Entities / Company
Marvell Technology.
American fabless semiconductor company
- Reports this week
- 17
- Active events
- 7
- Connections
- 271
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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Marvell, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.Well supported4 reports
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Marvell Technology stock traded on Nasdaq, and Jensen Huang called the company a potential trillion-dollar AI stock.Well supported6 reports
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Major semiconductor companies, including Nvidia, Broadcom, Marvell, and TSMC, are forging partnerships to build the AI ecosystem.Some support1 report1 development inside
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Microsoft, Oracle, and Marvell Technology are collaborating on integrated Hardware Security Module (HSM) standardization.Some support3 reports
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Marvell Technology and Nvidia announced a partnership involving NVLink Fusion and a $2 billion investment.Some support4 reports
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New trading symbols were introduced on Nasdaq, allowing trading for companies including Marvell Technology, BlackRock, and Nike.Some support2 reports
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Lumentum Holdings and Marvell Technology are facing valuation jitters amid shifting investor attention between tech and healthcare sectors.Some support1 report
Earlier this month
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Insider transactions for Marvell Technology were reported to the SEC following stock trades on Nasdaq.Well supported7 reports
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Marvell, Broadcom, and Google expanded their partnership for custom AI chip development, backed by a $12.2 billion warrant.Well supported15 reports1 development inside
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Semiconductor firms like Marvell, AMD, and Arm are benefiting from Trump-era tariffs and onshoring trends.Some support1 report1 development inside
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Arm's blueprints are fundamental to the smartphone supply chain, and both Arm and Marvell are scrutinized by investors in AI infrastructure.Some support1 report
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Google holds a warrant for Marvell shares, Meta plans 6GW of AMD Instinct GPUs, and Broadcom is traded on Nasdaq.Some support1 report
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TD Cowen and Susquehanna raised ratings and price targets for Marvell Technology.Some support1 report
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Astera Labs announced the development of its Scorpio Smart Fabric Switches, specializing in AI connectivity and networking products.Well supported5 reports1 development inside
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Marvell Technology's investor confidence rises amid AI infrastructure spending and potential upside from tariffs.Well supported4 reports
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Several major semiconductor companies, including AMD, Qualcomm, Micron, and Microchip, are identified as key players in the AI chip market.Well supported12 reports3 developments inside
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Strong chip demand and favorable macro news are driving stock gains for Nvidia, AMD, and Marvell Technology.Some support1 report
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Guidance disappointment and missed revenue expectations led to a market selloff affecting optical and connectivity stocks.Well supported3 reports
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Benzinga reported on small-cap technology stocks listed on the Nasdaq exchange.Well supported20 reports6 developments inside
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MarketBeat lists several companies, including Nokia, IBM, Astera Labs, Marvell Technology, and Vertiv, as infrastructure stocks to watch today.Well supported7 reports
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Marvell Technology was listed on the Nasdaq stock exchange on June 11, 2026.Well supported9 reports
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AI stocks are benefiting from Trump-era tariffs, with Morningstar and ClearBridge providing market analysis on growth and upside potential.Some support13 reports10 developments inside
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Astera Labs, Credo, and Marvell Technology are noted as pure-play rivals leading the AI infrastructure market.Some support5 reports1 development inside
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Microsoft's Maia300 chip, developed with Marvell, is competing with AWS Trainium 2, with implications for tariffs.Well supported6 reports2 developments inside
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Trump's oil and gas pledges benefit US stocks, specifically impacting Pfizer.Well supported131 reports40 developments inside
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Micron Technology, Intel, and Marvell Technology are top holdings in the FTXL ETF.Some support1 report1 development inside
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Lisa Su commented on AMD's data center revenue growth, while Marvell announced a custom silicon partnership with Google.Some support1 report
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Google secured a six-year, $120 billion contract, supplying components for Amazon's AI data centers.Some support1 report
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Marvell Technology stock traded up 5.4% on Monday, September 21, 2026.Some support1 report
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High-speed networking infrastructure needed due to the AI boom, involving Lumentum Holdings, Marvell Technology, AMD, and Dell Technologies.Some support2 reports
One to three months ago
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Nvidia, Bloom Energy, and Marvell Technology are being discussed in the context of AI sector valuation.Some support1 report
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Marvell Technology expanded an agreement with GlobalFoundries to increase semiconductor production capacity, specifically for SiGe technology.Some support4 reports1 development inside
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Nvidia announced a strategic investment in Marvell Technology as the companies capitalize on the AI boom and compete in the high-performance CPU market alongside AMD and Intel.Some support13 reports3 developments inside
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Intel and Marvell are leveraging their respective strengths in the competitive AI chip market, with Intel focusing on its Ohio foundry deals.Some support1 report
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Marvell Technology is seeing business upside as Amazon and Google utilize its custom AI chips, while market factors like FED signals and JPMorgan interest are monitored.Well supported5 reports2 developments inside
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Marvell Technology and Google announced an expanded partnership that is driving revenue growth, reflected in analyst targets.Some support7 reports
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Amazon, Qualcomm, and Marvell Technology announced a partnership focused on leveraging custom chips for data centers and driving AI semiconductor revenue.Some support2 reports
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Marvell Technology and Broadcom are noted for designing custom AI accelerators and data-center silicon.Well supported7 reports2 developments inside
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Rising interest rates are discounting future cash flows, causing sharp stock declines in chip companies amidst AI pacing debates and FOMC signals.Some support1 report
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Marvell Technology is developing AI chips for Google, while Jim Cramer commented on the company's recent stock plunge.Some support2 reports
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Broadcom's ASIC dominance poses a risk to Marvell, which is leveraging custom ASICs for AI clusters.Some support1 report
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Marvell Technology plans to utilize TSMC's next-generation 1.4nm chip technology.Some support2 reports
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Mutual funds have heavily invested in Marvell Technology and CrowdStrike, with Palo Alto noted as a location of investment interest.Some support1 report
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Marvell Technology is seeking partnerships with major hyperscalers, including Amazon and Google.Some support1 report
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Marvell Technology announced its AI chip offerings as alternatives to Broadcom and Nvidia.Some support1 report
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Marvell Technology and Entegris are both companies operating within the volatile chip sector.Some support1 report
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Qualcomm trades on the Nasdaq stock exchange, and both Qualcomm and Marvell Technology are leading semiconductor contributors.Well supported3 reports
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Synopsys provides essential interface IP for Marvell's custom silicon, which is used by Google, while Synopsys's products also drive ANSYS revenue.Some support1 report
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The day's news includes updates on a chip giant in Palo Alto, the ongoing US-Iran standoff, and speculation regarding a BOJ rate hike affecting the yen.Some support2 reports
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Marvell Technology, Broadcom, and Cisco are identified as key players in the AI infrastructure sector, supplying connectivity for AI buildout.Some support1 report
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Marvell Technology is central to new collaborations, securing investments from Nvidia and Trump, while also supplying custom AI chips to tech giants like Google and Amazon.Well supported8 reports2 developments inside
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An agreement involving Marvell, Google, and Nvidia could drive up to $20B in annual product sales.Some support2 reports
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The article notes that both Microsoft and Google are major players in the AI ecosystem, along with Marvell Technology, Nvidia, and Amazon, all benefiting from AI demand.Some support1 report
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Marvell Technology listed its shares on the stock exchange on August 27, 2026.Well supported4 reports
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Marvell Technology has secured custom ASIC customer relationships with Microsoft, Amazon, and Google.Some support2 reports1 development inside
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Marvell, Rubrik, and PayPal were major movers on the stock market, and Kevin Warsh's speech is scheduled to take place in Jackson Hole.Some support2 reports1 development inside
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Investors await speech at Jackson Hole, with market activity influenced by the Fed's remarks.Some support2 reports
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Multiple financial institutions, including Goldman Sachs, Morgan Stanley, Bank of America, UBS, and others, provided ratings and price targets for Marvell Technology on May 28, 2026.Some support3 reports2 developments inside
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Marvell Technology reported its quarterly earnings on the Nasdaq exchange on August 27, 2026.Some support5 reports
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Marvell Technology disclosed financial activities to the SEC and its stock was traded on the Nasdaq stock exchange on July 4, 2026.Well supported8 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Marvell Technology
Events traced to Marvell Technology, step by step, newest first- Marvell technology may benefit from AI data center spending surgeMarvell Technology may benefit from increased data-center infrastructure spendingPossible
- Marvell may gain from hyperscalers' sustained AI data center investmentMarvell Technology may benefit from hyperscalers' sustained AI data center investmentLikely
- Marvell may face pressure as Broadcom leverages advanced chip productionMarvell Technology may face intensified competition from Broadcom in advanced AI chip marketsPossible
- Marvell may gain from hyperscalers' AI infrastructure spendingMarvell may benefit from hyperscalers' massive AI infrastructure spendingLikely
- How could Meta and OpenAI's commitment to AMD GPUs affect Marvell Technology?AMD's massive AI GPU contracts increase competitive pressure on Marvell TechnologyLikely
- Custom silicon push could boost Marvell's revenue and market shareCustom silicon push could boost Marvell's revenue and market shareLikely
See all 16 explainers
- Amazon's tech services could boost Marvell's specialized chip demandMarvell Technology may see increased demand for ASIC programs as Amazon expands technology servicesPossible
- Marvell Technology may face pressure from China's debt spiralMarvell Technology may face reduced demand and valuation pressure from global shiftsPossible
- Strong tech earnings may boost Marvell's demand for AI siliconMarvell Technology may benefit from increased demand for AI silicon from hyperscalersLikely
- Marvell Technology may feel competitive pressure from AI chip peer valuationsMarvell Technology may face increased competitive pressure from valuation shifts among AI chip peersPossible
- Broadcom's open AI networking may intensify competition for MarvellBroadcom's open AI networking may intensify competition for MarvellLikely
- Marvell technology faces competitive pressure from rivals in AI chip marketMarvell Technology faces competitive pressure from rivals in the custom AI chip marketPossible
- New AI-powered AR/VR devices may boost Marvell's chip demandMarvell Technology may benefit from increased demand for AI chips in XR devicesPossible
- Broadcom's custom AI chips could intensify pressure on Marvell TechnologyMarvell Technology may face increased competitive pressure from Broadcom's custom AI chip expansionPossible
- Marvell may gain visibility in custom AI chip projectsMarvell Technology may see faster ramp visibility in custom AI chip projectsLikely
- Credo's partnerships may intensify competition for Marvell TechnologyCredo's partnerships may intensify competition for Marvell TechnologyPossible
Around Marvell Technology this week
News at the entities that move Marvell Technology most-
Amazon StructuralAmazon and eBay are hosting merchandise sales in the Birmingham/East Midlands region, where a paediatrician works.Moves Marvell Technology
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AMD OperationalRiot Platforms is expanding operations, mining Bitcoin in Kentucky and hosting AI tenants like AMD in Texas.Moves Marvell Technology
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Jensen Huang OperationalGoldman Sachs upgraded CoreWeave to Buy, while Jensen Huang addressed debt concerns and Robinhood reported record purchases.Moves Marvell Technology
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Nvidia StructuralJim Cramer warns about yield affecting Microsoft and Nvidia shareholders as rate pressure impacts tech infrastructure costs.Moves Marvell Technology
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Google StructuralGoogle's philanthropic arm funded grants involving the Long Island Association.Moves Marvell Technology
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SEC StructuralLaser Photonics Corporation hired Tim Peterman as Chief Financial Officer and engaged CBIZ for financial reporting consulting.Moves Marvell Technology
Connections
The 40 strongest of 271, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Microsoft Structural
Marvell is a critical design partner and supplier of custom AI silicon and IP for Microsoft's Maia processor and Azure cloud infrastructure.
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Amazon Structural
Marvell is a critical design partner and supplier of custom AI chips and IP essential for Amazon's cloud infrastructure (Trainium/AWS).
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AMD Operational
AMD and Marvell Technology are high-stakes competitors in the AI and data infrastructure semiconductor markets, influencing each other through market performance and product development.
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Jensen Huang Operational
Jensen Huang's public endorsements and predictions consistently influence Marvell Technology's market sentiment and stock valuation.
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Matt Murphy Structural
Matt Murphy serves as the CEO and Chairman of Marvell Technology.
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Nvidia Structural
Nvidia holds a $2 billion stake in Marvell, establishing a structural link, while both companies actively compete and collaborate in the AI semiconductor market.
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Google Structural
Marvell provides custom AI chips to Google under a long-term partnership that includes equity warrants and stakes.
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Broadcom Operational
Marvell and Broadcom are fierce, peer competitors in the custom AI chip and advanced ASIC markets, vying for market share and clients.
Show all 40 connections
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Amazon Web Services Operational
Marvell Technology partners with Amazon Web Services to supply custom AI silicon and components for cloud infrastructure.
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TSMC Structural
TSMC serves as Marvell Technology's preferred manufacturing partner for custom silicon and next-generation AI chips.
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Credo Operational
Both companies are direct competitors in the specialized AI connectivity and fabless semiconductor markets.
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Infineon Technologies Transactional
Infineon acquired Marvell's Automotive Ethernet business unit in August 2025.
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Cavium Structural
Marvell Technology acquired Cavium in 2018, establishing Cavium as a subsidiary.
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SEC Structural
Marvell Technology is subject to mandatory regulatory filing and disclosure requirements imposed by the SEC.
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Nagarajan Structural
Nagarajan serves as Marvell Technology's Chief Technology Officer for optical engineering.
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Amazon.com Structural
A functional partnership exists where Marvell provides critical ASIC programs and contributes to Amazon's Trainium chips.
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Astera Labs Operational
Astera Labs and Marvell Technology are direct competitors vying for market share in the high-performance semiconductor and AI infrastructure sector.
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Goldman Sachs Operational
Goldman Sachs provides active financial analysis and rating coverage for Marvell Technology stock.
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OpenAI Structural
OpenAI relies on Marvell Technology for custom silicon designs and AI accelerator components.
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ASIC Structural
Marvell Technology's business model is fundamentally built upon the design, production, and successful market application of custom Application-Specific Integrated Circuits (ASICs).
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Meta Structural
Marvell serves as a critical custom AI silicon and networking gear supplier and design partner for Meta's AI data center infrastructure.
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Qualcomm Operational
Marvell and Qualcomm are direct competitors in the high-beta AI silicon and semiconductor chip market.
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Jim Cramer Operational
Jim Cramer provides market analysis and recommendations regarding Marvell Technology's stock performance and valuation.
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Matt Murphy Structural
Matt Murphy serves as the CEO of Marvell Technology, guiding its overall strategy and function.
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Securities and Exchange Commission Structural
Marvell Technology operates under formal regulatory requirements and disclosure mandates set by the Securities and Exchange Commission.
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Tower Semiconductor Ltd. Structural
Marvell Technology relies on Tower Semiconductor Ltd. for critical component supply and collaborates on next-generation coherent technology.
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Alphabet Inc. Transactional
The companies are engaged in a milestone deal that is deepening their strategic integration.
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FED Operational
FED policy decisions and interest rate expectations actively influence the market sentiment and stock performance of Marvell Technology.
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Micron Technology Operational
Micron and Marvell are active competitors in the semiconductor market, influencing each other through market performance and sector trends.
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Matthew Murphy Structural
Matthew Murphy holds the structural role of CEO at Marvell Technology.
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Ferric (United States) Structural
Ferric provides IVR power solutions to Marvell's XPU customers, supported by a collaboration agreement.
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SK Hynix Operational
Marvell utilizes SK Hynix memory in its platforms while facing intense competitive pressure in the AI memory market.
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Morgan Stanley Mentioned together
Morgan Stanley provides financial research, ratings, and price targets covering Marvell Technology.
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TD Cowen Operational
TD Cowen provides investment ratings, price targets, and outlook upgrades for Marvell Technology stock.
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Bank of America Operational
Bank of America actively monitors Marvell Technology's operational status, issuing market price targets and revenue estimates based on company performance.
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Cantor Fitzgerald Operational
Cantor Fitzgerald actively influences Marvell Technology's valuation by issuing analyst reports and raising target prices.
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Bureau of Labor Statistics Operational
Economic data published by the Bureau of Labor Statistics actively influences market sentiment and performance for Marvell Technology.
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Synopsys Structural
Marvell relies on Synopsys for essential interface IP used in its custom silicon designs.
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Adobe Transactional
A key executive, the CFO, moved from Adobe to join Marvell Technology staff.
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Federal Open Market Committee Structural
FOMC's interest rate decisions structurally influence Marvell Technology's valuation via changes in the discount rate of future cash flows.
History
Events by the month they beganOctober 2026
8 events- Major semiconductor companies, including Nvidia, Broadcom, Marvell, and TSMC, are forging partnerships to build the AI ecosystem.
- Microsoft, Oracle, and Marvell Technology are collaborating on integrated Hardware Security Module (HSM) standardization.
- New trading symbols were introduced on Nasdaq, allowing trading for companies including Marvell Technology, BlackRock, and Nike.
- Lumentum Holdings and Marvell Technology are facing valuation jitters amid shifting investor attention between tech and healthcare sectors.
- Arm's blueprints are fundamental to the smartphone supply chain, and both Arm and Marvell are scrutinized by investors in AI infrastructure.
- Google holds a warrant for Marvell shares, Meta plans 6GW of AMD Instinct GPUs, and Broadcom is traded on Nasdaq.
- TD Cowen and Susquehanna raised ratings and price targets for Marvell Technology.
- Strong chip demand and favorable macro news are driving stock gains for Nvidia, AMD, and Marvell Technology.
September 2026
19 events- Lisa Su commented on AMD's data center revenue growth, while Marvell announced a custom silicon partnership with Google.
- Google secured a six-year, $120 billion contract, supplying components for Amazon's AI data centers.
- Marvell Technology stock traded up 5.4% on Monday, September 21, 2026.
- High-speed networking infrastructure needed due to the AI boom, involving Lumentum Holdings, Marvell Technology, AMD, and Dell Technologies.
- Nvidia, Bloom Energy, and Marvell Technology are being discussed in the context of AI sector valuation.
- Marvell Technology expanded an agreement with GlobalFoundries to increase semiconductor production capacity, specifically for SiGe technology.
- Intel and Marvell are leveraging their respective strengths in the competitive AI chip market, with Intel focusing on its Ohio foundry deals.
- Marvell Technology and Google announced an expanded partnership that is driving revenue growth, reflected in analyst targets.
- Amazon, Qualcomm, and Marvell Technology announced a partnership focused on leveraging custom chips for data centers and driving AI semiconductor revenue.
- Rising interest rates are discounting future cash flows, causing sharp stock declines in chip companies amidst AI pacing debates and FOMC signals.
- Marvell Technology is developing AI chips for Google, while Jim Cramer commented on the company's recent stock plunge.
- Broadcom's ASIC dominance poses a risk to Marvell, which is leveraging custom ASICs for AI clusters.
- Mutual funds have heavily invested in Marvell Technology and CrowdStrike, with Palo Alto noted as a location of investment interest.
- Marvell Technology is seeking partnerships with major hyperscalers, including Amazon and Google.
- Marvell Technology announced its AI chip offerings as alternatives to Broadcom and Nvidia.
- Marvell Technology and Entegris are both companies operating within the volatile chip sector.
- Synopsys provides essential interface IP for Marvell's custom silicon, which is used by Google, while Synopsys's products also drive ANSYS revenue.
- The day's news includes updates on a chip giant in Palo Alto, the ongoing US-Iran standoff, and speculation regarding a BOJ rate hike affecting the yen.
- Marvell Technology, Broadcom, and Cisco are identified as key players in the AI infrastructure sector, supplying connectivity for AI buildout.
August 2026
12 events- Marvell, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.
- Marvell, Broadcom, and Google expanded their partnership for custom AI chip development, backed by a $12.2 billion warrant.
- Guidance disappointment and missed revenue expectations led to a market selloff affecting optical and connectivity stocks.
- Astera Labs, Credo, and Marvell Technology are noted as pure-play rivals leading the AI infrastructure market.
- Qualcomm trades on the Nasdaq stock exchange, and both Qualcomm and Marvell Technology are leading semiconductor contributors.
- An agreement involving Marvell, Google, and Nvidia could drive up to $20B in annual product sales.
- The article notes that both Microsoft and Google are major players in the AI ecosystem, along with Marvell Technology, Nvidia, and Amazon, all benefiting from AI demand.
- Marvell Technology listed its shares on the stock exchange on August 27, 2026.
- Marvell Technology has secured custom ASIC customer relationships with Microsoft, Amazon, and Google.
- Marvell, Rubrik, and PayPal were major movers on the stock market, and Kevin Warsh's speech is scheduled to take place in Jackson Hole.
- Investors await speech at Jackson Hole, with market activity influenced by the Fed's remarks.
- Marvell Technology reported its quarterly earnings on the Nasdaq exchange on August 27, 2026.
Show 2 earlier months
July 2026
3 events- Marvell Technology's investor confidence rises amid AI infrastructure spending and potential upside from tariffs.
- Micron Technology, Intel, and Marvell Technology are top holdings in the FTXL ETF.
- Marvell Technology disclosed financial activities to the SEC and its stock was traded on the Nasdaq stock exchange on July 4, 2026.
June 2026
18 events- Marvell Technology stock traded on Nasdaq, and Jensen Huang called the company a potential trillion-dollar AI stock.
- Marvell Technology and Nvidia announced a partnership involving NVLink Fusion and a $2 billion investment.
- Insider transactions for Marvell Technology were reported to the SEC following stock trades on Nasdaq.
- Semiconductor firms like Marvell, AMD, and Arm are benefiting from Trump-era tariffs and onshoring trends.
- Astera Labs announced the development of its Scorpio Smart Fabric Switches, specializing in AI connectivity and networking products.
- Several major semiconductor companies, including AMD, Qualcomm, Micron, and Microchip, are identified as key players in the AI chip market.
- Benzinga reported on small-cap technology stocks listed on the Nasdaq exchange.
- MarketBeat lists several companies, including Nokia, IBM, Astera Labs, Marvell Technology, and Vertiv, as infrastructure stocks to watch today.
- Marvell Technology was listed on the Nasdaq stock exchange on June 11, 2026.
- AI stocks are benefiting from Trump-era tariffs, with Morningstar and ClearBridge providing market analysis on growth and upside potential.
- Microsoft's Maia300 chip, developed with Marvell, is competing with AWS Trainium 2, with implications for tariffs.
- Trump's oil and gas pledges benefit US stocks, specifically impacting Pfizer.
- Nvidia announced a strategic investment in Marvell Technology as the companies capitalize on the AI boom and compete in the high-performance CPU market alongside AMD and Intel.
- Marvell Technology is seeing business upside as Amazon and Google utilize its custom AI chips, while market factors like FED signals and JPMorgan interest are monitored.
- Marvell Technology and Broadcom are noted for designing custom AI accelerators and data-center silicon.
- Marvell Technology plans to utilize TSMC's next-generation 1.4nm chip technology.
- Marvell Technology is central to new collaborations, securing investments from Nvidia and Trump, while also supplying custom AI chips to tech giants like Google and Amazon.
- Multiple financial institutions, including Goldman Sachs, Morgan Stanley, Bank of America, UBS, and others, provided ratings and price targets for Marvell Technology on May 28, 2026.