Marvell Technology Inc (MRVL) Price

Zacks Touts Three AI Stocks for 2026 Momentum

Zacks Investment Research highlights Amazon, Vertiv, and Marvell as three AI-related stocks with strong momentum for 2026, citing an AI market projection of $2.4 trillion by 2032.

JPMorgan Boosts 2026 AI Spending Forecast to Over $150B

JPMorgan Chase boosts its 2026 data center capital expenditure growth forecast to over 50%, representing an incremental spending increase of more than $150 billion.

Marvell (MRVL) Trades Near $92 Fair Value as Analysts Project $116 Target

A Discounted Cash Flow (DCF) analysis estimates Marvell Technology's (MRVL) fair value at $91.57, about 8.2% above its current $84.07 share price, while analysts target $116.

Photronics, Teradyne Stocks Leap on Q3 Earnings Beat

Teradyne (TER) and Photronics (PLAB) stocks soared 34.6% and 41.1% respectively, after both semiconductor equipment firms reported stronger-than-expected Q3 earnings.

Marvell Targets 40% Growth on AI Demand as Chipotle Sales Stall

Marvell Technology projects over 40% revenue growth driven by AI chip demand, while Chipotle's same-store sales growth slows to 0.3% due to consumer pressures.

Marvell Confirms $0.06 Shareholder Dividend

Marvell Technology has declared a quarterly dividend of $0.06 per share, reinforcing its financial stability and commitment to shareholder returns. The move aligns with market expectations and signals continued operational health without indicating a major strategic shift.

Entegris Stock Falls On Weak Guidance

Shares of Entegris (ENTG) declined following the release of financial guidance that failed to meet expectations, an event compounded by a notable insider stock sale and a price target reduction from Mizuho, reflecting broader headwinds in the semiconductor industry.

Traders Eye Put Options For Marvell Discount

Investors are exploring cash-secured puts as a strategy to acquire Marvell Technology (MRVL) stock at a potential discount. This options-based approach is gaining attention from traders with a neutral-to-bullish outlook on the semiconductor firm amidst a complex market environment.

HPE Juniper Deal Pressures Huawei Market Share

Hewlett Packard Enterprise's acquisition of Juniper Networks positions it to aggressively challenge Huawei for the number two position in the campus switch market. The move intensifies competition to capture a multi-billion-dollar infrastructure refresh cycle as enterprises upgrade legacy systems, primarily from market leader Cisco, for modern AI and cloud workloads.

Broadcom, ExxonMobil Solidify AI Infrastructure Lead

Established industry leaders Broadcom and ExxonMobil are leveraging their immense scale and market power to dominate critical segments of the AI supply chain. Broadcom is cementing its position in high-end semiconductors and networking, while ExxonMobil is pivoting to supply the massive energy needs of data centers.

U.S. Job Data Reveals Economic Crosscurrents

Recent labor market data presents a contradictory picture of the U.S. economy. While ADP's weekly figures show a minor increase in private-sector jobs, broader data from Challenger, Gray & Christmas reveals significant, sustained job cuts, signaling underlying economic weakness and corporate caution.

Broadcom AI Revenue Forecast Exceeds $50 Billion

JPMorgan Chase forecasts Broadcom's AI-related revenue will surpass $50 billion by 2026, driven by strong demand for its custom chips and networking hardware. This positions Broadcom as a key beneficiary of the escalating AI infrastructure spending by tech giants.

Marvell Stock Falters On Amazon Chip Loss

Benchmark Equity Research downgraded Marvell Technology (MRVL) to 'Hold' from 'Buy', citing strong conviction that Marvell has lost Amazon's (AMZN) next-generation AI chip business. The report triggered a sell-off, pushing the stock down over 6% and highlighting intense competition in the custom semiconductor market.

AI Stocks Face Quality Scrutiny Amid Capex Boom

AI stocks, particularly in the semiconductor sector, are facing increased investor scrutiny as massive capital expenditures fail to translate into proportional free cash flow. This has prompted some "quality" focused ETFs to divest from market leaders, signaling a shift in market sentiment from pure growth to sustainable profitability.

Microsoft Taps Broadcom to Challenge Nvidia's AI Grip

Microsoft is reportedly in discussions with Broadcom to co-develop custom AI accelerator chips. This strategic move aims to reduce Microsoft's significant reliance on Nvidia for the GPUs that power its expanding AI infrastructure, including its Copilot services, and to optimize hardware for its specific workloads.

S&P 500 High-Flyers Face Diverging 2026 Outlook

While a select group of S&P 500 stocks delivered extraordinary gains in 2025, averaging 145% year-to-date, analysis reveals significant vulnerabilities for certain tech leaders. Investors are beginning to differentiate between business models, favoring recurring revenue streams over those dependent on cyclical capital expenditures, signaling a potential market shift.

K-Shaped Economy Fuels Corporate Turf Wars

A divergent K-shaped economy, where the AI-driven tech sector thrives while middle-income consumers face mounting pressure, is forcing corporate behemoths into direct competition for market share. This dynamic creates a volatile environment where companies with recurring revenue models are better insulated than those dependent on large capital expenditures.

Microsoft Cuts AI Sales Goals, Stock Slides

Microsoft has reduced its internal sales targets for AI software, triggering a nearly 3% drop in its stock and signaling potential headwinds in enterprise AI adoption and monetization.

Snap Inc. Fair Value Estimate Inches Up to $9.84 Amid Mixed Analyst Outlook

Marvell Bets on Optical Interconnects with $5.5B Celestial AI Acquisition to Challenge Nvidia