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The Latest Breaking News from Marvell

A Deep Dive Into NVIDIA’s Latest Portfolio Moves

NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example.

Which AI Chip Stock Could Be the Next Nvidia? Broadcom, Marvell, AMD or Intel?

Which AI Chip Stock Could Be the Next Nvidia? Broadcom, Marvell, AMD or Intel?

Investors are searching for the next Nvidia in AI chips. Broadcom, Marvell, AMD and Intel each offer a different route to the same boom, but the competition is still wide open.

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Robust Earnings Growth and Innovation Will Help the Marvell Stock Uptrend Keep Going

Robust Earnings Growth and Innovation Will Help the Marvell Stock Uptrend Keep Going

AMD has disclosed a stake in Marvell Technologies

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Marvell Technology Has a Hidden Growth Engine That Could Cause MRVL Stock to Skyrocket

Optical networking is becoming increasingly relevant, and Marvell has revised its interconnects growth expectations to 50% for FY27.

POET Stock Jumped on $500 Million Deal With Lumilens. Its Financials Have a Long Way to Go.

POET Technologies stock jumped on a potential $500 million Lumilens deal, though the company’s financial fundamentals still remain weak.

Marvell Stock Has Rallied 100%. It’s Still a Top Buy for Long-Term Investors.

Demand for Marvell’s data center and custom AI chips continues to accelerate as hyperscalers ramp up spending on next-generation AI infrastructure.

Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30%

Low-Earth orbit satellite stock AST SpaceMobile leads a list of three names experiencing an uptick in insider selling during 2026.

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3 Reasons Why Marvell Stock is a Buy Now

3 Reasons Why Marvell Stock is a Buy Now

Marvell Technology is turning AI demand into long-term, high-visibility revenue growth.

Down Nearly 50% from All-Time Highs, Should You Buy the dip in POET Technologies Stock?

Down Nearly 50% from All-Time Highs, Should You Buy the dip in POET Technologies Stock?

POET Technologies is down nearly 50% from its highs as Marvell canceled orders. Should you buy POET now?

ALAB, MRVL: Why the Biggest Winners from Amazon’s $100 Billion Anthropic Deal Could Be These 2 Stocks

ALAB, MRVL: Why the Biggest Winners from Amazon’s $100 Billion Anthropic Deal Could Be These 2 Stocks

Both of these companies are expected to see a windfall from the $100 billion Anthropic-Amazon deal.

As Marvell Acquires Polariton, Should You Buy, Sell, or Hold MRVL Stock?

As Marvell Acquires Polariton, Should You Buy, Sell, or Hold MRVL Stock?

MRVL expands into optical photonics as AI demand surges, yet high multiples suggest expectations are already priced in.

Canceled Marvell Orders Just Halved POET Technologies Stock, but the Company Is Still Betting on AI to Juice Demand

Canceled Marvell Orders Just Halved POET Technologies Stock, but the Company Is Still Betting on AI to Juice Demand

POET Technologies’ shares just took a brutal hit after Marvell Technology pulled orders. Yet, POET’s AI optics story still has legs, and demand could still turn things around.

Marvell Technology Just Sent POET Stock Plummeting. What Comes Next?

Marvell Technology Just Sent POET Stock Plummeting. What Comes Next?

POET stock crumbled today as Marvell canceled all purchase orders, citing a breach of an NDA. But does that warrant cutting exposure to POET Technologies shares today?

The $185 Billion AI Pivot Away From GPUs

The $185 Billion AI Pivot Away From GPUs

Marvell Technology is emerging as a critical partner for hyperscalers, designing custom AI chips that are more efficient than traditional hardware solutions.

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Marvell Technology Surges Again on AI News, With Heavy, Unusual Call Options Activity

Marvell Technology surged this week on news that Google will use Marvell to make its AI inference microchips. Heavy and unusual call options activity today shows investors are taking advantage of its rise.

Here's Why the AI Infrastructure Story Is Just Getting Bigger for GOOGL

GOOGL is in talks with Marvell to co-develop AI chips while committing up to $185 billion in 2026 capex, backed by a $240 billion Google Cloud contract backlog.

As Google Allegedly Considers an AI Chip Deal with Marvell, Should You Load Up on MRVL Stock?

Google is mulling partnering with the company for its upcoming custom chips.

Marvell Technology Stock Pops on Potential Google Deal. Should You Buy MRVL Here?

Marvell stock hits a new high on speculation of an AI chips deal with Google. Here’s why it may not be too late to invest in MRVL shares yet.

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Marvell Technology Stock Just Hit New All-Time Highs. Should You Buy It Here?

Marvell Technology hits all time high following record results and Nvidia partnership.

Why Anthropic's Custom Chip Plans Could Benefit Broadcom

Recent reports indicate that Anthropic is considering developing its own chips. See why this sets up a potential AI opportunity for chip giant Broadcom.

Marvell Stock Just Got a New Street-High Price Target. Should You Buy Shares Here?

Oppenheimer has grown more bullish on Marvell as AI demand and growth projections strengthen. Does this justify buying at current levels?

How Should You Trade Marvell Technology Stock at New Record Highs?

Marvell Technology (MRVL) demonstrates strong technical momentum and is trading at new all-time highs. Shares are up 150% over the past year. MRVL maintains a 100% “Buy” technical opinion from Barchart. MRVL’s revenue is projected to grow 32% this year and 36% next year, with earnings expected to rise 35%...

Why Buying Marvell Stock Here Is a Tech-Savvy Bet on the ‘Hidden Lever’ Behind Microsoft and Amazon

Marvell is 15 times smaller than its main competitor but possesses a comparable engineering resource and a base of loyal giants.

Bank of America Says Marvell and AMD Are 2 Top ‘AI Compute’ Stocks to Buy Now

BofA sees Marvell and AMD well positioned as AI demand drives the next wave of chip growth.

Should You Buy MRVL Stock Now?

Barclays raised its price target and upgraded MRVL stock on higher expectations for its optical segment.

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