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MRVL stock news & analysis

Everything Pomegra has published on MRVL: 30 news articles and 10 market briefs, newest first.

Market briefs on MRVL

MRVL news

Marvell Technology Stock Drops 13% on $115B Lumentum Deal
Technology
MAJOR
3d ago6 min read

Marvell Technology Stock Drops 13% on $115B Lumentum Deal

Marvell Technology stock fell 13% and Lumentum 19% after the $115 billion all-stock AI optical networking deal, as investors questioned the price paid.

AI Stocks Lose $930B as Nasdaq Sinks 4% on Regulation Fears
Technology
MAJOR
Nov 56 min read

AI Stocks Lose $930B as Nasdaq Sinks 4% on Regulation Fears

AI stocks shed about $930 billion as the Nasdaq fell up to 5%, erasing post-election gains on fears of tighter AI regulation under Democratic control.

CrowdStrike (CRWD) Upgrade Gain Fades After Open
Technology
NOTABLE
Nov 35 min read

CrowdStrike (CRWD) Upgrade Gain Fades After Open

CrowdStrike (CRWD) rose 3.4% premarket on a Deutsche Bank upgrade to buy and Palo Alto gained 2%, but both reversed as the Nasdaq slid on Monday, Nov. 2.

Intel Extends Slide as Nasdaq 100 Enters Correction
Markets
MAJOR
Nov 36 min read

Intel Extends Slide as Nasdaq 100 Enters Correction

Intel fell another 8.8% on Monday after its worst day since 1974, and the Nasdaq-100 slipped into a correction as the chip selloff reached $3.7 trillion.

Marvell Technology Stock Falls on $115B Lumentum Deal
Technology
SEISMIC
Nov 25 min read

Marvell Technology Stock Falls on $115B Lumentum Deal

Marvell agreed to buy Lumentum in a $115 billion all-stock deal for AI optical networking, and shares of both companies fell sharply in Monday trading.

Marvell Technology Stock Falls on $83B Lumentum Deal Talks
Technology
MAJOR
Oct 295 min read

Marvell Technology Stock Falls on $83B Lumentum Deal Talks

Marvell Technology is in advanced talks to buy Lumentum at about $83 billion, a deal that could be announced next week and reshape AI data-center optics.

Micron Technology Stock: Chip Rout Erases $2T in 2026
Technology
MAJOR
Oct 206 min read

Micron Technology Stock: Chip Rout Erases $2T in 2026

The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.

Microsoft Maia 300 chip targets Nvidia, hits AI stocks
Technology
MAJOR
Oct 135 min read

Microsoft Maia 300 chip targets Nvidia, hits AI stocks

Microsoft's Maia 300 chip promises about 40% more output per unit of power than leading GPU systems, pressuring Nvidia and AI stocks as 2027 deployment nears.

Technology
MAJOR
Oct 84 min read

Broadcom Lines Up $50B+ Private Debt for OpenAI Chips

Broadcom (AVGO) is arranging over $50 billion in private financing with Apollo and Blackstone to fund OpenAI's custom AI chips, and shares slipped premarket.

Technology
NOTABLE
Oct 85 min read

Marvell Technology Stock Jumps 6% on $90B 2031 Target

Marvell Technology stock rose about 6% after investor day lifted its fiscal 2028 revenue goal to $20 billion and set a $70-90 billion fiscal 2031 target.

Marvell Technology Stock Jumps as 2031 Target Hits $90B
Technology
MAJOR
Oct 76 min read

Marvell Technology Stock Jumps as 2031 Target Hits $90B

Marvell Technology stock surged as much as 10% after the chipmaker lifted its fiscal 2028 revenue goal to $20 billion and set a $70-90 billion fiscal 2031 range.

Ciena Jumps 11% as AI Stocks Rally on 2029 Growth Target
Technology
NOTABLE
Oct 66 min read

Ciena Jumps 11% as AI Stocks Rally on 2029 Growth Target

Ciena (CIEN) shares surged 11% to 14% as AI networking stocks rallied, backed by a fiscal 2029 goal of 30% annual revenue growth and fresh analyst upgrades.

Marvell Technology Stock Near $272 Before Investor Day
Technology
MAJOR
Oct 56 min read

Marvell Technology Stock Near $272 Before Investor Day

Marvell Technology stock, up more than 200% in 2026 near $272, heads into its October 6 Investor Day with investors seeking AI and data-center targets through 2030.

Micron Stock: Wall Street's Most Watched Ahead of Q4 2026
Technology
MAJOR
Sep 295 min read

Micron Stock: Wall Street's Most Watched Ahead of Q4 2026

Micron Technology (MU) tops Wall Street watchlists ahead of September 30 Q4 earnings as analysts project a 992% EPS surge driven by the AI memory supercycle and record high-bandwidth memory demand.

Jabil Q4 FY2026: AI Revenue and FY27 Outlook at Open
Technology
MAJOR
Sep 246 min read

Jabil Q4 FY2026: AI Revenue and FY27 Outlook at Open

Jabil Inc. reports Q4 FY2026 before the open Wednesday as Wall Street focuses on $3.6B in quarterly AI revenue, a third hyperscaler ramp, and raised FY27 guidance.

Trump-Xi Summit Extends Tariff Truce, Launches AI Talks
Geopolitics
SEISMIC
Sep 247 min read

Trump-Xi Summit Extends Tariff Truce, Launches AI Talks

The Washington summit produced a tariff pause through January 10 and a structured AI dialogue framework, sending semiconductor and China ADR stocks to their highest levels in months.

Nasdaq 27,122: First Record Close Since June
Markets
MAJOR
Sep 227 min read

Nasdaq 27,122: First Record Close Since June

The Nasdaq Composite surged 2.26% to a record 27,122 on Monday, its first all-time closing high since June, as ai stocks and semiconductor leaders powered through the drag of a surprise federal…

ARM Leads AI Chip Rally With 6% Surge
Markets
MAJOR
Sep 187 min read

ARM Leads AI Chip Rally With 6% Surge

Arm Holdings surged more than 6% on September 17, extending its 224% year-to-date gain as AI processor demand firms and supply chain bottlenecks ease across the semiconductor sector.

Intel Surges on Triple Wall Street Target Raise
Technology
MAJOR
Sep 186 min read

Intel Surges on Triple Wall Street Target Raise

Three Wall Street desks lift Intel targets in quick succession, citing a 25% revenue surge and Terafab manufacturing wins with SpaceX and Tesla.

Broadcom CEO Holds $230B AI Target Despite Slowdown Call
Technology
MAJOR
Sep 176 min read

Broadcom CEO Holds $230B AI Target Despite Slowdown Call

Broadcom CEO Hock Tan told CNBC that $115B FY2027 and $230B FY2028 AI chip targets are unchanged, citing durable inference demand as insulation from any training-pace reduction.

AI Stocks Plunge as Amodei, Altman Back Slowdown Call
Technology
SEISMIC
Sep 155 min read

AI Stocks Plunge as Amodei, Altman Back Slowdown Call

Anthropic CEO Dario Amodei's safety essay, endorsed publicly by OpenAI and Microsoft leaders, sent the PHLX semiconductor index to its worst single session since July, down nearly 6%.

Micron (MU) Falls 4% as Netlist Targets DDR5 Products
Technology
MAJOR
Sep 117 min read

Micron (MU) Falls 4% as Netlist Targets DDR5 Products

Micron Technology faces twin pressure as Netlist's new ITC and federal court patent filings targeting DDR5 memory coincide with a bond-market selloff that is dragging down the entire semiconductor…

Marvell Technology Stock Rallies on $8B AI Guidance
Technology
MAJOR
Sep 95 min read

Marvell Technology Stock Rallies on $8B AI Guidance

Marvell Technology (MRVL) jumps 6.4% as CEO Matt Murphy lifts FY2028 revenue guidance to $8B, more than doubling prior targets on AI custom silicon demand from every major hyperscaler.

Qualcomm Surges 9.5% on $60B Amazon AI Chip Deal
Technology
SEISMIC
Sep 86 min read

Qualcomm Surges 9.5% on $60B Amazon AI Chip Deal

QCOM stock surges 9.5% as Qualcomm signs a $60 billion multi-generational AI data center silicon and 1.6T optical connectivity deal with Amazon Web Services, issuing a 25 million share warrant.

Adobe ADBE Triple Exit Deepens AI Survival Risk
Technology
MAJOR
Sep 76 min read

Adobe ADBE Triple Exit Deepens AI Survival Risk

Adobe's simultaneous CEO handoff, creative chief departure, and open CFO seat have crystallized investor fears that the company lacks a credible path to monetize generative AI without dismantling…

AVGO Q3 FY2026: 86% Revenue Surge, Q4 Miss Weighs on Stock
Markets
MAJOR
Sep 55 min read

AVGO Q3 FY2026: 86% Revenue Surge, Q4 Miss Weighs on Stock

Broadcom's Q3 FY2026 revenue surged 86% to $29.6B and AI revenue hit $16.7B, but Q4 guidance of $34.8B missed the LSEG consensus, tempering AVGO gains.

Marvell Technology Stock Falls 10% on Google Delay
Technology
MAJOR
Sep 46 min read

Marvell Technology Stock Falls 10% on Google Delay

Marvell Technology stock falls 10% as Google custom AI chip revenue is pushed to fiscal 2029, overshadowing a record $2.74B Q2 FY2027 earnings beat.

GoPro Surges 50% on $85M AI-Optical Merger
Technology
SEISMIC
Sep 26 min read

GoPro Surges 50% on $85M AI-Optical Merger

GoPro's $85 million acquisition of Starman Optical ends 24 years of consumer cameras and launches GPRO into AI data-center networking and defense hardware markets.

Trump Weighs Sweeping New Chip Tariffs on AI Servers
Technology
MAJOR
Sep 27 min read

Trump Weighs Sweeping New Chip Tariffs on AI Servers

The Trump administration is weighing expanded semiconductor duties covering AI data center servers and laptops, threatening to inflate infrastructure costs as chip stocks shed 2-3% Wednesday morning.

Magnificent 7 Hit Hard as 10-Year Yield Eyes 5%
Markets
MAJOR
Sep 27 min read

Magnificent 7 Hit Hard as 10-Year Yield Eyes 5%

Alphabet, Nvidia, Tesla, Marvell, and Intel each fall 2-3% on September's opening session as a hawkish Fed and global bond rout push ai stocks toward their sharpest monthly open in 2026.