Semiconductor News & Analysis Feed
147 articles
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Marvell vs. Micron: One Stands to Gain More From AI Demand
Vandita Jadeja
Thu, June 11, 2026 at 10:26 AM PDT 4 min read
MU
+11.66%
MRVL
+11.13%
005930.KS
-1.16%
NVDA
+2.22%
000660.KS
+2.59%
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Trading disclosure
Quick Read
MRVL's custom silicon and optics drove 28% revenue growth while MU's HBM shortage pushed gross margins from 37% to 74% in one year.
Micron raised its d
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack.
Video Muted
Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewardin
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Marvell Technology: Better AI Stock Than Nvidia
Jun 11, 2026, 7:31 AM ETMarvell Technology, Inc. (MRVL) Stock
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Summary
Marvell Technology is evolving into a pivotal AI infrastructure player, with recent earnings, guidance, and strategic moves reinforcing its value proposition.
MRVL's
2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Is Marvell the Next Micron?
Adam Spatacco, The Motley Fool
Tue, June 9, 2026 at 12:10 PM PDT 4 min read
MU
-3.14%
MRVL
-9.05%
000660.KS
+15.91%
005930.KS
+8.97%
NVDA
-0.60%
Explore stocks on Coinbase
Trading disclosure
The artificial intelligence (AI) revolution has boosted several semiconductor players into the realm of trillion-dollar giants. Most recently, Micron Technology (NASDAQ: MU) and it
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
The artificial intelligence (AI) revolution has boosted several semiconductor players into the realm of trillion-dollar giants. Most recently, Micron Technology (
MU
5.57%
) and its South Korean peers, SK Hynix and Samsung, have joined that exclusive club (though SK Hynix has already slipped back out of it).
Investors who were paying attention to Micron's explosive run understand the pattern: A s
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, June 9, 2026 at 9:13 AM PDT 1 min read
MU
-1.41%
MRVL
-7.61%
000660.KS
+15.91%
SNDK
+0.28%
005930.KS
+8.97%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also de
2026-06-09
uk.finance.yahoo.com
2026-06-09
Yahoo Finance UK
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, 9 June 2026 at 9:13 am GMT-7 1 min read
MU
-5.01%
MRVL
-11.04%
000660.KS
+15.91%
SNDK
+0.09%
005930.KS
+8.97%
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also declined after initially opening in green terr
2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
__fail__
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
Qualcomm
David Moadel
Tue, June 9, 2026 at 8:47 AM PDT 5 min read
MRVL
-11.32%
QCOM
-8.79%
NVDA
-2.36%
AAPL
-3.74%
MSFT
-2.50%
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Trading disclosure
Quick Read
Qualcomm dropped 8% and Marvell Technology fell 10% as ByteDance's custom ASIC deal ignites export-control fears and a secto
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, June 9, 2026 at 9:13 AM PDT 1 min read
MU
-4.29%
MRVL
-10.58%
000660.KS
+15.91%
SNDK
+0.98%
005930.KS
+8.97%
Explore stocks on Coinbase
Trading disclosure
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also d
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Shares of chip designer Marvell Technology (
MRVL
0.92%
) jumped by a whopping 33% on June 2, and Nvidia CEO Jensen Huang was the reason behind this massive surge.
According to Huang, Marvell will join the trillion-dollar market cap club. That seems like an ambitious statement at first, given that Marvell currently has a market cap of almost $230 billion. However, a closer look at the problem tha
2026-06-09
news.google.com
2026-06-09
Yahoo Finance
2026-06-09
www.barrons.com
2026-06-09
Barron's
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Stock Market Today, June 8: Marvell, Intel, and Micron Lead Tech Stock Rebound
Emma Newbery, The Motley Fool
Mon, June 8, 2026 at 5:23 PM AST 3 min read
MRVL
+9.63%
INTC
+11.19%
MU
+9.87%
^DJI
-0.16%
CL=F
-1.02%
S&P 500 (SNPINDEX:^GSPC) rose 0.30% to 7,405.73 and the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 0.86% to 25,929.66 as tech stocks began to recover from Friday’s rout. The Dow Jones I
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
S&P 500 (
^GSPC
+0.30%
) rose 0.30% to 7,405.73 and the Nasdaq Composite (
^IXIC
+0.86%
) climbed 0.86% to 25,929.66 as tech stocks began to recover from Friday’s rout. The Dow Jones Industrial Average (
^DJI
0.16%
) slipped 0.16% to 50,786.01 as cyclicals lagged.
Market movers
Marvell Technology jumped 10% following news of its upcoming S&P 500 inclusion, while artificial intelligence (AI) chip
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Is Marvell the Next Nvidia?
Adam Spatacco, The Motley Fool
Mon, June 8, 2026 at 8:50 AM PDT 4 min read
NVDA
+1.62%
MRVL
+14.21%
Explore stocks on Coinbase
Trading disclosure
Over the last few years, Nvidia (NASDAQ: NVDA) transformed itself from a niche graphics chip designer into the undisputed king of artificial intelligence (AI) compute. Currently, the company's market capitalization is $5.3 tr
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Over the last few years, Nvidia (
NVDA
+1.34%
) transformed itself from a niche graphics chip designer into the undisputed king of artificial intelligence (AI) compute. Currently, the company's market capitalization is $5.3 trillion -- making Nvidia the most valuable company in the world.
Growth investors are constantly hunting for the next AI candidate capable of delivering Nvidia-style returns.
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Forget Marvell: 1 Unstoppable Semiconductor Stock to Buy Hand Over Fist After the Market Pullback
Bet_Noire / Getty Images
Alex Sirois
Mon, June 8, 2026 at 7:56 AM PDT 3 min read
MRVL
+12.97%
TSM
+2.82%
NVDA
+1.34%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Marvell's GAAP net income cratered 81% year over year while 76% of its revenue comes from customers actively building silicon t
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) is the name on every chip trader’s lips after a 305.44% one-year rip that turned custom AI silicon into the most crowded trade in semiconductors. But here’s what you should actually be watching.
The Marvell trade is mathematically exhausted
Last Friday’s leverage shakeout told you everything. Marvell dropped 16.74% in a single session on J