Analysts at Stifel and J.P. Morgan push back on reports Marvell is losing custom-chip share at Amazon and Microsoft.
On paper, they operate in the same markets, but in the stock market, they exist in separate spheres since the debut of ChatGPT in November 2022: ...
This relatively little-known semiconductor company that competes against the likes of Broadcom Inc. (NASDAQ: AVGO) and ...
Marvell Technology highlighted growing demand for advanced data center connectivity as more server and infrastructure vendors ...
Marvell Technology is a BUY with strong data center growth, Photonic Fabric advantages, and major AI segment expansion. Read ...
Benchmark Equity Research downgrades Marvell stock to Hold from Buy on a potential misread of Amazon.com business.
Marvell Technology is a strong buy due to its ability to lead the copper-to-optical shift inside AI clusters. Click to read ...