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Technology stocks tumbled again on Monday because Wall Street is worried about artificial intelligence shares ahead of another key earnings test. The Nasdaq Composite fell 0.8%. The Dow, which lacks the exposure to AI that the Nasdaq and S&P have, managed to claw its way higher despite the latest escalations between the U.S. and Canada on trade.
Its deepest decline across its full price history runs well past anything a catalogued market shock produced, and the next test sits inside a production ramp the company says is bounded by capacity and parts.
Marvell's Google breakthrough is forcing investors to question Broadcom's grip on hyperscaler AI silicon.
Marvell’s huge rally has not scared Wells Fargo away
Marvell has surged further than almost any semiconductor stock in 2026, and now it faces a confirmed earnings event in three sessions with options volume piling up on both sides. The question is whether that lead becomes a liability before the August 27 print arrives.
GF Securities sees major Google and Amazon silicon revenue ahead.
Marvell has quietly turned itself into one of the most aggressive bets on AI infrastructure without selling a single GPU, and a surprise $12.2 billion disclosure just changed how Wall Street thinks about its ceiling.
S&P 500 companies' second-quarter earnings and revenue growth eased week over week as the reporting
The chip designer and optical networking maker reports second quarter earnings on Thursday, and Wall Street is expecting meaningful growth.
Marvell Technology heads into fiscal Q2 earnings with AI-driven data center growth in focus, but a rich valuation and fierce competition temper the setup.
The bear case against Marvell Technology rests on a customer concentration story that collapsed under the weight of its own evidence, and understanding why changes the entire calculus on where AI infrastructure money belongs right now.
The week is off to a bad start for tech stocks—specifically, ones tied to the AI trade. Here are some of the biggest laggards on the Nasdaq today and roughly how much they are sliding: Sandisk, 10% Seagate Technology, 8% Lumentum, 8% Micron, 8% Western Digital, 8% Nebius, 7% Teradyne, 6% Astera Labs, 5.
Wall Street treats Qualcomm like a handset company in slow decline, but a closer look at its data center roadmap and two confirmed hyperscaler wins suggests investors are pricing in the wrong business entirely.
Marvell heads into its August 27th earnings report with a streak of beats, a massive guidance raise already on the table, and the crowd pricing in near-certain upside. What happens next could define the AI infrastructure trade for the rest of 2026.
Broadcom and Marvell both reported blowout AI numbers, but they are playing completely different games inside the same semiconductor supercycle, and choosing between them means deciding which kind of risk you actually want.
Marvell is due to report earnings Thursday afternoon, with traders anticipating a sizable swing in the chip designer’s stock.
Profitability is a key measure of business strength. Companies with high margins have proven they can generate consistent earnings while maintaining financial discipline.
