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Earlier this year, Nvidia invested $2 billion in semiconductor company Marvell Technology.

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session. Reuters reported that the two companies have expanded their agreement to increase production capacity for […]

Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.

Amphenol's AI datacom strength, broad interconnect portfolio and CommScope deal bolster its position against TE Connectivity and Marvell Technology.

NVIDIA (NVDA) is the strongest business in its peer group, and it is priced below every rival you can compare it with fairly, at 27.5 times earnings. Yet over the past twelve months NVDA returned 25.7% while AMD returned 239.7%. The best business in the group is one of its weakest stocks, and not because anyone doubts the demand.

GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.

Some of the market's strongest large-cap performers are clustering around chips, memory and AI infrastructure.

The companies aim to ramp up SiGe production in Vermont to meet rising demand for faster AI data-centre connectivity.

Marvell Technology (NasdaqGS:MRVL) announced new collaborations with GlobalFoundries, Microsoft and Utimaco focused on advanced connectivity and payment security. The GlobalFoundries partnership targets expanded production of advanced SiGe chips used in next generation optical links for AI data centers. Marvell is working with Microsoft and Utimaco to provide a cloud native payment security platform delivered through Microsoft Azure. These GlobalFoundries and Azure payment security deals...

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

Globalfoundries Inc (NASDAQ:GFS) and Marvell Technology Inc (NASDAQ:MRVL) expanded their multiyear manufacturing agreement to increase semiconductor production capacity as growing AI data centers fuel demand for faster optical connections. The agreement will boost production capacity at...

Marvell Technology's AI-driven data center growth is accelerating across custom silicon, optics and switching, but competition remains fierce.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.91% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.31%. E-mini S&P futures (ESU26 ) are up +0.91%, and September E-mini Nasdaq...

Sept 17 (Reuters) - GlobalFoundries and Marvell Technology have expanded their agreement to increase production capacity for a type of semiconductor used in high-speed optical connections in data

Marvell (MRVL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Broadcom just posted its ninth consecutive earnings beat and guided AI revenue up 236% year-on-year, yet the stock keeps sliding while the rest of the sector holds firm. One top analyst thinks the selloff created a rare window that closes fast.

Nvidia looks like a bargain, OpenAI reveals 6 ‘concerning’ incidents, and more news to start your day.

FEATURE Stock futures were rising on Thursday as investors got over the worst of their worries about the Federal Reserve’s interest-rate hike. Chip and memory stocks were trading higher ahead of the opening bell, despite fresh concerns about a slowdown in the development of artificial intelligence.

The ChatGPT developer warns that the AI industry won’t be able to scale at maximum speed much longer.

Marvell Technology (MRVL) has more than tripled over the past year. It has also fallen about 28% in three months and trades about 30% below its 52-week high. If you are wondering whether the growth story broke, it did not. Marvell raised its revenue guidance on August 27, 2026, and the stock fell anyway.

Chip demand looks far stronger than slowdown fears imply

The chipmaker got a boost from a potential deal in the AI space.

Astera Labs expands its Leo CXL memory controller lineup as hyperscaler design wins and new products strengthen its AI infrastructure connectivity position.

Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple. Something in that math does not add up.

CRDO's new 1.6T ZeroFlap optical transceivers combine 224G DSPs and SiPho PICs to target faster, denser AI networks.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.18% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.68%. E-mini S&P futures (ESU26 ) are up +0.29%, and September E-mini...

Marvell Technology (MRVL) is back in focus after an AI driven sell-off hit semiconductor stocks, with investors now weighing that volatility against the company’s upcoming AI Infra Summit and conference appearances. Recent trading has been choppy for Marvell Technology, with the share price declining 23.43% over the past 90 days. However, the year-to-date share price return sits at 148.01% and the 1-year total shareholder return reaches 222.64%. This suggests powerful longer term momentum...

Advanced Micro Devices (AMD) has returned more than 200% over the past year. The number that should worry a holder is 19.5: the price-to-sales multiple, against a ten-year high of 23.0, in the top decile of the stock's own decade. That multiple sits in the top decile of the stock's own decade, and the growth behind it, a doubling of the data center business in 2027, rests on a product that had not shipped when management last reported.

Nvidia is letting a rival chipmaker plug directly into its own racks, and the move only looks like a concession until you follow the money through every layer of the data center.

Marvell has surged over 150% this year on the back of explosive data center growth, but Wall Street's consensus target may still be too conservative. Here is why analysts keep chasing the numbers, and what it would take to push shares to a price most investors haven't dared to model.