Marvell Technology Group Ltd. Stock News

There are new fears on Wall Street related to the future of Marvell's work with Amazon and its potential to capitalize on opportunity with Microsoft.

I see my bull case for Marvell Technology, Inc. as centered on its ability to lead the copper-to-optical shift inside AI clusters (most importantly, the XPU-to-XPU scale-up interconnect). The recent sell-off stemmed from rumors of Microsoft–Broadcom custom chip talks and analyst concerns over losing Amazon's AWS Trainium 3/4 designs. I'm less worried about Benchmark's claims because the AWS 5-y...

Marvell fell on the back of a controversial analyst downgrade. Benchmark downgraded Marvell on the belief it has lost the contract on Amazon's future Trainium chips to competitors.

Marvell Technology (NASDAQ: MRVL) tanked more than 10% this morning following reports it could lose Microsoft (NASDAQ: MSFT) as an artificial intelligence (AI) customer. According to “The Information”, the hyperscaler is considering shifting from MRVL to AVGO for custom AI chips – a move that could reshape competitive dynamics in custom silicon.

Broadcom stock rose and Marvell stock fell Monday on a disputed report that Microsoft is in talks to move its custom chip business.

Benchmark Equity Research downgrades Marvell stock to Hold from Buy on a potential misread of Amazon.com business.

Growth stocks have seen valuations climb higher across the board over the past three years. These three companies are all leaders in fast-growing industries.

Marvell and Carvana are intriguing candidates, but the index committee could opt for some smaller names if it chooses to announce changes Friday afternoon on its quarterly cadence.