|
|
|
09.07.26 - 12:01
|
Mehrheit der Tech-Aktien im Bärenmarkt (Ariva)
|
|
|
Tech-Sektor im Ausverkauf. Micron, Broadcom, Marvell und Co. brechen nach Rekordrallye ein. Doch Analysten entwarnen. Nach monatelanger Rekordjagd an den US-Börsen hat sich die Stimmung im Technologiesektor deutlich eingetrübt. Ausgerechnet jene Unternehmen, die den Markt in den vergangenen Quartalen maßgeblich nach oben getrieben hatten, stehen nun unter erheblichem Verkaufsdruck. Besonders Aktien ......
|
|
|
|
|
08.07.26 - 21:42
|
The MediaTek Ghost Story Just Dropped the World′s Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone (24/7 Wall St.)
|
|
|
Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both sell custom AI silicon and networking chips to hyperscalers. Broadcom trades near $370, roughly 25% below its 52-week high after a Google diversification scare. Marvell has quietly tripled off spring lows. The businesses tell very different stories. Broadcom Posts Records While Marvell Reaccelerates Broadcom's Q2 FY2026 landed at ... The MediaTek Ghost Story Just Dropped the World's Most Powerful Custom-Silicon Juggernaut Into a 25% Discount Zone...
|
|
|
|
|
08.07.26 - 19:45
|
Marvell: The Next Trillion Dollar AI Stock (Zacks)
|
|
|
While NVIDIA provides the AI brains, Marvell provides the essential nervous system. The entire AI ecosystem fundamentally requires Marvell's specialized connectivity and custom architecture to function....
|
|
|
08.07.26 - 13:48
|
This $200 Billion Semiconductor Giant Could Be the Next Nvidia (24/7 Wall St.)
|
|
|
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...
|
|
|
|
|
|
|
06.07.26 - 21:54
|
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up (24/7 Wall St.)
|
|
|
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...
|
|
|
|
|
|
|
|
|
|
|
|
|
03.07.26 - 08:06
|
Intel takes aim at TSMC′s CoWoS lead with EMIB-T (Digitimes)
|
|
|
As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits....
|
|
|
|
|
|
|
|
|
|
|
01.07.26 - 19:06
|
Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker (24/7 Wall St.)
|
|
|
Advanced Micro Devices (NASDAQ: AMD) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories. AMD posted $10.25 billion in Q1 revenue powered by Instinct GPUs and EPYC servers. Marvell pulled $2.418 billion with custom AI silicon and high-speed optics. Same end market. Very different bets. ... Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker...
|
|