12 mins. ago
Marvell (MRVL) shares pushed higher on Wednesday after the semiconductor firm announced an expanded multi-year commercial agreement with Alphabet's (GOOG) (GOOGL) Google. In its press release, MRVL said it has issued GOOGL warrants to purchase up to 58.97 million of its shares valued at over $12 billion, tying equity vesting directly to future custom chip purchases.
Despite today's gains, Marvell stock is down more than 25% versus its year-to-date high.
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Despite today's gains, Marvell stock is down more than 25% versus its year-to-date high.
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#million
6 hours ago
By Anhata Rooprai
Aug 19 (Reuters) - Marvell Technology will help develop Google's in-demand custom chips and has offered the search giant the right to buy a potential $12.2 billion stake, the latest deal in which Big Tech is investing in the suppliers powering its AI build-out.
Shares of the chipmaker jumped nearly 8% as the deal marked a major vote of confidence from a top cloud-computing provider and could bring roughly $120 billion in revenue through fiscal 2033, if Google hits the targets its stake option depends on.
Larger rival Broadcom, which had been Google's main custom chip partner so far, fell more than 5%, while shares in Google-parent Alphabet were little changed.
Demand for in-house chips such as Google's tensor processing units (TPUs) has surged as companies seek cheaper alternatives to Nvidia's pricey graphics processors and technologies better suited for inference, the process of running trained AI models.
#Google #billion #stake #rooprai
Aug 19 (Reuters) - Marvell Technology will help develop Google's in-demand custom chips and has offered the search giant the right to buy a potential $12.2 billion stake, the latest deal in which Big Tech is investing in the suppliers powering its AI build-out.
Shares of the chipmaker jumped nearly 8% as the deal marked a major vote of confidence from a top cloud-computing provider and could bring roughly $120 billion in revenue through fiscal 2033, if Google hits the targets its stake option depends on.
Larger rival Broadcom, which had been Google's main custom chip partner so far, fell more than 5%, while shares in Google-parent Alphabet were little changed.
Demand for in-house chips such as Google's tensor processing units (TPUs) has surged as companies seek cheaper alternatives to Nvidia's pricey graphics processors and technologies better suited for inference, the process of running trained AI models.
#Google #billion #stake #rooprai
9 hours ago
Marvell surged 13% on a $12B Google warrant for custom AI chip work, sending Broadcom down 3% in a clear supplier shift signal.
Astera Labs and Credo Technology gained up to 3%, as Marvell's Google win signals a custom silicon ramp benefiting adjacent connectivity suppliers.
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Shares of Marvell Technology (NASDAQ:MRVL) are up 13% to $243.66 in early Wednesday trading after the company disclosed a warrant issued to Alphabet's (NASDAQ:GOOGL) Google worth about $12.18 billion, tied to a broader deal to develop custom AI chips for Google. Marvell stock is rebounding off a sharp Tuesday slide and extending an already outsized 155% year to date (YTD) advance through Tuesday's close.
Broadcom (NASDAQ:AVGO) shares are down 3% to $369.13 on the same headline. The move highlights the competitive stakes in Google's custom AI chip roadmap, where Broadcom has been the incumbent supplier for multiple generations of tensor processing units.
#marvell #broadcom #technology #down
Astera Labs and Credo Technology gained up to 3%, as Marvell's Google win signals a custom silicon ramp benefiting adjacent connectivity suppliers.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Shares of Marvell Technology (NASDAQ:MRVL) are up 13% to $243.66 in early Wednesday trading after the company disclosed a warrant issued to Alphabet's (NASDAQ:GOOGL) Google worth about $12.18 billion, tied to a broader deal to develop custom AI chips for Google. Marvell stock is rebounding off a sharp Tuesday slide and extending an already outsized 155% year to date (YTD) advance through Tuesday's close.
Broadcom (NASDAQ:AVGO) shares are down 3% to $369.13 on the same headline. The move highlights the competitive stakes in Google's custom AI chip roadmap, where Broadcom has been the incumbent supplier for multiple generations of tensor processing units.
#marvell #broadcom #technology #down
16 hours ago
Good morning. Stocks got off to an unsteady start to trading as Treasury yields regained some of their losses from the day before, when Treasury Secretary Scott Bessent moved to support the bond market. That, plus rising oil prices, led the Dow (^DJI), S&P 500 (^GSPC), and Nasdaq Composite (^IXIC) to decline at the open.
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Consumer Discretionary stocks (XLY) were the hardest hit, while an 8% decline in Walmart (WMT) stock after earnings weighed on Consumer Staples (XLP). Walmart's slowing sales growth number also put pressure on other defensive names, such as Costco (COST).
Energy stocks (XLE) outperformed, meanwhile, as crude oil prices rose following President Trump's threat to wage "economic warfare" on Iran, raising concerns about a reescalation in the Middle East war.
Here are some notable stocks that Yahoo Finance readers are viewing this morning: **** eX (SPCX), Walmart, Sandisk (SNDK), Alibaba (BABA), SK Hynix (SKHY), Marvell (MRVL), and CrowdStrike (CRWD).
#prices #decline
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Consumer Discretionary stocks (XLY) were the hardest hit, while an 8% decline in Walmart (WMT) stock after earnings weighed on Consumer Staples (XLP). Walmart's slowing sales growth number also put pressure on other defensive names, such as Costco (COST).
Energy stocks (XLE) outperformed, meanwhile, as crude oil prices rose following President Trump's threat to wage "economic warfare" on Iran, raising concerns about a reescalation in the Middle East war.
Here are some notable stocks that Yahoo Finance readers are viewing this morning: **** eX (SPCX), Walmart, Sandisk (SNDK), Alibaba (BABA), SK Hynix (SKHY), Marvell (MRVL), and CrowdStrike (CRWD).
#prices #decline
1 day ago
Marvell Technology (MRVL) stock has pulled back after a significant rally, falling 35.6% from the 52-week high. Despite the sell-off, most **** ysts covering MRVL remain bullish ahead of its Q2 earnings release scheduled for Aug. 27.
Analysts' optimism stems from solid customer demand for Marvell's data center products and strong bookings that point to a multiyear growth cycle.
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Analysts' optimism stems from solid customer demand for Marvell's data center products and strong bookings that point to a multiyear growth cycle.
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6 days ago
Five Below (FIVE) shares extended gains on Thursday after Jefferies issued a bullish note in favor of the Philadelphia-headquartered chain of discount retail stores. ***** yst Randal Konik upgraded FIVE this morning and raised his price target to $350, indicating potential upside of more than 40% from current levels.
Konik's research note arrives at a time when Five Below stock is already on an uptrend, currently up more than 35% versus its July low.
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#jefferies #konik
Konik's research note arrives at a time when Five Below stock is already on an uptrend, currently up more than 35% versus its July low.
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#jefferies #konik
6 days ago
Carvana Co. (CVNA), headquartered in Tempe, Arizona, operates auction sites and an e-commerce platform for buying and selling used cars. With a market cap of $79.8 billion, the company offers test drives, vehicle financing, and car reviews.
Shares of this online used car retailer have underperformed the broader market over the past year. CVNA has gained 5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.2%. In 2026, CVNA stock is down 14.1%, compared to the SPX's 13.2% rise on a YTD basis.
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#cvna #market #carvana #shares
Shares of this online used car retailer have underperformed the broader market over the past year. CVNA has gained 5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.2%. In 2026, CVNA stock is down 14.1%, compared to the SPX's 13.2% rise on a YTD basis.
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#cvna #market #carvana #shares
7 days ago
Midland, Texas-based Diamondback Energy, Inc. (FANG), with a market capitalization of approximately $56.5 billion, is an independent oil and natural gas company focused on exploring, developing, and producing hydrocarbons in the Permian Basin. It also operates crude oil and natural gas gathering infrastructure through its subsidiary, Rattler Midstream.
Shares of this leading oil and gas company have significantly outperformed the broader market over the past year. FANG has climbed 45% over this period, compared with a 20.2% gain for the broader S&P 500 Index ($SPX). The stock has continued to outperform the index in 2026, gaining 33.6%, surpassing the index's 13.2% gain over the same period.
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#fang #market #gain
Shares of this leading oil and gas company have significantly outperformed the broader market over the past year. FANG has climbed 45% over this period, compared with a 20.2% gain for the broader S&P 500 Index ($SPX). The stock has continued to outperform the index in 2026, gaining 33.6%, surpassing the index's 13.2% gain over the same period.
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#fang #market #gain
7 days ago
FirstEnergy Corp. (FE) is an Akron, Ohio-based electric utility focused primarily on regulated electricity distribution and transmission across the Midwest and Mid-Atlantic regions of the U.S. Valued at $27.1 billion by market cap, the company owns and operates coal-fired, nuclear, hydroelectric, wind, and solar power generating facilities, and provides energy management and other energy-related services.
FirstEnergy has struggled to turn its gains into meaningful market-beating momentum over the past year. FE has gained 7.8% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.2%. In 2026, FE stock is up 5%, compared to the SPX's 13.2% rise on a YTD basis.
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#firstenergy #billion #akron
FirstEnergy has struggled to turn its gains into meaningful market-beating momentum over the past year. FE has gained 7.8% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.2%. In 2026, FE stock is up 5%, compared to the SPX's 13.2% rise on a YTD basis.
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#firstenergy #billion #akron
7 days ago
Regency Centers Corporation (REG) is a fully integrated real estate investment trust (REIT) that owns, operates, and develops grocery-anchored shopping centers across the U.S. Valued at $13.9 billion by market cap, the company's portfolio includes properties with highly productive grocers, restaurants, service providers, and leading retailers.
Regency Centers has delivered modest gains over the past year, but the stock has fallen short of the broader market's strong performance. REG has gained 5.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.2%. Moreover, in 2026, REG stock is up 9.7%, surpassing the SPX's 13.2% rise on a YTD basis.
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#moreover
Regency Centers has delivered modest gains over the past year, but the stock has fallen short of the broader market's strong performance. REG has gained 5.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.2%. Moreover, in 2026, REG stock is up 9.7%, surpassing the SPX's 13.2% rise on a YTD basis.
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#moreover
7 days ago
Valued at $10.9 billion by market cap, Camden Property Trust (CPT) is a Houston-based multifamily real estate investment trust (REIT) focused on owning, managing, developing, redeveloping, acquiring, and repositioning apartment communities across the U.S. Its strategy is centered on high-growth markets with strong employment, population growth, and quality-of-life characteristics, which Camden believes support demand for rental housing and resident retention.
Camden Property Trust has struggled to generate meaningful momentum over the past year. CPT has surged 3.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.2%. In 2026, CPT stock is down 1.5%, compared to the SPX's 13.2% rise on a YTD basis.
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#property #billion #index
Camden Property Trust has struggled to generate meaningful momentum over the past year. CPT has surged 3.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 20.2%. In 2026, CPT stock is down 1.5%, compared to the SPX's 13.2% rise on a YTD basis.
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#property #billion #index
14 days ago
At first glance, it's natural to be apprehensive about MGM Resorts (MGM). Sure, MGM stock itself is ranked as a 40% Buy, according to the Barchart Technical Opinion indicator. Further, the technical profile suggests a continuation of the long-term trend. At the same time, the ticker faces significant economic headwinds.
I don't need to list all the challenges **** ociated with the devolving Iran crisis that have stymied recent progress for the casino and resorts giant. Las Vegas itself has undergone a sort of paradigm shift relative to pre-COVID norms. Factor in rising inflation and the soaring cost of energy and you have good reason to be skeptical of MGM stock, which has lost 2.47% in the trailing month.
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#options #resorts #technical #month
I don't need to list all the challenges **** ociated with the devolving Iran crisis that have stymied recent progress for the casino and resorts giant. Las Vegas itself has undergone a sort of paradigm shift relative to pre-COVID norms. Factor in rising inflation and the soaring cost of energy and you have good reason to be skeptical of MGM stock, which has lost 2.47% in the trailing month.
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#options #resorts #technical #month
14 days ago
Williams-Sonoma (WSM) hit a new 52-week high of $250.83 on Tuesday, its 18th new 52-week high of the past 12 months. WSM was one of 135 NYSE and 341 Nasdaq Composite stocks hitting new 52-week highs yesterday.
The specialty retailer's shares are now up 39% in 2026 and 394% since hitting a 5-year low of $50.79 in May 2022. The Barchart Technical Opinion is a 100% Strong Buy, suggesting WSM's momentum is not about to end.
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#options #high #williams #NYSE
The specialty retailer's shares are now up 39% in 2026 and 394% since hitting a 5-year low of $50.79 in May 2022. The Barchart Technical Opinion is a 100% Strong Buy, suggesting WSM's momentum is not about to end.
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Here's a Realistic Roadmap Toward Generating $1,000 a Month in Options Trading Income
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#options #high #williams #NYSE
14 days ago
SpaceX (SPCX) shares are down 6.5% intraday after the company's debut quarterly earnings report revealed an extraordinary surge in AI-related capital expenditures that overshadowed a strong revenue beat.
It's not all bad news for the market's tech giants today, though, as comments from Elon Musk have given Nvidia (NVDA) a boost.
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Here's a Realistic Roadmap Toward Generating $1,000 a Month in Options Trading Income
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#options #musk #NVIDIA
It's not all bad news for the market's tech giants today, though, as comments from Elon Musk have given Nvidia (NVDA) a boost.
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#options #musk #NVIDIA
15 days ago
AMD's Meta partnership anchors its MI450 GPU ramp toward $700, while Micron's 5x forward P/E makes a $1,600 price target surprisingly defensible.
Marvell set an all-time design-win record in FY2026, with Data Center now 76% of revenue and CEO Matt Murphy raising his FY2028 outlook.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
The AI infrastructure buildout has re-rated an entire tier of semiconductor names in 2026, and three stand out as candidates for a fresh leg higher into 2027. AMD (NASDAQ: AMD) is up 122.33% year to date, Micron Technology (NASDAQ: MU) has gained 188.55%, and Marvell Technology (NASDAQ: MRVL) has climbed 121.03%.
After a summer pullback, I want to walk through what it would take for each to notch another round-number milestone in 2027.
#NASDAQ #technology #mi450 #data
Marvell set an all-time design-win record in FY2026, with Data Center now 76% of revenue and CEO Matt Murphy raising his FY2028 outlook.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
The AI infrastructure buildout has re-rated an entire tier of semiconductor names in 2026, and three stand out as candidates for a fresh leg higher into 2027. AMD (NASDAQ: AMD) is up 122.33% year to date, Micron Technology (NASDAQ: MU) has gained 188.55%, and Marvell Technology (NASDAQ: MRVL) has climbed 121.03%.
After a summer pullback, I want to walk through what it would take for each to notch another round-number milestone in 2027.
#NASDAQ #technology #mi450 #data
20 days ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides data infrastructure semiconductor solutions spanning the data center core to network edge in the United States and internationally. On July 29, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $163.40 per share. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was -25.21%, and its shares gained 128.27% over the past 52 weeks. Marvell Technology, Inc. (NASDAQ:MRVL) has a market capitalization of $143.1 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor letter:
"Marvell Technology, Inc. (NASDAQ:MRVL) is a fabless semiconductor company focused on chips and optical components for data centers. The company reported a strong quarter, and management said AI-related demand remained very strong. Investors appreciated the accelerating revenue growth, margin improvement in optical products, and upcoming ramp-up of custom silicon chips."
Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 79 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the first quarter, compared to 85 in the previous quarter. In the first quarter of fiscal 2027, Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.42 billion reflecting 9% sequential and 28% year over year growth. While we acknowledge the risk and potential of Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) provides data infrastructure semiconductor solutions spanning the data center core to network edge in the United States and internationally. On July 29, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $163.40 per share. The one-month return of Marvell Technology, Inc. (NASDAQ:MRVL) was -25.21%, and its shares gained 128.27% over the past 52 weeks. Marvell Technology, Inc. (NASDAQ:MRVL) has a market capitalization of $143.1 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor letter:
"Marvell Technology, Inc. (NASDAQ:MRVL) is a fabless semiconductor company focused on chips and optical components for data centers. The company reported a strong quarter, and management said AI-related demand remained very strong. Investors appreciated the accelerating revenue growth, margin improvement in optical products, and upcoming ramp-up of custom silicon chips."
Marvell Technology, Inc. (NASDAQ:MRVL) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 79 hedge fund portfolios held Marvell Technology, Inc. (NASDAQ:MRVL) at the end of the first quarter, compared to 85 in the previous quarter. In the first quarter of fiscal 2027, Marvell Technology, Inc. (NASDAQ:MRVL) reported record revenue of $2.42 billion reflecting 9% sequential and 28% year over year growth. While we acknowledge the risk and potential of Marvell Technology, Inc. (NASDAQ:MRVL) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time
24 days ago
What happened: Semiconductor stocks fell on Tuesday, with the PHLX Semiconductor Index (^SOX) falling more than 3% as investors continued to unwind positions in one of the market's hottest AI-driven sectors this year.
US-listed shares of memory and storage leaders Micron Technology (MU), SK Hynix (SKHY), and Sandisk (SNDK) all fell more than 8% and 13%, respectively. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) also dropped.
AI chip heavyweight Nvidia (NVDA) stock reversed early morning losses to climb into green territory following a 5% drop on Monday. Peer AMD (AMD) fell more than 7%. Chip maker Intel (INTC), along with Marvell (MRVL) and Qualcomm (QCOM), also slid.
What's behind the move: The sell-off followed declines in semiconductor stocks abroad. In South Korea, SK Hynix fell more than 14%, while Samsung Electronics (005930.KS) dropped more than 13%.
European semiconductor stocks also moved lower as concerns about circular financing and intensifying competition from China have weighed on the sector.
#fell #asml
US-listed shares of memory and storage leaders Micron Technology (MU), SK Hynix (SKHY), and Sandisk (SNDK) all fell more than 8% and 13%, respectively. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) also dropped.
AI chip heavyweight Nvidia (NVDA) stock reversed early morning losses to climb into green territory following a 5% drop on Monday. Peer AMD (AMD) fell more than 7%. Chip maker Intel (INTC), along with Marvell (MRVL) and Qualcomm (QCOM), also slid.
What's behind the move: The sell-off followed declines in semiconductor stocks abroad. In South Korea, SK Hynix fell more than 14%, while Samsung Electronics (005930.KS) dropped more than 13%.
European semiconductor stocks also moved lower as concerns about circular financing and intensifying competition from China have weighed on the sector.
#fell #asml
24 days ago
Marvell Technology (NASDAQ:MRVL) primarily earns revenue by developing data infrastructure semiconductor solutions and system-on-a-chip architectures for enterprise clients across the globe.
It was officially added to the S&P 500 index on June 22, 2026, and it reported a 52% gross margin for the quarter ended May 2, 2026.
UiPath (NYSE:PATH) primarily earns revenue by delivering a software ecosystem focused on robotic process automation to organizations in various commercial and government settings.
While launching new artificial intelligence features for its Automation Suite on May 5, it recorded an 81% gross margin for the quarter ended April 30, 2026.
Tracking revenue helps investors understand the total volume of money a business brings in before operating expenses or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.
#revenue #Margin #quarter
It was officially added to the S&P 500 index on June 22, 2026, and it reported a 52% gross margin for the quarter ended May 2, 2026.
UiPath (NYSE:PATH) primarily earns revenue by delivering a software ecosystem focused on robotic process automation to organizations in various commercial and government settings.
While launching new artificial intelligence features for its Automation Suite on May 5, it recorded an 81% gross margin for the quarter ended April 30, 2026.
Tracking revenue helps investors understand the total volume of money a business brings in before operating expenses or taxes are deducted. This metric reveals whether an organization is successfully attracting customers and growing its overall business volume over time.
#revenue #Margin #quarter
27 days ago
Marvell Technology (NASDAQ: MRVL) has emerged as a strong AI investment candidate throughout 2026. It has a great bull thesis and is right at the heart of the AI buildout.
Furthermore, Nvidia (NASDAQ: NVDA) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But is this enough to make Marvell the new Nvidia? Let's take a look.
Marvell makes connectivity devices for data centers and also ******* ists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.
#major #NASDAQ
Furthermore, Nvidia (NASDAQ: NVDA) has invested $2 billion into Marvell and announced several strategic partnerships to ensure that Nvidia's computing units function on Marvell's products. This is a big deal because Marvell is starting to grow its custom AI chip business, and this could be a major part of the company someday, especially with the two major clients that it has.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
But is this enough to make Marvell the new Nvidia? Let's take a look.
Marvell makes connectivity devices for data centers and also ******* ists AI hyperscalers design custom chips. This is a great business to be in right now, as the AI buildout is full steam ahead. In its custom AI chip business, Marvel has captured two major clients: Amazon and Microsoft. These two companies operated the largest and second-largest cloud computing platforms in the world, and having these two as clients is a big deal for Marvell, as it gives them a major customer that wants to reduce reliance on Nvidia chips through designing their own.
#major #NASDAQ
29 days ago
NZS Capital, LLC, an investment management company, released its "NZS Growth Equity Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross return of +24.96% and a net return of +24.76%, significantly outperforming the +14.79% return for the Morningstar Global Target Market Exposure Index. Overweight in Semiconductors, stock selection in areas like Software and Industrials, and zero exposure to Energy contributed to the Strategy's outperformance in the quarter. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, NZS Growth Equity Strategy highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) is a semiconductor company that delivers data infrastructure solutions across the data center core, cloud, enterprise, and network edge. On July 20, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $194.94 per share, reflecting a market capitalization of $174.97 billion. Marvell Technology, Inc. (NASDAQ:MRVL) posted a one-month return of -30.14%, while its shares gained 170.79% over the past 52 weeks.
NZS Growth Equity Strategy stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor update:
"Those familiar with our strategy may know a key part of our process concerns reassessment of optional positions that outperform their way into the "middle" of the portfolio. If the team determines that the range of outcomes has narrowed enough for promotion to a resilient position, we add capital; otherwise, we trim the position back to optionality. While we might leave incremental upside on the table, we believe this strict reduction in overactive stocks with wide ranging outcomes allows us to continue benefiting from further upside without letting risk run. This quarter, the portfolio had five positions that worked their way into the middle – a few even ran all the way through the middle in a single day. This situation is unusual and perhaps symptomatic of the volatility in the market. In the cases of ARM Holdings, Marvell Technology, Inc. (NASDAQ:MRVL), Lattice Semiconductor, and Snowflake, we trimmed the positions back to optionality. For example, Marvell rallied significantly after Jensen Huang extolled the company as "the next trillion-dollar company" on stage at Computex in Taiwan. While we agree it's within the range of outcomes, in our view, Jensen's statement only resulted in the market applying a higher valuation to a stock whose fundamental range of outcomes remained unchanged; thus, we trimmed Marvell."
#technology #mrvl #market #Growth
In its Q2 2026 investor letter, NZS Growth Equity Strategy highlighted Marvell Technology, Inc. (NASDAQ:MRVL). Marvell Technology, Inc. (NASDAQ:MRVL) is a semiconductor company that delivers data infrastructure solutions across the data center core, cloud, enterprise, and network edge. On July 20, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) closed at $194.94 per share, reflecting a market capitalization of $174.97 billion. Marvell Technology, Inc. (NASDAQ:MRVL) posted a one-month return of -30.14%, while its shares gained 170.79% over the past 52 weeks.
NZS Growth Equity Strategy stated the following regarding Marvell Technology, Inc. (NASDAQ:MRVL) in its Q2 2026 investor update:
"Those familiar with our strategy may know a key part of our process concerns reassessment of optional positions that outperform their way into the "middle" of the portfolio. If the team determines that the range of outcomes has narrowed enough for promotion to a resilient position, we add capital; otherwise, we trim the position back to optionality. While we might leave incremental upside on the table, we believe this strict reduction in overactive stocks with wide ranging outcomes allows us to continue benefiting from further upside without letting risk run. This quarter, the portfolio had five positions that worked their way into the middle – a few even ran all the way through the middle in a single day. This situation is unusual and perhaps symptomatic of the volatility in the market. In the cases of ARM Holdings, Marvell Technology, Inc. (NASDAQ:MRVL), Lattice Semiconductor, and Snowflake, we trimmed the positions back to optionality. For example, Marvell rallied significantly after Jensen Huang extolled the company as "the next trillion-dollar company" on stage at Computex in Taiwan. While we agree it's within the range of outcomes, in our view, Jensen's statement only resulted in the market applying a higher valuation to a stock whose fundamental range of outcomes remained unchanged; thus, we trimmed Marvell."
#technology #mrvl #market #Growth
29 days ago
September S&P 500 E-Mini futures (ESU26) are up +0.57%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.39% this morning, pointing to a higher open on Wall Street as a rebound in chipmakers gained momentum.
Chip and AI infrastructure stocks climbed in pre-market trading as investors snapped up names tied to the AI buildout at lower valuations after they suffered their worst week in more than a year. Sandisk (SNDK) was up over +8%, Marvell Technology (MRVL) was up more than +6%, and Intel (INTC) was up over +5%. The positive mood followed strong gains for semiconductor and other AI-related stocks in South Korea, Taiwan, and ****** an.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
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#stocks
Chip and AI infrastructure stocks climbed in pre-market trading as investors snapped up names tied to the AI buildout at lower valuations after they suffered their worst week in more than a year. Sandisk (SNDK) was up over +8%, Marvell Technology (MRVL) was up more than +6%, and Intel (INTC) was up over +5%. The positive mood followed strong gains for semiconductor and other AI-related stocks in South Korea, Taiwan, and ****** an.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
Billionaire Mark Cuban Says If CEOs Get 10% of Pay in Stock, Janitors Deserve the Same Percentage — 'That Will Change the Game'
#stocks
30 days ago
Marvell (MRVL) has crashed 40% from peak, which is double the semiconductor sector's 20% drop, making it a compelling dip-buy candidate.
Tech firms are aggressively pursuing custom silicon to escape Nvidia's premium GPU margins, a tailwind that shows no sign of slowing.
UBS set a $340 target on Marvell, implying 64% upside, driven by the CXL business's path to a $10 billion TAM.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn't make the cut. Grab the names FREE today.
For value investors who don't believe the AI bubble is bursting, starting with the semiconductor industry, some of the harder-hit names within the **** e might be worth a closer look. Undoubtedly, there's more to dip-buying than simply going for the biggest (or close to it) dips in any given sell-off.
#grab
Tech firms are aggressively pursuing custom silicon to escape Nvidia's premium GPU margins, a tailwind that shows no sign of slowing.
UBS set a $340 target on Marvell, implying 64% upside, driven by the CXL business's path to a $10 billion TAM.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn't make the cut. Grab the names FREE today.
For value investors who don't believe the AI bubble is bursting, starting with the semiconductor industry, some of the harder-hit names within the **** e might be worth a closer look. Undoubtedly, there's more to dip-buying than simply going for the biggest (or close to it) dips in any given sell-off.
#grab
1 month ago
What happened: Semiconductor stocks jumped on Monday in early trading, recovering from a rout that left the PHLX Semiconductor Index (^SOX) down more than 9% last week.
AI chip heavyweight Nvidia (NVDA) rose more than 2%, while AMD (AMD) jumped 4% on ****** yst price target calls. Broadcom (AVGO) and Intel (INTC) also gained on Monday. Marvell (MRVL) and Qualcomm (QCOM) rose as well, reversing Friday's losses.
Memory and storage leaders Micron Technology (MU) and SK Hynix (SKHY), meanwhile, jumped 5%. Highflier Sandisk (SNDK) gained more than 3%. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) edged higher.
What's behind the move: Chipmaker AMD was selected as a "top pick" by Rosenblatt, which raised its price target on the stock to $665 from $490. UBS ****** ysts also raised their price target on the stock to $700, maintaining a Buy rating ahead of the chipmaker's annual AI conference this week.
Despite the semiconductor pullback, Wall Street sees the AI trade intact with the semiconductor index 20% decline over the past month signaling "a positioning unwind following a 90% year-to-date rally," according to UBS ****** ysts.
AI chip heavyweight Nvidia (NVDA) rose more than 2%, while AMD (AMD) jumped 4% on ****** yst price target calls. Broadcom (AVGO) and Intel (INTC) also gained on Monday. Marvell (MRVL) and Qualcomm (QCOM) rose as well, reversing Friday's losses.
Memory and storage leaders Micron Technology (MU) and SK Hynix (SKHY), meanwhile, jumped 5%. Highflier Sandisk (SNDK) gained more than 3%. Among the semiconductor equipment makers, ASML (ASML), Applied Materials (AMAT), and Lam Research (LRCX) edged higher.
What's behind the move: Chipmaker AMD was selected as a "top pick" by Rosenblatt, which raised its price target on the stock to $665 from $490. UBS ****** ysts also raised their price target on the stock to $700, maintaining a Buy rating ahead of the chipmaker's annual AI conference this week.
Despite the semiconductor pullback, Wall Street sees the AI trade intact with the semiconductor index 20% decline over the past month signaling "a positioning unwind following a 90% year-to-date rally," according to UBS ****** ysts.
1 month ago
While the artificial intelligence (AI) frenzy may have cooled, the fire still burns bright. The investment theme is no longer about picking every AI-related stock. Instead, investors are now becoming more selective and are rewarding businesses that are turning surging demand into real revenue, profits, and long-term growth. With this shift in market sentiment, AI infrastructure winners like Marvell Technology (MRVL) and Broadcom (AVGO) continue to stand out.
Marvell Technology is a semiconductor company that designs the chips used in data centers, cloud computing, AI infrastructure, networking, storage, and telecommunications. As hyperscale customers continue to invest aggressively in AI infrastructure, Marvell Technology is entering a stronger growth cycle, which is why investors are pouring money into the stock. MRVL stock has surged an impressive 131% year-to-date (YTD), massively outpacing the broader market.
Mark Cuban Says If You've Got $100,000, You'll Get The 'Best Guaranteed' ROI Buying Bulk Toothpaste & Soup — Put the Rest in the Bank, 'Let It Earn Nothing'
Micron Is Signing Deals in the Automotive ****** e. What That Means for MU Stock Here.
5% Bond Returns Are a Gift for Retirement Investors. My Favorite Way to Invest in Treasurys Lets You Earn a Paycheck No Matter What the Market Does.
Marvell Technology is a semiconductor company that designs the chips used in data centers, cloud computing, AI infrastructure, networking, storage, and telecommunications. As hyperscale customers continue to invest aggressively in AI infrastructure, Marvell Technology is entering a stronger growth cycle, which is why investors are pouring money into the stock. MRVL stock has surged an impressive 131% year-to-date (YTD), massively outpacing the broader market.
Mark Cuban Says If You've Got $100,000, You'll Get The 'Best Guaranteed' ROI Buying Bulk Toothpaste & Soup — Put the Rest in the Bank, 'Let It Earn Nothing'
Micron Is Signing Deals in the Automotive ****** e. What That Means for MU Stock Here.
5% Bond Returns Are a Gift for Retirement Investors. My Favorite Way to Invest in Treasurys Lets You Earn a Paycheck No Matter What the Market Does.
1 month ago
Stocks ended the week a long way from a bear market. But the "bear" word has started to crop up more in discussions among market ***** ysts. The Nasdaq ended below recent lows and leaning toward its next-nearest tests, the lows from June 26 and June 9. The S&P 500 finished ever-so-slightly below its 50-day moving average, equal to its last slip below the line from June 26.
On the downside, Sandisk (SNDK), Astera Labs (ALAB) and Marvell Technology (MRVL) booked the week's biggest losses on the Nasdaq 100, with an average drop of 25.3%. Paypal Holdings (PYPL), Cintas (CTAS) and Palo Alto Networks (PANW) held the upside, showing a 15.3% average gain. Results were similar on the S&P 500, but adding IBM (IBM) on the downside and Valero (VLO) among the week's winners.
The market is not providing a whole lot in the way of clues as to what comes next. Both the Nasdaq and the S&P 500 continue to trade below their early June highs. And rather than test those highs, wanting to break resistance and move higher, the indexes are instead testing lows and breaking technical support. Sellers are quietly overpowering buyers.
"Look, we are a trend-following methodology," says IBD Market Research Director Justin Nielsen. "And it's pretty easy when you're in a downtrend: we just kinda stay out. It's pretty easy when you're in an uptrend — that's where we like to push it, where we like to make money. This sideways action, this is where it's really tough."
That, for the time being, prescribes a course of caution: build watchlists, don't buy; rotate to cash where feasible and manage your capital with the understanding that it is unclear, for now, just where the stock market may be headed next.
On the downside, Sandisk (SNDK), Astera Labs (ALAB) and Marvell Technology (MRVL) booked the week's biggest losses on the Nasdaq 100, with an average drop of 25.3%. Paypal Holdings (PYPL), Cintas (CTAS) and Palo Alto Networks (PANW) held the upside, showing a 15.3% average gain. Results were similar on the S&P 500, but adding IBM (IBM) on the downside and Valero (VLO) among the week's winners.
The market is not providing a whole lot in the way of clues as to what comes next. Both the Nasdaq and the S&P 500 continue to trade below their early June highs. And rather than test those highs, wanting to break resistance and move higher, the indexes are instead testing lows and breaking technical support. Sellers are quietly overpowering buyers.
"Look, we are a trend-following methodology," says IBD Market Research Director Justin Nielsen. "And it's pretty easy when you're in a downtrend: we just kinda stay out. It's pretty easy when you're in an uptrend — that's where we like to push it, where we like to make money. This sideways action, this is where it's really tough."
That, for the time being, prescribes a course of caution: build watchlists, don't buy; rotate to cash where feasible and manage your capital with the understanding that it is unclear, for now, just where the stock market may be headed next.
1 month ago
What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks dropped more than 2%, and Western Digital (WDC) fell more than 3%.
Chipmakers, including Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell (MRVL), also moved lower. Qualcomm (QCOM) retreated as well.
Among semiconductor equipment makers, Applied Materials (AMAT) and Lam Research (LRCX) each declined more than 4%.
Going into Friday's trading session, global semiconductor stocks had shed $3.3 trillion in market value since June 22.
What's behind the move: Semiconductor stocks have been volatile in recent weeks over concerns that investors will want to see a return on investment from big spenders on AI infrastructure.
Chipmakers, including Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), Intel (INTC), and Marvell (MRVL), also moved lower. Qualcomm (QCOM) retreated as well.
Among semiconductor equipment makers, Applied Materials (AMAT) and Lam Research (LRCX) each declined more than 4%.
Going into Friday's trading session, global semiconductor stocks had shed $3.3 trillion in market value since June 22.
What's behind the move: Semiconductor stocks have been volatile in recent weeks over concerns that investors will want to see a return on investment from big spenders on AI infrastructure.
1 month ago
What happened: Micron Technology (MU) stock jumped more than 4% on Thursday, joining a broader rally across memory and AI-related stocks. Sandisk (SNDK), Western Digital (WDC), Marvell (MRVL), Broadcom (AVGO), Intel (INTC), and AMD (AMD) also traded higher.
What's behind the move: The jump comes after reports that Asia's SK Hynix (000660.KS) is oversubscribed in its US IPO, signaling that institutional investors remain bullish on the AI memory trade.
On Thursday, Micron also unveiled plans to invest up to $3 billion to bolster the US semiconductor supply chain, with part of the investment supporting GlobalWafers' silicon wafer manufacturing operations in Texas.
Micron and GlobalWafers plan to enter a 10-year supply agreement, giving Micron long-term access to raw silicon wafer capacity.
What else you need to know: The artificial intelligence trade has been a major driver of earnings growth this year, helping propel the broader stock market higher.
What's behind the move: The jump comes after reports that Asia's SK Hynix (000660.KS) is oversubscribed in its US IPO, signaling that institutional investors remain bullish on the AI memory trade.
On Thursday, Micron also unveiled plans to invest up to $3 billion to bolster the US semiconductor supply chain, with part of the investment supporting GlobalWafers' silicon wafer manufacturing operations in Texas.
Micron and GlobalWafers plan to enter a 10-year supply agreement, giving Micron long-term access to raw silicon wafer capacity.
What else you need to know: The artificial intelligence trade has been a major driver of earnings growth this year, helping propel the broader stock market higher.
1 month ago
As of roughly noon E.T., the S&P 500 (SNPINDEX:^GSPC) rose 0.56% to 7,524.39, the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 0.78% to 26,073.17, and the Dow Jones Industrial Average (DJINDICES:^DJI) added 0.24% to 52,473.28 as AI chip strength helped markets stabilize after war‑driven volatility.
Chip and optical‑communication names, including Marvell Technology (NASDAQ:MRVL), Corning (NYSE:GLW), Coherent (NYSE:COHR), and Lumentum (NASDAQ:LITE), were among the day's notable gainers amid sector‑wide demand for communications chips. However, high-valuation AI behemoth Palantir (NASDAQ:PLTR) extended its 29% decline year-to-date, dropping about 4% so far today.
Despite the U.S.-Iran ceasefire being paused for now, and the market facing a growing drumbeat of **** ysts saying we might be in "bubbly" territory, stocks surged higher today, buoyed by the strength of AI and semiconductor stocks. In addition to a handful of **** yst upgrades of semiconductor stocks, SK Hynix's upcoming U.S. ADR offering is estimated to be more than seven times oversubscribed, indicating that immense investor appetite remains in the **** e.
Elsewhere, PepsiCo (NASDAQ:PEP) unofficially kicked off earnings season this morning, delivering mixed earnings that prompted shares to dip roughly 3%. The beverages and snacks giant grew sales by 6% in the second quarter, but said it saw weaker consumer spending in the U.S. due to higher gas prices and broader macroeconomic volatility.
Whether or not the AI and technology industries are indeed in "bubbly territory" as many **** ysts suggest, there are a surprising number of S&P 500 stocks near their 52-week lows, so plenty of opportunities remain despite the indexes trading at or near all-time highs.
Chip and optical‑communication names, including Marvell Technology (NASDAQ:MRVL), Corning (NYSE:GLW), Coherent (NYSE:COHR), and Lumentum (NASDAQ:LITE), were among the day's notable gainers amid sector‑wide demand for communications chips. However, high-valuation AI behemoth Palantir (NASDAQ:PLTR) extended its 29% decline year-to-date, dropping about 4% so far today.
Despite the U.S.-Iran ceasefire being paused for now, and the market facing a growing drumbeat of **** ysts saying we might be in "bubbly" territory, stocks surged higher today, buoyed by the strength of AI and semiconductor stocks. In addition to a handful of **** yst upgrades of semiconductor stocks, SK Hynix's upcoming U.S. ADR offering is estimated to be more than seven times oversubscribed, indicating that immense investor appetite remains in the **** e.
Elsewhere, PepsiCo (NASDAQ:PEP) unofficially kicked off earnings season this morning, delivering mixed earnings that prompted shares to dip roughly 3%. The beverages and snacks giant grew sales by 6% in the second quarter, but said it saw weaker consumer spending in the U.S. due to higher gas prices and broader macroeconomic volatility.
Whether or not the AI and technology industries are indeed in "bubbly territory" as many **** ysts suggest, there are a surprising number of S&P 500 stocks near their 52-week lows, so plenty of opportunities remain despite the indexes trading at or near all-time highs.
1 month ago
Tower Semiconductor Ltd. (NASDAQ:TSEM) is one of the top stocks to buy according to Whale Rock Capital Management. On June 18, Tower Semiconductor Ltd. (NASDAQ:TSEM) announced that it has shipped more than five million coherent photonic integrated circuits (PICs) to global customers of its partner Marvell Technology.
These chips are used in coherent optical transceivers, which are specialized components that transmit data over fiber optic cables. According to Tower, these components are increasingly needed to link data centers as AI computing drives up demand for network bandwidth and speed. It added that coherent PICs are harder to build than simpler chip types because they must precisely control both the phase and polarization of light. Tower has been working with Marvell to push this technology forward, including combining silicon with other specialized materials, stacking electronic components in three dimensions, and using an advanced packaging method known as V-Grooves to improve how light is guided through the chip.
Dr. Ed Preisler, who leads Tower's RF Business Unit, said the company's photonics manufacturing platforms need to keep evolving alongside the requirements of coherent optical transceivers, and that Tower is proud of its partnership with Marvell in this area.
For Dr. Radha Nagarajan, Marvell's chief technology officer for optical engineering, the shipment is a milestone that proves the strength of the two companies' collaboration. Nagarajan added that Marvell intends to keep working with Tower to develop next-generation coherent technology suited to large-scale data center networks.
Tower Semiconductor Ltd. (NASDAQ:TSEM) is a specialized semiconductor foundry. It provides technology, development, and process platforms for integrated circuits, including SiPho, SiGe, CMOS image sensor, RF CMOS, mixed signal CMOS, non-imaging sensors, and integrated power management technologies.
These chips are used in coherent optical transceivers, which are specialized components that transmit data over fiber optic cables. According to Tower, these components are increasingly needed to link data centers as AI computing drives up demand for network bandwidth and speed. It added that coherent PICs are harder to build than simpler chip types because they must precisely control both the phase and polarization of light. Tower has been working with Marvell to push this technology forward, including combining silicon with other specialized materials, stacking electronic components in three dimensions, and using an advanced packaging method known as V-Grooves to improve how light is guided through the chip.
Dr. Ed Preisler, who leads Tower's RF Business Unit, said the company's photonics manufacturing platforms need to keep evolving alongside the requirements of coherent optical transceivers, and that Tower is proud of its partnership with Marvell in this area.
For Dr. Radha Nagarajan, Marvell's chief technology officer for optical engineering, the shipment is a milestone that proves the strength of the two companies' collaboration. Nagarajan added that Marvell intends to keep working with Tower to develop next-generation coherent technology suited to large-scale data center networks.
Tower Semiconductor Ltd. (NASDAQ:TSEM) is a specialized semiconductor foundry. It provides technology, development, and process platforms for integrated circuits, including SiPho, SiGe, CMOS image sensor, RF CMOS, mixed signal CMOS, non-imaging sensors, and integrated power management technologies.
