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The multi-year agreement covers silicon germanium production in Burlington

NVIDIA (NVDA) is the strongest business in its peer group, and it is priced below every rival you can compare it with fairly, at 27.5 times earnings. Yet over the past twelve months NVDA returned 25.7% while AMD returned 239.7%. The best business in the group is one of its weakest stocks, and not because anyone doubts the demand.

GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.

Some of the market's strongest large-cap performers are clustering around chips, memory and AI infrastructure.

The companies aim to ramp up SiGe production in Vermont to meet rising demand for faster AI data-centre connectivity.

Marvell Technology (NasdaqGS:MRVL) announced new collaborations with GlobalFoundries, Microsoft and Utimaco focused on advanced connectivity and payment security. The GlobalFoundries partnership targets expanded production of advanced SiGe chips used in next generation optical links for AI data centers. Marvell is working with Microsoft and Utimaco to provide a cloud native payment security platform delivered through Microsoft Azure. These GlobalFoundries and Azure payment security deals...

Investors move past worries that AI firms’ calls for a slowdown in development risk the AI infrastructure trade.

A number of stocks jumped in the afternoon session after Treasury yields retreated below 5% and oil prices declined, sparking a recovery across growth-oriented equities following the Federal Reserve's interest rate increase.

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

Cloud-managed security can simplify payment infrastructure, but pricing and customer commitments remain undisclosed.

The manufacturing agreement protects future supply, but neither volume nor contract economics were disclosed.

Globalfoundries Inc (NASDAQ:GFS) and Marvell Technology Inc (NASDAQ:MRVL) expanded their multiyear manufacturing agreement to increase semiconductor production capacity as growing AI data centers fuel demand for faster optical connections. The agreement will boost production capacity at...

Marvell Technology's AI-driven data center growth is accelerating across custom silicon, optics and switching, but competition remains fierce.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.91% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.31%. E-mini S&P futures (ESU26 ) are up +0.91%, and September E-mini Nasdaq...

Marvell expanded its multi-year agreement with GlobalFoundries to secure additional SiGe manufacturing capacity for next-generation optical connectivity products.

Sept 17 (Reuters) - GlobalFoundries and Marvell Technology have expanded their agreement to increase production capacity for a type of semiconductor used in high-speed optical connections in data

Marvell (MRVL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Broadcom just posted its ninth consecutive earnings beat and guided AI revenue up 236% year-on-year, yet the stock keeps sliding while the rest of the sector holds firm. One top analyst thinks the selloff created a rare window that closes fast.

Nvidia looks like a bargain, OpenAI reveals 6 ‘concerning’ incidents, and more news to start your day.

Applied Materials trades at a forward P/E of 35 versus Marvell's 56, but one company's exposure to AI infrastructure spending carries distinctly different risks.

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.

FEATURE Stock futures were rising on Thursday as investors got over the worst of their worries about the Federal Reserve’s interest-rate hike. Chip and memory stocks were trading higher ahead of the opening bell, despite fresh concerns about a slowdown in the development of artificial intelligence.

The ChatGPT developer warns that the AI industry won’t be able to scale at maximum speed much longer.

Marvell Technology (MRVL) has more than tripled over the past year. It has also fallen about 28% in three months and trades about 30% below its 52-week high. If you are wondering whether the growth story broke, it did not. Marvell raised its revenue guidance on August 27, 2026, and the stock fell anyway.

Chip demand looks far stronger than slowdown fears imply

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.

The chipmaker got a boost from a potential deal in the AI space.

Astera Labs expands its Leo CXL memory controller lineup as hyperscaler design wins and new products strengthen its AI infrastructure connectivity position.

Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple. Something in that math does not add up.

CRDO's new 1.6T ZeroFlap optical transceivers combine 224G DSPs and SiPho PICs to target faster, denser AI networks.