Marvell Technology, Inc. - Common Stock (MRVL)

Micron stock slid Thursday despite the memory-chip giant delivering a beat-and-raise fiscal third-quarter earnings report.

With the AI infrastructure buildout in full swing, here are 3 semiconductor stocks well-positioned to grow significantly as revenue and earnings increase

Markets Find Their Groove as Geopolitics Cool Down and Powell Softens the Edges

Marvell's stock surged after new AI chip deals prompted a wave of institutional buying and a series of validating price target increases from analysts.

Semiconductor chip stocks, including Nvidia, Broadcom, TSMC, Intel, Arm, Marvell are down due to the end of waivers for chipmakers to send tech to China.

Semiconductor stocks tied to the AI megatrend dipped on Friday as the second quarter nears its end. Nvidia stock was among the decliners.

Marvell Technology is currently in Phase 7 of its Adhishthana Cycle on the monthly chart, and the structure is setting up for a breakout.

Marvell Technology has gotten torched over the last six months - since December 2024, its stock price has dropped 30.9% to $75.35 per share. This may have investors wondering how to approach the situation.

The Fed holds rates steady, Marvell shines post-AI event, and Wall Street weighs tariffs, inflation, and geopolitical noise.

Credo stock notched an all-time high on Wednesday amid strong demand for its high-speed connectivity systems for data centers.

Marvell stock jumped after the chipmaker increased its addressable market for custom chips for artificial intelligence applications.

Marvell reportedly announced several updates at its custom AI silicon event – the company raised its total addressable market (TAM) estimate to $94 billion by 2028, up by 26% from its previous forecast.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 8.7% in the morning session after the company announced a breakthrough in making chips for Artificial Intelligence (AI), revealing the industry's first 2nm custom Static Random Access Memory (SRAM - tiny computer memory). Think of it as making the brain of AI chips much faster and less power-hungry, which is a huge deal for companies building massive AI systems. 

Marvell Technology Inc (NASDAQ:MRVL) shares are surging Wednesday after multiple analysts reiterated positive ratings following the company's custom AI investor event.

Marvell Technology (MRVL) shares surged after Custom AI Investor Event, analysts maintain Buy ratings and price targets on growth potential.

Marvell Technology introduces PIVR power solutions for hyperscalers like Amazon, Meta Platforms, Microsoft, and Google to boost AI and cloud infrastructure ROI. It also launches 2nm custom SRAM for high-performance chips in data centers, with potential to drive $4 billion in AI revenues this year.

Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.

A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +1.5%, S&P 500 +1.0%) as reports pointed to easing tensions between Israel and Iran. The Wall Street Journal said senior Iranian officials had signaled a willingness to restart stalled nuclear talks, on the condition that Washington refrain from joining Israel's ongoing strikes. This development triggered a significant decline in oil prices, easing inflation concerns. Also, it is possible some investors were buying the dip following the sell-off at the end of the previous week.

AI chip stocks rose Monday as several Wall Street analysts reiterated their bullish views on the market. Nvidia stock neared a buy point.