Julie Morgan
speaker
5,368 appearances
109 recordings
1 series
first heard Nov 2025
last heard yesterday
Julie Morgan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 109 in all, peaking in Sep 2026 with 19.
Appearances
It's good to have you here on this final Friday in the month of August.
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Today is the 28th.
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I'm Julie Morgan.
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Marvell technology is down 8% in pre-market action, even as the semiconductor company reported second-quarter results and guidance that topped Wall Street's forecast, suggesting investors wanted more.
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Shares have gained 170% year to date.
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For the period ending August 1st, Marvell said it earned an adjusted 94 cents per share as revenue rose 37%.
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Year over year to come in at $2.74 billion.
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Data Center revenue jumped 46% year over year to $2.17 billion, while revenue attributed to its communications and other segments rose 10%.
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Analysts had expected the company to earn an adjusted 93 cents per share on $2.71 billion in revenue.
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Marvell Chairman and CEO
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Given this strength, we are again raising our revenue outlook for both fiscal twenty-seven and fiscal twenty-eight compared with the guidance we provided last quarter.
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Marvell is also hosting.
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hosting an investor day in October, where it will discuss the continued expansion of AI infrastructure.
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A federal judge in California ruled on Thursday that the Pentagon's effort to blacklist Anthropic earlier this year was illegal.
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If you remember, back in March we told you the DoD designated Anthropic a supply chain risk, meaning the company purportedly threatened U.S.
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national security after negotiations about how the military could use its clawed AI model spiraled out of control.
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U.S.
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District Judge Rita Lin found that the Department of Defense violated the First Amendment based on a desire to make a public example out of the company.
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Lynn wrote that while the government is owed deference on matters of national security, its actions were not founded on any articulable basis.
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Thursday's ruling handed Anthropic a major victory, but the company's litigation in D.C.
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Showing 1061–1080 of 5,368 · page 54 of 269
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