Marvell Technology reported Q1 FY2027 results with inline earnings but notably above-consensus Q2 guidance driven by AI data center demand, sending shares initially higher before giving back gains — stock is down ~4.6% today suggesting a 'sell the news' dynamic post-pop. The setup creates a buy-the-dip tension against a headwind of 3 insider sales in the last 30 days and a market still digesting whether AI capex holds.