Marvell Technology Group Ltd. Stock News

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.

In today's video, I discuss recent updates affecting Marvell (MRVL +1.49%), Meta Platforms (META +1.55%), and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

Marvell Technology is capitalizing on the AI boom with its $3.25B acquisition of Celestial AI, enhancing its high-speed networking and custom chip portfolio. MRVL expects AI-driven data center revenue growth of 45% in FY2026 and 40% in FY2028, supported by multiple design wins with major hyperscalers and deepened AWS engagement. Despite robust growth and upgraded earnings estimates, MRVL trades...

As central as NVIDIA NASDAQ: NVDA is to the AI-driven semiconductor supercycle, it is not the only semiconductor stock set to benefit. While AI, GPUs, and data center capabilities are at the core of the movement, they are impacting various sectors across the economy and are complemented by steady industrial demands.

About a dozen large companies probably aren't candidates for the index because they aren't profitable based on traditional accounting rules, according to a report.