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Marvell (MRVL) Is Down 22.6% After NVIDIA’s $2 Billion AI Bet And Index Exit - What's Changed
Simply Wall St.38d agoneutral
Marvell (MRVL) Is Down 22.6% After NVIDIA’s $2 Billion AI Bet And Index Exit - What's Changed

In late June 2026, Marvell Technology announced an expanded AI infrastructure partnership with NVIDIA, including NVLink ecosystem integration and a US$2.00 billion strategic investment, while also affirming a US$0.06 quarterly dividend and reporting that data center revenue had risen to 76% of total sales. On June 27, 2026, Marvell was removed from several Russell value indexes, underscoring its shift toward a growth-oriented AI data center profile, now trading at around 74x forward earnings...

This $200 Billion Semiconductor Giant Could Be the Next Nvidia
24/7 Wall St.38d agoneutral
This $200 Billion Semiconductor Giant Could Be the Next Nvidia

In the world of semiconductor stocks, Nvidia (NASDAQ:NVDA) is certainly the kingpin most investors are watching closely. That said, there are other players in this market worth considering, and there’s a $200 billion company I think could be the one investors should be paying attention to right now. The Number Marvell Technology (NASDAQ:MRVL) closed July 2, 2026 ... This $200 Billion Semiconductor Giant Could Be the Next Nvidia

Stocks to Watch: Micron, Chevron, Levi Strauss
The Wall Street Journal38d agoneutral
Stocks to Watch: Micron, Chevron, Levi Strauss

🔎 Levi Strauss (LEVI), Costco Wholesale (COST): The jeans maker is due to post second-quarter earnings this afternoon; Costco will report June sales. ↘️ Applied Materials (AMAT), Micron Technology (MU), Marvell Technology (MRVL), Intel (INTC), Advanced Micro Devices (AMD): The chip stocks fell in premarket trading, on course to extend a slide sparked by guidance from Samsung Electronics (KR:005930) yesterday that failed to meet lofty expectations.

Samsung Fails To Impress
The Wall Street Journal39d agoneutral
Samsung Fails To Impress

Sharp declines for high-flying memory and chipmakers including Intel, Marvell Technology and Applied Materials led a 1.2% decline in the Nasdaq Composite index and a 0.5% drop in the S&P 500. An update on second-quarter results from the South Korean giant had the company projecting record operating profits. Investors feared this reaction was a sign of how future reports for other chipmakers and AI-related tech companies might be received.

U.S. Stocks Rallied Over 15% In Q2 2026 — These 3 AI Stocks Still Have A Long Way to Run
24/7 Wall St.39d agoneutral
U.S. Stocks Rallied Over 15% In Q2 2026 — These 3 AI Stocks Still Have A Long Way to Run

U.S. stocks ripped more than 15% higher in the second quarter of 2026. For retirees and those who remain fully invested in the idea that this bull market can continue for some time, that’s great news. However, there are obvious concerns that are starting to bleed through to lower valuations from some of the highest-flying ... U.S. Stocks Rallied Over 15% In Q2 2026 — These 3 AI Stocks Still Have A Long Way to Run

Stock Indexes Fall as Chipmakers Retreat
Barchart39d agobearish
Stock Indexes Fall as Chipmakers Retreat

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Is Marvell Technology (MRVL) Fully Valued Following Its Russell Value Index Removal?
Simply Wall St.39d agobearish
Is Marvell Technology (MRVL) Fully Valued Following Its Russell Value Index Removal?

Marvell Technology (MRVL) has been in focus after being removed from several Russell value indexes. This change affects index-linked flows and invites fresh questions about how investors view the stock’s growth and valuation profile. See our latest analysis for Marvell Technology. Marvell Technology’s share price has been volatile in recent weeks, with a 1-day share price return of 1.62% and a 7-day share price return down 10.25%. However, the 90-day share price return of 127.89% and 1-year...

Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up
24/7 Wall St.40d agoneutral
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up

Marvell Technology (NASDAQ:MRVL) looks compelling because the market is only now pricing in a durable second act in custom AI silicon. The stock has nearly tripled year to date, but the fundamental picture keeps outrunning the multiple. Marvell designs the analog, mixed-signal, and photonic infrastructure that hyperscalers use to move data around AI clusters. Data ... Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up