Marvell Technology Group Ltd. Aktie News

Driven by a $200 billion expenditure plan from Amazon, the four largest internet firms are poised to invest $650 billion in capex this year. That figure is approximately 60% higher than the previous year, marking one of the most significant single-year spending increases the technology sector has ever experienced.

SANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced it will conduct a conference call following the release of its fourth fiscal quarter and fiscal year 2026 financial results on Thursday, March 5, 2026, at 1:45 p.m. Pacific Time. Conference Call Interested parties may join the live conference ca...

Sandisk and Micron could see industry-leading revenue growth in the coming years.

Marvell Technology (MRVL 5.80%) is quietly becoming a critical player in AI data center infrastructure as demand for custom silicon and high-speed connectivity explodes. A recent acquisition could unlock new revenue streams and reignite growth just as the stock sits well below its highs.

SANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that it has completed its previously announced acquisition of Celestial AI, a pioneer in optical interconnect technology for scale-up connectivity. Celestial AI brings its Photonic Fabric™ optical interconnect technology, designed to support hig...

AI infrastructure spending is set to soar again in 2026, which is great news for this chip designer. The growing demand for custom AI processors has supercharged this company's growth.

Tom Yeung here with your Sunday Digest.  It would have been easy to overlook Nvidia Corp. ( NVDA ) in 2022, the year ChatGPT was launched.

Marvell Technology remains a Buy, with a projected 42% upside over 16-18 months as AI infrastructure demand accelerates. Celestial AI's Photonic Fabric acquisition is a key 2026 catalyst, expanding MRVL's data center TAM beyond $10 billion and offering margin-additive growth. MRVL's custom silicon and electro-optics businesses are poised to double by FY2028, driving robust earnings visibility a...