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Wall Street investment bank Stifel has raised its target price for Marvel Technology from $230 to $321, maintaining a buy rating. Analyst Tore Svanberg emphasized Marvel's leading layout in AI data center optical interconnect, silicon photonics, custom silicon wafers, and switches (such as 102.4 Tbps Teralynx T100), and pointed out that its deep cooperation with NVIDIA's NVLink Fusion (NVIDIA's strategic investment of $2 billion) is an important validation of long-term growth.