Tag
marvell technology
10 articles
Broadcom's AI Revenue Surge Dwarfs Marvell's $115B Lumentum Bet
Broadcom's AI semiconductor revenue hit $16.7 billion in Q3, up 221 percent year-over-year—six times Marvell's total quarterly revenue—as Marvell pursues optical integration to compete in AI connectivity
Marvell Put Bet Shows Deal Skepticism Ahead of Dec. 1 Earnings
A $10.3 million options bet against Marvell Technology suggests traders expect the stock to fall below $147 by mid-December, just days after the company's $115 billion Lumentum acquisition announcement.
Marvell-Lumentum Merger Shows Optical Integration Push in AI Infrastructure
Lumentum shares rose 5.5 percent on reports of a potential Marvell acquisition, reflecting investor confidence in vertical integration across semiconductor and photonics layers.
AI Stocks Stumble as Funding Concerns Weigh on Nasdaq
Marvell, Intel, and AMD fell as an Nvidia-backed data center venture missed funding targets, raising questions about AI infrastructure spending
Marvell's $20B AI Revenue Target: Why Seaport's $270 Price Target Still Looks Conservative
Marvell Technology raised its fiscal 2028 revenue forecast to $20 billion on AI chip demand; Seaport initiated a Buy rating with a $270 price target, citing the company's unique full-stack competitive moat.
Zscaler Guides Lower, Dragging Cybersecurity; Dycom Surges 30%
Zscaler's Q4 revenue guidance missed Wall Street expectations, pulling down Palo Alto Networks and CrowdStrike, while Dycom Industries jumped on raised full-year outlook and a data center acquisition.
Marvell's 241% Surge Built on Hyperscaler Lock-In, Not Hype
CEO Matt Murphy credits a decade of supplier trust with major tech companies and diversified AI partnerships as the engine behind Marvell's outperformance of Broadcom
Flex, Marvell Join S&P 500 in Quarterly Rebalance
S&P Dow Jones Indices added Flex and Marvell Technology to the benchmark, displacing Molson Coors, Builders FirstSource and Trade Desk
Marvell's $300 Target: Rosenblatt Bets on Beat-and-Raise, 31% Upside Ahead
Rosenblatt raised Marvell to $300 (from $240) on expectations for Q2 beat-and-raise; Susquehanna lifted target to $265, citing Inphi momentum in AI networking.
Marvell's 131% Run Shows Which AI Stocks Wall Street Is Actually Buying
Selective AI investors are concentrating in infrastructure names; Marvell now projects 40 percent full-year revenue growth to $11.5 billion as data center demand outruns earlier forecasts.