in years past, this next group brings the insight, experience, and instincts that can change a founder’s trajectory in just one Q&A. Here’s the next set of investors ready to bring their sharpest questions to the Disrupt Stage. Secure your ticket now to…

[ad_1] I grew up watching my mom teach music.My first memories are of my mom at the piano, her fingers pounding out rich chords and melodies. I could even hear it through the wall as I drifted off to sleep at night. Her office, located in our renovated garage, was the only air-conditioned room in our Phoenix home, so I’d often sneak out there as she taught lessons to cool off.I loved watching her work. She’d been teaching since she was a teenager, and many of her students went on to follow careers in the music field. While I was…

[ad_1] Small business owners wear many hats, often including that of an IT director.With limited time and resources to devote to technology, busy entrepreneurs can often make technology errors that have devastating effects on their business finances, reputation, and productivity — though free resources like SCORE, which offers mentoring and workshops for small business owners, can help.Fortunately, there are also steps — including the right tech investments — that a small business can take to avoid common pitfalls and grow their business. Here’s a closer look at the four most common small business tech mistakes entrepreneurs make and how to…

[ad_1] On St. Patrick’s Day weekend, 2023, I closed on my first house, attended my two daughters’ first ballet, and went to their dad’s funeral — all in the same weekend.Two months later, I was laid off and stuck in a town I likely would have left under different circumstances.While I did consider moving, I was living in my newly purchased home with three grieving kids. Uprooting them would be too many life changes, and I had no equity in my home anyway. So, I stayed and picked up the pieces.I found my dream job, but it wasn’t meant to…

[ad_1] The billionaire tech investor David Friedberg thinks the debate around whether “privilege” determines success misses the point — and says immigrants who succeed in Silicon Valley are proof.He made the argument in response to an X post by The New York Times finance columnist Andrew Ross Sorkin, who quoted the former British politician and Meta executive Nick Clegg as saying: “If you’re accustomed to privilege, equality feels like oppression.””I was almost stopped in my tracks by that line in a profile of him. What do you think? I’m very curious,” Sorkin asked, referring to Clegg.Friedberg, the CEO of the…

[ad_1] (This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) Traders heading into Monday’s session are looking into whether the market rally can continue to broaden beyond tech. Plus, the an industrial play that will benefit from potential Federal Reserve rate cuts. Worldwide Exchange pick: Transdigm Group (TDG) Sarat Sethi of DCLA sees Transdigm as a timely industrial play. Sethi is bullish on the maker of after-market airplane parts, seeing double-digit earnings growth in the next three-to-five years. He added that the…

[ad_1] Here are the biggest calls on Wall Street on Monday: Goldman Sachs reiterates Nvidia as buy Goldman says the stock remains extremely well positioned. “To be clear, we remain very bullish on Nvidia’s prospects for driving outsized growth in 2026, based on positive hyperscaler CapEx commentary and the prospects for non-traditional customer demand we see.” Bank of America reiterates Apple as buy The firm acknowledged that despite reports there is no official iPhone event yet scheduled on September 9 for Apple , investors should temper their expectations for the next cycle anyway. “Some media reports and tech websites are…