MRVL
NASDAQ · Semiconductors
Marvell Technology Inc
$170.13
+10.12 (+6.32%)
MRVL News30 articles
POET Technologies Stock Rebounds Amid Securities Lawsuit and Marvell Fallout
POET Technologies shares rebounded 14.5% to $10.97 on Friday, even as a securities lawsuit over tax disclosures and cancelled Celestial AI orders moves forward with a June 29 lead plaintiff deadline.
Qualcomm Shares Surge on AI Optimism and Analyst Upgrade
Qualcomm shares rose 6% after Daiwa Securities upgraded the stock, highlighting AI-driven revenue growth in automotive and IoT sectors.
Marvell Technology Drops 7% as AI Chip Rally Faces Key Earnings Test
Marvell Technology shares slid 7% as the AI chipmaker's rally hits a pause ahead of its May 27 earnings report, despite strong data-center demand and a $2 billion Nvidia investment.
POET Technologies Faces Class Action After Marvell Cancels Celestial AI Orders
POET Technologies is under a securities class action after Marvell canceled all Celestial AI purchase orders. Lead-plaintiff deadline is June 29. Stock at $9.385.
Marvell's AI Rally Faces Key Earnings Test in May
Marvell Technology reports fiscal Q1 2027 earnings on May 27, testing its AI-driven stock rally. Investors eye Nvidia partnership and data-center revenue.
AMD's AI Boom Ignites QQQ Surge as Nasdaq Eyes New Highs
Invesco QQQ Trust ETF advanced 1.3% in premarket trading Wednesday, lifted by AMD's strong quarterly results and robust AI demand, putting Nasdaq records back in play.
POET Technologies Stock Surges on Securities Lawsuit Over Canceled Marvell Order
POET Technologies shares surged 30% after a securities class action was filed over disclosure of canceled Marvell purchase orders.
Marvell Technology Gains as Big Tech AI Spending Surges Past $700 Billion
Marvell Technology shares rose 3% as Big Tech AI spending hits $700 billion. Nvidia slipped 1.6% but invested $2 billion in Marvell and partnered on AI infrastructure.
Qualcomm Rises on Q2 Earnings Beat Despite Soft Forecast
Qualcomm shares rose after Q2 earnings beat, with adjusted EPS of $2.65. Despite a weak Q3 forecast due to memory supply issues, the company cited easing China smartphone slump and growth in auto and data center segments.
Silicon Motion Shares Surge 30% on Record Q1 Sales, AI Storage Demand
Silicon Motion posted a record Q1 with revenue doubling to $342.1M, driven by AI storage demand. Shares jumped 30% as the company issued a strong Q2 forecast.
Marvell Stock Hits Resistance Near $170 as AI Chip Optimism Meets Caution
Marvell Technology shares have soared 125% in eight weeks on AI chip and optical networking deals, but the stock now faces resistance near $170 as some analysts urge caution.
POET Technologies Surges 108% on Marvell AI Order, Optics Play Heats Up
POET Technologies shares soared 108% in premarket trading Monday after confirming a $5M production order from Marvell Technology for its Infinity optical engines, with deliveries expected next quarter.
POET Rockets 27% on Marvell Order Hopes, AI Optics Frenzy
POET Technologies shares jumped 27% after the CFO mentioned a purchase order tied to Marvell, reigniting AI optics enthusiasm despite a thin revenue base.
Marvell Acquires Polariton Technologies to Advance Optical Chips for AI Data Centers
Marvell Technology acquires Polariton Technologies to enhance its optical chip lineup for AI data centers. Shares fell 2.1% to $162.01 early Friday.
MaxLinear Soars 23% on AI Optical Demand, Q2 Revenue Guidance Tops Estimates
MaxLinear reported Q1 revenue of $137.2M, up 43% YoY, and issued Q2 guidance of $160M-$170M, far above analysts' $137.1M estimate, fueled by AI data-center demand for optical chips.
Broadcom Soars on Google AI Chip Partnership, Nears All-Time High
Broadcom shares climbed sharply, approaching a record high after Google unveiled its latest AI chips, reinforcing Broadcom's critical role as a supplier. The company's AI revenue surged 106% last quarter.
POET Technologies Stock Surges on Tax Clarity and Marvell Order Progress
POET Technologies stock extended its rally after management clarified tax status and confirmed a Marvell order, shifting focus to its optical engine business for AI networks.
NVIDIA Stock Dips on Google's AI Chip Ambitions, Inference Market in Focus
NVIDIA shares declined Tuesday following reports that Google is negotiating with Marvell Technology on new AI processors, signaling major cloud providers' efforts to reduce reliance on NVDA's dominant hardware. The stock drop trimmed NVIDIA's market capitalization to approximately $4.53 trillion.
POET Technologies Surges on Tax Resolution and Strategic Shift
POET Technologies shares jumped significantly for a second consecutive session following clarity on U.S. shareholder tax status and a proposed corporate relocation. The optical interconnect specialist also reported a major production order and new AI partnership.
Alphabet Shares Dip Amid AI Chip Talks, Investor Focus on Spending
Alphabet shares declined 0.9% Monday as reports emerged of Google negotiating with Marvell Technology on AI chip development, despite ongoing investor unease about the company's substantial capital expenditure plans. Marvell stock surged 6.1% on the news.
Wall Street Retreats as Oil Surge Tests Rally, Ceasefire Deadline Looms
U.S. equities declined Monday, with the S&P 500 falling 0.33% and Nasdaq dropping 0.55%, as surging oil prices and Middle East tensions interrupted last week's record rally. Brent crude surged 5.1% to $94.99 per barrel.
Broadcom's AI Surge Faces Test as Google Explores Marvell Chip Deal
Broadcom shares declined after reports surfaced that Google is in discussions with Marvell Technology for new AI chips, potentially impacting Broadcom's custom silicon business. Despite this, Broadcom's AI revenue soared 106% last quarter to $8.4 billion.
Google in Talks with Marvell for Custom AI Chips, Boosting Custom Silicon Race
Alphabet's Google is in discussions with Marvell Technology to design two new AI chips, according to a report. The move would deepen Marvell's role in the custom chip market for cloud giants.
Broadcom Secures Meta AI Chip Extension, Marvell Gains on Bullish Outlook
Broadcom advanced nearly 4% after extending its custom chip partnership with Meta Platforms through 2029. Marvell Technology gained 1.5% following an analyst upgrade citing robust data-center networking growth.
Marvell Soars to All-Time High on Nvidia Partnership and AI Data Center Demand
Marvell Technology shares surged to a record high, buoyed by Nvidia's strategic investment and strong demand for its optical networking products in AI data centers. Barclays upgraded the stock, citing significant growth potential.
Lumentum Shares Surge as Analysts Boost Targets on Nvidia AI Optics Deal
Lumentum Holdings Inc. shares advanced after JPMorgan and Mizuho Securities increased their price targets, citing strong AI-driven optics demand following a major strategic investment and supply agreement with Nvidia.
Nvidia's Rubin AI Chip Launch Faces HBM4 Memory Hurdles, Boosting Blackwell
Nvidia's upcoming Rubin AI chip faces potential shipment delays from HBM4 memory bottlenecks, likely increasing Blackwell's 2026 high-end GPU share to over 70%.
Nvidia Commits $2B to Marvell Partnership for Custom AI Chip Integration
Nvidia has announced a $2 billion strategic investment in Marvell Technology to link Marvell's custom AI processors with Nvidia's NVLink Fusion system. The partnership aims to address growing demand for specialized AI infrastructure.
Nvidia Invests $2 Billion in Marvell to Bolster Custom AI Chip Strategy
Nvidia has committed $2 billion to Marvell Technology, deepening a collaboration focused on custom AI processors and advanced networking. The move comes amid soaring industry investment in artificial intelligence infrastructure.
Global Markets Rally on Geopolitical Ease; Microsoft, Marvell Gain on AI Bets
Global equities advanced Wednesday as signs of easing Middle East tensions spurred a risk-on rally. Microsoft gained on a major AI infrastructure investment, while Marvell Technology surged following a strategic partnership with Nvidia.