Milan - Delayed Quote • EUR MARVELL TECHNOLOGY (19MW.MI) Follow Compare 110.28 -1.68 (-1.50%) As of 1:57:28 PM GMT+1. Market Open. All News Press Releases SEC Filings All SEC Filings Corporate Changes & Voting Matters Periodic Financial Reports Proxy Statements Tender Offer/Acquisition Reports Offering Registrations Marvell Technology Insiders Sold US$22m Of Shares Suggesting Hesitancy In the last year, many Marvell Technology, Inc. ( NASDAQ:MRVL ) insiders sold a substantial stake in the company which... Nvidia, chip stocks gaining on Foxconn's record Q4 revenue Nvidia (NVDA), Micron (MU), Super Micro Computer (SMCI), and Taiwan Semiconductor Manufacturer (TSM) after Foxconn Technology Group (2317.TW) — which trades as Hon Hai Technology Group in China and Taiwan — reported faster-than-expected sales growth boosted by artificial intelligence (AI) hardware demand. Semiconductor stocks are in focus ahead of Nvidia CEO Jensen Huang's keynote at the 2025 Consumer Electronics Show (CES). Bank of America analysts highlight that Advanced Micro Devices (AMD) and Marvell Technology (MRVL) executives will also deliver remarks. Julie Hyman and Josh Lipton outline what investors need to know. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Naomi Buchanan. Marvell Announces Breakthrough Co-Packaged Optics Architecture for Custom AI Accelerators Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the advancement of its custom XPU architecture with co-packaged optics (CPO) technology. Building on its recently announced custom high-bandwidth memory (HBM) compute architecture, Marvell is now extending its custom silicon leadership by enabling customers to seamlessly integrate CPO into their next-generation custom XPUs and scale-up the size of their AI servers from tens of XPUs w 3 problems for the stock price of Nvidia rival AMD AMD's stock has hit the skids. Will it come out of hibernation soon? AI infrastructure, compute: Ben Bajarin's 2025 Big Tech predictions As the AI trade welcomes a variety of new participants and infrastructure components in 2025, Creative Strategies CEO and Principal Analyst Ben Bajarin shares several of his Big Tech predictions for this year with Asking for a Trend's Josh Lipton. Bajarin names several of the typical players in the AI semiconductor space contributing to infrastructure, namely Nvidia (NVDA), Broadcom (AVGO), Advanced Micro Devices (AMD), and Marvell Technology (MRVL). "A ton of growth still going on the infrastructure side, so I imagine that that that will continue," Bajarin states. "We're going to continue to see a tremendous amount of demand for compute, that's not going away. But I think what I'm looking for in 2025 is the software monetization of those stocks." Bajarin also weighs in on the reported boost in productivity from executives after deploying AI agents across several industries, as well as what is to be expected on cloud computing spend and Apple's (AAPL) AI-enabled computers and smart devices. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend here. This post was written by Luke Carberry Mogan. Nvidia's Blackwell could propel 2025 revenue to $200B: Strategist Nvidia (NVDA) is at the front and center of conversations concerning the AI trade as investors eye the chipmaker's early 2025 deliveries for its Blackwell GPUs (graphic processing units). "We see significant upside once the delivery numbers ramp up. We think they're going to be able to exceed $200 billion in revenue just from this product launch for this year," Spear Invest Founder and CIO Ivana Delevska forecasts. Delevska joins Madison Mills in the Yahoo Finance studio to talk about this year's prospects for the artificial intelligence landscape, including her bull cases for semiconductor competitors Broadcom (AVGO) and Marvell Technology (MRVL). "Now we are getting into a phase where we need physical build-out of data centers and power associated with them. And the US has gone through a period of time where the power infrastructure has not really been upgraded, both on the grid and the generation side," Delevska says about the role energy providers like Vistra (VST) and Constellation Energy (CEG) will play in powering AI data center infrastructure. "So as we've brought more renewables to market, the reliability is much lower of the grid. So what we're going to see is power prices spike up in order to incentivize new supply coming to market." To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Luke Carberry Mogan. Why Nvidia shouldn’t sweat AI chip rivals like Amazon and Broadcom In the upstarts vs. legacy names battle, bet on the upstarts, says this analyst. Why Broadcom & Marvell could be better AI plays than Nvidia in 2025 The tech sector (XLK) has gained 25% since the start of 2024, driven by gains related to artificial intelligence (AI). Bokeh Capital Partners, founder and chief investment officer Kimberly Forrest, joins Brad Smith on Wealth to discuss her AI investment strategies going into 2025. "I wouldn't say [the current AI-related market] is necessarily a bubble, but I think you really have to be careful about just throwing money at the same old places that you did last year because technology needs different things as it rolls out, and this is going to be a longer rollout than anybody who's currently investing and has won so far, is really prepared for," Forrest says. She tells investors, "Pace yourself and understand that the technology is going to mutate a little. Right now, Nvidia (NVDA) is the big winner, and they have a GPU chip, but it seems like Broadcom (AVGO) has a solution for another part of the problem, which is inference. So maybe you want to look for companies like Marvell (MRVL) and Broadcom that are doing that are adding to the solution." Forrest notes, "I wouldn't kick Nvidia to the curb. You know they are still doing very well, and their product is needed. It's just that you may lose momentum." To watch more expert insights and analysis on the latest market action, check out more Wealth here. This post was written by Naomi Buchanan. Is Marvell Technology (NASDAQ:MRVL) Using Too Much Debt? Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of... Morgan Stanley says strong demand for Blackwell to ‘prevail’ over Nvidia worries Morgan Stanley says the firm has “tended to be most enthusiastic” on Nvidia (NVDA) when “near-term data points appear mixed, but underlying dynamics are very strong,” which the firm thinks is a point approaching now. Anxieties the market is wrestling with include that prior generation Hopper builds continue to slow, that not every version of new Blackwell products is ready to ship at the same time, and Marvell (MRVL) and Broadcom (AVGO) projecting strong longer term growth in Application-Specifi Nvidia, AI Chip Stocks Get Lift From Bullish Morgan Stanley Report Investment bank Morgan Stanley on Friday issued a bullish report on artificial intelligence chipmakers, calling Nvidia stock a top pick for 2025. Despite currently being unprofitable, Marvell Technology (NASDAQ:MRVL) has delivered a 306% return to shareholders over 5 years When you buy shares in a company, it's worth keeping in mind the possibility that it could fail, and you could lose... Broadcom’s AI Success Won’t All Come at Nvidia’s Expense There’s a new trillion-dollar AI chip maker in town, but the old one is still going to do just fine. Institutional investors are Marvell Technology, Inc.'s (NASDAQ:MRVL) biggest bettors and were rewarded after last week's US$6.3b market cap gain Key Insights Given the large stake in the stock by institutions, Marvell Technology's stock price might be vulnerable... Stock Market Today: Small Caps Fall Again As Major Indexes Close With Minor Moves (Live Coverage) Stocks pared early gains in the stock market today, and breadth turned negative by more than 2-to-1 on both exchanges. Marvell Technology, Inc. Declares Quarterly Dividend Payment Marvell Technology, Inc. (NASDAQ: MRVL), today announced a quarterly dividend of $0.06 per share of common stock payable on January 30, 2025 to shareholders of record as of January 10, 2025. There's only 2 Magnificent 7 names this strategist likes for 2025 With some expecting a market correction in 2025, Harvest Portfolio Management CIO and Wall Street Beats partner Paul Meeks joins Brad Smith on Morning Brief to discuss his top stock picks for the new year. "Of the [Magnificent Seven], the only ones I really support for growth and valuation at this level are Amazon (AMZN), which I think we'll see a nice upside surprise when they report, and also Nvidia (NVDA)," Meeks says. "I am going to, at least in the early part of 2025, stick with my AI infrastructure building plays. Those are primarily semiconductor companies like the aforementioned Nvidia. I'm also starting to warm up to Advanced Micro Devices (AMD) because it's come down a lot. I like Broadcom (AVGO), which will be reporting tonight, and I also like Marvell [Techonology] and Taiwan [Semiconductor Manufacturing Company]." To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Naomi Buchanan. Marvell Option Trade Profits $410 If Stock Stays Above This Level This bullish option trade will see large profits if Marvell finishes above 135 at February expiration. Marvell Introduces 1.6 Tbps LPO Chipset to Enable Optical Short-reach, Scale-up Compute Fabric Interconnects Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the general availability of a 200G per lane optimized transimpedance amplifier (TIA) and laser driver chipset, enabling 800 Gbps and 1.6 Tbps linear-drive pluggable optics (LPO). Designed to address next-generation short-reach, scale-up compute fabric connectivity requirements, LPO modules enabled by the chipset overcome the reach limitations of passive, DAC cable interconnects. The Marvell Unveils Industry's First Coherent-lite 1.6 Tbps O-band-optimized DSP for Data Center Campus Connectivity Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced Marvell® Aquila, the industry's first coherent-lite DSP optimized for 1.6 Tbps coherent optical transceiver modules operating at O-band wavelengths. By combining advanced coherent modulation with scalable O-band optics, the Aquila DSP delivers a power and performance-optimized solution tailored for the emerging market for distributed campus data center interconnects spanning up to 20 Performance Overview Trailing total returns as of 1/13/2025, which may include dividends or other distributions. Benchmark is S&P 500 Return 19MW.MI S&P 500 YTD +2.70% -2.17% 1-Year +83.45% +20.80% 3-Year +128.75% +22.27%