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Marvell Technology (MRVL) Valuation Check After AI Chip Selloff On Inflation And Oil Concerns
Simply Wall St.92d agobearish
Marvell Technology (MRVL) Valuation Check After AI Chip Selloff On Inflation And Oil Concerns

Marvell Technology (MRVL) is back in focus after its stock declined alongside other chipmakers, as a cooling AI infrastructure rally, hotter April US inflation data, and higher oil prices weighed on sector sentiment. See our latest analysis for Marvell Technology. Even after the recent pullback, the stock’s 30-day share price return of 28.03% and 90-day share price return of 102.24% point to strong upward momentum. The 1-year total shareholder return of 151.90% and 5-year total shareholder...

Why Marvell Technology (MRVL) Is Gaining Ground in AI Connectivity and Custom Silicon
Insider Monkey92d agoneutral
Why Marvell Technology (MRVL) Is Gaining Ground in AI Connectivity and Custom Silicon

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the best AI enabler stocks to buy now. The stronger AI infrastructure angle came on April 22, when Marvell Technology, Inc. (NASDAQ:MRVL) acquired Polariton Technologies, a developer of high-speed, low-power plasmonics-based silicon photonics devices. Marvell said the deal adds advanced modulation technology for next-generation coherent and optical interconnect […]

Marvell Technology, Inc. (MRVL) Announces Acquisition of Polariton Technologies
Insider Monkey94d agoneutral
Marvell Technology, Inc. (MRVL) Announces Acquisition of Polariton Technologies

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the 12 Best Photonics Stocks to Buy Now. On April 22, 2026, Marvell Technology, Inc. (NASDAQ:MRVL) announced the acquisition of Polariton Technologies. It will provide plasmonics-based silicon photonics devices to help optical performance scale to 3.2T and beyond. The acquisition “strengthens Marvell’s optical technology portfolio”. Marvell Technology, Inc. […]

Qualcomm’s 70% Rally May Be Just the Start
Trefis94d agobullish
Qualcomm’s 70% Rally May Be Just the Start

While Qualcomm (QCOM) stock has largely been left behind in the AI-driven semiconductor rally over the last few years, the tide appears to have turned for the company, with the stock up by close to 70% over the past month as Qualcomm is positioning for the next phase of AI, one that moves beyond centralized compute and into billions of connected devices. In our previous analysis, we outlined how Qualcomm stock could surge 2x led by edge AI. Here, we outline the specifics of the shift and how Qua

B. Riley Financial Q1 Earnings Call Highlights
MarketBeat97d agoneutral
B. Riley Financial Q1 Earnings Call Highlights

B. Riley Financial (NASDAQ:RILY) reported a sharp first-quarter profit and lower debt, with executives saying the firm has regained operating momentum after steps to strengthen its balance sheet and bring its financial reporting back to a normal cadence. Co-CEO Bryant Riley said the company generat

Why These Four Biotech Stocks Prove That Follow-On Entries Still Pop Up In Stock Market Leaders
Investor's Business Daily97d agoneutral
Why These Four Biotech Stocks Prove That Follow-On Entries Still Pop Up In Stock Market Leaders

Truth be told, a survey of leading biotech stocks currently in the IBD 50 actually accentuates the importance of using both daily and weekly charts in the same manner as, say, the mega-cap leaders such as Sandisk, Micron Technology, and Western Digital in the data storage segment. The concept also applies to other tech leaders such as Marvell Technology in application-specific integrated circuits, and Ciena, a fiber-optic data networking company. Marvell carries a $140 billion market cap, and Ciena is valued at $76 billion.

How Nvidia’s Backing and New AI Deals At Marvell Technology (MRVL) Have Changed Its Investment Story
Simply Wall St.97d agoneutral
How Nvidia’s Backing and New AI Deals At Marvell Technology (MRVL) Have Changed Its Investment Story

In recent weeks, Marvell Technology has secured a US$2.00 billion investment and product collaboration with Nvidia, advanced AI chip discussions with Alphabet, and completed acquisitions such as Polariton Technologies to deepen its optical and data center capabilities. Together with record data center revenue, over 50 custom AI design wins, and rising earnings estimates, these moves highlight Marvell’s growing role as a custom silicon and interconnect partner to major hyperscalers. Next,...

Insight Enterprises Q1 Earnings Call Highlights
MarketBeat97d agoneutral
Insight Enterprises Q1 Earnings Call Highlights

Insight Enterprises (NASDAQ:NSIT) reported first-quarter 2026 results that management said exceeded internal expectations, driven by double-digit gross profit growth and continued expansion in cloud and services. The company also outlined a shift in capital allocation priorities under new Chief Exec

POET Technologies (POET) Is Up 34.6% After Marvell Cancels Orders And Lawsuits Mount - What's Changed
Simply Wall St.98d agobearish
POET Technologies (POET) Is Up 34.6% After Marvell Cancels Orders And Lawsuits Mount - What's Changed

In late April 2026, POET Technologies disclosed that Marvell Semiconductor had cancelled all Celestial AI-related purchase orders, prompting a wave of federal securities class action lawsuits alleging misleading statements about the company’s tax status and confidentiality obligations. The allegations that POET may be treated as a passive foreign investment company under U.S. tax law add an unusual layer of potential complexity for its U.S. shareholders. With these legal challenges and the...

Marvell Reaches All Time Highs: Buy, Sell or Hold?
24/7 Wall St.98d agoneutral
Marvell Reaches All Time Highs: Buy, Sell or Hold?

Marvell Technology (NASDAQ:MRVL) is a hold at $172.15, with the stock at its 52-week high of $175.79 after a parabolic rally that has fundamentals racing to catch up to price. The question is whether the next leg of the custom AI silicon story is already priced in. Marvell designs custom AI accelerators, optical interconnects, and ... Marvell Reaches All Time Highs: Buy, Sell or Hold?

Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back
24/7 Wall St.98d agoneutral
Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back

The Nasdaq Composite (^IXIC) etched a fresh all-time high and shows little sign of slowing down, with the tech-heavy benchmark up roughly 14% over the past month alone. Semiconductors have carried much of the load: the Philadelphia Semiconductor Index (^SOX) has surged around 60% year-to-date. Right now the stars are aligning: cooling oil prices, a ... Stars Align for Nasdaq Composite as Chip Stocks Roar and Oil Pulls Back