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Marvell Technology (NasdaqGS:MRVL) revealed industry-first 2nm optical interconnect solutions for AI data centers at ECOC 2026 on 21 September 2026. The new 2nm products target higher bandwidth for AI clusters, aiming to support growing data movement inside hyperscale facilities. Marvell highlighted power efficiency features and integrated security for AI networking workloads in its latest optical interconnect portfolio. There is more to Marvell's new 2nm optical interconnect launch than...

FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.

↗️ Alibaba (HK:9988), (BABA): The tech giant rolled out its most powerful chip yet, doubling down on its bid to control the software and hardware that power its AI ambitions. Shares rose about 2% in Hong Kong.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 6.1% in the afternoon session after the company announced it will showcase industry-first 2nm optical interconnect demonstrations for artificial intelligence data center connectivity at the European Conference on Optical Communication 2026.

Marvell Technology stock has multibagger potential even after rising substantially over the past year.

The chip designer took new optical hardware to a European stage this week, and the timing lines up with where hyperscaler spending is heading.

Marvell Takes Aim at AI Data Centers With New 2nm Optical Technology

Three demonstrations span short-reach, encrypted pluggable and inter-data-center links, but Marvell disclosed no orders or launch dates.

Shares of Marvell Technology (NASDAQ:MRVL) opened higher Monday, trading at $248 in the first hour, up 1.5% on the session after the company unveiled the industry’s first 2nm optical interconnect demonstrations for AI data centers. The move extends a one-week gain of 5% and a year-to-date advance of 192%. 2nm Optical Breakthrough Targets the AI […]

The chipmaker announced plans to unveil next-generation technology at an upcoming tech conference.

Credo's new 1.6T ZeroFlap optics deepen its optical push as management targets more than $600 million in fiscal 2027 optical revenue.

Broadcom just posted its ninth straight earnings beat while AI revenue exploded triple digits year-over-year, yet the stock has barely moved in 2026. Something has to give, and our model has a strong opinion on which direction.

CRDO targets over 85% fiscal 2027 revenue growth as optics expand, but premium valuation and customer concentration keep execution in focus.

Credo's 20.3% monthly slide contrasts with triple-digit revenue growth, but premium valuation, customer concentration and execution risks remain.

Analysts keep hiking their stock price targets for chip-maker Marvell Technology (MRVL). As a result, two attractive plays are shorting out-of-the-money MRVL put options and put credit spreads.

Marvell has dropped 20% in three months even as AI peers held steady, and one analyst sees that disconnect as the setup for gains that leave the Wall Street consensus looking timid.

If Jensen Huang is right, then Marvell could not only double but soar to around five times its current value.

By Johann M Cherian and Tharuniyaa Lakshmi Sep 21 (Reuters) - US stock futures were higher on Monday, driven by gains in AI shares as Treasury yields took a beating and oil slid 2% to hit an 11-day

A fabless semiconductor company just posted 115% revenue growth, beat earnings, and raised guidance, yet the stock cratered 43% from its highs. One Wall Street analyst thinks the selloff created one of the most mispriced setups in AI infrastructure right now.

Stock futures were rising to start the week as oil prices fell and the market digested positive progress between the U.S. and China

A recent report by Jefferies shows that passive investing strategies are attracting an even greater share of investor inflows as stock-picking strategies underperform. Jefferies equity strategist Steven DeSanctis and his team wrote in a report Thursday that assets in passive U.S. equity exchange-traded funds and mutual funds hit $16.3 trillion as of July 31. “The sad reality is that active is struggling again this year and so we will most likely see this trend to continue in 2027,” the Jefferies analysts wrote.

AI hardware went from tech niche to geopolitical bargaining chip almost overnight, as Nvidia CEO Jensen Huang now shapes how President Trump talks about regulation, export fees, and China trade. That power shift creates real ripple effects for companies exposed to these talks. Read on to see how three US listed hardware stocks tied to AI chips and datacenter gear are plugged into this story, and why those links could matter for your portfolio. The stocks covered below are just a small slice...

Earlier this month, GlobalFoundries and Marvell Technology expanded a multi-year agreement to boost silicon germanium chip capacity at GlobalFoundries’ Vermont fab, targeting next-generation optical transceivers and advanced data center connectivity used in AI and cloud infrastructure. This capacity expansion, responding to oversubscribed demand for high-performance optical networking, underlines how central Marvell’s components have become in scaling modern data centers. We’ll now examine...

Earlier this year, Nvidia invested $2 billion in semiconductor company Marvell Technology.

On September 17, shares of Marvell Technology, Inc. (NASDAQ:MRVL) and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) moved sharply higher, with Marvell Technology, Inc. (NASDAQ:MRVL) gaining more than 4% and GLOBALFOUNDRIES Inc. (NASDAQ:GFS) rising more than 6% by the end of the trading session. Reuters reported that the two companies have expanded their agreement to increase production capacity for […]

Key TakeawaysMarvell Technology (MRVL) closed at $244. 25 on September 18, a fresh high that fully erases the more than 8% drop the stock took the day after its August 27 earnings call, even though nothing about the underlying numbers has changed since then.

A chipmaker and two power producers are raising forecasts and signing hyperscaler contracts while their stocks sit well off their peaks. That gap between fundamentals and price action may not last past September.

These chipmakers trade anywhere from 6 to 33 times their expected earnings for this fiscal year or next -- and the cheapest one is the one I'd be most careful buying.

Photonics is emerging as a key AI infrastructure technology, with surging investments and growth projections fueling interest in ETFs.

Amphenol's AI datacom strength, broad interconnect portfolio and CommScope deal bolster its position against TE Connectivity and Marvell Technology.