Marvell Technology.
American fabless semiconductor company
- Reports this week
- 8
- Active events
- 12
- Connections
- 251
What's happening
Active this week
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MarketBeat lists several companies, including Nokia, IBM, Astera Labs, Marvell Technology, and Vertiv, as infrastructure stocks to watch today.Some support5 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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Marvell, Broadcom, and Google expanded their partnership for custom AI chip development, backed by a $12.2 billion warrant.Well supported11 reports1 development inside
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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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Several major semiconductor companies, including AMD, Qualcomm, Micron, and Microchip, are identified as key players in the AI chip market.Well supported12 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 supported5 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
Earlier this month
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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
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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 support12 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.Some support5 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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Benzinga is reporting on companies that are listed on the Nasdaq stock exchange.Well supported12 reports6 developments inside
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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 supported6 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, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.Some support2 reports
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Marvell Technology listed its shares on the stock exchange on August 27, 2026.Some support3 reports
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Marvell Technology has secured custom ASIC customer relationships with Microsoft, Amazon, and Google.Some support2 reports1 development inside
One to three months ago
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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
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Marvell Technology is based in Santa Clara, California.Some support1 report
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Norges Bank acquired a new stake in Marvell Technology on August 1, 2026.Some support3 reports
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Nvidia relies on Asian chipmakers for its supply chain, while OpenAI uses services from a rival company amidst geopolitical talks in Tehran.Some support1 report
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Susquehanna raised its price target on Marvell Technology.Some support3 reports
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Intel is involved in the AI chip industry alongside another company, fitting into the broader ecosystem of key players.Well supported3 reports4 developments inside
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Google drives business to Marvell Technology for stock vesting.Some support13 reports
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A company is winning multi-year deals with Google and Microsoft to design custom AI chips for their hyperscale needs.Some support2 reports
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Semiconductor stocks (Micron, Marvell, Intel) fell due to high borrowing costs, amid Trump's tariff delay.Some support3 reports
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Guidance disappointment and missed revenue expectations led to a market selloff affecting optical and connectivity stocks.Some support2 reports
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Anthropic's revenue growth signals high AI demand, coinciding with policy favoring domestic memory suppliers.Some support1 report
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Microsoft is leveraging Lumentum's optics for its chips, while Lumentum supplies optics for Nvidia's demand. Additionally, Marvell is designing custom chips for Microsoft.Some support2 reports
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Marvell Technology and Flex Ltd. joined the S&P 500 index, while Equity Residential announced its acquisition of AvalonBay Communities.Some support1 report
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AMD, TSMC, Marvell Technology, and Broadcom are major competitors in the AI chip market, with AMD targeting inference and TSMC supporting growth.Speculative3 reports1 development inside
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AMD, Marvell, and Broadcom are competing in the AI chip market, while Anthropic secures a deal for MI450 GPUs.Some support1 report1 development inside
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Marvell products address GPU stalls caused by memory limits.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Marvell Technology this week
News at the entities that move Marvell Technology most-
Microsoft StructuralNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Marvell Technology
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AMD OperationalJensen Huang outlines Nvidia's company strategy regarding AI compute, noting that Nvidia currently commands 86% of the AI revenue market share.Moves Marvell Technology
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Amazon StructuralGoogle Cloud growth has surpassed market gains for both AWS and Azure.Moves Marvell Technology
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SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves Marvell Technology
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Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves Marvell Technology
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Jensen Huang OperationalGrok discussed the state dinner involving tech leaders, and Grok defended the altered photograph of Tim Cook.Moves Marvell Technology
Connections
The 40 strongest of 251, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Matt Murphy Structural
Matt Murphy serves as the Chairman and CEO of Marvell Technology.
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Nvidia Structural
Nvidia holds a significant investment stake in Marvell, leading to deep operational partnerships while both companies actively compete in the AI chip market.
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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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Amazon Structural
Marvell is a critical design partner and supplier of custom AI chips and IP essential for Amazon's cloud infrastructure and Trainium processors.
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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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Google Structural
Marvell supplies custom AI chips to Google under a long-term partnership that includes equity warrants allowing Google to acquire a stake.
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Nasdaq Structural
Marvell Technology is a company that lists and trades its shares on the Nasdaq stock exchange.
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Cavium Structural
Marvell Technology acquired Cavium in 2018, establishing Cavium as a subsidiary.
Show all 40 connections
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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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Securities and Exchange Commission Structural
Marvell Technology must comply with the formal disclosure and operational requirements set forth by the Securities and Exchange Commission.
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Jensen Huang Operational
Jensen Huang's public statements and endorsements are consistently documented as positively influencing Marvell Technology's market sentiment and stock valuation.
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Infineon Technologies Transactional
Infineon acquired Marvell's Automotive Ethernet business unit in August 2025.
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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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Jim Cramer Operational
Jim Cramer provides market commentary, recommendations, and analysis on Marvell Technology's stock performance.
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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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Matt Murphy Structural
Matt Murphy serves as the CEO of Marvell Technology, guiding its overall strategy and function.
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TSMC Structural
TSMC serves as Marvell Technology's preferred manufacturing partner for custom silicon and next-generation chip technology.
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Goldman Sachs Operational
Goldman Sachs provides active financial analysis and rating coverage for Marvell Technology stock.
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Micron Technology Operational
Micron and Marvell are active competitors in the high-stakes semiconductor market, influencing each other through market performance and competitive actions.
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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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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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Nagarajan Structural
Nagarajan serves as Marvell Technology's Chief Technology Officer for optical engineering.
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Meta Operational
Marvell is a key custom AI chip supplier and strategic partner to Meta, operating within the highly competitive market for advanced AI 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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FED Operational
FED policy decisions and interest rate expectations actively influence the market sentiment and stock performance of Marvell 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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Ferric (United States) Structural
Ferric provides IVR power solutions to Marvell's XPU customers, supported by a collaboration agreement.
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Credo Operational
Both companies are direct competitors in the specialized AI connectivity solutions market.
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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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OpenAI Structural
OpenAI relies on Marvell Technology for the development and implementation of custom silicon designs and ongoing customer engagements.
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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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Cantor Fitzgerald Operational
Cantor Fitzgerald actively influences Marvell Technology's valuation by issuing analyst reports and raising target prices.
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Morgan Stanley Mentioned together
Morgan Stanley provides financial research, ratings, and price targets covering Marvell Technology.
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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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POET Operational
Marvell declined a partnership with POET, causing a significant negative market reaction for POET.
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Cerebras Structural
Marvell provides Intellectual Property (IP) that is integrated into Cerebras chips for inference.
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Synopsys Structural
Marvell relies on Synopsys for essential interface IP used in its custom silicon designs.
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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.
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Adobe Transactional
A key executive, the CFO, moved from Adobe to join Marvell Technology staff.
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Norges Bank Transactional
Norges Bank has repeatedly purchased and increased its financial stake in Marvell Technology.
History
Events by the month they beganSeptember 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
23 events- Marvell, Broadcom, and Google expanded their partnership for custom AI chip development, backed by a $12.2 billion warrant.
- 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, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.
- 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.
- Marvell Technology is based in Santa Clara, California.
- Norges Bank acquired a new stake in Marvell Technology on August 1, 2026.
- Nvidia relies on Asian chipmakers for its supply chain, while OpenAI uses services from a rival company amidst geopolitical talks in Tehran.
- Susquehanna raised its price target on Marvell Technology.
- Google drives business to Marvell Technology for stock vesting.
- Semiconductor stocks (Micron, Marvell, Intel) fell due to high borrowing costs, amid Trump's tariff delay.
- Guidance disappointment and missed revenue expectations led to a market selloff affecting optical and connectivity stocks.
- Anthropic's revenue growth signals high AI demand, coinciding with policy favoring domestic memory suppliers.
- Microsoft is leveraging Lumentum's optics for its chips, while Lumentum supplies optics for Nvidia's demand. Additionally, Marvell is designing custom chips for Microsoft.
- Marvell Technology and Flex Ltd. joined the S&P 500 index, while Equity Residential announced its acquisition of AvalonBay Communities.
- AMD, Marvell, and Broadcom are competing in the AI chip market, while Anthropic secures a deal for MI450 GPUs.
- Marvell products address GPU stalls caused by memory limits.
July 2026
2 eventsShow 1 earlier month
June 2026
16 events- 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.
- Several major semiconductor companies, including AMD, Qualcomm, Micron, and Microchip, are identified as key players in the AI chip market.
- 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.
- Benzinga is reporting on companies that are listed on the Nasdaq stock exchange.
- 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.
- Intel is involved in the AI chip industry alongside another company, fitting into the broader ecosystem of key players.
- A company is winning multi-year deals with Google and Microsoft to design custom AI chips for their hyperscale needs.
- AMD, TSMC, Marvell Technology, and Broadcom are major competitors in the AI chip market, with AMD targeting inference and TSMC supporting growth.