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Matt Murphy

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Situations

[ACTIVE] [BUSINESS] [US] [GB] [DE]

Alphabet AI expansion drives stock swings and legal scrutiny

66 clusters · 161 sources · last updated

Latest: Alphabet Inc. cloud backlog reaches $514 billion amid AI investment

Alphabet’s stock continues to experience volatility driven by massive AI infrastructure investments and shifting institutional holdings. While the company hit record highs in early 2026 following an $85 billion equity ra

[ACTIVE] [BUSINESS] [US] [IN]

Marvell Technology: AI demand, Google partnership and Q2

13 clusters · 54 sources · last updated

Latest: Marvell Technology receives multiple price target increases from analysts

In late July 2026, Marvell Technology’s shares slid approximately 34% from recent highs, prompting discussions regarding potential buying opportunities. Despite the dip, institutional investors such as Delta Global Manag