Entities / Company
Marvell Technology.
American fabless semiconductor company
- Reports this week
- 14
- Active events
- 13
- Connections
- 286
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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Nvidia's strategic relationships and GPU demand are highlighted by high-profile meetings and endorsements involving Marvell, Hyundai, Musk, and Ellison.Some support1 report
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Marvell Technology is reportedly close to acquiring Lumentum Holdings.Well supported13 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 reports4 developments inside
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Marvell, Broadcom, and Google expanded their partnership for custom AI chip development, backed by a $12.2 billion warrant.Well supported16 reports1 development inside
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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.Well supported4 reports3 developments inside
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TD Cowen and Susquehanna raised ratings and price targets for Marvell Technology.Well supported3 reports
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Intel hired former Marvell Technology executives and appointed an executive to Milpitas.Some support1 report
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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 report1 development inside
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Marvell Technology and Oracle are facing doubts regarding AI spending concerns affecting tech stocks.Some support1 report
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Multiple analysts downgraded the stock ratings of several companies, including Arthur J. Gallagher, Marvell Technology, and Adidas, on November 3, 2026.Some support1 report
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Baidu, Marvell Technology, Nvidia, and KLA stocks all saw gains in the market on November 2, 2026.Some support1 report
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Marvell, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.Well supported6 reports
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Marvell Technology is expanding its role in the AI chip market by developing custom chips for Amazon and challenging Broadcom and Nvidia.Some support28 reports
Earlier this month
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Marvell Technology and Onto Innovation Inc. are competing technology companies seeking investment capital.Some support1 report
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Goldman Sachs raised its outlook for data center growth, following general coverage of Marvell Technology's stock.Some support1 report
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Software and semiconductor stocks showed broad weakness on Nasdaq on October 1, 2026, involving major tech companies.Some support1 report
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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 support2 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 support3 reports1 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
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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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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
One to three months ago
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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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Strong chip demand and favorable macro news are driving stock gains for Nvidia, AMD, and Marvell Technology.Some support2 reports
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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 supported9 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 support3 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 support13 reports3 developments inside
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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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What's reaching Marvell Technology
Events traced to Marvell Technology, step by step, newest first- Marvell Technology may face pressure as AMD gains AI cloud tractionMarvell Technology may face increased competitive pressure from AMD's AI gainsPossible
- AI sector pullback may increase market price risk for Marvell TechnologyMarvell Technology may face increased market price risk from AI capital constraints.Possible
- AMD's AI surge increases competitive pressure on Marvell TechnologyAMD's AI surge increases competitive pressure on Marvell Technology.Possible
- Marvell Technology faces intensified competition from AI rivalsIncreased visibility of Astera Labs and Credo may intensify competition for Marvell TechnologyPossible
- Increased focus on Credo may intensify competition for Marvell TechnologyIncreased focus on Credo may intensify competition for Marvell TechnologyPossible
- AMD's AI contract wins may squeeze Marvell Technology's market shareAMD's major AI contracts could increase competitive pressure on Marvell TechnologyPossible
See all 23 explainers
- AI spending could boost Marvell's demand for custom siliconMarvell Technology may see increased demand for custom AI siliconPossible
- 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
- 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
Explainers that pass through Marvell Technology
Marvell Technology is a step on the way to someone elseAround Marvell Technology this week
News at the entities that move Marvell Technology most-
AMD OperationalSanmina Corporation is shipping AMD’s accelerated-compute systems, with Jon Faust serving as CFO.Moves Marvell Technology
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Nvidia StructuralAI arms race heats up as Nvidia CEO Jensen Huang is linked to suspected Chinese espionage amid US export restrictions.Moves Marvell Technology
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Broadcom OperationalAn executive who previously held senior financial roles is noted to serve on the board of Analog Devices, Lam Research, and Broadcom.Moves Marvell Technology
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SEC StructuralA director of Immunome, Inc. sold company stock on July 2, 2026, disclosing the transaction to the SEC.Moves Marvell Technology
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TD Cowen OperationalJefferies raised its price objective on Aflac shares, while Barclays and TD Cowen issued rating updates.Moves Marvell Technology
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Jensen Huang OperationalAlice Huang built a close relationship with Jensen Huang on October 29, 2026.Moves Marvell Technology
Connections
The 40 strongest of 286, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Lumentum Holdings Structural
Marvell Technology acquired Lumentum Holdings, integrating it as a subsidiary to combine complementary technologies.
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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's TPU ecosystem, reinforced by equity warrants tied to Marvell's performance.
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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 (Trainium/AWS).
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Matt Murphy Structural
Matt Murphy serves as the CEO and Chairman of Marvell Technology, defining the company's strategy and operations.
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Nvidia Structural
Nvidia holds a significant financial stake in Marvell and collaborates with them on AI infrastructure while competing in the semiconductor market.
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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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Credo Operational
Both companies are direct competitors in the specialized AI connectivity and fabless semiconductor markets.
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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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Cavium Structural
Marvell Technology acquired Cavium in 2018, establishing Cavium as a subsidiary.
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Infineon Technologies Transactional
Infineon acquired Marvell's Automotive Ethernet business unit in August 2025.
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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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TD Cowen Operational
TD Cowen provides investment ratings, price targets, and outlooks 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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Intel Operational
Marvell and Intel are major competitors in the semiconductor market, characterized by mutual market influence, platform integration, and personnel exchange.
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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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Jensen Huang Operational
Jensen Huang's public endorsements and predictions consistently influence Marvell Technology's market sentiment and stock valuation.
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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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Matt Murphy Structural
Matt Murphy serves as the CEO of Marvell Technology.
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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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Nasdaq Structural
Marvell Technology is a company formally listed and trades its shares on the Nasdaq stock exchange.
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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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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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Goldman Sachs Operational
Goldman Sachs provides ongoing financial analysis, ratings, and strategic advice regarding 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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FED Operational
FED policy decisions and interest rate expectations actively influence the market sentiment and stock performance of Marvell Technology.
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Matthew Murphy Structural
Matthew Murphy holds the structural role of CEO at Marvell Technology.
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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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Morgan Stanley Mentioned together
Morgan Stanley provides financial research, ratings, and price targets covering Marvell Technology.
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Oracle Operational
Marvell and Oracle compete in the chip sector while also participating in industry working groups.
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MarketBeat Mentioned together
MarketBeat consistently tracks and features Marvell Technology as an infrastructure stock pick.
History
Events by the month they beganNovember 2026
7 events- Nvidia's strategic relationships and GPU demand are highlighted by high-profile meetings and endorsements involving Marvell, Hyundai, Musk, and Ellison.
- Intel hired former Marvell Technology executives and appointed an executive to Milpitas.
- Marvell Technology and Oracle are facing doubts regarding AI spending concerns affecting tech stocks.
- Multiple analysts downgraded the stock ratings of several companies, including Arthur J. Gallagher, Marvell Technology, and Adidas, on November 3, 2026.
- Baidu, Marvell Technology, Nvidia, and KLA stocks all saw gains in the market on November 2, 2026.
- Marvell Technology is expanding its role in the AI chip market by developing custom chips for Amazon and challenging Broadcom and Nvidia.
- Marvell Technology and Onto Innovation Inc. are competing technology companies seeking investment capital.
October 2026
11 events- Marvell Technology is reportedly close to acquiring Lumentum Holdings.
- TD Cowen and Susquehanna raised ratings and price targets for Marvell Technology.
- Goldman Sachs raised its outlook for data center growth, following general coverage of Marvell Technology's stock.
- Software and semiconductor stocks showed broad weakness on Nasdaq on October 1, 2026, involving major tech companies.
- 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.
- Strong chip demand and favorable macro news are driving stock gains for Nvidia, AMD, and Marvell Technology.
September 2026
18 events- Marvell Technology, Broadcom, and Cisco are identified as key players in the AI infrastructure sector, supplying connectivity for AI buildout.
- Intel and Marvell are leveraging their respective strengths in the competitive AI chip market, with Intel focusing on its Ohio foundry deals.
- 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.
- 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.
Show 3 earlier months
August 2026
5 events- Marvell, Broadcom, and Google expanded their partnership for custom AI chip development, backed by a $12.2 billion warrant.
- Marvell, Broadcom, and Google are expanding their partnership for custom AI chip development and infrastructure.
- 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.
July 2026
2 eventsJune 2026
17 events- Several major semiconductor companies, including AMD, Qualcomm, Micron, and Microchip, are identified as key players in the AI chip market.
- 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.
- 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.
- 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.