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NVIDIA (NVDA) stock trades near $225, about 28.3 times its adjusted earnings over the past twelve months. Adjusted here means normalized net income with stock-based compensation added back, the same broad basis analysts use in their forecasts. For a stock near its 52-week high, that looks steep. But the multiple leaves out the growth analysts already expect, and that growth depends on how much NVIDIA can supply.

MRVL stock is gaining attention after unveiling 2nm chips for use in data centers.

Qualcomm has more upside because its AI data center push is still underappreciated, while Marvell's AI growth story is already well known.

AI stocks struggle as Wall Street frets about rising bond yields, while Meta Platforms slides as investors lock in some profit after a 12% rally.

Sept 24 (Reuters) - Wall Street futures dropped on Thursday as the Middle East conflict remained far from a resolution while investors also exercised caution ahead of a keenly watched summit between

Marvell, Onsemi and Semtech Get Major AI Boost as Seaport Unveils New Targets

Marvell Technology (MRVL) stock has returned 248% since September 22, 2025, against about 18% for the S&P 500 over the same window. The products that drove that run were named in public months before the share price moved. None came with a date.

President Donald Trump has called artificial-intelligence safety fears a “hoax.” The president’s latest financial disclosure for July shows his portfolio bought stocks of cybersecurity companies, which address the growing need for protection as AI keeps developing. Both the White House and the Trump Organization said Trump’s stock and bond portfolio is independently managed by third-party financial institutions.

Seaport sees more room for growth as AI data-center demand lifts Marvell's custom silicon and interconnect businesses.

In recent days, partners including Marvell, Nokia, Causaly, Everforth and others have announced expanded collaborations that embed Microsoft Azure, Copilot and Fabric more deeply into financial services, telecom, life sciences and IT modernization workloads. Together with Microsoft’s latest dividend increase and fresh AI‑driven client wins, these moves reinforce how broadly the company’s cloud and AI platforms are being adopted across regulated, data‑intensive industries. Against this...

Advanced Micro Devices (AMD) has stopped leading with the problem that opened its call a year ago. That problem was keeping one of its accelerators out of China. The latest call was fiscal Q2 2026. This time, management did not lead with the subject at all. So what was AMD leading with back then.

Stifel also sees pluggable optics as an underappreciated volume driver across AI networks

Microsoft and Amazon sales were each valued at $5 million to $25 million.

Meta’s annual conference kicks off today, and the latest on Anthropic's IPO, but this is the next big AI catalyst.

Nvidia CEO Jensen Huang was wrong when he predicted Marvell would be the next trillion-dollar chip company.

A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.

Rambus sits inside nearly every next-generation server memory module yet trades at a fraction of its flashier chip rivals, and its roadmap through 2027 could force the market to finally pay attention.

Check out the companies making headlines yesterday:

Marvell, AMD, and Broadcom are all sitting above Wall Street's consensus targets right now, yet one bold analyst sees each of them with meaningful room left to run before 2027 ends.

LITE's eight-wavelength DWDM ELSFP push targets CPO and NPO architectures as AI optical demand rises and rivals expand aggressively.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.09% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.52%. December E-mini S&P futures (ESZ26 ) are up +0.05%, and December E-mini...

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.

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.