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Venture
from24/7 Wall St.
6 days ago

RBC Just Lifted Marvell's Target From $115 to $170 After Amazon's Blockbuster Anthropic Deal

RBC Capital Markets raised Marvell's price target to $170, citing Amazon's deal with Anthropic as a significant growth catalyst.
Tech industry
fromTNW | Artificial-Intelligence
1 week ago

Google in talks with Marvell Technology to build new AI inference chips alongside Broadcom TPU programme

Google is collaborating with Marvell Technology to develop new AI chips, enhancing its custom silicon supply chain for inference processing.
Business
from24/7 Wall St.
1 week ago

Stifel Raises Marvell's Target to $140: Is This AI Chip Dark Horse Ready to Break Out?

Marvell Technology's stock is gaining bullish analyst attention, with price targets raised due to strong growth in AI-levered semiconductor markets.
Tech industry
from24/7 Wall St.
1 week ago

Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock

The custom ASIC market for AI data centers is projected to reach $118 billion by 2033, with Marvell Technology emerging as a key player.
Business
from24/7 Wall St.
2 weeks ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
#nvidia
Tech industry
fromTNW | Corporates-Innovation
3 weeks ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
Venture
from24/7 Wall St.
3 weeks ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Venture
from24/7 Wall St.
3 weeks ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
Venture
from24/7 Wall St.
3 weeks ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
Venture
from24/7 Wall St.
3 weeks ago

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion

NVIDIA's $2 billion investment in Marvell Technology enhances AI infrastructure and validates its NVLink ecosystem strategy.
Tech industry
fromTNW | Corporates-Innovation
3 weeks ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
Venture
from24/7 Wall St.
3 weeks ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Venture
from24/7 Wall St.
3 weeks ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
Venture
from24/7 Wall St.
3 weeks ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
Venture
from24/7 Wall St.
3 weeks ago

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion

NVIDIA's $2 billion investment in Marvell Technology enhances AI infrastructure and validates its NVLink ecosystem strategy.
more#nvidia
Business
from24/7 Wall St.
1 month ago

Wall Street's Worry About Marvell Losing Customers Was Overblown

Marvell Technology's 1.6T solutions are generating strong bookings from major hyperscaler customers, positioning the company for rapid revenue growth in fiscal 2027 despite earlier market concerns about customer losses.
Business
from24/7 Wall St.
1 month ago

Live: Will Marvell Beat Q4 Earnings?

Marvell Technology reports Q4 2026 earnings with data center revenue dominance at 73% of total revenue, while stock performance lags despite strong fundamentals and positive Broadcom read-through.
from24/7 Wall St.
4 months ago

Marvell's (MRVL) Stock Pops After Q3 Earnings - Time to Buy?

Despite it still lagging behind peers like Intel (NASDAQ: INTC) and Broadcom (NASDAQ: AVGO), the company delivered guidance that exceeded Wall Street expectations, causing a notable post-earnings stock surge. During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith examined Marvell's role in custom accelerators, interconnects, and strategic acquisitions, which provide exposure to high-growth sectors like AI and data infrastructure.
Tech industry
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