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NVDA's 11.9% YTD gain trails chip peers, but AI data center demand, the Blackwell ramp-up and a lower P/E keep the upside case alive, backed by strong quarterly results.
FEATURE There’s no need for Wall Street to worry about the artificial-intelligence trade fizzling out, judging by the stocks that were rising ahead of the opening bell Tuesday. Chip maker Marvell Technology jumped 4.
By Mike Dolan June 9 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets Relief rally, dip-buying or a dead cat bounce?
Trade in artificial intelligence-linked stocks will continue to be volatile during a catalyst-heavy period, but the underlying investment case for the sector is strong, UBS Global Wealth Management's Mark Haefele wrote.
↗️Marvell Technology (MRVL): Shares of the chip maker jumped around 4% premarket after surging nearly 10% on Monday. The advances came after S&P Dow Jones Indices said it would include the company in the S&P 500 index later this month.
The ARTY ETF has nearly doubled in the past year, with shares up 102% over the trailing twelve months and 55% year to date through late May. That run reflects a portfolio built almost entirely around the AI infrastructure stack: GPUs, custom silicon, high-bandwidth memory, optics, cloud capacity, and datacenter power. ARTY closed last week ... The One Hyperscaler Signal That Will Make or Break ARTY in 2026
<body><p>STORY: U.S. stocks ended mostly higher Monday boosted by shares of chip companies.</p><p>While the Dow fell slightly, the S&P 500 added three tenths of one percent and the Nasdaq climbed about nine tenths.</p><p>:: Intel</p><p>Intel shares jumped 11% after news website The Information reported that Alphabet's Google had placed an order to manufacture more than 3 million tensor processing units in 2028.</p><p>:: Marvell Technology</p><p>And shares of Marvell Tech rose 9.5% after S&P announced that the company would be added to the S&P 500 index later this month.</p><p>Also, Iran and Israel said they had halted attacks on each other.</p><p>This came after an appeal from U.S. President Donald Trump that they immediately "stop shooting." </p><p>The attacks over 24 hours were the most direct confrontation between Iran and Israel since an April ceasefire in the war.</p><p>Justin Livengood, senior portfolio manager with Invesco, says he thinks regardless of when there is an end to the conflict in the Middle East, energy prices could stay higher, which could lead the Federal Reserve to raise interest rates.</p><p>“Inflation's been drifting up in general the last six to nine months, not just for oil prices but even for core elements. And that's a concern. I think that concern persists as oil and natural gas prices linger higher. And the longer that persists, the more likely we are to have a Fed feel they need to raise rates late this year. I certainly feel that right now the base case for the Fed is a hike, not a cut, as their next move. And I think with each week and month that this Middle East conflict continues. The odds of that hike get pulled forward.” </p><p>:: Apple</p><p>Other stocks on the move included Apple which dropped almost 2% after announcing a Siri revamp at its annual Worldwide Developers Conference.</p><p>:: AWS</p><p>And shares of Corning gained 5.5% after Amazon announced a multi-year multi-billion-dollar deal to buy the company's optical fiber and cables for its data centers. </p></body>
Shares of manufacturing equipment and systems provider Advanced Energy (NASDAQ:AEIS) jumped 6.5% in the morning session after the stock moved in sympathy with other semiconductor companies as peer Marvell Technology was set to join the S&P 500 index.
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 10.3% in the morning session after S&P Dow Jones Indices announced the chipmaker will be added to the S&P 500 index.
There could be a catalyst around the corner that sends the stock higher.
Marvell (MRVL) stock has been surging on news that it will be added to the S&P 500 (^GSPC) on Jun. 22. Yahoo Finance Markets and Data Editor Jared Blikre takes a look at how stocks have historically performed in the days leading up to and following index addition.
Marvell Scores Landmark S&P 500 Win Amid AI-Fueled Surge
SNDK and MRVL are emerging as AI winners, fueled by booming data center demand, strong revenue growth and expanding AI infrastructure.
The S&P 500 is usually scheduled to rebalance on the third Monday in June; in 2026, it will be on the fourth Monday.
After analyzing 1,926 S&P 500 additions going back to 1957, Yahoo Finance found that stocks tend to outperform before joining the index, then fall behind the market after they get in.
Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Atlas.ML’s Substack. In this article, we will summarize the bulls’ thesis on MRVL. Marvell Technology, Inc.’s share was trading at $198.70 as of May 27th. MRVL’s trailing and forward P/E were 64.72 and 51.81 respectively according to Yahoo Finance. […]
CRDO stock soars 78% in 3 months as AI demand fuels growth, but investors weigh whether strong fundamentals can justify its premium valuation
Micron Technology (MU) has been a standout name in the artificial intelligence trade for most of 2026, with its stock gaining an explosive 173.92% since the beginning of the year. It crossed $1 trillion in market value in late May. And then, things changed. Over two trading days, a large piece of ...
A Computex endorsement, a $2 billion Nvidia investment, and an S&P 500 slot… the AI chipmaker is suddenly everywhere at once
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