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Marvell Up 207% as AI Demand Soars

Friday, May 29, 2026

Today's Trade Leaks

1
MRVL

Marvell's Data Center Biz Is 'On Fire' Despite Tech Dip

Marvell's data center biz is on fire. Even with tech stocks down, they're crushing it. Stock soared over 207% last year. Earnings beat expectations. Revenue up 28%. AI demand is the secret sauce. CEO says they're in a "growth period." But what's next if the tech slump continues?
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2
PODD

Insulet's $50M Recall: 7M Pumps Pulled for Leak Risk

Insulet's recalling 7M insulin pumps. Potential leaks could trigger severe complications. 24 serious cases already. No deaths, but $50M in costs loom. Yet, they claim no hit to 2026 forecasts. How can a $50M recall not shake their outlook?
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3
JPM

JPM's $1B Expense Shock Hits as M&A Talks Heat Up

JPMorgan's big surprise: a $1 billion expense shock. Margin squeeze fears rise. Dimon's M&A hints with $20B potential can't calm jittery investors. Strong trading outlook? Not enough. Why is JPM stock dipping despite solid numbers?
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