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Do You Believe in the Upside Potential of Marvell Technology (MRVL)?
Insider Monkey88d agoneutral
Do You Believe in the Upside Potential of Marvell Technology (MRVL)?

Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2026. A copy of the letter is available to download here. In Q1 2026, the Sound Shore Fund Investor Class (SSHFX) and Institutional Class (SSHVX) declined 3.45% and 3.43%, respectively, compared to the S&P 500’s -4.33% return and […]

Perion Network (PERI) Q1 Earnings Top Estimates
Zacks88d agoneutral
Perion Network (PERI) Q1 Earnings Top Estimates

Perion Network (PERI) delivered earnings and revenue surprises of +83.33% and -4.30%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Intel Stock Surges Back to Winning Ways in Style
Barrons.com88d agobullish
Intel Stock Surges Back to Winning Ways in Style

Intel stock finally snapped its 5-day winning streak and it’s already back on the charge. The shares were jumping 3.8% in premarket trading after closing 2.4% higher Tuesday to end its five-day losing run. The stock fell 16% over that period and investors were perhaps starting to question whether it would be more than a blip.

Stocks Settle Lower on Rising Bond Yields
Barchart89d agoneutral
Stocks Settle Lower on Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

Why Marvell (MRVL) Is Drawing Fresh Attention for AI Data Center Networking
Insider Monkey89d agoneutral
Why Marvell (MRVL) Is Drawing Fresh Attention for AI Data Center Networking

Marvell Technology, Inc. (NASDAQ:MRVL) is one of the best stocks to buy for next-gen data centers. On April 22, the company announced the acquisition of Polariton Technologies, a developer of high-speed, low-power plasmonics-based silicon photonics devices. Marvell said the deal strengthens its optical technology portfolio by adding advanced modulation capabilities for next-generation coherent and optical […]

Marvell Price Prediction. The Stock Is Up 179% in a Year and Our Model Says the Easy Money Is Gone
24/7 Wall St.89d agoneutral
Marvell Price Prediction. The Stock Is Up 179% in a Year and Our Model Says the Easy Money Is Gone

Marvell Technology (NASDAQ:MRVL) has staged one of the most remarkable AI-driven rallies in semiconductors, with shares climbing 179.33% over the past year on the back of custom silicon momentum and a deepening role in hyperscaler AI infrastructure. After a 95.49% year-to-date surge, the question is whether the price has run ahead of the fundamentals. Our ... Marvell Price Prediction. The Stock Is Up 179% in a Year and Our Model Says the Easy Money Is Gone

AMD Marvell Stake Highlights AI Data Center Ambitions And Valuation Tension
Simply Wall St.89d agoneutral
AMD Marvell Stake Highlights AI Data Center Ambitions And Valuation Tension

Advanced Micro Devices (NasdaqGS:AMD) has taken a new equity stake in Marvell Technology. The move links AMD more closely to Marvell's silicon photonics and AI data center interconnect platforms. This step is aimed at supporting a broader AI data center infrastructure ecosystem around AMD's AI products. For investors watching NasdaqGS:AMD, this equity stake follows a sharp run in the stock, with shares at $420.99 and up 88.4% year to date and 266.9% over the past year. The stock has seen a...

3 Market-Beating Stocks to Research Further
StockStory89d agobullish
3 Market-Beating Stocks to Research Further

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Marvell Leans Into Optical Networking As AI Growth And Valuation Questions Build
Simply Wall St.90d agoneutral
Marvell Leans Into Optical Networking As AI Growth And Valuation Questions Build

Marvell Technology (NasdaqGS:MRVL) is refocusing its business on optical interconnect solutions for AI data centers. The company has raised its growth forecast for optical interconnects to 50% in FY27. Recent acquisitions, including Polariton and Celestial AI, expand Marvell's optical networking capabilities. These moves position Marvell as an important player in high speed data transmission for AI workloads. For investors tracking AI infrastructure, Marvell Technology is closely tied to...

Jim Cramer on Marvell: “It Can Go Higher”
Insider Monkey91d agoneutral
Jim Cramer on Marvell: “It Can Go Higher”

Marvell Technology, Inc. (NASDAQ:MRVL) was among Jim Cramer’s Mad Money stock calls as he urged investors to exercise caution when it comes to red-hot AI stocks. A caller inquired if Cramer still likes the company, and in response, he said: Oh yeah. Marvell’s, that’s Matt Murphy. He’s doing an amazing job. He bought that optical […]

Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation
Simply Wall St.93d agobullish
Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation

Marvell Technology (NasdaqGS:MRVL) is attracting fresh attention after an equity investment from AMD and new custom AI chip collaborations with Google and Amazon. The company is expanding its AI data center reach through acquisitions, including the purchase of silicon photonics specialist Polariton. These moves follow earlier investment activity from Nvidia and signal growing engagement from multiple large industry peers. For investors watching AI infrastructure, Marvell Technology now sits...