Marvell is already riding the AI infrastructure wave. Now, a major hyperscaler deal could be the catalyst that sends the stock on its next parabolic run.
Broadcom shares have fallen over 10% as Marvell's new custom chip deal with Google raises competition concerns, putting focus on Broadcom's upcoming AI semiconductor guidance.
Profitability is a key measure of business strength. Companies with high margins have proven they can generate consistent earnings while maintaining financia...
The chip giant's stock slid after its most important AI customer expanded work with a rival. The last time a design-away scare hit the company, what followed was a 500% gain.
Marvell is expanding its AI opportunity into a critical new part of the data center, but expectations are high. See why its latest technology could reshape the growth story.
The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.
Marvell secured a custom chip deal with Alphabet featuring $12.2 billion in equity warrants, challenging Broadcom's grip on the custom AI ASIC market and expanding Marvell's total-rack revenue potential.
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that mos...
The chipmaker attached a stock award to its newest custom chip deal -- one installment for every $500 million its buyer spends. Collecting all of them takes 240.
