Semiconductor News & Analysis Feed
147 articles
2026-06-20
www.theglobeandmail.com
2026-06-20
The Globe and Mail
Key Points
Marvell is seeing strong growth in custom chips and optical connectivity, but has a long way to go to reach a $1 trillion market cap.
A $1 trillion market cap is right around the corner for AMD as it rides some powerful trends.
ASML has a monopoly on the tech needed to make AI chips and HBM, paving the way for it to become a trillion-dollar company.
10 stocks we like better than Adv
2026-06-20
www.fool.com
2026-06-20
The Motley Fool
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2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Nvidia (
NVDA
0.51%
) has a great investing track record, which makes sense considering its position in the tech world. Because of the central role it plays in the artificial intelligence (AI) industry, it has to interact with many companies to ensure that its products are compatible, and it even forms partnerships when the situation is right. One company it recently promoted was Marvell Technolog
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Marvell Technology Skyrocketed on a Stunning Nvidia Endorsement: Could It Be the Next Trillion-Dollar AI Stock?
Keithen Drury, The Motley Fool
Thu, June 18, 2026 at 8:49 AM PDT 4 min read
NVDA
-0.52%
MRVL
-1.47%
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Trading disclosure
Nvidia (NASDAQ: NVDA) has a great investing track record, which makes sense considering its position in the tech world. Because of the centra
2026-06-18
simplywall.st
2026-06-18
simplywall.st
United States/Semiconductors/NasdaqGS:MRVL
Marvell Technology (MRVL) Stock Could Be 107% Overvalued After S&P 500 And Nvidia News
June 18, 2026
Simply Wall St
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Marvell Technology (MRVL) has been in focus after several catalysts converged, including its upcoming addition to the S&P 500, a deeper AI partnership with Nvidia, and a high profile CFO transition.
See our latest analysis
2026-06-18
www.cnbc.com
2026-06-18
CNBC
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2026-06-18
www.quiverquant.com
2026-06-18
Quiver Quantitative
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 -
Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photoni
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Tower Semiconductor and Marvell Ship Over Five Million Coherent Photonic ICs
Tower Semiconductor
Thu, June 18, 2026 at 2:30 AM PDT 3 min read
TSEM
+7.34%
MRVL
+7.27%
TSEM.TA
+1.25%
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Trading disclosure
Tower Semiconductor
Tower's advanced silicon photonics platform enables hig
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
www.globenewswire.com
2026-06-18
GlobeNewswire
Tower’s advanced silicon photonics platform enables high-bandwidth,
energy-efficient data center connectivity
MIGDAL HAEMEK, Israel, June 18, 2026 - Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, today announced a significant milestone. The company, in partnership with Marvell Technology, has shipped over five million coherent photonic
2026-06-18
www.trefis.com
2026-06-18
Trefis
NVIDIA or Marvell Technology: Which Stock Has More Upside?
June 18th, 2026 by Trefis Team
MRVL
Marvell Technology
Marvell Technology surged 15% during the past week. You may be tempted to buy more or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer NVIDIA gives you more. NVIDIA (NVDA) stock of
2026-06-18
www.fool.com
2026-06-18
The Motley Fool
Collapse
NASDAQ: MRVL
Marvell Technology
Today's Change
(4.10%) $11.43
Current Price
$290.10
MRVL
YTD
1W
1M
3M
6M
1Y
5Y
PRICE
VS S&P
KEY DATA POINTS
Market Cap
$244B
Day's Range
$283.35 - $307.35
52wk Range
$61.44 - $324.20
Volume
1.8M
Avg Vol
35.9M
Gross Margin
50.64%
Dividend Yield
0.09%
Marvell Technology (
MRVL
+4.10%
), a data infrastructure semiconductor provider, closed at $289.54, up 3.90
2026-06-17
247wallst.com
2026-06-17
24/7 Wall St.
BlackRock’s Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. Goldman just flagged Marvell and Micron as the next-wave winners. The tape already agrees: MRVL is up 230% year to date and MU is up 244%. If you’re still treating this as a chip story, you’re already a step behind. Here a
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Marvell Technology (NasdaqGS:MRVL) Gets Nvidia Backing And A $2 Billion Investment
Bailey Pemberton
Wed, June 17, 2026 at 2:11 AM PDT 4 min read
MRVL
+4.33%
NVDA
+0.00%
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Trading disclosure
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
Nvidia CEO Jensen Huang recently highlighted Marvell Technology
2026-06-16
www.barrons.com
2026-06-16
Barron's
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2026-06-15
www.msn.com
2026-06-15
MSN
An entrepreneur convicted of swindling $175 million from JPMorgan Chase and its CEO, Trump critic Jamie Dimon, is now seeking a pardon from the president.
Charlie Javice and those close to her are looking to solicit support from the Trump administration for a possible pardon, as the White House considers having the president issue 250 pardons as a way to mark the nation's 250th birthday this summ
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
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2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.