Nvidia Adds $442B In A Day. Marvell Beats, Margins Send the Bill

Welcome to LazyListen. This is The Daily Rip for today. Nvidia just added a staggering four hundred forty-two billion dollars in market value in a single day, powering a chip and software rally that led the market higher.

I. and data-center space. I.

wave but struggling to convince investors that their booming demand will translate into sustainable profits. Marvell, a key player in custom chips and data-center connectivity, reported earnings that beat revenue expectations with a strong forty-six percent jump in data-center sales, hitting just over two billion dollars. Adjusted earnings per share came in slightly above estimates at ninety-four cents.

Yet, the stock dropped seven percent after hours. Why? Because Marvell’s guidance for the next quarter showed a dip in gross margins, expected to fall from nearly fifty-nine percent down to a range between fifty-seven and fifty-eight point five percent.

Investors want to see that growth without margin erosion, and Marvell’s upcoming investor day will be crucial to clarify how profitable its raised outlook for fiscal years twenty-seven and twenty-eight really is. The challenge for Marvell is timing. They have four billion dollars in contracted annual recurring revenue tied to capacity expected in twenty twenty-six, but only about a quarter of that is currently operational.

I. customer and GPU financing cover most of the capital expenditure story, the company still needs to bring additional capacity online by year-end to meet demand. This gap between contracted revenue and actual production capacity is what’s holding the stock back for now.

I. cloud platform, also disappointed after reporting a net loss of over seven hundred million dollars for fiscal year twenty-six, even as revenue hit seven hundred million. I.

buzz. Shifting gears to Affirm, the buy-now-pay-later provider was the standout among after-hours earnings reports. Affirm’s stock jumped nine percent as it posted a thirty-three percent revenue increase in the fourth quarter, reaching just over one billion one hundred sixty million dollars.

Gross merchandise volume grew thirty-six percent to fourteen point one billion dollars, and adjusted earnings per share came in at four dollars and sixty-two cents, boosted by a large deferred tax valuation allowance release. Affirm also raised its guidance for the first quarter, projecting revenue between one billion one hundred ninety million and one billion two hundred twenty million dollars, comfortably above Wall Street’s estimates. This outlook helped the stock rally, even as some traders debated the sustainability of the tax-related earnings boost.

In cybersecurity, the picture was mixed. Rubrik and SentinelOne both reported solid revenue growth but saw their stocks fall after hours. Rubrik’s revenue rose thirty-eight percent to four hundred twenty-seven million dollars, with subscription annual recurring revenue climbing thirty-three percent to one point six billion dollars.

The company also raised its full-year revenue guidance. Still, the stock dropped seven percent, suggesting investors want to see more proof that Rubrik can convert growth into profits. SentinelOne reported twenty-one percent revenue growth to two hundred ninety-two million dollars and expanded its non-GAAP operating margin significantly from two to ten percent.

The company guided third-quarter revenue to just over three hundred million dollars. Despite these gains, SentinelOne’s stock slipped three percent as investors continue to weigh its competitive position against CrowdStrike, a dominant player in the space. m.

Eastern doesn’t mean the news stops. Single stock futures trade around the clock, allowing traders to react to earnings, guidance changes, and sector-moving tweets long after the equity session ends. Stocktwits now integrates these futures on popular symbols like Apple, Nvidia, Tesla, and Meta, giving traders a 24-hour window to price in new information without the constraints of regular market hours.

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I. opportunity. However, the market remains cautious about whether this will translate into meaningful revenue growth.

On the downside, Wendy’s dropped fourteen percent after a major shareholder, Trian Partners, indicated it has no current plans to pursue a takeover bid. This reversed much of the stock’s recent rally fueled by takeover speculation. S.

fell seven percent, and the company withdrew its full-year guidance, leaving investors uncertain about the turnaround story. m. Eastern, which could provide clues on monetary policy direction amid ongoing inflation concerns.

Also, the revised University of Michigan Consumer Sentiment Index will be released at the same time, offering insight into consumer confidence. On the earnings front, watch for Jiayin Group, a Chinese fintech company trading as an ADR, which reports before the market opens. I.

I. demand into profitable growth without margin pressure. Affirm’s strong quarter and guidance stand out in fintech, while cybersecurity firms face investor scrutiny despite solid top-line growth.

Market participants will be watching closely for updates on capacity expansions, profitability, and guidance in the coming weeks. Thanks for listening. Catch you next time on LazyListen.