Here’s what could be next for Marvell stock.

Broadcom just posted 143% AI revenue growth and booked more orders than it shipped, yet the stock slid 13% in a week. Here is whether that selloff opens a window or signals something deeper.

One earnings report could reset a soaring semiconductor stock

While Marvell stock has been hot, Broadcom looks like the better buy.

Marvell scored a blockbuster Google deal Thursday and watched investors celebrate. By Friday morning, the fine print arrived, and the stock was sliding fast while its biggest rival quietly climbed.

Options traders are bracing for another big move in the AI chip stock.

Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.

Moderna shares rise to close out a week of wild swings. Crypto stocks also extend their recent rally.

Marvell Gains as Google Expands Custom AI Chip Push: What Comes Next

Google just handed Marvell a $12.2 billion validation of its custom chip ambitions, but the warrant's fine print reveals something far more significant than a supply deal, and it reshapes who actually controls Marvell's future.

SDG hits a 52-week high as strong earnings from top holdings and institutional ESG inflows fuel momentum, with alpha signaling more gains.

Broadcom stock is down 24% from its record closing high in early June but Wall Street believes the AI spending cycle will again send shares higher.

Markets are clawing back from a brutal Thursday selloff, but the real action is in the analyst calls, where BMO Capital just pulled the trigger on three major chip stocks at once and DZ Bank opened SpaceX coverage with a Sell.

The chipmaker attached a stock award to its newest custom chip deal -- one installment for every $500 million its buyer spends. Collecting all of them takes 240.

Jefferies expects Marvell to report a ‘beat and raise’ quarter ahead of the company's earnings print due on August 27.

Alphabet (NasdaqGS:GOOGL) has expanded its AI chip partnership with Marvell Technology, focusing on custom processors for AI workloads. The agreement includes an option that could allow Google to acquire a significant stake in Marvell based on directed chip design and manufacturing business. The move adds a new external chip partner alongside Alphabet's in house TPU efforts and reduces reliance on dominant third party GPU suppliers. The partnership targets growing demand for AI compute...

For those holding Advanced Micro Devices, here is a way to get paid a real income now, money you keep no matter what, in exchange for capping your gains at a higher price.

Moderna stock surged following positive cancer-vaccine data, burning short sellers and spilling over into the semi sector.

A semiconductor giant has fallen back to a familiar battleground, forcing investors to ask if the past is any guide to the future.

ASIC runs above 1,000 TOPS on TSMC's 5-nanometer process

Investors are reconsidering whether Google's second custom-chip partner threatens Broadcom or simply expands an enormous market.

Marvell's deeper Google relationship adds another competitor for AI inference workloads already contested by Nvidia.

Google's Marvell deal boosts its custom AI-chip role and challenges Broadcom, making Marvell the more attractive AI stock.

The latest trades reveal where Wood sees fresh upside

Consensus turns today's multiple into a much lower one within two years, and by management's own account the constraint on getting there is capacity rather than demand.

Marvell Technology (MRVL) is expected to deliver a fiscal Q2 beat and raise its Q3 guidance, RBC Cap

Marvell's AI infrastructure business just posted record data center revenue and management keeps raising its multiyear outlook, yet the stock still sits well below its 52-week high. Here is what the numbers say about whether the rally has room left to run.

Credo Technology has turned into one of the wildest AI infrastructure trades of the year, but with the stock sitting near all-time highs and customer concentration severe enough to rattle any single hyperscaler pullback, the real question is whether the next leg up or a sharp reversal comes first.

Google just handed Marvell a $12.2 billion equity-linked custom-chip deal, and Broadcom shareholders are left wondering how much of their AI revenue story walked out the door with it.

Should investors be excited or worried when a stock crosses above the 50-Day simple moving average?

Earlier this week, Marvell Technology announced an expanded commercial agreement under which Alphabet’s Google received a warrant to buy up to about 59 million Marvell shares, tied to Google’s purchases of custom semiconductor products supporting its TPU-based AI infrastructure, including inference accelerators, storage, networking, and memory interface controllers. This equity-linked deal tightly aligns Google’s ownership potential with the business it directs to Marvell, underscoring how...

Barclays models $18.5 billion of annual revenue and $6.15 of incremental EPS

Investing.com -- Wolfe Research told clients in a note on Thursday that greater clarity on financing arrangements and the scale of gigawatt shipments leaves it positive on artificial intelligence semiconductor stocks heading into earnings, with Nvidia (NASDAQ: NVDA) as its preferred name.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

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Shares of Meta Platforms Inc. have been under pressure all year due to questions about its spending on artificial intelligence. But a trial accusing its social media platforms of targeting children goes beyond that, raising existential questions about the future of its core business.

Companies In The Article Are:MRNA,MRK,MRVL,GOOG,TGT and LOW

The rights are tied to Google's purchases of custom chips from Marvell, with vesting structured in tranches linked to spending.

Wood’s ARK Invest purchased $20 million shares of Broadcom on Wednesday.

Morningstar said the long-term opportunity far outweighs share-dilution concerns.

Investors are excited about a lucrative chip supply deal with an AI titan.

A number of stocks fell in the afternoon session after investors reacted to a significant partnership between Google and Marvell Technology for custom AI chip development, signaling a potential shift in market share.

A rally in 30-year bonds drove yields down by 10 basis points to 5.18%.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 8.2% in the afternoon session after it disclosed in a company press release, a commercial agreement granting Google parent Alphabet a warrant to buy roughly 7% of its outstanding shares.

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 3.9% in the afternoon session after its competitor Marvell Technology landed a deal to develop custom artificial intelligence (AI) chips for Google.

A key AI relationship just became more complicated

Marvell offers high-octane growth at the center of the AI chip build-out, while Verizon offers steady income and improving fundamentals for more conservative investors.

Broadcom Inc. (NASDAQ:AVGO) stock is down roughly 20% from its all-time highs in June, a pullback driven by a mix of lofty AI expectations, a high valuation multiple, broader market pressures, the Mediatek-driven narrative, and more recently, Marvell Technology Inc. (NASDAQ:MRVL). Despite the drop, TD Cowen analyst Joshua Buchalter recently reiterated a Buy rating on […]

Marvell Technology, Inc. (NASDAQ:MRVL) has expanded its partnership with Google to develop custom chips for AI infrastructure, strengthening its position in the growing custom-silicon market. The agreement covers several areas linked to Google’s Tensor Processing Unit ecosystem, including AI inference accelerators, storage and networking products, memory interface controllers, and near-memory computing. Alongside the commercial agreement, […]

Moderna soars and Merck advances. Micron trades lower while Marvell surges after the company issues a warrant to Google to purchase up to 59 million shares of the chip company.