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Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August results, investors worried about when a key AI chip deal will pay off. Management placed the biggest gains from it in fiscal 2029 and beyond. Meanwhile, the shares already trade at a far higher multiple of profit than the S&P 500.

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.

Marvell's stock has cratered even as its AI data-center business posts record numbers and analysts pile on upgrades, and one KeyBanc analyst is drawing a very different conclusion from the selloff than the rest of the market.

NVIDIA (NVDA) stock trades near $212, about 10% below its 52-week high, and it has gone nowhere over the past three months. The company itself has not been standing still. So it is worth asking the uncomfortable question: how far does a stock like this fall when a real shock arrives, and how long would you wait to get it back.

Broadcom posted record AI chip numbers and Wall Street still hammered the stock, leaving analysts pointing to a gap between price and target that rarely opens this wide on a mega-cap. Here is what the sell side is betting the market is missing.

The bank sees memory, AI servers, and chip equipment supporting another leg of semiconductor growth.

A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

Investors are questioning the AI spending cycle just as Marvell prepares to showcase its data-center portfolio.

A weekend debate over AI pacing collided with a Federal Reserve rate decision, and the chip sector is now sorting winners from losers in a way that reveals exactly which stocks investors trust least when the future gets expensive.

Investors are worried about an AI slowdown.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

Most of the AI trade is hitting the brakes this morning.

Nasdaq-100 futures fell more than 1.5% Monday after Anthropic CEO Dario Amodei urged a pause on frontier AI model development

Hewlett Packard Enterprise stock is downgraded as a Wall Street firm doesn’t believe there’s much more upside.

Marvell Technology (NASDAQ:MRVL) shares fell 7. 6% in pre-market trading as semiconductor stocks declined following calls from technology executives for a slower pace of advanced artificial intelligence development.

European chip stocks followed Asian peers lower, after leaders of the world’s biggest AI companies called for the industry to slow the tech’s development for safety reasons.

Marvell Technology, Inc. (NASDAQ:MRVL) delivered a quarterly beat and raised its revenue outlook, yet the stock plunged more than 10% the following day. The sharp reaction led Jim Cramer to question, during the September 8 Mad Money episode, why investors punished a company whose AI business continues to accelerate. What the heck just happened to […]

Sixteen new Defiance ETFs would reset 2x leverage six times a session, which is more leverage than the SEC’s current 3x line in the sand

Investing.com -- Citi told clients in a note Tuesday that it expects semiconductor stocks to rebound after a summer slump, arguing that a heavy conference schedule and resilient data center demand should support a sector that had run ahead of expectations.

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

Broadcom just posted AI chip growth that dwarfs nearly every semiconductor result this year, yet the stock sold off anyway. The real question is whether the market priced in the wrong number entirely.

Broadcom's AI revenue just posted a triple-digit surge, yet the stock is getting punished while its biggest rival is trading higher on the same report. The reason comes down to a margin story that is splitting the entire custom-silicon trade in two.

Marvell’s shares fell after investors decided its giant Google AI deal would take too long to move the numbers. Then Coherent Corp. (NYSE:COHR) and Lumentum Holdings Inc. (NASDAQ:LITE) fell with it on August 28. Barron’s argued the sympathy selloff made little sense because Marvell’s actual data-center results remained strong, especially for the optical demand that […]

One technical level could decide what happens next.

Marvell Stock Crashes Below Key Support After 10% Selloff

Marvell Technology (MRVL) stock fell 10% in Friday's trading session despite posting record Q2 results yesterday evening and raising its longer-term outlook.

(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell Frid

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Marvell Technology stock fell below a key support level on Friday after the chipmaker's fiscal second-quarter earnings report.

Tech stocks were lower Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL