Oct 7, 2026 · 25 min · 9 segments
Marvell Technology (MRVL) raised its revenue guidance at the company's investor day on Tuesday, forecasting that revenue driven by data centers could grow to as much as $90 billion by its fiscal year…
Brian SozziHost
Mark McClainGuest
This week is shaped up as one where high-profile tech stocks have rubber-stamped their day with Destiny.
If this isn't a classic case of FOMO or fear of missing out, then maybe I need to retire today and start a YouTube show on how to grow the perfect lawn.
And here's the thing, this isn't just a FOMO moment in time around the AI boom, it is morphed into a FOMO period.
You could see it in Wall Street analysts not hiding how they are excited or how excited they are about the AI boom related profit parade raging on.
Check this out, like I get so many stats, I'm just finding this moment very fascinating.
About 40% of the year to date revisions to S&P 500 EPS estimates for this year are attributable to the semis and hardware industries.
Zoom out to next year, that would be 2027, and the concentration becomes even more stark.
Substantially 75% of the year-to-date revisions to 2027 S&P 500 EPS estimates come from semis and hardware.
This week is shaped up as one where high-profile tech stocks have rubber-stamped their day with Destiny.
If this isn't a classic case of FOMO or fear of missing out, then maybe I need to retire today and start a YouTube show on how to grow the perfect lawn.
And here's the thing, this isn't just a FOMO moment in time around the AI boom, it is morphed into a FOMO period.
You could see it in Wall Street analysts not hiding how they are excited or how excited they are about the AI boom related profit parade raging on.
Check this out, like I get so many stats, I'm just finding this moment very fascinating.
About 40% of the year to date revisions to S&P 500 EPS estimates for this year are attributable to the semis and hardware industries.
Zoom out to next year, that would be 2027, and the concentration becomes even more stark.
Substantially 75% of the year-to-date revisions to 2027 S&P 500 EPS estimates come from semis and hardware.
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