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NYSE:PVH 9 January 2026

PVH stock slips as Supreme Court tariff decision hangs over retailers — what traders watch next

PVH stock slips as Supreme Court tariff decision hangs over retailers — what traders watch next

PVH Corp shares slid 4.4% to $65.32 Friday afternoon, underperforming the consumer discretionary sector, after the U.S. Supreme Court delayed a decision on Trump-era tariffs until Jan. 14. PVH has warned tariffs could cut 2025 earnings by $65 million. Interim CFO Melissa Stone reported holding 15,410 shares in a recent SEC filing. Investors are watching for any tariff policy changes that could affect costs.
9 January 2026
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Stock Market Today

  • Smart Money Focuses on Marvell Technology Over Micron Amid AI Boom
    May 14, 2026, 10:20 AM EDT. Micron Technology (MU) dominates memory market headlines as traders bet on rising DRAM and NAND prices due to AI demand. However, experts caution memory markets are cyclical and capital intensive with boom-bust patterns. Instead, Marvell Technology (MRVL) is gaining smart money interest. Marvell specializes in custom silicon and optical interconnects used in hyperscale AI data centers, offering more stable growth. In Q3 FY2026, Marvell reported record $2.074 billion revenue, up 37% year-on-year, driven by data center and carrier infrastructure segments. Management raised FY2027 data center growth outlook, signaling accelerating demand. The company also strengthened its portfolio by selling its automotive business and acquiring Celestial AI, alongside substantial stock buybacks. Despite risks like customer concentration and high valuation (forward P/E ~43), analyst upgrades reflect confidence in Marvell's AI infrastructure play, as it partners with Google, AWS, and Microsoft on custom chips.

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