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CRDO's AI-driven connectivity boom is accelerating, with optical growth and new silicon photonics products poised to fuel a major fiscal 2027 revenue inflection.
A clean beat-and-raise, record data center strength, and a newly expanded Alphabet Inc. (NASDAQ:GOOGL) Google partnership should have helped Marvell Technology Inc. (NASDAQ: MRVL) win a major boost from Wall Street. Yet, shares fell more than 8% anyway. On August 28, Oppenheimer raised its price target on the stock to $325 from $300 while maintaining an […]
Broadcom might be the biggest winner from the AI-chip craze after Nvidia with a growing roster of large customers and $100 billion of revenue projected for that segment of its business in its next fiscal year. Broadcom came into the AI boom as a hodgepodge of chip and software businesses assembled by Chief Executive Hock Tan. Google changed the game at the boom’s outset.
Marvell Technology (NasdaqGS: MRVL) plans to acquire Celestial AI, signaling a push into AI-focused photonics and optical connectivity. The deal centers on Celestial AI's photonics technology, which targets growing demand for high-speed data links in AI data centers. Marvell positions the acquisition as a step toward next generation optical transceivers for hyperscale AI workloads and connectivity. The move reflects wider industry interest in photonics as AI infrastructure requirements...
Marvell Technology (MRVL) reset expectations with a raised multi year revenue outlook and fresh quarterly guidance, after reporting second quarter results that highlighted the scale of its data center and AI exposure. The guidance reset comes after a sharp pullback in Marvell Technology’s shares, with the stock down 12.48% over the past week and 30.25% over the past 90 days. This comes even though the 1 year total shareholder return of 226.38% and 3 year total shareholder return of 266.82%...
Marvell just learned why a huge AI deal may not be enough.
Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.
Nvidia (NVDA) is investing $3.5 billion in Taiwanese AI chip designer Mediatek (2454.TW). Yahoo Finance Senior Business Reporter Ines Ferré explains why this deal is a particularly crucial element of Nvidia's larger AI strategy.
NVDA's Q2 revenues double as Data Center demand surges, while strong Q3 guidance and Vera Rubin adoption support its long-term AI growth case.
Marvell's AI growth is accelerating, but Google's payoff will take time.
Marvell Technology dropped nearly 10% the same morning NVIDIA added $442 billion in a single session, and Jim Cramer thinks that selloff is the setup, not the warning sign. One date in October could prove him right or very wrong.
Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.
If you read my last article on Marvell, what I feared most came true. But now, there might be another opportunity in MRVL stock to exploit.
Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays in the buy column.
Marvell Technology, the custom system-on-a-chip designer, had lower-than-expected FCF and FCF margins, as in Q1. Nevertheless, revenue is expected to surge next year. MRVL may have 34% upside.
Broadcom sits 25% below its peak while 44 Wall Street analysts line up behind a price target that towers above the current price, and one respected firm sees something in the backlog numbers that the broader market appears to be ignoring entirely.
The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. Domestic...
Broadcom and Marvell both design custom chips for the same hyperscaler clients, both raised their outlooks, and both trade on the AI ASIC boom. So why do their risk profiles, valuations, and investor theses point in completely opposite directions?
Nvidia stock was edging down early Tuesday as investors assess its role in the latest AI cloud-computing deal with Anthropic.
Marvell (NASDAQ:MRVL) just told Wall Street its AI growth story keeps getting bigger rather than settling down. On its second-quarter fiscal 2027 earnings call, held August 27, the chipmaker posted record revenue of $2.739 billion, up 37% year over year, while data center sales climbed 46% year over year to $2.17 billion and now make […]
This is no longer just a chip company; it is becoming the central bank for the AI revolution. NVIDIA is helping establish financing platforms to raise over $500 billion of third-party capital for its customers. It has also directly invested nearly $50 billion in the Frontier AI labs, effectively underwriting its own demand.
The programs the deal covers in the near term were already inside the targets management had published, and it is connectivity rather than custom silicon that management points to for the raise that did arrive.
Qualcomm stock has clawed back from a post-earnings collapse and then some, but the recovery hides a complicated mix of shrinking handsets, unproven data center bets, and margin pressure that makes the next move anything but obvious.
The company raised revenue guidance for fiscal 2027 and 2028.
Marvell just posted blowout earnings and locked in a landmark Google deal, yet shares fell 10% in a single session. Whether that selloff is a trap or a warning sign depends on what you believe about one very concentrated bet.
Lumentum rides AI-driven optical demand as OCS, CPO and NPO expand its market amid rising competition from Marvell and NVIDIA.