Intel, Arm, and Marvell Have Each Been Cut in Half Since June. Only 1 Is a Stock I'd Buy Now.

Impact · against what's priced in

The news for Intel and Arm confirms existing bearish narratives regarding revenue deceleration, providing little new catalyst. Marvell's strong revenue projections align with what the market already assumes for its data center growth, resulting in a neutral impact across the group.

ARM−0.30

Challenges what's priced in

The price assumes

A sustained acceleration in total revenue growth to the 41.8% annually the reverse-DCF requires