The Portfolio Selector features the Argus Focus List, a group of 30 "best idea" stocks generated and regularly updated by Argus' analysts and investment policy committee. It also includes the director of research’s monthly investment strategy column, stock recommendations and sector picks, economic forecasts, and an asset allocation model. This month, the Focus List additions are NVIDIA Corp (NVDA); Applied Materials Inc (AMAT); Maplebear Inc (CART); Lyft Inc (LYFT) and the Focus List deletions are Cisco Systems Inc (CSCO); Expedia Group Inc (EXPE); Meta Platforms Inc (META); Marvell Technology Inc (MRVL).

Marvell Technology Group Ltd., formerly domiciled in Bermuda but now U.S.-based, is a fabless provider of high-performance application-specific standard products for storage, networking, connectivity, and other applications. Primary products include HDD and SSD controllers; components used in memory drives; Ethernet switches and PHYs; ARM processors in SoC format; WiFi/ Bluetooth combo chips; and embedded processors and SoCs. Marvell is growing organically and through acquisitions, including the completed acquisitions of Cavium, Aquantia, Avana, Inphi, and Innovium and the planned acquisition of Celestial AI.

The major indices are modestly higher at midday on Thursday. Negotiations between the U.S. and Iran are back and forth. Meanwhile, fresh inflation data confirmed that prices are rising, as expected, largely due to the war. And, of course, individual names are rising and falling as the final earnings reports hit the tape. Crude oil is at $89 per barrel. The yield on the 10-year note is at 4.46%. The Vis volatility index is at 16.

The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.