Marvell跌、梅西涨、Hive Digital因AI数据中心交易上涨

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the Stock Movers podcast, your roundup of companies making moves in the stock market. Harnessing the power of Bloomberg data. Take a look at some of the stocks that are on the move today. We can do that with Bloomberg's Christina Aino. Christine, what are you looking at today?

All right, Paul, let's take a look at Marvel Technology, a chip maker here. So the ticker MRVL those shares are roaring today up 7 1/2% and really primarily because of the news from Anthropic more than anything else. We did get Anthropic telling investors that his preliminary second quarter revenue was 11.5 billion. That is at least a 14-fold increase from the same period a year ago. So just think about that for a second there.

And this is why these related shares are rallying today. I mean, for Marvel specifically, we did get a price target cut at UBS. So, they're now cutting the share price target to 300 from 340 previously. I mean, that is still a 27% increase from its closing price on Friday. So, not too shabby there. We are going to hear from them for their earnings results on August 27th. As of the end of May, their second quarter forecast for adjusted EPS was from a range of 88 cents to 98.

And they're looking at net revenue ranging from $2.57 billion to 2.84 84 billion. So stay stay tuned on the 27th of August to see if those exceed expectations.

All right, Christine, what else are you looking at this morning? All right, let's take a look at Macy's as well. So ticker M, those shares not doing too poorly, just down about 210 of 1% at the moment, but a big beneficiary of 13F filings as we're seeing 13F filing season today. I mean the biggest news for Macy's is that Bergkshire Hathway filing shows that it increased its stake in the company and we're also seeing new positions by Balazni Asset Management and Sixth Street.

I mean Bloomberg Intelligence is Mayor Ross Gilbert does say that you know Macy's features improving assortments merchandising and service across all of its namesake locations which is restoring comp sales and that can help their operating margin rise for future earnings results. Balassen

Balazzi.

So I can't imagine being an hedge fund an Alice going into my PM and pitching Macy's. I'd get punched into those [laughter] if I Are you kidding me?

Because it's too Is it too basic?

Boring. Where's the juice? Where's the alpha?

Maybe boring is back.

Where's the alpha? Where's the catalyst? I mean [laughter] um

I mean 2026 could be the year of the old school stocks pull.

Could be. All right. Um All right. Speaking of I don't know what is Hive Digital.

It is not old school. It's actually a Bitcoin miner. So very much new school, but it's also very much in agree today. So ticker HIV. It's up 9.7% at the moment. And that is because we got news that its data center subsidiary which is called Buzz High Performance Computing just signed a 5-year $350 million cloud services deal at the Bell AI fabric facility in British Columbia. uh which is not where I would expected would have expected that to be but there you go.

Um so they signed a 5-year deal includes GPU cloud services with an investment grade enterprise customer and we're seeing you know uh analysts weighing in from Keith Bryant and Woods. Uh they're seeing that capex uh around $276 million remaining after previous funding and customer repayments. So good news all around for Hive Digital.

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