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Nvidia CEO Jensen Huang declared Marvell the next $1 trillion company at Computex 2026. The announcement follows a $2 billion investment from Nvidia into Marvell and a partnership on NVLink Fusion, optical interconnects, and silicon photonics. Marvell's market cap is currently near $275 billion with a trailing P/E over 100 and enterprise value 55 times EBITDA. The stock has risen 274% year to date and is trading at a premium.
Nvidia increases its dividend by 2500 percent. The new payout raises the yield only slightly. The change signals capital allocation strategy rather than financial performance. Investors see it as symbolic, not impactful on returns.
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