The market's missing Marvell and its leverage to AI, says Goldman Sachs' Dane

Brook Dane, Goldman Sachs Asset Management, joins 'Squawk on the Street' to discuss ways to play the AI craze that aren't the apparent move, the thought process behind cloud software companies and much more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi 

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