Key Points Marvell Technology is one of the most undervalued AI stocks right now, and it's down by 25% this year. A sale and acquisition have positioned the company to become a long-term winner in the AI data center boom. A questionable rumor still weighs heavily on the stock despite Marvell Technology's CEO rebuking it. 10 stocks we like better than Marvell Technology › If you want to find undervalued artificial intelligence (AI) stocks, you have to start with ones that aren't receiving as much ...

Whales with a lot of money to spend have taken a noticeably bearish stance on Marvell Tech.Looking at options history for Marvell Tech (NASDAQ:MRVL) we detected 41 trades.If we consider the specifics of each trade, it is accurate to state that 29% of the investors opened trades with bullish expectations and 56% with bearish.From the overall spotted trades, 20 are puts, for a total amount of $4,848,818 and 21, calls, for a total amount of $1,154,276.Predicted Price RangeAnalyzing the Volume and Open Interest ...

Key Takeaways MRVL launched the Golden Cable initiative to speed adoption of AEC for AI data centers.MRVL gains from traction in scale-up switches, 1.6T connectivity and next-gen 200G per lane DSPs.MRVL posted 37.8% YoY growth in data center revenues in Q3.Marvell Technology (MRVL) is transforming itself into a key contributor to the connectivity hardware solutions for AI infrastructure and data centers. The company recently launched the Golden Cable initiative to accelerate and expand the Active Electrical ...

随着数据基础设施在云计算、人工智能加速和超大规模网络领域的重要性日益凸显，全球以太网交换集成电路市场持续发 展。最新研究显示，该市场在 2024 年达到 48.6 亿美元， 预计到 2031 年将增长至 83.7 亿美元，复合年增长率（ CAGR ）为 7.26% 。这一增长与全球对更高速度以太网的需求密切相关——从 25G/100G 到 200G/400G 乃至 800G 交换机架构——而这种 需求是由人工智能集群、边缘计算、 5G 部署和企业数字化转型所驱动的。该市场历来以低于 25G 和 25G-100G 的设备为主 导，如今正经历着向更高速度类别的深刻转变，从根本上重塑了整个行业的收入分配和竞争格局。 竞争格局高度集中。博通依然是无可争议的全球领导者， 2024 年的营收份额为 54.59% 。 其 Tomahawk 、 Trident 和 Jericho 产品系列在超大规模云部署领域占据主导地位，提供无与伦比的 SerDes 性能和快速的代际改进。 Marvell 紧随其后， 2024 年 的市场份额为 12.95% ，这得益于其 Prestera 和 OCTEON 交换 SoC 平台以及在运营商和 ...

On Dec. 5, The Information reported that Microsoft is considering Broadcom (AVGO) as a possible chip design partner. The potential deal would focus on a custom AI accelerator optimized for large language models and data center inference, the report said. Any such deal would be a setback for Marvell, which currently co-designs Microsoft’s Maia line of ASICs that are custom-built for Azure.Marvell Technology shares came under heavy pressure last week, dropping more than 15% after two separate reports—one from ...

Looking ahead, Marvell expects high single-digit sequential growth in Q4 and around 20% YoY growth, with acceleration from both custom silicon and interconnect products. Along with the third quarter results, Marvell’s also announced its bold acquisition of Celestial AI, which marks the next step in data center innovation. Celestial AI is a photonic fabric platform developed for next-generation multi-rack scale-up AI systems, which is where the industry is rapidly heading. The company believes this acquisiti ...

如今，芯片市场格局正在日趋复杂，数十家公司纷纷投资芯片基板、软件和集成电路领域。其中就 包括 Marvell，该公司为包括谷歌和微软在内的数据中心超大规模企业定制芯片。Marvell 越南总 经理 Le Quang Dam 表示，所有这些投资都将有助于越南实现获取关键半导体技术的目标，包括 老一代芯片的制造——或者说按需生产。 但达姆表示，这也意味着，如果像越来越多的行业和市场数据所表明的那样，世界正处于人工智能 泡沫之中，那么越南将面临风险，因为该国只有有限的机会窗口，泡沫就会破裂。 "我们的学生在STEM（科学、技术、工程和数学）方面实力强劲，逻辑思维能力强，团队合作能 力出色，"他告诉《日经亚洲》，"他们拥有数据、人工智能和软件方面的背景。因此，他们非常适 合从事集成电路设计工作。" 凭借这批人才，Marvell得以加快在越南的扩张计划，目前该公司在越南的员工人数已达550人， 超过了公司2026年设定的500人的目标。Dam预计到2027年，员工人数将达到800人。 如果您希望可以时常见面，欢迎标星收藏哦~ 台湾拥有芯片制造厂，泰国是印刷电路板巨头。美国设计巨头Marvell公司认为，越南的优势应该 ...

If you're looking for AI stocks that could have major catalysts in 2026, make sure to check out The AI Investor Podcast. It's free to subscribe in your favorite podcast player and every episode we give updates and recommendations in a $500,000 portfolio filled with our top AI stock ideas.Concerns do still remain about potential loss of major XPU projects from major customers such as Microsoft (NASDAQ: MSFT) , but the company’s broader interconnect opportunities are expected to mitigate risks. Overall, Marve ...

Summary Marvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for. Despite it still lagging behind peers like Intel (NASDAQ: INTC) and Broadcom (NASDAQ: AVGO), the company delivered guidance that exceeded Wall Street expectations, causing a notable post-earnings stock surge. During a recent episode of The AI Investor Podcast, Eric Bleeker and Austin Smith examined Marvell's role in custom accelerators, interconnects, and strategic acquisitions, which provide exposur ...

These ten large-cap stocks were the worst performers last week. Are they a part of your portfolio?Bloom Energy Corporation (NYSE:BE) shares slumped 20.68% last week. Shares of electrical equipment companies traded lower amid overall market weakness.Credo Technology Group Holding Ltd (NASDAQ:CRDO) fell 20.09% this week. Shares of companies within the broader technology sector traded lower amid weakness in Broadcom Inc. (NASDAQ:AVGO) after it issued cautious outlook. The sector is also being weighed down by r ...